Netflix Q3 - Strong ARPU Growth

18-OCT-19

It is always nice owning a stock that pops after a set of good results. On Wednesday night after their third quarter numbers, the Netflix share price jumped up by around 10%. The results were mixed but profits came in at $665 million for the quarter, higher than the $470 million estimated by Wall Street.


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Hold Netflix

02-OCT-19

A long standing and very good client of ours wrote to me yesterday, asking "Is it time to sell Netflix?" My answer was no! I'm also a Netflix shareholder, and I'm buying at current levels.


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Netflix Buffering

22-JUL-19

Netflix is a stock that 95 Vestact clients own in new York. On Wednesday after-market, Netflix released second-quarter numbers saying that overall subscriber numbers came in well below what the company projected and that for the first time in eight years, US subscriber numbers dropped. Not good! The last time subscriber numbers dropped in the US, the company was splitting into DVD mail-order system and a streaming platform!


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Netflix Moves into Gaming

14-JUN-19

When you create good shows or movies they become brands on their own. Look at how Disney has leveraged off its characters to make theme parks, games, toys and many other products. Did you know that Disney makes 34% of its revenues from Parks and Resorts alone? That is over $20bn a year. They also make $4.6bn of their revenues from Consumer Products and Interactive Media. That equates to profits of $1.6bn.


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Netflix Gets Magic

05-JUN-19

It is articles like this that makes Netflix a must have. Fantasy Card Game's Netflix Deal May Be Magic for Hasbro.


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Netflix Q1 2019

18-APR-19

The first Vestact recommended stock to come out with quarterly results was JP Morgan. The second, out yesterday, was Netflix. The video streaming giant reported revenue of $4.52 billion, up 22.2% year-on-year.


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Netflix's Growth

22-JAN-19

Statista had two great infographics on Netflix recently. This first graph shows how the last quarter was their best in terms of adding subscribers. It clearly indicates that future growth for the company will come from their international audience.


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Netflix Q4 - subscribers soar

18-JAN-19

Last night Netflix reported their 4Q and full year numbers. Let's deal with the quarterly figures versus consensus first and then talk about how 2018 was for the company.


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Neflix Goes Mobile And Affordable

15-NOV-18

According to Techcrunch, Netflix is testing a mobile only subscription in Malaysia to make their services more affordable. This service will cost $4 a month.


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Netflix raises more money for content

23-OCT-18

While everyone is distracted by social media and accusing Netflix of targeting ads to users based on their race (I don't remember ticking a race box when I signed up for Netflix but whatever!). The company announced that it would be raising $2 billion in capital by issuing some high-yield bonds. The cash will fund more original blockbusters to stay ahead in the contents arms race.


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Netflix 3Q - beats estimates

18-OCT-18

Another Vestact recommended stock in New York portfolios is streaming entertainment service Netflix. The company has a fascinating history. It was founded in 1997 as a DVD movie distributor and didn't start offering online streaming until 2007. It was listed on the stock exchange in 2002, when it had just 600 000 subscribers, all of whom were in the US. It passed the 100 million-subscriber mark in April 2017, and now has over 137 million subscribers. It only started expanding internationally in 2010, when it launched in Canada. Today it's available in over 200 countries.


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Expectations for Netflix numbers

16-OCT-18

Tonight we get numbers from Netflix which is always exciting. This article from Yahoo finance delves into a Credit Suisse report which has some interesting estimates for the quarter.


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Growth at Netflix is underestimated

02-OCT-18

I recently read a Goldman Sachs report about Netflix which suggests that the market underestimates the adoption of mobile subscribers. And I tend to agree. Here at Vestact we are mostly glued to our screens in our comfy office but many people do a lot of travelling for work. Many people download their content at home, using wifi, and then watch it on the go. What better way to pass the time than to binge watch Netflix? It doesn't even have to be mindless fiction, Netflix has a considerable amount of educational content.


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Netflix 2Q numbers - misses subscriber estimates

18-JUL-18

Netflix released it's second-quarter earnings after the US markets closed on Monday (July 16th). The shares took a pounding, down 14% in after-hours trade as the company missed on subscriber growth numbers for the first time in five consecutive quarters. The shares closed down 5.2% yesterday recovering most of its losses on the day. Netflix has now missed its forecast only three times in the last ten quarters.


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Netflix tops the Emmys

13-JUL-18

As investors in Netflix, it has now become important to pay attention to the Emmys. I am sure many of you already pay attention to the awards, as it is quite fun to watch, but now it has investment significance.


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