CSM personal page - To The Moon

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2021-04-29

Facing competition everywhere.

eBay fell nearly 8% in premarket trading

2021-04-27

Yes.

Will Apple's new privacy update shake up the mobile advertising market?

2021-04-26

Cash rich company!

Apple’s business is roaring, and investors are about to find out how much of that cash is coming their way

2021-04-24

Should monetise their assets. Only a matter of time.

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Wall Street analysts are pokingsome holes in the bull case this morning after the company's guidance disappointed.</p><p>Morgan Stanley: \"EBAY's 1Q results/2Q guide were largely in-line but with reopening uncertainties lingering, EBAY remains a show-me story. We see multiple initiatives they are investing in to drive structural growth, with execution key. Remain EW, $63PT. Our $79 bull case contemplates sum of parts/asset sales.\"</p><p>Susquehanna cuts eBay to a Neutral rating from Positive.</p><p>Wedbush Securities also cools on the online retailer, lowering eBay to a Neutral rating from Outperform.</p>","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>eBay fell nearly 8% in premarket trading</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\">\neBay fell nearly 8% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-29 19:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>eBay fell nearly 8% in premarket trading, and the company's second-quarter net profit forecast was lower than market expectations.</p><p><img src=\"https://static.tigerbbs.com/14d3f4865067e07b445055d6fe437d39\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>EBay&nbsp;is lower in early trading despite aQ1earnings beat and guidance raise. Wall Street analysts are pokingsome holes in the bull case this morning after the company's guidance disappointed.</p><p>Morgan Stanley: \"EBAY's 1Q results/2Q guide were largely in-line but with reopening uncertainties lingering, EBAY remains a show-me story. We see multiple initiatives they are investing in to drive structural growth, with execution key. Remain EW, $63PT. Our $79 bull case contemplates sum of parts/asset sales.\"</p><p>Susquehanna cuts eBay to a Neutral rating from Positive.</p><p>Wedbush Securities also cools on the online retailer, lowering eBay to a Neutral rating from Outperform.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EBAY":"eBay"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168787925","content_text":"eBay fell nearly 8% in premarket trading, and the company's second-quarter net profit forecast was lower than market expectations.EBay is lower in early trading despite aQ1earnings beat and guidance raise. Wall Street analysts are pokingsome holes in the bull case this morning after the company's guidance disappointed.Morgan Stanley: \"EBAY's 1Q results/2Q guide were largely in-line but with reopening uncertainties lingering, EBAY remains a show-me story. We see multiple initiatives they are investing in to drive structural growth, with execution key. Remain EW, $63PT. Our $79 bull case contemplates sum of parts/asset sales.\"Susquehanna cuts eBay to a Neutral rating from Positive.Wedbush Securities also cools on the online retailer, lowering eBay to a Neutral rating from Outperform.","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377584844,"gmtCreate":1619536140388,"gmtModify":1704725635141,"author":{"id":"3582197703345006","authorId":"3582197703345006","authorIdStr":"3582197703345006","name":"CSM","avatar":"https://static.tigerbbs.com/183f15f6f0e2473b69cb37dbe10c79c7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582197703345006"},"themes":[],"htmlText":"Yes.","listText":"Yes.","text":"Yes.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377584844","repostId":"1103591956","repostType":4,"repost":{"id":"1103591956","pubTimestamp":1619517476,"share":"https://ttm.financial/m/news/1103591956?lang=&edition=fundamental","pubTime":"2021-04-27 17:57","market":"us","language":"en","title":"Will Apple's new privacy update shake up the mobile advertising market?","url":"https://stock-news.laohu8.com/highlight/detail?id=1103591956","media":"seekingalpha","summary":"Apple(NASDAQ:AAPL)began rolling out iOS 14.5 on Monday, its new software update for iPhones that inc","content":"<li>Apple(NASDAQ:AAPL)began rolling out iOS 14.5 on Monday, its new software update for iPhones that includes loads of newfeatures. The <a href=\"https://laohu8.com/S/AONE\">one</a> that's grabbing headlines is Apple's new privacy change, called App Tracking Transparency, which centers around access to unique iPhone IDs. Users will be asked by each app if they are okay with being tracked across other apps and websites, a move that could bring seismic changes to the nearly $100B mobile advertising market.</li><li></li><li><b>Backdrop:</b>Apple has been positioning itself as a protector of digital privacy, hoping to draw users by marketing itself as a privacy-focused company. But many have been angered by the move, like <a href=\"https://laohu8.com/S/FB\">Facebook</a>(NASDAQ:FB)and Google (GOOG,GOOGL), whose business models greatly depend on monetizing eyeballs on every possible platform. Apple has been sparring with the companies over data-collection practices, both privately and publicly, with the latter arguing that it will undermine connectivity and small business, as well free services supported by targeted advertising. Apple may also have to justify the billions of dollars a year it receives for making Google the default search engine on Safari, which likely uses the same data-gathering techniques that it has criticized.</li><li></li><li><b>Outlook:</b>It's not clear what impacts the new changes will have, though many companies that rely on online advertising have said it will reduce the effectiveness and profitability of targeted ads. Others, like analysts at MKM Partners, expect a \"fairly fleeting and minimal fundamental impact on the ecosystem.\" As for Apple, the companyfeelsthat opt-in rates are likely to hinge on how companies make their case for tracking users (a better ad experience?), as well as the language used in the space Apple reserves for developers before showing the prompt.</li>","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>Will Apple's new privacy update shake up the mobile advertising market?</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\">\nWill Apple's new privacy update shake up the mobile advertising market?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 17:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3685902-will-apples-new-privacy-updates-shake-up-the-mobile-advertising-market><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(NASDAQ:AAPL)began rolling out iOS 14.5 on Monday, its new software update for iPhones that includes loads of newfeatures. The one that's grabbing headlines is Apple's new privacy change, called ...</p>\n\n<a href=\"https://seekingalpha.com/news/3685902-will-apples-new-privacy-updates-shake-up-the-mobile-advertising-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3685902-will-apples-new-privacy-updates-shake-up-the-mobile-advertising-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103591956","content_text":"Apple(NASDAQ:AAPL)began rolling out iOS 14.5 on Monday, its new software update for iPhones that includes loads of newfeatures. The one that's grabbing headlines is Apple's new privacy change, called App Tracking Transparency, which centers around access to unique iPhone IDs. Users will be asked by each app if they are okay with being tracked across other apps and websites, a move that could bring seismic changes to the nearly $100B mobile advertising market.Backdrop:Apple has been positioning itself as a protector of digital privacy, hoping to draw users by marketing itself as a privacy-focused company. But many have been angered by the move, like Facebook(NASDAQ:FB)and Google (GOOG,GOOGL), whose business models greatly depend on monetizing eyeballs on every possible platform. Apple has been sparring with the companies over data-collection practices, both privately and publicly, with the latter arguing that it will undermine connectivity and small business, as well free services supported by targeted advertising. Apple may also have to justify the billions of dollars a year it receives for making Google the default search engine on Safari, which likely uses the same data-gathering techniques that it has criticized.Outlook:It's not clear what impacts the new changes will have, though many companies that rely on online advertising have said it will reduce the effectiveness and profitability of targeted ads. Others, like analysts at MKM Partners, expect a \"fairly fleeting and minimal fundamental impact on the ecosystem.\" As for Apple, the companyfeelsthat opt-in rates are likely to hinge on how companies make their case for tracking users (a better ad experience?), as well as the language used in the space Apple reserves for developers before showing the prompt.","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375784052,"gmtCreate":1619397376176,"gmtModify":1704723135235,"author":{"id":"3582197703345006","authorId":"3582197703345006","authorIdStr":"3582197703345006","name":"CSM","avatar":"https://static.tigerbbs.com/183f15f6f0e2473b69cb37dbe10c79c7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582197703345006"},"themes":[],"htmlText":"Cash rich company!","listText":"Cash rich company!","text":"Cash rich company!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375784052","repostId":"2129680033","repostType":4,"repost":{"id":"2129680033","pubTimestamp":1619338263,"share":"https://ttm.financial/m/news/2129680033?lang=&edition=fundamental","pubTime":"2021-04-25 16:11","market":"us","language":"en","title":"Apple’s business is roaring, and investors are about to find out how much of that cash is coming their way","url":"https://stock-news.laohu8.com/highlight/detail?id=2129680033","media":"MarketWatch","summary":"Apple earnings preview: After 'more modest' dividend increases in the past two years, Apple could ge","content":"<p>Apple earnings preview: After 'more modest' dividend increases in the past two years, Apple could get back to double-digit dividend growth when it details investor-return plans for the year</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c3de8d4d6e2f179b5f904720051de74\" tg-width=\"1260\" tg-height=\"840\"><span>Apple's iPad and Mac momentum may have \"accelerated\" in the latest quarter, analyst argues. AFP/Getty Images</span></p>\n<p>After posting record sales and profits in its latest fiscal year, Apple Inc. is expected to show how much of its financial success will get delivered back to shareholders this year.</p>\n<p>Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> is expected to increase its dividend and authorize further stock buybacks when it announces fiscal second-quarter earnings Wednesday, part of the company's continued focus on returning money to shareholders as it aims to reduce its sizable cash pile. The company typically makes updates to its capital-return program alongside its March-quarter report, and the coming announcement could be a driver of Apple's post-earnings stock momentum.</p>\n<p>\"We think Apple's capital return update could be the most incremental consideration coming out of Apple's upcoming F2Q21 results,\" Wells Fargo analyst Aaron Rakers wrote.</p>\n<p>Though Apple shares have nearly doubled in the past year, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>'s Katy Huberty anticipates that the company will remain aggressive with its buybacks. She predicts that the company could add $60 billion to its buyback authorization this quarter, compared with the $50 billion increase that Apple approved a year ago .</p>\n<p>Apple's pace of repurchases is unlikely to \"materially slow\" in the next 12 to 18 months, Huberty argued, as she projected that the company could buy back $18 billion worth of its stock each quarter until the end of fiscal 2022. That would reduce the number of shares outstanding by about 3% and leave Apple with a net-cash position of about $75 billion.</p>\n<p>She also projects a 10% increase in Apple's dividend, which would bring the annual payout to 90 cents a share.</p>\n<p>Apple's dividend announcement could be a bigger driver of stock performance than the buyback plans, Wells Fargo's Rakers suggested. He thinks Apple could raise its dividend by at least 10%, an increase that would mark the highest annual hike since Apple's 16% bump in 2018 and stand in comparison to the \"more modest\" increases of 5.5% and 6.5% that Apple delivered in 2019 and 2020, respectively.</p>\n<p>\"Our positive view on Apple's continued ability to generate strong [free-cash flow] supports our view that the company could return its annual dividend growth trajectory into the double-digit [percent] range,\" he wrote.</p>\n<p>Rakers is expecting a roughly $50 billion increase to the buyback program, flat with a year ago.</p>\n<p>The company has set out to become net-cash-neutral, opting against blockbuster acquisitions and in favor of capital returns as it tries to winnow down its sizable net-cash balance, which stood at more than $80 billion as of Apple's last report. But Apple is also generating strong free-cash flow, with Huberty predicting a 30% increase this fiscal year and suggesting that it will take time before Apple achieves its target.</p>\n<p>\"Apple is firing on all cylinders today and even as the company spends nearly $100 billion per year on shareholder returns, we believe the path to a net-cash-neutral position requires multiple more years of sustained strong shareholder returns,\" Huberty wrote.</p>\n<p>Apple repurchased an average of 2.5 million shares a day in the last nine months of 2020, Rakers noted, accounting for about 1.6% of the stock's daily trading volume.</p>\n<p><b>What to expect</b></p>\n<p>Earnings: Analysts tracked by FactSet expect that Apple earned 98 cents a share in the latest quarter, up from 64 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics and others, the average estimate calls for $1.02 a share.</p>\n<p>Revenue: The FactSet consensus models revenue of $76.7 billion, while the average estimate on Estimize is for $78.3 billion. Apple posted $58.3 billion in revenue during the prior March quarter, as COVID-19 shutdowns affected China and began to cause store closures in other parts of the world.</p>\n<p>Stock movement: Apple shares have fallen following three of the past five earnings reports. Shares have gained 91% over the past 12 months as the Dow Jones Industrial Average , of which Apple is a component, has risen 44%.</p>\n<p>Of the 42 analysts tracked by FactSet who cover Apple's stock, 30 have buy ratings, nine have hold ratings, and three have sell ratings, with an average price target of $151.12.</p>\n<p><b>What else to watch for</b></p>\n<p>Apple has seen strong momentum in recent quarters amid a surge in demand for Macs and iPads during the pandemic and a successful iPhone 12 launch. Evercore ISI analyst Amit Daryanani predicts that the company continued to see good traction in the March quarter and could deliver results ahead of expectations.</p>\n<p>The company could be more insulated than others from the continuing chip shortage given \"its status as <a href=\"https://laohu8.com/S/AONE\">one</a> of the largest electronics purchasers in the world,\" Daryanani argued, noting that while manufacturing partner Foxconn mentioned some supply issues, that company said that the component shortage would affect a small fraction of customer orders.</p>\n<p>Daryanani is upbeat about Apple's iPhone momentum in China and encouraged by Foxconn's indication that March-quarter performance would be better than what's typically seen for this period. That's consistent with Apple's own projections, he noted. He rates the stock at outperform with a $175 price target.</p>\n<p>Wells Fargo's Rakers pointed to \"ongoing positive demand drivers\" but said he was \"reluctant to make a meaningful upside (iPhone-driven) call\" ahead of the release. His iPhone revenue estimate for the quarter is for $38.8 billion, while the FactSet consensus calls for $41.0 billion.</p>\n<p>Outside of the iPhone, Rakers expects that the company continues to see strong demand for iPads and Macs buoyed by at-home dynamics. He'll also be looking for broader commentary on supply issues.</p>\n<p>\"With continued reports of overall semiconductor supply-chain tightness, presumably impacting Apple's Mac and iPad lead times, along with increasing DRAM prices, investors will be focused on Apple's thoughts on overall demand fulfillment and gross margin expectations,\" he wrote, while reiterating an overweight rating on the stock and a $160 target price.</p>\n<p>Morgan Stanley's Huberty has \"high confidence\" that Apple will beat March-quarter expectations and she's also expecting an upbeat outlook.</p>\n<p>\"We believe that much of the consumer and education-market strength that propelled the Mac and iPad to 21% year-over-year and 41% year-over-year growth the December quarter sustained, and even accelerated into the March quarter,\" she wrote, highlighting upbeat third-party Mac data from IDC.</p>\n<p>Huberty forecasts $8.2 billion in Mac revenue and $6.8 billion in iPad revenue for the quarter, significantly above the FactSet consensus, which calls for $6.7 billion and $5.6 billion, respectively. She has an overweight rating and $158 price target on Apple shares.</p>\n<p>Apple recently introduced new iPads and iMacs that could allow it to continue capitalizing on at-home trends, though these won't factor into the March-quarter numbers.</p>","source":"lsy1603348471595","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>Apple’s business is roaring, and investors are about to find out how much of that cash is coming their way</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\">\nApple’s business is roaring, and investors are about to find out how much of that cash is coming their way\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-25 16:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/apples-business-is-roaring-and-investors-are-about-to-find-out-how-much-of-that-cash-is-coming-their-way-11619194933?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple earnings preview: After 'more modest' dividend increases in the past two years, Apple could get back to double-digit dividend growth when it details investor-return plans for the year\nApple's ...</p>\n\n<a href=\"https://www.marketwatch.com/story/apples-business-is-roaring-and-investors-are-about-to-find-out-how-much-of-that-cash-is-coming-their-way-11619194933?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/apples-business-is-roaring-and-investors-are-about-to-find-out-how-much-of-that-cash-is-coming-their-way-11619194933?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129680033","content_text":"Apple earnings preview: After 'more modest' dividend increases in the past two years, Apple could get back to double-digit dividend growth when it details investor-return plans for the year\nApple's iPad and Mac momentum may have \"accelerated\" in the latest quarter, analyst argues. AFP/Getty Images\nAfter posting record sales and profits in its latest fiscal year, Apple Inc. is expected to show how much of its financial success will get delivered back to shareholders this year.\nApple $(AAPL)$ is expected to increase its dividend and authorize further stock buybacks when it announces fiscal second-quarter earnings Wednesday, part of the company's continued focus on returning money to shareholders as it aims to reduce its sizable cash pile. The company typically makes updates to its capital-return program alongside its March-quarter report, and the coming announcement could be a driver of Apple's post-earnings stock momentum.\n\"We think Apple's capital return update could be the most incremental consideration coming out of Apple's upcoming F2Q21 results,\" Wells Fargo analyst Aaron Rakers wrote.\nThough Apple shares have nearly doubled in the past year, Morgan Stanley's Katy Huberty anticipates that the company will remain aggressive with its buybacks. She predicts that the company could add $60 billion to its buyback authorization this quarter, compared with the $50 billion increase that Apple approved a year ago .\nApple's pace of repurchases is unlikely to \"materially slow\" in the next 12 to 18 months, Huberty argued, as she projected that the company could buy back $18 billion worth of its stock each quarter until the end of fiscal 2022. That would reduce the number of shares outstanding by about 3% and leave Apple with a net-cash position of about $75 billion.\nShe also projects a 10% increase in Apple's dividend, which would bring the annual payout to 90 cents a share.\nApple's dividend announcement could be a bigger driver of stock performance than the buyback plans, Wells Fargo's Rakers suggested. He thinks Apple could raise its dividend by at least 10%, an increase that would mark the highest annual hike since Apple's 16% bump in 2018 and stand in comparison to the \"more modest\" increases of 5.5% and 6.5% that Apple delivered in 2019 and 2020, respectively.\n\"Our positive view on Apple's continued ability to generate strong [free-cash flow] supports our view that the company could return its annual dividend growth trajectory into the double-digit [percent] range,\" he wrote.\nRakers is expecting a roughly $50 billion increase to the buyback program, flat with a year ago.\nThe company has set out to become net-cash-neutral, opting against blockbuster acquisitions and in favor of capital returns as it tries to winnow down its sizable net-cash balance, which stood at more than $80 billion as of Apple's last report. But Apple is also generating strong free-cash flow, with Huberty predicting a 30% increase this fiscal year and suggesting that it will take time before Apple achieves its target.\n\"Apple is firing on all cylinders today and even as the company spends nearly $100 billion per year on shareholder returns, we believe the path to a net-cash-neutral position requires multiple more years of sustained strong shareholder returns,\" Huberty wrote.\nApple repurchased an average of 2.5 million shares a day in the last nine months of 2020, Rakers noted, accounting for about 1.6% of the stock's daily trading volume.\nWhat to expect\nEarnings: Analysts tracked by FactSet expect that Apple earned 98 cents a share in the latest quarter, up from 64 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics and others, the average estimate calls for $1.02 a share.\nRevenue: The FactSet consensus models revenue of $76.7 billion, while the average estimate on Estimize is for $78.3 billion. Apple posted $58.3 billion in revenue during the prior March quarter, as COVID-19 shutdowns affected China and began to cause store closures in other parts of the world.\nStock movement: Apple shares have fallen following three of the past five earnings reports. Shares have gained 91% over the past 12 months as the Dow Jones Industrial Average , of which Apple is a component, has risen 44%.\nOf the 42 analysts tracked by FactSet who cover Apple's stock, 30 have buy ratings, nine have hold ratings, and three have sell ratings, with an average price target of $151.12.\nWhat else to watch for\nApple has seen strong momentum in recent quarters amid a surge in demand for Macs and iPads during the pandemic and a successful iPhone 12 launch. Evercore ISI analyst Amit Daryanani predicts that the company continued to see good traction in the March quarter and could deliver results ahead of expectations.\nThe company could be more insulated than others from the continuing chip shortage given \"its status as one of the largest electronics purchasers in the world,\" Daryanani argued, noting that while manufacturing partner Foxconn mentioned some supply issues, that company said that the component shortage would affect a small fraction of customer orders.\nDaryanani is upbeat about Apple's iPhone momentum in China and encouraged by Foxconn's indication that March-quarter performance would be better than what's typically seen for this period. That's consistent with Apple's own projections, he noted. He rates the stock at outperform with a $175 price target.\nWells Fargo's Rakers pointed to \"ongoing positive demand drivers\" but said he was \"reluctant to make a meaningful upside (iPhone-driven) call\" ahead of the release. His iPhone revenue estimate for the quarter is for $38.8 billion, while the FactSet consensus calls for $41.0 billion.\nOutside of the iPhone, Rakers expects that the company continues to see strong demand for iPads and Macs buoyed by at-home dynamics. He'll also be looking for broader commentary on supply issues.\n\"With continued reports of overall semiconductor supply-chain tightness, presumably impacting Apple's Mac and iPad lead times, along with increasing DRAM prices, investors will be focused on Apple's thoughts on overall demand fulfillment and gross margin expectations,\" he wrote, while reiterating an overweight rating on the stock and a $160 target price.\nMorgan Stanley's Huberty has \"high confidence\" that Apple will beat March-quarter expectations and she's also expecting an upbeat outlook.\n\"We believe that much of the consumer and education-market strength that propelled the Mac and iPad to 21% year-over-year and 41% year-over-year growth the December quarter sustained, and even accelerated into the March quarter,\" she wrote, highlighting upbeat third-party Mac data from IDC.\nHuberty forecasts $8.2 billion in Mac revenue and $6.8 billion in iPad revenue for the quarter, significantly above the FactSet consensus, which calls for $6.7 billion and $5.6 billion, respectively. She has an overweight rating and $158 price target on Apple shares.\nApple recently introduced new iPads and iMacs that could allow it to continue capitalizing on at-home trends, though these won't factor into the March-quarter numbers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375905583,"gmtCreate":1619271278442,"gmtModify":1704722004268,"author":{"id":"3582197703345006","authorId":"3582197703345006","authorIdStr":"3582197703345006","name":"CSM","avatar":"https://static.tigerbbs.com/183f15f6f0e2473b69cb37dbe10c79c7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582197703345006"},"themes":[],"htmlText":"Should monetise their assets. Only&nbsp;a matter of time.&nbsp;","listText":"Should monetise their assets. Only&nbsp;a matter of time.&nbsp;","text":"Should monetise their assets. Only a matter of time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375905583","repostId":"2129350497","repostType":4,"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":375784052,"gmtCreate":1619397376176,"gmtModify":1704723135235,"author":{"id":"3582197703345006","authorId":"3582197703345006","authorIdStr":"3582197703345006","name":"CSM","avatar":"https://static.tigerbbs.com/183f15f6f0e2473b69cb37dbe10c79c7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582197703345006"},"themes":[],"htmlText":"Cash rich company!","listText":"Cash rich company!","text":"Cash rich company!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375784052","repostId":"2129680033","repostType":4,"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375905583,"gmtCreate":1619271278442,"gmtModify":1704722004268,"author":{"id":"3582197703345006","authorId":"3582197703345006","authorIdStr":"3582197703345006","name":"CSM","avatar":"https://static.tigerbbs.com/183f15f6f0e2473b69cb37dbe10c79c7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582197703345006"},"themes":[],"htmlText":"Should monetise their assets. Only&nbsp;a matter of time.&nbsp;","listText":"Should monetise their assets. Only&nbsp;a matter of time.&nbsp;","text":"Should monetise their assets. Only a matter of time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375905583","repostId":"2129350497","repostType":4,"repost":{"id":"2129350497","pubTimestamp":1619188302,"share":"https://ttm.financial/m/news/2129350497?lang=&edition=fundamental","pubTime":"2021-04-23 22:31","market":"us","language":"en","title":"3 Reasons Netflix Should Get Into Advertising","url":"https://stock-news.laohu8.com/highlight/detail?id=2129350497","media":"Motley Fool","summary":"As subscriber growth slows, a new revenue stream becomes more appealing.","content":"<p>For almost as long as <b>Netflix </b>(NASDAQ:NFLX) has had a streaming service, investors and analysts have asked if the company will get into advertising. Every time, Netflix has always given the same answer: hard pass.</p>\n<p>Netflix CEO Reed Hastings appreciates the simplicity of the streamer's business model, seeing its simple value proposition as a strength. From a consumer perspective, it's very easy to understand how Netflix works. You pay a monthly fee, and you get all the entertainment you want with no ads. He also seems to think advertising would distract from the company's focus on pleasing customers, and potentially attract controversy over data collection, as he said in the earnings call in January 2020. He also believes that competing with ad heavyweights like <b>Alphabet</b>'s Google and <b><a href=\"https://laohu8.com/S/FB\">Facebook</a> </b>would be difficult, as Netflix would have to essentially take market share from them.</p>\n<p>However, the streaming universe has evolved considerably since then, and Netflix needs to be open to updating its business. It faces new competition from a wide range of legacy media companies and others, including <b>Walt Disney</b>'s Disney+, <b>Apple</b>'s Apple TV+, <b>Comcast's </b>Peacock, HBOMax from <b>AT&amp;T</b>, Paramount+ from <b>ViacomCBS</b>, and <b><a href=\"https://laohu8.com/S/DISCB\">Discovery Communications</a></b>' Discovery+.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F622221%2Fnetflix-hollywood-mural.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\"><span>Image source: Netflix.</span></p>\n<p>As Netflix seeks new ways to stay ahead of the competition and deliver value for investors, advertising is starting to look like an appealing option. Here's why.</p>\n<h2>1. The domestic market is maturing</h2>\n<p>For Netflix, 2020 was a banner year. The company added 32.6 million new subscribers globally, just 6.3 million of whom came from North America, even with the lockdowns and social distancing policies in effect during the pandemic. In the first quarter of 2021, it added just 450,000 net new members in North America, its weakest first quarter in the region since it launched streaming.</p>\n<p>Netflix is maturing in its home market, and it could approach a saturation point soon, as it already claims half of the households in the U.S. and Canada as customers. The company has also reached its target of 60 million to 90 million households in the U.S., as it finished last year with 74.4 million members in North America.</p>\n<p>However, Netflix still needs to find ways to grow its North American business, and increasing its subscriber base by less than 10% annually isn't going to be enough. That helps explain why Netflix raised prices in the U.S. earlier this year, increasing the fee on its standard package from $12.99/month to $13.99/month. But raising prices every year isn't sustainable, especially with mounting competition.</p>\n<p>That makes an ad-based tier an excellent option for Americans who may not want to pay full price for Netflix. If the streamer had a lower-priced ad-supported tier, it would also be easier for it to raise prices on its ad-free service, as it would still offer something for price-sensitive customers. Netflix has also said it would crack down on password sharing, and offering an ad-based option would be another way to appeal to customers who might otherwise just use a friend's account.</p>\n<h2>2. Connected TV is booming</h2>\n<p>The market for ad-driven streaming, or Connected TV (CTV), has surged during the pandemic, as have stocks with exposure to the category like <b>Roku</b>, <b>The Trade Desk</b>, and <b>Magnite</b>. A number of ad tech stocks have reported high double-digit percentage -- or even triple-digit -- growth in the category as the massive linear TV ad market begins to shift over to CTV. At Roku, the leading streaming device maker, platform revenue, which advertising is a significant component of, rose 71% last year to $1.27 billion.</p>\n<p>EMarketer expects the U.S. CTV market to grow 38% this year to $11.4 billion, and to more than double from 2020 to reach $18.3 billion in 2024.</p>\n<p>Advertisers love CTV for a number of reasons. Video ads convert better than ads on other formats. Streaming also offers a captive audience with ads that are difficult to skip, and it offers a level of granular data that linear TV can't compete with. CTV is also the only way for brands to do targeted advertising on television, giving them a much larger screen than they get with a mobile device.</p>\n<p>As CTV streaming options and audience sizes grow, its appeal to advertisers will only increase.</p>\n<h2>3. Advertising is a high-margin business</h2>\n<p>Hastings dismissed the potential for Netflix in advertising because it would be too difficult to compete with digital ad powerhouses like Google and Facebook, but the fast-growing CTV market shows that's not really accurate. As the streaming leader, Netflix can offer something that search-based and social media ads can't -- and as the streaming leader, Netflix would likely be the CTV leader if it wanted to be.</p>\n<p>Not surprisingly, brands would love the opportunity to advertise on Netflix. One media consultant told <i>Ad Week </i>early last year, \"It's such an opportunity for them (Netflix), not just to offer something ad-supported, but to put their own spin on it. There's such a need and a hunger, from an advertising point of view, for brand-safe premium video, and there are so many advertisers that would love to creatively work with them and do it in a tasteful way.\"</p>\n<p>The experience of other digital ad companies shows that it would almost certainly be a lucrative business for Netflix. The content is already in place, and the company has 75 million subscribers in North America happy to pay for it, many of whom watch hours of content each day. At Disney-owned Hulu, the ad business actually brings in more revenue than ad-free subscribers. In its most recent quarter, average revenue per Hulu streaming subscriber was $13.51 per month, compared to just $11.99 for an ad-free subscription.</p>\n<p>Building an ad business from scratch isn't easy, but Netflix already has relationships with brands through creative partnerships. That includes product placements and tie-ins through Netflix's social media accounts, including partner products like Subway sandwiches. <i>Stranger Things</i>, the hit '80s-based sci-fi show, had deals with 75 companies.</p>\n<p>Hastings has made his feelings on advertising clear, and Netflix will likely avoid it for the foreseeable future. But as domestic subscriber growth slows and CTV ramps up, calls for an ad-based option could get louder. Over the long term as Netflix matures, an ad-based tier seems almost inevitable.</p>","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>3 Reasons Netflix Should Get Into Advertising</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\">\n3 Reasons Netflix Should Get Into Advertising\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-23 22:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/23/3-reasons-netflix-should-get-into-advertising/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For almost as long as Netflix (NASDAQ:NFLX) has had a streaming service, investors and analysts have asked if the company will get into advertising. Every time, Netflix has always given the same ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/23/3-reasons-netflix-should-get-into-advertising/\">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/2021/04/23/3-reasons-netflix-should-get-into-advertising/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129350497","content_text":"For almost as long as Netflix (NASDAQ:NFLX) has had a streaming service, investors and analysts have asked if the company will get into advertising. Every time, Netflix has always given the same answer: hard pass.\nNetflix CEO Reed Hastings appreciates the simplicity of the streamer's business model, seeing its simple value proposition as a strength. From a consumer perspective, it's very easy to understand how Netflix works. You pay a monthly fee, and you get all the entertainment you want with no ads. He also seems to think advertising would distract from the company's focus on pleasing customers, and potentially attract controversy over data collection, as he said in the earnings call in January 2020. He also believes that competing with ad heavyweights like Alphabet's Google and Facebook would be difficult, as Netflix would have to essentially take market share from them.\nHowever, the streaming universe has evolved considerably since then, and Netflix needs to be open to updating its business. It faces new competition from a wide range of legacy media companies and others, including Walt Disney's Disney+, Apple's Apple TV+, Comcast's Peacock, HBOMax from AT&T, Paramount+ from ViacomCBS, and Discovery Communications' Discovery+.\nImage source: Netflix.\nAs Netflix seeks new ways to stay ahead of the competition and deliver value for investors, advertising is starting to look like an appealing option. Here's why.\n1. The domestic market is maturing\nFor Netflix, 2020 was a banner year. The company added 32.6 million new subscribers globally, just 6.3 million of whom came from North America, even with the lockdowns and social distancing policies in effect during the pandemic. In the first quarter of 2021, it added just 450,000 net new members in North America, its weakest first quarter in the region since it launched streaming.\nNetflix is maturing in its home market, and it could approach a saturation point soon, as it already claims half of the households in the U.S. and Canada as customers. The company has also reached its target of 60 million to 90 million households in the U.S., as it finished last year with 74.4 million members in North America.\nHowever, Netflix still needs to find ways to grow its North American business, and increasing its subscriber base by less than 10% annually isn't going to be enough. That helps explain why Netflix raised prices in the U.S. earlier this year, increasing the fee on its standard package from $12.99/month to $13.99/month. But raising prices every year isn't sustainable, especially with mounting competition.\nThat makes an ad-based tier an excellent option for Americans who may not want to pay full price for Netflix. If the streamer had a lower-priced ad-supported tier, it would also be easier for it to raise prices on its ad-free service, as it would still offer something for price-sensitive customers. Netflix has also said it would crack down on password sharing, and offering an ad-based option would be another way to appeal to customers who might otherwise just use a friend's account.\n2. Connected TV is booming\nThe market for ad-driven streaming, or Connected TV (CTV), has surged during the pandemic, as have stocks with exposure to the category like Roku, The Trade Desk, and Magnite. A number of ad tech stocks have reported high double-digit percentage -- or even triple-digit -- growth in the category as the massive linear TV ad market begins to shift over to CTV. At Roku, the leading streaming device maker, platform revenue, which advertising is a significant component of, rose 71% last year to $1.27 billion.\nEMarketer expects the U.S. CTV market to grow 38% this year to $11.4 billion, and to more than double from 2020 to reach $18.3 billion in 2024.\nAdvertisers love CTV for a number of reasons. Video ads convert better than ads on other formats. Streaming also offers a captive audience with ads that are difficult to skip, and it offers a level of granular data that linear TV can't compete with. CTV is also the only way for brands to do targeted advertising on television, giving them a much larger screen than they get with a mobile device.\nAs CTV streaming options and audience sizes grow, its appeal to advertisers will only increase.\n3. Advertising is a high-margin business\nHastings dismissed the potential for Netflix in advertising because it would be too difficult to compete with digital ad powerhouses like Google and Facebook, but the fast-growing CTV market shows that's not really accurate. As the streaming leader, Netflix can offer something that search-based and social media ads can't -- and as the streaming leader, Netflix would likely be the CTV leader if it wanted to be.\nNot surprisingly, brands would love the opportunity to advertise on Netflix. One media consultant told Ad Week early last year, \"It's such an opportunity for them (Netflix), not just to offer something ad-supported, but to put their own spin on it. There's such a need and a hunger, from an advertising point of view, for brand-safe premium video, and there are so many advertisers that would love to creatively work with them and do it in a tasteful way.\"\nThe experience of other digital ad companies shows that it would almost certainly be a lucrative business for Netflix. The content is already in place, and the company has 75 million subscribers in North America happy to pay for it, many of whom watch hours of content each day. At Disney-owned Hulu, the ad business actually brings in more revenue than ad-free subscribers. In its most recent quarter, average revenue per Hulu streaming subscriber was $13.51 per month, compared to just $11.99 for an ad-free subscription.\nBuilding an ad business from scratch isn't easy, but Netflix already has relationships with brands through creative partnerships. That includes product placements and tie-ins through Netflix's social media accounts, including partner products like Subway sandwiches. Stranger Things, the hit '80s-based sci-fi show, had deals with 75 companies.\nHastings has made his feelings on advertising clear, and Netflix will likely avoid it for the foreseeable future. But as domestic subscriber growth slows and CTV ramps up, calls for an ad-based option could get louder. Over the long term as Netflix matures, an ad-based tier seems almost inevitable.","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109481342,"gmtCreate":1619709917986,"gmtModify":1704271241003,"author":{"id":"3582197703345006","authorId":"3582197703345006","authorIdStr":"3582197703345006","name":"CSM","avatar":"https://static.tigerbbs.com/183f15f6f0e2473b69cb37dbe10c79c7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582197703345006"},"themes":[],"htmlText":"Facing competition everywhere.","listText":"Facing competition everywhere.","text":"Facing competition everywhere.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/109481342","repostId":"1168787925","repostType":4,"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377584844,"gmtCreate":1619536140388,"gmtModify":1704725635141,"author":{"id":"3582197703345006","authorId":"3582197703345006","authorIdStr":"3582197703345006","name":"CSM","avatar":"https://static.tigerbbs.com/183f15f6f0e2473b69cb37dbe10c79c7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582197703345006"},"themes":[],"htmlText":"Yes.","listText":"Yes.","text":"Yes.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377584844","repostId":"1103591956","repostType":4,"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}