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Netflix, Inc. (NFLX)

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  • V
    VirginiaLova
    $CRSP conversation
    - Director: Adam Bolt
    - Director: Adam Bolt
    curated.tncontentexchange.com
  • A
    Axel
    $PTON conversation
    The bike / bike+ is priced more or less right, the treadmill is too expensive. But: $PTON is mostly a content company, why should the consumer pay for the $PTON service mostly the same as:

    $NFLX standard + $AMZN prime + $SPOT combined???

    Too expensive to be sustainable. Won't scale outside high-income households in a handful of countries. Not priced right.
  • M
    MikeN
    $ROKU conversation
    I guess $NFLX results leads to conclusion that 2020 was an anomalous year for cord cutting. Which I do not agree with. I believe 2020 just accelerated it. These lower than expected growth in NFLX users it specific to them, and a result of increasing streaming options. When you add all the new users accross ALL streaming platforms, you will see the growth is there.... and ROKU will not disappoint!
  • A
    Andersonjj
    $NFLX $WIMI $ZM Enjoy the ride back up now! Always insisted, even now will insist!
  • A
    ApexGambit
    $TSLA conversation
    $TSLA I hope I'm wrong but this is not looking good for tomorrow.. $NFLX really didnt pass the vibe check.
  • S
    Shane
    $viac eating $nflx lunch
  • M
    Michael
    $NFLX conversation
    As the streaming market continues to become more saturated with entrants that intend to carve of their portion of the market, $NFLX needs to look at how they pivot to alternative business models that enable the expansion of revenue streams that align with its core business. One great example would be the expansion of market through the acquisition of $FUBO that enables the streaming of local content and the added revenue stream of gambling beyond the basic subscription model. This or other alternatives could allow instant growth of membership and access to online gambling while enabling $NFLX to expand from original content to streaming of shows and sports not to mention $NFLX proprietary software could enhance access to a variety of other platforms. This is the type of thinking that will be required to enable the continued expansion of the business. $NFLX would then pick up the additional subscriber base along with revenue to expand their core business. Where will $NFLX expand in the future?
  • F
    Felice
    Microsoft Corporation
    $MSFT $WIMI $NFLX Investment is a science, speculation is an art.
  • F
    Felice
    英特爾公司
    $INTC $NFLX Nobody really wants to sell, shorts getting forced to cover. Nowhere to go but up 🚀 $WIMI
  • C
    Carew
    Yatsen Holding Limited
    To be able to execute the plan to stop loss, to buy their own familiar stocks, to melt into the blood of self-discipline, to be engraved in the life of the persistence. $YSG $NIO $WIMI $NFLX
  • M
    Michael
    $NFLX conversation
    $NFLX total claim to earnings is the way it amortizes content. IMO, this company isn't worth anything. They show net content assets of $25 billion. Really? Does anybody really think old movies hold value? On a non-commercial station?
  • R
    Rollingstone
    fuboTV Inc.
    $FUBO so get this. Rich greenfield (yes the one from the short attack and 6.5 dollar price target) gave a buy rating for $NFLX ...... 7 months ago. 🙈 as a payed analyst in media he must be blind for potential ...
  • O
    Original Soothsayer
    $NFLX conversation
    Things go in and out of style all the time. Just like $NFLX.
  • R
    Rollingstone
    fuboTV Inc.
    $FUBO has potential to global expansion and get more arpu than $NFLX . If fubo can execute it's plans like netflix did. Netflix was also not profitable in 2013. imagine selling $nflx in 2013 ...
  • W
    WolfOfWBS
    $NFLX conversation
    Imagine stuck at home for an year and half, and suddenly travel and all those social activities come back... are you still gonna stay home and be a couch potato watching $NFLX?
  • A
    Andersonjj
    Good stocks must have a long - term patience and wait $NFLX $WIMI $GOOG
  • O
    Original Soothsayer
    $NFLX conversation
    Maybe Sleepy will include a grant for $NFLX in his infrastructure bill.
  • C
    Chris
    Seeing some mid caps who are down 65% bottom
    Today. Would be very

    fitting to see smaller growth caps bottom here as overvalued big megacaps unwind the froth. I see zero zero zero froth in small mid and spac markets. $aapl $msft $plug $be $nndm $ddd $nflx $clsk- if your stock hasnt crashed yet or done time lower much lower like these smalls or $tsla u should be nervous
  • J
    Joshua
    $NFLX could gobble this up for $7B market cap.... $3.41 is small. This can double easily!
  • B
    Biotechbonanza
    $VIAC conversation
    I'm not sure that many people realize that VIAC has nearly identical annual revenues, operating and leveraged free cash flow as $NFLX HOWEVER VIAC trades at an Enterprise Value of only $46 Billion compared to NFLX's $247 Billion! Given that VIAC pays a dividend and it's growth should accelerate going forward with Paramount Plus, that's just insane!