Netflix: Signs of Stabilization Merit an Upgrade, Says Analyst

53
Comment
1

Netflix: Signs of Stabilization Merit an Upgrade, Says Analyst

TipRanks2022-07-22

They say all good things must come to an end eventually, but luckily for Netflix (NFLX) all bad things don’t last forever too. After a period of sustained sub losses, the streaming giant managed to ...

Source Link

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

Report

Comment

Mm101
·2022-07-23
C
Reply
Like
Report
Fold Replies
- Mm101:
  H
  2022-07-23
  Reply
  Report
- Mm101:
  Hh
  2022-07-23
  Reply
  Report
- Mm101:
  Gh
  2022-07-23
  Reply
  Report
View more 2 comments
来人
·2022-07-22
Ok
Reply
Like
Report
A H Lim
·2022-07-22
okay
Reply
Like
Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/1125043992?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2022-07-22 16:52","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1125043992","market":"us","top_or_hot":-1,"title":"Netflix: Signs of Stabilization Merit an Upgrade, Says Analyst","media":"TipRanks","content":"<div>\n<p>They say all good things must come to an end eventually, but luckily for Netflix (NFLX) all bad things don’t last forever too. After a period of sustained sub losses, the streaming giant managed to ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/netflix-signs-of-stabilization-merit-an-upgrade-says-analyst/\">Source Link</a>\n\n</div>\n","source":"lsy1606183248679","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: Signs of Stabilization Merit an Upgrade, Says Analyst</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: Signs of Stabilization Merit an Upgrade, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-22 16:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/netflix-signs-of-stabilization-merit-an-upgrade-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>They say all good things must come to an end eventually, but luckily for Netflix (NFLX) all bad things don’t last forever too. After a period of sustained sub losses, the streaming giant managed to ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/netflix-signs-of-stabilization-merit-an-upgrade-says-analyst/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NFLX","symbol_name":"奈飞","start_time":0,"source_url":"https://www.tipranks.com/news/article/netflix-signs-of-stabilization-merit-an-upgrade-says-analyst/","article_id":"1125043992","we_media_id":null,"thumbnails":[],"rights":{"source":"lsy1606183248679","url":"https://www.tipranks.com/news/article/netflix-signs-of-stabilization-merit-an-upgrade-says-analyst/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1125043992","pubTimestamp":1658479968,"sourceInfo":{"source_id":"lsy1606183248679","name":"TipRanks"},"weMediaInfo":null,"summary":"They say all good things must come to an end eventually, but luckily for Netflix (NFLX) all bad thin","collect":0,"end_time":0,"defaultTopTitle":"tipranks.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"NFLX":"奈飞"},"translate_title":"网飞：分析师称，稳定迹象值得升级","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NFLX":0.9},"content_text":"They say all good things must come to an end eventually, but luckily for Netflix (NFLX) all bad things don’t last forever too. After a period of sustained sub losses, the streaming giant managed to steady the ship in Q2 and delivered a better-than-feared earnings report.Although global net paid subscribers fell by 1 million during the quarter, the figure bettered the 2 million losses Netflix and the Street had anticipated.Subs in EMEA fell by 0.8 million compared to -0.3 million in the previous quarter and +0.2 million in the same period last year, while UCAN shed -1.3 million subscribers, worsening on the -0.6 million sub losses of Q1 and -0.4 million of one year ago. However, these regional losses were somewhat countered by positive subscriber growth in APAC and LATAM.Reflecting the impact of price hikes earlier this year, churn was high in UCAN at the start of the quarter but got better as the period advanced and despite the subs decline, Netflix’s take of TV viewing stayed notably robust. According to Nielsen data, in June, the company notched a new high of 7.7% share of US TV viewing, a ~110bps year-over-year increase.Assessing the print, Stifel’s Scott Devitt thinks the performance signals a “new beginning.”“With signs of stabilization in the subscriber base emerging, we believe the prospect of a prolonged period of subscriber losses is becoming increasingly unlikely,” explained the analyst. “Investor focus can now appropriately shift to the viability of Netflix’s growth initiatives, including monetizing password sharing and the introduction of ad-supported tiers, both of which will be introduced next year.”Netflix will also need to address its difficulties with pricing in developing regions and improve monetization in relatively established markets in order to spur growth. With a tried-and-true management team and improving FCF dynamics, Devitt believes the company has a number of “increasingly defined levers” to address these problems. As management realigns the company for its upcoming phase of growth over a multi-year timeframe, the analyst sees “numerous potential catalysts.”Based on the above, Devitt thinks an upgrade is warranted; therefore, the rating moves from Hold (i.e., Neutral) to Buy, and the price target gets a bump too – shifting from $240 to $250. What’s in it for investors? Upside of 12% from current levels.Most on the Street aren’t quite ready to make such a change; 19 Holds outgun 7 Buys and 6 Sells and result in a Hold consensus rating. Going by the $229.3 average target, shares are expected to stay rangebound for the foreseeable future.","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[{"id":9077411388,"gmtCreate":1658552899944,"gmtModify":1676536176421,"author":{"id":"3565081661382277","authorId":"3565081661382277","name":"Mm101","avatar":"https://static.tigerbbs.com/01758aa877d9e5a9767d24de3a4e2ff1","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"C","listText":"C","text":"C","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":17,"repostSize":0,"link":"https://ttm.financial/post/9077411388","repostId":1125043992,"repostType":4,"repost":{"id":"1125043992","pubTimestamp":1658479968,"share":"https://www.laohu8.com/m/news/1125043992?lang=&edition=full","pubTime":"2022-07-22 16:52","market":"us","language":"en","title":"Netflix: Signs of Stabilization Merit an Upgrade, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1125043992","media":"TipRanks","summary":"They say all good things must come to an end eventually, but luckily for Netflix (NFLX) all bad thin","content":"<div>\n<p>They say all good things must come to an end eventually, but luckily for Netflix (NFLX) all bad things don’t last forever too. After a period of sustained sub losses, the streaming giant managed to ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/netflix-signs-of-stabilization-merit-an-upgrade-says-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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: Signs of Stabilization Merit an Upgrade, Says Analyst</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: Signs of Stabilization Merit an Upgrade, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-22 16:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/netflix-signs-of-stabilization-merit-an-upgrade-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>They say all good things must come to an end eventually, but luckily for Netflix (NFLX) all bad things don’t last forever too. After a period of sustained sub losses, the streaming giant managed to ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/netflix-signs-of-stabilization-merit-an-upgrade-says-analyst/\">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.tipranks.com/news/article/netflix-signs-of-stabilization-merit-an-upgrade-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125043992","content_text":"They say all good things must come to an end eventually, but luckily for Netflix (NFLX) all bad things don’t last forever too. After a period of sustained sub losses, the streaming giant managed to steady the ship in Q2 and delivered a better-than-feared earnings report.Although global net paid subscribers fell by 1 million during the quarter, the figure bettered the 2 million losses Netflix and the Street had anticipated.Subs in EMEA fell by 0.8 million compared to -0.3 million in the previous quarter and +0.2 million in the same period last year, while UCAN shed -1.3 million subscribers, worsening on the -0.6 million sub losses of Q1 and -0.4 million of one year ago. However, these regional losses were somewhat countered by positive subscriber growth in APAC and LATAM.Reflecting the impact of price hikes earlier this year, churn was high in UCAN at the start of the quarter but got better as the period advanced and despite the subs decline, Netflix’s take of TV viewing stayed notably robust. According to Nielsen data, in June, the company notched a new high of 7.7% share of US TV viewing, a ~110bps year-over-year increase.Assessing the print, Stifel’s Scott Devitt thinks the performance signals a “new beginning.”“With signs of stabilization in the subscriber base emerging, we believe the prospect of a prolonged period of subscriber losses is becoming increasingly unlikely,” explained the analyst. “Investor focus can now appropriately shift to the viability of Netflix’s growth initiatives, including monetizing password sharing and the introduction of ad-supported tiers, both of which will be introduced next year.”Netflix will also need to address its difficulties with pricing in developing regions and improve monetization in relatively established markets in order to spur growth. With a tried-and-true management team and improving FCF dynamics, Devitt believes the company has a number of “increasingly defined levers” to address these problems. As management realigns the company for its upcoming phase of growth over a multi-year timeframe, the analyst sees “numerous potential catalysts.”Based on the above, Devitt thinks an upgrade is warranted; therefore, the rating moves from Hold (i.e., Neutral) to Buy, and the price target gets a bump too – shifting from $240 to $250. What’s in it for investors? Upside of 12% from current levels.Most on the Street aren’t quite ready to make such a change; 19 Holds outgun 7 Buys and 6 Sells and result in a Hold consensus rating. Going by the $229.3 average target, shares are expected to stay rangebound for the foreseeable future.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":103033068,"gmtCreate":1658553038979,"gmtModify":1675836977948,"authorId":3565081661382277,"author":{"id":3565081661382277,"authorId":3565081661382277,"name":"Mm101","avatar":"https://static.tigerbbs.com/01758aa877d9e5a9767d24de3a4e2ff1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9077411388,"type":1,"supId":0,"prevId":0,"content":"H","text":"H","html":"H"},{"id":103033064,"gmtCreate":1658553031472,"gmtModify":1675836977893,"authorId":3565081661382277,"author":{"id":3565081661382277,"authorId":3565081661382277,"name":"Mm101","avatar":"https://static.tigerbbs.com/01758aa877d9e5a9767d24de3a4e2ff1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9077411388,"type":1,"supId":0,"prevId":0,"content":"Hh","text":"Hh","html":"Hh"},{"id":103033061,"gmtCreate":1658553023957,"gmtModify":1675836977854,"authorId":3565081661382277,"author":{"id":3565081661382277,"authorId":3565081661382277,"name":"Mm101","avatar":"https://static.tigerbbs.com/01758aa877d9e5a9767d24de3a4e2ff1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9077411388,"type":1,"supId":0,"prevId":0,"content":"Gh","text":"Gh","html":"Gh"},{"id":103033059,"gmtCreate":1658553014737,"gmtModify":1675836977828,"authorId":3565081661382277,"author":{"id":3565081661382277,"authorId":3565081661382277,"name":"Mm101","avatar":"https://static.tigerbbs.com/01758aa877d9e5a9767d24de3a4e2ff1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9077411388,"type":1,"supId":0,"prevId":0,"content":"G","text":"G","html":"G"},{"id":103033051,"gmtCreate":1658552985582,"gmtModify":1675836977743,"authorId":3565081661382277,"author":{"id":3565081661382277,"authorId":3565081661382277,"name":"Mm101","avatar":"https://static.tigerbbs.com/01758aa877d9e5a9767d24de3a4e2ff1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9077411388,"type":1,"supId":0,"prevId":0,"content":"G","text":"G","html":"G"}],"langContent":"EN"},{"id":9077827887,"gmtCreate":1658495172049,"gmtModify":1676536167592,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077827887","repostId":1125043992,"repostType":4,"repost":{"id":"1125043992","pubTimestamp":1658479968,"share":"https://www.laohu8.com/m/news/1125043992?lang=&edition=full","pubTime":"2022-07-22 16:52","market":"us","language":"en","title":"Netflix: Signs of Stabilization Merit an Upgrade, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1125043992","media":"TipRanks","summary":"They say all good things must come to an end eventually, but luckily for Netflix (NFLX) all bad thin","content":"<div>\n<p>They say all good things must come to an end eventually, but luckily for Netflix (NFLX) all bad things don’t last forever too. After a period of sustained sub losses, the streaming giant managed to ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/netflix-signs-of-stabilization-merit-an-upgrade-says-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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: Signs of Stabilization Merit an Upgrade, Says Analyst</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: Signs of Stabilization Merit an Upgrade, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-22 16:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/netflix-signs-of-stabilization-merit-an-upgrade-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>They say all good things must come to an end eventually, but luckily for Netflix (NFLX) all bad things don’t last forever too. After a period of sustained sub losses, the streaming giant managed to ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/netflix-signs-of-stabilization-merit-an-upgrade-says-analyst/\">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.tipranks.com/news/article/netflix-signs-of-stabilization-merit-an-upgrade-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125043992","content_text":"They say all good things must come to an end eventually, but luckily for Netflix (NFLX) all bad things don’t last forever too. After a period of sustained sub losses, the streaming giant managed to steady the ship in Q2 and delivered a better-than-feared earnings report.Although global net paid subscribers fell by 1 million during the quarter, the figure bettered the 2 million losses Netflix and the Street had anticipated.Subs in EMEA fell by 0.8 million compared to -0.3 million in the previous quarter and +0.2 million in the same period last year, while UCAN shed -1.3 million subscribers, worsening on the -0.6 million sub losses of Q1 and -0.4 million of one year ago. However, these regional losses were somewhat countered by positive subscriber growth in APAC and LATAM.Reflecting the impact of price hikes earlier this year, churn was high in UCAN at the start of the quarter but got better as the period advanced and despite the subs decline, Netflix’s take of TV viewing stayed notably robust. According to Nielsen data, in June, the company notched a new high of 7.7% share of US TV viewing, a ~110bps year-over-year increase.Assessing the print, Stifel’s Scott Devitt thinks the performance signals a “new beginning.”“With signs of stabilization in the subscriber base emerging, we believe the prospect of a prolonged period of subscriber losses is becoming increasingly unlikely,” explained the analyst. “Investor focus can now appropriately shift to the viability of Netflix’s growth initiatives, including monetizing password sharing and the introduction of ad-supported tiers, both of which will be introduced next year.”Netflix will also need to address its difficulties with pricing in developing regions and improve monetization in relatively established markets in order to spur growth. With a tried-and-true management team and improving FCF dynamics, Devitt believes the company has a number of “increasingly defined levers” to address these problems. As management realigns the company for its upcoming phase of growth over a multi-year timeframe, the analyst sees “numerous potential catalysts.”Based on the above, Devitt thinks an upgrade is warranted; therefore, the rating moves from Hold (i.e., Neutral) to Buy, and the price target gets a bump too – shifting from $240 to $250. What’s in it for investors? Upside of 12% from current levels.Most on the Street aren’t quite ready to make such a change; 19 Holds outgun 7 Buys and 6 Sells and result in a Hold consensus rating. Going by the $229.3 average target, shares are expected to stay rangebound for the foreseeable future.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9077177791,"gmtCreate":1658480516013,"gmtModify":1676536165826,"author":{"id":"4107069802859630","authorId":"4107069802859630","name":"A H Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":1},"htmlText":"okay","listText":"okay","text":"okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077177791","repostId":1125043992,"repostType":4,"repost":{"id":"1125043992","pubTimestamp":1658479968,"share":"https://www.laohu8.com/m/news/1125043992?lang=&edition=full","pubTime":"2022-07-22 16:52","market":"us","language":"en","title":"Netflix: Signs of Stabilization Merit an Upgrade, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1125043992","media":"TipRanks","summary":"They say all good things must come to an end eventually, but luckily for Netflix (NFLX) all bad thin","content":"<div>\n<p>They say all good things must come to an end eventually, but luckily for Netflix (NFLX) all bad things don’t last forever too. After a period of sustained sub losses, the streaming giant managed to ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/netflix-signs-of-stabilization-merit-an-upgrade-says-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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: Signs of Stabilization Merit an Upgrade, Says Analyst</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: Signs of Stabilization Merit an Upgrade, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-22 16:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/netflix-signs-of-stabilization-merit-an-upgrade-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>They say all good things must come to an end eventually, but luckily for Netflix (NFLX) all bad things don’t last forever too. After a period of sustained sub losses, the streaming giant managed to ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/netflix-signs-of-stabilization-merit-an-upgrade-says-analyst/\">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.tipranks.com/news/article/netflix-signs-of-stabilization-merit-an-upgrade-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125043992","content_text":"They say all good things must come to an end eventually, but luckily for Netflix (NFLX) all bad things don’t last forever too. After a period of sustained sub losses, the streaming giant managed to steady the ship in Q2 and delivered a better-than-feared earnings report.Although global net paid subscribers fell by 1 million during the quarter, the figure bettered the 2 million losses Netflix and the Street had anticipated.Subs in EMEA fell by 0.8 million compared to -0.3 million in the previous quarter and +0.2 million in the same period last year, while UCAN shed -1.3 million subscribers, worsening on the -0.6 million sub losses of Q1 and -0.4 million of one year ago. However, these regional losses were somewhat countered by positive subscriber growth in APAC and LATAM.Reflecting the impact of price hikes earlier this year, churn was high in UCAN at the start of the quarter but got better as the period advanced and despite the subs decline, Netflix’s take of TV viewing stayed notably robust. According to Nielsen data, in June, the company notched a new high of 7.7% share of US TV viewing, a ~110bps year-over-year increase.Assessing the print, Stifel’s Scott Devitt thinks the performance signals a “new beginning.”“With signs of stabilization in the subscriber base emerging, we believe the prospect of a prolonged period of subscriber losses is becoming increasingly unlikely,” explained the analyst. “Investor focus can now appropriately shift to the viability of Netflix’s growth initiatives, including monetizing password sharing and the introduction of ad-supported tiers, both of which will be introduced next year.”Netflix will also need to address its difficulties with pricing in developing regions and improve monetization in relatively established markets in order to spur growth. With a tried-and-true management team and improving FCF dynamics, Devitt believes the company has a number of “increasingly defined levers” to address these problems. As management realigns the company for its upcoming phase of growth over a multi-year timeframe, the analyst sees “numerous potential catalysts.”Based on the above, Devitt thinks an upgrade is warranted; therefore, the rating moves from Hold (i.e., Neutral) to Buy, and the price target gets a bump too – shifting from $240 to $250. What’s in it for investors? Upside of 12% from current levels.Most on the Street aren’t quite ready to make such a change; 19 Holds outgun 7 Buys and 6 Sells and result in a Hold consensus rating. Going by the $229.3 average target, shares are expected to stay rangebound for the foreseeable future.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":53,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}