Cheap? Their P/B is much more

2022-08-03

Cheap? Their P/B is much more than both Warner bros and Disney and it is cheap? If subscribers growth is stagnant then to grow cashflow is to increase monthly subscription fees. When that happens, we can expect further deterioration of subscriber base hence lower valuation. Sorry but I don't buy their argument. I will be a fool if I do. [Duh]

Netflix Shares Rose 28.6% Last Month, But the Stock Is Still Cheap

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

BlueDaisy
2022-08-03
BlueDaisy
Don't like their business model!
Demong
2022-08-03
Demong
Okokokokikk
CYberviRus
2022-08-03
CYberviRus
Thank you
DidiWriter
2022-08-03
DidiWriter
☺️
YangXH
2022-08-03
YangXH
Good
missychatty
2022-08-03
missychatty
Ok

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":9906853157,"tweetId":"9906853157","gmtCreate":1659522001282,"gmtModify":1705981222758,"author":{"id":4087182159149440,"authorId":4087182159149440,"authorIdStr":"4087182159149440","name":"Moonshot","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.27","exceedPercentage":"60.57%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Cheap? Their P/B is much more than both Warner bros and Disney and it is cheap? If subscribers growth is stagnant then to grow cashflow is to increase monthly subscription fees. When that happens, we can expect further deterioration of subscriber base hence lower valuation. Sorry but I don't buy their argument. I will be a fool if I do.&nbsp;<span>[Duh]&nbsp;</span></p></body></html>","htmlText":"<html><head></head><body><p>Cheap? Their P/B is much more than both Warner bros and Disney and it is cheap? If subscribers growth is stagnant then to grow cashflow is to increase monthly subscription fees. When that happens, we can expect further deterioration of subscriber base hence lower valuation. Sorry but I don't buy their argument. I will be a fool if I do.&nbsp;<span>[Duh]&nbsp;</span></p></body></html>","text":"Cheap? Their P/B is much more than both Warner bros and Disney and it is cheap? If subscribers growth is stagnant then to grow cashflow is to increase monthly subscription fees. When that happens, we can expect further deterioration of subscriber base hence lower valuation. Sorry but I don't buy their argument. I will be a fool if I do. [Duh]","highlighted":2,"essential":1,"paper":1,"likeSize":23,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/9906853157","repostId":2256989315,"repostType":4,"repost":{"id":"2256989315","pubTimestamp":1659519749,"share":"https://www.laohu8.com/m/news/2256989315?lang=&edition=full","pubTime":"2022-08-03 17:42","market":"us","language":"en","title":"Netflix Shares Rose 28.6% Last Month, But the Stock Is Still Cheap","url":"https://stock-news.laohu8.com/highlight/detail?id=2256989315","media":"Motley Fool","summary":"Here's why Netflix gained nearly 30% last month, and why the stock still has room to run much higher.","content":"<html><head></head><body><h2>What happened</h2><p>Shares of <a href=\"https://laohu8.com/S/NFLX\">Netflix</a> gained 28.6% in July, according to data from S&amp;P Global Market Intelligence. After two disappointing earnings reports and a gloomy first half of the year, the digital-video veteran presented a rosier picture of its subscriber growth trends in July&#39;s second-quarter update. Investors were quick to embrace that bullish morsel, sparking several days of rising share prices.</p><h2>So what</h2><p>Netflix&#39;s subscriber count fell in two straight quarters, including a loss of 1 million accounts in the second-quarter report. Management signaled an end to that downtrend, forecasting the third-quarter figure to hit an all-time high of 221.67 million global paid memberships.</p><p>At the same time, the second-quarter results were a mixed bag. Earnings came in above expectations but revenue fell slightly short of guidance and analyst estimates. Furthermore, revenue growth should continue to slow down in the third quarter as the year-over-year growth rate drops to roughly 4.7%, down from 8.6% in the second quarter.</p><p>But none of that mattered. Investors and analysts are still laser-focused on Netflix&#39;s subscriber growth, so that&#39;s the guidance target that wrote all of the company&#39;s headlines for this quarter.</p><h2>Now what</h2><p>That extreme focus on subscriber growth is a mistake. That used to be the most important figure in Netflix&#39;s quarterly reports, but the company is shifting gears as we speak. The streaming video service is now paired with a growing portfolio of mobile games. An ad-supported service tier will soon be available for price-sensitive consumers.</p><p>Netflix is also experimenting with different methods to collect revenue from people using the platform for free via shared passwords. Notably, some of these forward-looking initiatives should add to Netflix&#39;s top and bottom lines without lifting the subscriber count. Therefore, subscriber growth shouldn&#39;t be the headline-writing metric anymore.</p><p>So the stock posted a sharp gain of almost exactly 30% in July, but that boost started from a multiyear-low market bottom. Netflix stock is still a tremendous bargain, trading 35% lower in 2022 and 57% below November&#39;s all-time highs.</p><p>These discounts will only last until market makers wise up to the shifting direction of Netflix&#39;s business goals. It could take a few quarters before that message really sinks in, much like it took about two years before the shares fully recovered from the Qwikster debacle -- also known as the start of the game-changing digital streaming era.</p><p>It looks like history is about to repeat itself here. So why not grab some Netflix stock while it&#39;s cheap?</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Shares Rose 28.6% Last Month, But the Stock Is Still Cheap</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix Shares Rose 28.6% Last Month, But the Stock Is Still Cheap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-03 17:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/02/netflix-shares-rose-286-in-july/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedShares of Netflix gained 28.6% in July, according to data from S&P Global Market Intelligence. After two disappointing earnings reports and a gloomy first half of the year, the digital-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/02/netflix-shares-rose-286-in-july/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2022/08/02/netflix-shares-rose-286-in-july/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256989315","content_text":"What happenedShares of Netflix gained 28.6% in July, according to data from S&P Global Market Intelligence. After two disappointing earnings reports and a gloomy first half of the year, the digital-video veteran presented a rosier picture of its subscriber growth trends in July's second-quarter update. Investors were quick to embrace that bullish morsel, sparking several days of rising share prices.So whatNetflix's subscriber count fell in two straight quarters, including a loss of 1 million accounts in the second-quarter report. Management signaled an end to that downtrend, forecasting the third-quarter figure to hit an all-time high of 221.67 million global paid memberships.At the same time, the second-quarter results were a mixed bag. Earnings came in above expectations but revenue fell slightly short of guidance and analyst estimates. Furthermore, revenue growth should continue to slow down in the third quarter as the year-over-year growth rate drops to roughly 4.7%, down from 8.6% in the second quarter.But none of that mattered. Investors and analysts are still laser-focused on Netflix's subscriber growth, so that's the guidance target that wrote all of the company's headlines for this quarter.Now whatThat extreme focus on subscriber growth is a mistake. That used to be the most important figure in Netflix's quarterly reports, but the company is shifting gears as we speak. The streaming video service is now paired with a growing portfolio of mobile games. An ad-supported service tier will soon be available for price-sensitive consumers.Netflix is also experimenting with different methods to collect revenue from people using the platform for free via shared passwords. Notably, some of these forward-looking initiatives should add to Netflix's top and bottom lines without lifting the subscriber count. Therefore, subscriber growth shouldn't be the headline-writing metric anymore.So the stock posted a sharp gain of almost exactly 30% in July, but that boost started from a multiyear-low market bottom. Netflix stock is still a tremendous bargain, trading 35% lower in 2022 and 57% below November's all-time highs.These discounts will only last until market makers wise up to the shifting direction of Netflix's business goals. It could take a few quarters before that message really sinks in, much like it took about two years before the shares fully recovered from the Qwikster debacle -- also known as the start of the game-changing digital streaming era.It looks like history is about to repeat itself here. So why not grab some Netflix stock while it's cheap?","news_type":1},"isVote":1,"tweetType":1,"viewCount":505,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":284,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":103220736,"gmtCreate":1659523222529,"gmtModify":1663255469735,"authorId":3582677971530678,"author":{"id":3582677971530678,"authorId":3582677971530678,"name":"BlueDaisy","avatar":"https://static.tigerbbs.com/0747094283743978b62fb8b1ee2cf44c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9906853157,"type":1,"supId":0,"prevId":0,"content":"Don't like their business model!","text":"Don't like their business model!","html":"Don't like their business model!","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":103220704,"gmtCreate":1659523050307,"gmtModify":1663255524546,"authorId":3581632751482150,"author":{"id":3581632751482150,"authorId":3581632751482150,"name":"Demong","avatar":"https://static.tigerbbs.com/dbceb89832d6c8630b4f99a879c4878d","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9906853157,"type":1,"supId":0,"prevId":0,"content":"<u>Okokokokikk</u>","text":"<u>Okokokokikk</u>","html":"<u>Okokokokikk</u>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":103220659,"gmtCreate":1659522850012,"gmtModify":1663255470045,"authorId":4099364351782360,"author":{"id":4099364351782360,"authorId":4099364351782360,"name":"CYberviRus","avatar":"https://community-static.tradeup.com/news/01a9dd052e60cc14e090e6a5b7323791","vip":1,"currentWearingBadge":{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.02.01","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1102},"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.25","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":0,"categoryType":2007}]},"repliedAuthorId":0,"objectId":9906853157,"type":1,"supId":0,"prevId":0,"content":"<u>Thank you</u>","text":"<u>Thank you</u>","html":"<u>Thank you</u>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":103220706,"gmtCreate":1659523053633,"gmtModify":1663255525949,"authorId":4093391828848530,"author":{"id":4093391828848530,"authorId":4093391828848530,"name":"DidiWriter","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9906853157,"type":1,"supId":0,"prevId":0,"content":"☺️","text":"☺️","html":"☺️","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":103220711,"gmtCreate":1659523064656,"gmtModify":1663255525433,"authorId":3586332417338594,"author":{"id":3586332417338594,"authorId":3586332417338594,"name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9906853157,"type":1,"supId":0,"prevId":0,"content":"Good","text":"Good","html":"Good","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":103220648,"gmtCreate":1659522771702,"gmtModify":1663255525339,"authorId":3560333139103013,"author":{"id":3560333139103013,"authorId":3560333139103013,"name":"missychatty","avatar":"https://static.tigerbbs.com/d75cdb42cbca99e3666b7b1796540245","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9906853157,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/9906853157"}