Research archive for NFLX

On Monday night we had numbers from Netflix whose content fills our living rooms on a regular basis. Here is a pdf of the Netflix 1Q 2016, Letter to shareholders.

Wow it's been a wild ride for Netflix of late. Since they peaked in July at $295 to where it is now at $95 it has been an absolute rollercoaster. The behaviour of US equities can be fascinating. They take no prisoners but when a company performs, shareholders are rewarded. Once a company hits the spotlight, the volatility becomes almost unmanageable and when the market loses confidence, the company has to really work hard to earn that confidence back.

I've always believed that the easier you make it to buy your product the more of your product will be sold. Remember that rant I had at retailers who were complaining about swipe fees? I said that they were shooting themselves in the foot because at the end of the day being able to pay by card has been a huge benefit to retailers worldwide because it makes the purchase easier. I bring this up because we have had some news over the last few days from two companies who have or are in the process of making consumption just that bit easier. Last night we had Netflix results coming out from New York and on Friday we had the release of Multichoice's new BoxOffice service.