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Started By
Message
NFLX beats
Posted on 7/19/22 at 4:39 pm
Posted on 7/19/22 at 4:39 pm
Who’s riding the wave?
4
Posted on 7/19/22 at 5:55 pm to Lgrnwd
They didn't do badly at all.
I keep reading on the internet that Netflix was dying. The reality is, no streaming service comes close to the shows/movies that Netflix offers.
To only lose 970,000 subscribers while raising prices by 10% is nothing short of good news. They're no longer a growth company and they're now priced as such.
But in any case, people who seem to be criticizing Netflix don't understand that they barely lost 0.5% of their 220 million subscriber base while raising prices significantly (and that's on top of high inflation).
I keep reading on the internet that Netflix was dying. The reality is, no streaming service comes close to the shows/movies that Netflix offers.
To only lose 970,000 subscribers while raising prices by 10% is nothing short of good news. They're no longer a growth company and they're now priced as such.
But in any case, people who seem to be criticizing Netflix don't understand that they barely lost 0.5% of their 220 million subscriber base while raising prices significantly (and that's on top of high inflation).
Posted on 7/19/22 at 6:22 pm to Lgrnwd
Happy with my weekly short puts. AH it’s still just 50% of the expected +/- move of $34+. Didn’t have the guts to sell a strangle, but could have gone with a jade lizard. But I’ll take what I get. These days it’s just nice to see some green for a change.
Posted on 7/19/22 at 9:09 pm to TheQuestioner
quote:
no streaming service comes close to the shows/movies that Netflix offers.
HBO is arguably the better service. Furthermore a significant amount of Netflix’s popular programming comes from Paramount. Ironically, Netflix seems to have shifted away from the prestige productions towards the low budget bravo reality stuff. They’ll have their work cut out Taking that path once HBO combines with Discovery plus. When Netflix started streaming they were renowned for their documentaries…now all that departments funding is tied up in Obama, Harry and Meghan. They’ve they have a significant hole to dig out of.
quote:
They're no longer a growth company and they're now priced as such.
Not sure about that. They’re still 2.5x their sector’s PE. If they’re no longer a growth company then they have a ways to drop.
Posted on 7/19/22 at 9:51 pm to TheQuestioner
No great. Not terrible.
Posted on 7/19/22 at 10:28 pm to JKLazurus
quote:
Ironically, Netflix seems to have shifted away from the prestige productions towards the low budget bravo reality stuff.
The average person doesn't really want prestige TV.
It's nice to have but it's not what people watch on the whole. People watch reality TV shows, dumb shows, and a few shows that are fun to watch.
quote:
tige productions towards the low budget bravo reality stuff. They’ll have their work cut out Taking that path once HBO combines with Discovery plus. When Netflix started streaming they were renowned for their documentaries…now all that departments funding is tied up in Obama, Harry and Meghan
Their documentaries are still pretty fricking great. I primarily subscribe for their documentaries.
Getting a former president who was pretty well-liked globally to make shows for them doesn't sound like they're losing either. Obama, by historical standards, was one of the most popular presidents if you look at his international approval ratings (so it clearly will have appeal to people internationally).
quote:
Not sure about that. They’re still 2.5x their sector’s PE. If they’re no longer a growth company then they have a ways to drop.
Hmm... could be the case. But they've got plenty of room to increase profit margins so while they may not be a growth company, they can still have a lower PE ratio.
This post was edited on 7/19/22 at 10:30 pm
Posted on 7/19/22 at 10:30 pm to TigerDeBaiter
This
Posted on 7/20/22 at 8:20 am to TheQuestioner
quote:
They're no longer a growth company
Oh, they gonna pay a dividend now?
Posted on 7/20/22 at 8:41 am to TheQuestioner
The fear with Netflix is the continued fracturing of the streaming market. A market they did not create and dominated only briefly with only token opposition.
But, the salad days are past. The smart thing they did was to create a bunch of IP with that heavy cash flow from the good years to build intrinsic value.
Sounds like they're trying to decouple politics from their business model which I would say is one of the smartest thing any public facing company can do right now.
But, the salad days are past. The smart thing they did was to create a bunch of IP with that heavy cash flow from the good years to build intrinsic value.
Sounds like they're trying to decouple politics from their business model which I would say is one of the smartest thing any public facing company can do right now.
Posted on 7/20/22 at 9:00 am to JKLazurus
quote:
Ironically, Netflix seems to have shifted away from the prestige productions towards the low budget bravo reality stuff.
I mean they have added this type of TV because there is a massive demand for it (turn on any network any day of the week for example). It hasn't detracted from their scripted shows in the slightest that I've seen. It's also much much cheaper than scripted tv. So you could argue they are maintaining/adding views for less $ (again, all networks are going this route also).
Re documentaries, they are expanding them all over the place. The forthcoming PGA series (which will include all the LIV drama) should be a hit on par with F1 version. Your reference to Obama Harry and Megan gives away where your opinions on nflx really come from
Posted on 7/20/22 at 9:09 am to Lgrnwd
What did their guidance look like
Posted on 7/20/22 at 9:41 am to Lgrnwd
I am curious to see what happens when they crackdown with the 100M users they claim share a password 
I think HBO has a better total catalog but Netflix pushes out so much new stuff that you could argue its better to have overall
I think HBO has a better total catalog but Netflix pushes out so much new stuff that you could argue its better to have overall
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