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2022-04-20

Back to the fundamental...

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2022-04-20

Back to the fundamental!

Netflix plunges as Wall St. runs for the hills following Q1 'sea change' miss

2022-04-15

Like to have more staple related share like GAGR - Golden Agri ....buy more next week.

2022-02-03

$Meta Platforms, Inc.(FB)$Need to cool down... still a good stock to keep... entry at $235.

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fundamental!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086205502","repostId":"2228092897","repostType":2,"repost":{"id":"2228092897","pubTimestamp":1650457981,"share":"https://ttm.financial/m/news/2228092897?lang=&edition=fundamental","pubTime":"2022-04-20 20:33","market":"us","language":"en","title":"Netflix plunges as Wall St. runs for the hills following Q1 'sea change' miss","url":"https://stock-news.laohu8.com/highlight/detail?id=2228092897","media":"seekingalpha","summary":"Netflix (NASDAQ:NFLX) shares plunged on Wednesday, after the streaming giant reported weaker-than-ex","content":"<html><body><p>Netflix (<span>NASDAQ:NFLX</span>) shares plunged on Wednesday, after the streaming giant reported weaker-than-expected results and issued guidance that was<span> well below forecasts, prompting several Wall Street analysts to downgrade the stock and some even wondered whether the streaming party is over.</span></p> <p>Piper Sandler analyst Thomas Champion downgraded Netflix to neutral from overweight and slashed the price target to $293 down from $562, noting that the company's subscriber miss badly missed estimates and the tone on the conference call was \"subdued,\" as a number of comments point to several issues going forward, including customers sharing passwords.</p> <p>\"Subscribers have slowed and we struggle to see a return to a pre-COVID net add cadence,\" Champion wrote, adding that generating revenue from password sharing and new advertising supported tiers \"look promising, but implementation is likely 2+ years away.\"</p> <p>Netflix (NFLX) shares plunged in premarket trading, <span>losing more than 27% to $254</span> on Wednesday.</p> <p>Other streaming-related stocks also fell, including Walt Disney (DIS), which <span>shed 5%</span> of its value, and Roku (ROKU), which <span>declined more than 6.5%</span>.</p> <p>Citi analyst Jason Bazinet, who kept the firm's buy rating and $450 price, pointed out that it was \"hard to find any silver linings\" in the report.</p> <p>Pivotal Research analyst Jeffrey Wlodarczak downgraded the stock to sell from buy and reduced the price target by nearly 60% to $235, down from $500 on what he described as a \"shocking\" subscriber miss and weak guidance. </p> <p>For the first-quarter, Netflix (NFLX) said it lost 200,000 subscribers, its first such loss in a decade, compared to estimates for an addition of 2.5 million subscribers. The company said its suspension of its service in Russia and losing all of its Russian paid memberships resulted in a loss of 700,000 subscribers during the quarter.</p> <p>Fiscally, the company earned $3.53 per share on $7.87 billion in revenue. A consensus of Wall Street analysts expected Netflix to earn $2.92 per share on $7.95 billion in revenue.</p> <p>Looking ahead, Netflix (NFLX) said it expects to lose 2 million subscribers in the second-quarter, with earnings per share coming in below estimates, at $3 per share and $8.05 billion in sales, respectively.</p> <p>J.P. Morgan analyst Doug Anmuth, who hosted the conference call with Netflix's (NFLX) management team, including co-founder Reed Hastings, downgraded the stock to neutral and lowered the price target to $300 from $605.</p> <p>Anmuth called the results a \"sea change quarter\" and said Netflix (NFLX) \"essentially conceded to every key point of the bear thesis.\"</p> <p>\"But the bigger factor is management’s acknowledgement of relatively high household penetration when including account sharing, increased competition, &amp; COVID pull-forward giving way to fundamental weakness,\" Anmuth wrote in a note to clients.</p> <p>The analyst added that all of these factors, as well as additional foreign exchange headwinds, are likely to pressure 2022 revenue growth to be roughly 10%. </p> <p>\"We're moving to the sidelines as we look for greater confidence in restoring subscriber growth &amp; reaccelerating revenue, while also increasing development velocity in account sharing &amp; advertising,\" Anmuth added.</p> <p>Last week, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> trimmed its estimates and price target on Netflix (NFLX) due to a series of factors such as some near-term risk to subscriber expectations.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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 plunges as Wall St. runs for the hills following Q1 'sea change' miss\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-20 20:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3824660-netflix-plunges-as-wall-st-runs-for-the-hills-following-q1-sea-change-miss><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix (NASDAQ:NFLX) shares plunged on Wednesday, after the streaming giant reported weaker-than-expected results and issued guidance that was well below forecasts, prompting several Wall Street ...</p>\n\n<a href=\"https://seekingalpha.com/news/3824660-netflix-plunges-as-wall-st-runs-for-the-hills-following-q1-sea-change-miss\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4507":"流媒体概念","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4524":"宅经济概念","BK4551":"寇图资本持仓","BK4566":"资本集团","NFLX":"奈飞","BK4532":"文艺复兴科技持仓","BK4548":"巴美列捷福持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4108":"电影和娱乐"},"source_url":"https://seekingalpha.com/news/3824660-netflix-plunges-as-wall-st-runs-for-the-hills-following-q1-sea-change-miss","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2228092897","content_text":"Netflix (NASDAQ:NFLX) shares plunged on Wednesday, after the streaming giant reported weaker-than-expected results and issued guidance that was well below forecasts, prompting several Wall Street analysts to downgrade the stock and some even wondered whether the streaming party is over. Piper Sandler analyst Thomas Champion downgraded Netflix to neutral from overweight and slashed the price target to $293 down from $562, noting that the company's subscriber miss badly missed estimates and the tone on the conference call was \"subdued,\" as a number of comments point to several issues going forward, including customers sharing passwords. \"Subscribers have slowed and we struggle to see a return to a pre-COVID net add cadence,\" Champion wrote, adding that generating revenue from password sharing and new advertising supported tiers \"look promising, but implementation is likely 2+ years away.\" Netflix (NFLX) shares plunged in premarket trading, losing more than 27% to $254 on Wednesday. Other streaming-related stocks also fell, including Walt Disney (DIS), which shed 5% of its value, and Roku (ROKU), which declined more than 6.5%. Citi analyst Jason Bazinet, who kept the firm's buy rating and $450 price, pointed out that it was \"hard to find any silver linings\" in the report. Pivotal Research analyst Jeffrey Wlodarczak downgraded the stock to sell from buy and reduced the price target by nearly 60% to $235, down from $500 on what he described as a \"shocking\" subscriber miss and weak guidance.  For the first-quarter, Netflix (NFLX) said it lost 200,000 subscribers, its first such loss in a decade, compared to estimates for an addition of 2.5 million subscribers. The company said its suspension of its service in Russia and losing all of its Russian paid memberships resulted in a loss of 700,000 subscribers during the quarter. Fiscally, the company earned $3.53 per share on $7.87 billion in revenue. A consensus of Wall Street analysts expected Netflix to earn $2.92 per share on $7.95 billion in revenue. Looking ahead, Netflix (NFLX) said it expects to lose 2 million subscribers in the second-quarter, with earnings per share coming in below estimates, at $3 per share and $8.05 billion in sales, respectively. J.P. Morgan analyst Doug Anmuth, who hosted the conference call with Netflix's (NFLX) management team, including co-founder Reed Hastings, downgraded the stock to neutral and lowered the price target to $300 from $605. Anmuth called the results a \"sea change quarter\" and said Netflix (NFLX) \"essentially conceded to every key point of the bear thesis.\" \"But the bigger factor is management’s acknowledgement of relatively high household penetration when including account sharing, increased competition, & COVID pull-forward giving way to fundamental weakness,\" Anmuth wrote in a note to clients. The analyst added that all of these factors, as well as additional foreign exchange headwinds, are likely to pressure 2022 revenue growth to be roughly 10%.  \"We're moving to the sidelines as we look for greater confidence in restoring subscriber growth & reaccelerating revenue, while also increasing development velocity in account sharing & advertising,\" Anmuth added. Last week, Morgan Stanley trimmed its estimates and price target on Netflix (NFLX) due to a series of factors such as some near-term risk to subscriber expectations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089491699,"gmtCreate":1650015622748,"gmtModify":1676534629678,"author":{"id":"3581751783640460","authorId":"3581751783640460","authorIdStr":"3581751783640460","name":"Yansen","avatar":"https://static.tigerbbs.com/2118d9873b0f01c0e8ce3d1e54e861d4","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581751783640460"},"themes":[],"htmlText":"Like to have more staple related share like GAGR - Golden Agri ....buy more next week.","listText":"Like to have more staple related share like GAGR - Golden Agri ....buy more next week.","text":"Like to have more staple related share like GAGR - Golden Agri ....buy more next week.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089491699","isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091512872,"gmtCreate":1643898967716,"gmtModify":1676533869083,"author":{"id":"3581751783640460","authorId":"3581751783640460","authorIdStr":"3581751783640460","name":"Yansen","avatar":"https://static.tigerbbs.com/2118d9873b0f01c0e8ce3d1e54e861d4","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581751783640460"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FB\">$Meta Platforms, Inc.(FB)$</a>Need to cool down... still a good stock to keep...&nbsp;entry at $235.","listText":"<a href=\"https://ttm.financial/S/FB\">$Meta Platforms, Inc.(FB)$</a>Need to cool down... still a good stock to keep...&nbsp;entry at $235.","text":"$Meta Platforms, Inc.(FB)$Need to cool down... still a good stock to keep... entry at $235.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091512872","isVote":1,"tweetType":1,"viewCount":688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9091512872,"gmtCreate":1643898967716,"gmtModify":1676533869083,"author":{"id":"3581751783640460","authorId":"3581751783640460","authorIdStr":"3581751783640460","name":"Yansen","avatar":"https://static.tigerbbs.com/2118d9873b0f01c0e8ce3d1e54e861d4","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581751783640460"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FB\">$Meta Platforms, Inc.(FB)$</a>Need to cool down... still a good stock to keep...&nbsp;entry at $235.","listText":"<a href=\"https://ttm.financial/S/FB\">$Meta Platforms, Inc.(FB)$</a>Need to cool down... still a good stock to keep...&nbsp;entry at $235.","text":"$Meta Platforms, Inc.(FB)$Need to cool down... still a good stock to keep... entry at $235.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091512872","isVote":1,"tweetType":1,"viewCount":688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086207587,"gmtCreate":1650458199751,"gmtModify":1676534727974,"author":{"id":"3581751783640460","authorId":"3581751783640460","authorIdStr":"3581751783640460","name":"Yansen","avatar":"https://static.tigerbbs.com/2118d9873b0f01c0e8ce3d1e54e861d4","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581751783640460"},"themes":[],"htmlText":"Back to the fundamental...&nbsp;","listText":"Back to the fundamental...&nbsp;","text":"Back to the fundamental...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086207587","repostId":"2228923472","repostType":2,"repost":{"id":"2228923472","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1650456900,"share":"https://ttm.financial/m/news/2228923472?lang=&edition=fundamental","pubTime":"2022-04-20 20:15","market":"us","language":"en","title":"Netflix Loses 200,000 Subscribers. Here's What Wall Street Thinks. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2228923472","media":"Dow Jones","summary":"By Sabrina Escobar \n\n\n     Netflix stock was slumping Wednesday after the streaming giant posted dis","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Sabrina Escobar \n</pre>\n<p>\n     Netflix stock was slumping Wednesday after the streaming giant posted disappointing first-quarter earnings, prompting a flurry of price target cuts and critique from analysts. \n</p>\n<p>\n     Netflix (ticker: NFLX) lost 200,000 subscribers in the quarter, well below its guidance for 2.5 million net adds. The streaming service would have added 500,000 users had it not lost 700,000 subscribers from Russia. The company expects to lose 2 million net subscribers in the June quarter. \n</p>\n<p>\n     Shares of Netflix were down 27% to $252.97 in premarket trading on Wednesday. \n</p>\n<p>\n     \"The decline in subscribers coupled with guidance for an even greater decline is likely to keep optimists away until there is some evidence that subscribers will once again grow,\" wrote Wedbush analyst Michael Pachter in a research note on Wednesday. \n</p>\n<p>\n     Pachter maintained a Neutral rating on the stock, but slashed his price target to $280 from $342. The price target reflects a more modest growth of $600 million per year, compared with his prior estimate of $1 billion annual growth due to slowing subscriber growth. \n</p>\n<p>\n     Netflix outlined a series of factors contributing to its poor performance, including macroeconomic headwinds, the war in Ukraine, account-sharing, and increased competition and market saturation in North America and Canada. \n</p>\n<p>\n     \"While this amounts to a loss of 1% of [subscribers] over a two-quarter period, it is emblematic of a trend we have been flagging -- penetration is a headwind in established markets and content is not driving the same engagement in core markets or driving inflections in nascent markets,\" wrote KeyBanc Capital Markets analyst Justin Patterson in a research note. Patterson has a Sector Weight rating on the stock but does not have a price target. \n</p>\n<p>\n     To address lagging growth, Netflix plans to continue investing in content and monetize account sharing. The company estimates that in addition to 222 million paying households, there are 100 million using shared accounts. \n</p>\n<p>\n     Benchmark analyst Matthew Harrigan was skeptical that cracking down on password-sharing could be a \"growth game changer, especially as it likely cannibalizes full ride member growth,\" he wrote in a research note. He estimated that cracking down on passwords could lead to a little less than 6% incremental revenue benefit without taking into account the negative impact it could have on cash-strapped consumers cancelling services in an inflationary environment. Harrigan has a Hold rating on the stock. \n</p>\n<p>\n     CEO Reed Hastings said management was considering rolling out ad-supported lower-priced subscription tiers over the next few years. \n</p>\n<p>\n     An ad-supported subscription tier could be a positive for the stock, given the success it has had among competitors such as Hulu, wrote Raymond James analyst Andrew Marok. \n</p>\n<p>\n     Harrigan was less certain, saying he didn't believe \"that Netflix's scripted shows, especially when binge viewed, are conducive to toleration of advertising.\" \n</p>\n<p>\n     In the short term, Marok is concerned about the ongoing uncertainty around demand trends and the impact these could have on margin expansion. The analyst maintained a Market Perform rating on the stock, but lowered his yearly revenue estimates by 3.6% for 2022 and 5.5% for 2023. He does not have a price target on the stock. \n</p>\n<p>\n     J.P. Morgan's Doug Anmuth also was concerned about lagging subscriber growth and its impact on future revenue. The analyst estimates that all the headwinds impacting Netflix could pressure 2022 revenue growth to around 10%, with pressures continuing well into 2023. Anmuth downgraded the stock to Neutral from Overweight and cut his price target by half to $300 from $605. \n</p>\n<p>\n     Analyst sentiment on the stock significantly soured after Wednesday's earnings report. Of the 45 analysts covering the stock polled by FactSet, only 33% rated it Buy or Overweight, while 58% rated it Hold and 9% Sell. At the end of March, 55% of analysts rated the stock a Buy. \n</p>\n<p>\n     Piper Sandler also downgraded the stock to Neutral from Overweight, cutting the target price for the stock to $293 from $562. Analyst Thomas Champion believes that while password-sharing and ad-supported tiers \"look promising,\" implementation is likely more than two years away. \n</p>\n<p>\n     Even some of the analysts who kept their Buy ratings were more cautious on the shares. Guggenheim Partners analyst Michael Morris significantly lowered his price target to $350 from $555. \n</p>\n<p>\n     \"While management sees a 'creative excellence' and new-monetization-fueled reacceleration of topline growth over the next 18 months, we have significantly reduced our outlook for member and financial growth over the next decade, meaningfully reducing our target valuation,\" Morris wrote on Wednesday. \n</p>\n<p>\n     William Blair maintained an Outperform rating, taking a more upbeat position on the company' growth plan. Analyst Ralph Schackart believes Netflix's self-funded business plan is underappreaciated, and that the company can find a strategy to reinvigorate growth. \n</p>\n<p>\n     \"We remain positive on Netflix given its deep, proprietary content slate and broader digital streaming growth,\" he wrote in a research note. William Blair does not set price targets. \n</p>\n<p>\n     Write to Sabrina Escobar at sabrina.escobar@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  April 20, 2022 08:15 ET (12:15 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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 Loses 200,000 Subscribers. Here's What Wall Street Thinks. -- Barrons.com</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 Loses 200,000 Subscribers. Here's What Wall Street Thinks. -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-04-20 20:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Sabrina Escobar \n</pre>\n<p>\n     Netflix stock was slumping Wednesday after the streaming giant posted disappointing first-quarter earnings, prompting a flurry of price target cuts and critique from analysts. \n</p>\n<p>\n     Netflix (ticker: NFLX) lost 200,000 subscribers in the quarter, well below its guidance for 2.5 million net adds. The streaming service would have added 500,000 users had it not lost 700,000 subscribers from Russia. The company expects to lose 2 million net subscribers in the June quarter. \n</p>\n<p>\n     Shares of Netflix were down 27% to $252.97 in premarket trading on Wednesday. \n</p>\n<p>\n     \"The decline in subscribers coupled with guidance for an even greater decline is likely to keep optimists away until there is some evidence that subscribers will once again grow,\" wrote Wedbush analyst Michael Pachter in a research note on Wednesday. \n</p>\n<p>\n     Pachter maintained a Neutral rating on the stock, but slashed his price target to $280 from $342. The price target reflects a more modest growth of $600 million per year, compared with his prior estimate of $1 billion annual growth due to slowing subscriber growth. \n</p>\n<p>\n     Netflix outlined a series of factors contributing to its poor performance, including macroeconomic headwinds, the war in Ukraine, account-sharing, and increased competition and market saturation in North America and Canada. \n</p>\n<p>\n     \"While this amounts to a loss of 1% of [subscribers] over a two-quarter period, it is emblematic of a trend we have been flagging -- penetration is a headwind in established markets and content is not driving the same engagement in core markets or driving inflections in nascent markets,\" wrote KeyBanc Capital Markets analyst Justin Patterson in a research note. Patterson has a Sector Weight rating on the stock but does not have a price target. \n</p>\n<p>\n     To address lagging growth, Netflix plans to continue investing in content and monetize account sharing. The company estimates that in addition to 222 million paying households, there are 100 million using shared accounts. \n</p>\n<p>\n     Benchmark analyst Matthew Harrigan was skeptical that cracking down on password-sharing could be a \"growth game changer, especially as it likely cannibalizes full ride member growth,\" he wrote in a research note. He estimated that cracking down on passwords could lead to a little less than 6% incremental revenue benefit without taking into account the negative impact it could have on cash-strapped consumers cancelling services in an inflationary environment. Harrigan has a Hold rating on the stock. \n</p>\n<p>\n     CEO Reed Hastings said management was considering rolling out ad-supported lower-priced subscription tiers over the next few years. \n</p>\n<p>\n     An ad-supported subscription tier could be a positive for the stock, given the success it has had among competitors such as Hulu, wrote Raymond James analyst Andrew Marok. \n</p>\n<p>\n     Harrigan was less certain, saying he didn't believe \"that Netflix's scripted shows, especially when binge viewed, are conducive to toleration of advertising.\" \n</p>\n<p>\n     In the short term, Marok is concerned about the ongoing uncertainty around demand trends and the impact these could have on margin expansion. The analyst maintained a Market Perform rating on the stock, but lowered his yearly revenue estimates by 3.6% for 2022 and 5.5% for 2023. He does not have a price target on the stock. \n</p>\n<p>\n     J.P. Morgan's Doug Anmuth also was concerned about lagging subscriber growth and its impact on future revenue. The analyst estimates that all the headwinds impacting Netflix could pressure 2022 revenue growth to around 10%, with pressures continuing well into 2023. Anmuth downgraded the stock to Neutral from Overweight and cut his price target by half to $300 from $605. \n</p>\n<p>\n     Analyst sentiment on the stock significantly soured after Wednesday's earnings report. Of the 45 analysts covering the stock polled by FactSet, only 33% rated it Buy or Overweight, while 58% rated it Hold and 9% Sell. At the end of March, 55% of analysts rated the stock a Buy. \n</p>\n<p>\n     Piper Sandler also downgraded the stock to Neutral from Overweight, cutting the target price for the stock to $293 from $562. Analyst Thomas Champion believes that while password-sharing and ad-supported tiers \"look promising,\" implementation is likely more than two years away. \n</p>\n<p>\n     Even some of the analysts who kept their Buy ratings were more cautious on the shares. Guggenheim Partners analyst Michael Morris significantly lowered his price target to $350 from $555. \n</p>\n<p>\n     \"While management sees a 'creative excellence' and new-monetization-fueled reacceleration of topline growth over the next 18 months, we have significantly reduced our outlook for member and financial growth over the next decade, meaningfully reducing our target valuation,\" Morris wrote on Wednesday. \n</p>\n<p>\n     William Blair maintained an Outperform rating, taking a more upbeat position on the company' growth plan. Analyst Ralph Schackart believes Netflix's self-funded business plan is underappreaciated, and that the company can find a strategy to reinvigorate growth. \n</p>\n<p>\n     \"We remain positive on Netflix given its deep, proprietary content slate and broader digital streaming growth,\" he wrote in a research note. William Blair does not set price targets. \n</p>\n<p>\n     Write to Sabrina Escobar at sabrina.escobar@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  April 20, 2022 08:15 ET (12:15 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","NFLX":"奈飞","BK4532":"文艺复兴科技持仓","BK4566":"资本集团","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4524":"宅经济概念","BK4108":"电影和娱乐","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4581":"高盛持仓"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2228923472","content_text":"By Sabrina Escobar \n\n\n     Netflix stock was slumping Wednesday after the streaming giant posted disappointing first-quarter earnings, prompting a flurry of price target cuts and critique from analysts. \n\n\n     Netflix (ticker: NFLX) lost 200,000 subscribers in the quarter, well below its guidance for 2.5 million net adds. The streaming service would have added 500,000 users had it not lost 700,000 subscribers from Russia. The company expects to lose 2 million net subscribers in the June quarter. \n\n\n     Shares of Netflix were down 27% to $252.97 in premarket trading on Wednesday. \n\n\n     \"The decline in subscribers coupled with guidance for an even greater decline is likely to keep optimists away until there is some evidence that subscribers will once again grow,\" wrote Wedbush analyst Michael Pachter in a research note on Wednesday. \n\n\n     Pachter maintained a Neutral rating on the stock, but slashed his price target to $280 from $342. The price target reflects a more modest growth of $600 million per year, compared with his prior estimate of $1 billion annual growth due to slowing subscriber growth. \n\n\n     Netflix outlined a series of factors contributing to its poor performance, including macroeconomic headwinds, the war in Ukraine, account-sharing, and increased competition and market saturation in North America and Canada. \n\n\n     \"While this amounts to a loss of 1% of [subscribers] over a two-quarter period, it is emblematic of a trend we have been flagging -- penetration is a headwind in established markets and content is not driving the same engagement in core markets or driving inflections in nascent markets,\" wrote KeyBanc Capital Markets analyst Justin Patterson in a research note. Patterson has a Sector Weight rating on the stock but does not have a price target. \n\n\n     To address lagging growth, Netflix plans to continue investing in content and monetize account sharing. The company estimates that in addition to 222 million paying households, there are 100 million using shared accounts. \n\n\n     Benchmark analyst Matthew Harrigan was skeptical that cracking down on password-sharing could be a \"growth game changer, especially as it likely cannibalizes full ride member growth,\" he wrote in a research note. He estimated that cracking down on passwords could lead to a little less than 6% incremental revenue benefit without taking into account the negative impact it could have on cash-strapped consumers cancelling services in an inflationary environment. Harrigan has a Hold rating on the stock. \n\n\n     CEO Reed Hastings said management was considering rolling out ad-supported lower-priced subscription tiers over the next few years. \n\n\n     An ad-supported subscription tier could be a positive for the stock, given the success it has had among competitors such as Hulu, wrote Raymond James analyst Andrew Marok. \n\n\n     Harrigan was less certain, saying he didn't believe \"that Netflix's scripted shows, especially when binge viewed, are conducive to toleration of advertising.\" \n\n\n     In the short term, Marok is concerned about the ongoing uncertainty around demand trends and the impact these could have on margin expansion. The analyst maintained a Market Perform rating on the stock, but lowered his yearly revenue estimates by 3.6% for 2022 and 5.5% for 2023. He does not have a price target on the stock. \n\n\n     J.P. Morgan's Doug Anmuth also was concerned about lagging subscriber growth and its impact on future revenue. The analyst estimates that all the headwinds impacting Netflix could pressure 2022 revenue growth to around 10%, with pressures continuing well into 2023. Anmuth downgraded the stock to Neutral from Overweight and cut his price target by half to $300 from $605. \n\n\n     Analyst sentiment on the stock significantly soured after Wednesday's earnings report. Of the 45 analysts covering the stock polled by FactSet, only 33% rated it Buy or Overweight, while 58% rated it Hold and 9% Sell. At the end of March, 55% of analysts rated the stock a Buy. \n\n\n     Piper Sandler also downgraded the stock to Neutral from Overweight, cutting the target price for the stock to $293 from $562. Analyst Thomas Champion believes that while password-sharing and ad-supported tiers \"look promising,\" implementation is likely more than two years away. \n\n\n     Even some of the analysts who kept their Buy ratings were more cautious on the shares. Guggenheim Partners analyst Michael Morris significantly lowered his price target to $350 from $555. \n\n\n     \"While management sees a 'creative excellence' and new-monetization-fueled reacceleration of topline growth over the next 18 months, we have significantly reduced our outlook for member and financial growth over the next decade, meaningfully reducing our target valuation,\" Morris wrote on Wednesday. \n\n\n     William Blair maintained an Outperform rating, taking a more upbeat position on the company' growth plan. Analyst Ralph Schackart believes Netflix's self-funded business plan is underappreaciated, and that the company can find a strategy to reinvigorate growth. \n\n\n     \"We remain positive on Netflix given its deep, proprietary content slate and broader digital streaming growth,\" he wrote in a research note. William Blair does not set price targets. \n\n\n     Write to Sabrina Escobar at sabrina.escobar@barrons.com \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  April 20, 2022 08:15 ET (12:15 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086205502,"gmtCreate":1650457986710,"gmtModify":1676534727922,"author":{"id":"3581751783640460","authorId":"3581751783640460","authorIdStr":"3581751783640460","name":"Yansen","avatar":"https://static.tigerbbs.com/2118d9873b0f01c0e8ce3d1e54e861d4","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581751783640460"},"themes":[],"htmlText":"Back to the fundamental!","listText":"Back to the fundamental!","text":"Back to the fundamental!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086205502","repostId":"2228092897","repostType":2,"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089491699,"gmtCreate":1650015622748,"gmtModify":1676534629678,"author":{"id":"3581751783640460","authorId":"3581751783640460","authorIdStr":"3581751783640460","name":"Yansen","avatar":"https://static.tigerbbs.com/2118d9873b0f01c0e8ce3d1e54e861d4","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581751783640460"},"themes":[],"htmlText":"Like to have more staple related share like GAGR - Golden Agri ....buy more next week.","listText":"Like to have more staple related share like GAGR - Golden Agri ....buy more next week.","text":"Like to have more staple related share like GAGR - Golden Agri ....buy more next week.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089491699","isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}