3 Reasons to Buy Netflix, and 1 Reason to Sell

Motley Fool2022-04-22

Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led 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.

165

Report

Comment（14）

daphnelim
·2022-04-22
Good
Reply
Like
Report
339742f5
·2022-04-22
Ok
Reply
Like
Report
Ajay29
·2022-04-22
A vey informative article, thanks for sharing 🙏
Reply
Like
Report
Agari
·2022-04-22
Once a fool, always will be.
Reply
2
Report
OKAYIPULLUP
·2022-04-22
3 reasons to not listen to montley fool and 1 reason to despise them
Reply
Like
Report
BeBob
·2022-04-22
Like
Reply
2
Report
ac1887
·2022-04-22
Good
Reply
1
Report
Road1Warrior
·2022-04-22
Buy @12x
Reply
1
Report
phongy 45
·2022-04-22
Jackpot
Reply
2
Report
ZhiLing
·2022-04-22
ok
Reply
3
Report
Hcee
·2022-04-22
FTFYTitle: 3 reasons not to listen to motley fool and 1 reason to listen to them.
Reply
1
Report
Ghuna
·2022-04-22
Growth not comparable to previous due to huge competition.
Reply
1
Report
DarkFate
·2022-04-22
Like
Reply
2
Report
GggSlimeR
·2022-04-22
I bought. Do not like my comment
Reply
3
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/2229513895?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2022-04-22 11:47","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2229513895","market":"us","top_or_hot":-1,"title":"3 Reasons to Buy Netflix, and 1 Reason to Sell","media":"Motley Fool","content":"<div>\n<p>Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/\">Source Link</a>\n\n</div>\n","source":"fool_stock","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 to Buy Netflix, and 1 Reason to Sell</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 to Buy Netflix, and 1 Reason to Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 11:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/\">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.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/","article_id":"2229513895","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2229513895","pubTimestamp":1650599232,"columns":[],"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"The company is in better shape than the massive sell-off indicates.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"NFLX":"奈飞","BK4566":"资本集团","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","BK4524":"宅经济概念","BK4551":"寇图资本持仓","BK4108":"电影和娱乐","QNETCN":"纳斯达克中美互联网老虎指数","BK4507":"流媒体概念","BK4581":"高盛持仓"},"translate_title":"买Netflix,Inc.的3个理由，卖Netflix,Inc.的1个理由","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NFLX":1,"QNETCN":0.6},"content_text":"Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.Image source: Getty Images.1. ValuationThe drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years' worth of gains.However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of Comcast and Warner Bros. Discovery, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than Disney (now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.2. FinancialsAnd while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.3. A robust outlookFor all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.The reason to sell: A weakened competitive moatThe biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.Indeed, Netflix's pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.Should you consider Netflix?With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9085919915,"gmtCreate":1650633418184,"gmtModify":1676534767156,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3573632430449582","authorIdStr":"3573632430449582"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085919915","repostId":2229513895,"repostType":4,"repost":{"id":"2229513895","kind":"highlight","pubTimestamp":1650599232,"share":"https://ttm.financial/m/news/2229513895?lang=&edition=fundamental","pubTime":"2022-04-22 11:47","market":"us","language":"en","title":"3 Reasons to Buy Netflix, and 1 Reason to Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2229513895","media":"Motley Fool","summary":"The company is in better shape than the massive sell-off indicates.","content":"<html><head></head><body><p><b>Netflix</b>&#39;s ( NFLX -3.52% ) first-quarter earnings report led to a massive <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.</p><p>But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.</p><p><img src=\"https://static.tigerbbs.com/4afae785998891c911b81621ef8709c5\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>1. Valuation</h2><p>The drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years&#39; worth of gains.</p><p>However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of <b>Comcast </b>and <b><a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a></b>, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than <b>Disney </b>(now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.</p><h2>2. Financials</h2><p>And while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.</p><p>In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.</p><p>Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.</p><h2>3. A robust outlook</h2><p>For all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.</p><p>However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.</p><p>Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.</p><h2>The reason to sell: A weakened competitive moat</h2><p>The biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.</p><p>That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.</p><p>Indeed, Netflix&#39;s pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.</p><h2>Should you consider Netflix?</h2><p>With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.</p><p>But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons to Buy Netflix, and 1 Reason to Sell</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 to Buy Netflix, and 1 Reason to Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 11:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4548":"巴美列捷福持仓","BK4108":"电影和娱乐","BK4527":"明星科技股","BK4507":"流媒体概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","NFLX":"奈飞","BK4566":"资本集团","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229513895","content_text":"Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.Image source: Getty Images.1. ValuationThe drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years' worth of gains.However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of Comcast and Warner Bros. Discovery, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than Disney (now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.2. FinancialsAnd while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.3. A robust outlookFor all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.The reason to sell: A weakened competitive moatThe biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.Indeed, Netflix's pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.Should you consider Netflix?With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9085026797,"gmtCreate":1650621663404,"gmtModify":1676534765279,"author":{"id":"4108913771261690","authorId":"4108913771261690","name":"339742f5","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"4108913771261690","authorIdStr":"4108913771261690"},"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/9085026797","repostId":2229513895,"repostType":4,"repost":{"id":"2229513895","kind":"highlight","pubTimestamp":1650599232,"share":"https://ttm.financial/m/news/2229513895?lang=&edition=fundamental","pubTime":"2022-04-22 11:47","market":"us","language":"en","title":"3 Reasons to Buy Netflix, and 1 Reason to Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2229513895","media":"Motley Fool","summary":"The company is in better shape than the massive sell-off indicates.","content":"<html><head></head><body><p><b>Netflix</b>&#39;s ( NFLX -3.52% ) first-quarter earnings report led to a massive <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.</p><p>But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.</p><p><img src=\"https://static.tigerbbs.com/4afae785998891c911b81621ef8709c5\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>1. Valuation</h2><p>The drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years&#39; worth of gains.</p><p>However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of <b>Comcast </b>and <b><a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a></b>, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than <b>Disney </b>(now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.</p><h2>2. Financials</h2><p>And while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.</p><p>In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.</p><p>Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.</p><h2>3. A robust outlook</h2><p>For all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.</p><p>However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.</p><p>Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.</p><h2>The reason to sell: A weakened competitive moat</h2><p>The biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.</p><p>That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.</p><p>Indeed, Netflix&#39;s pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.</p><h2>Should you consider Netflix?</h2><p>With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.</p><p>But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons to Buy Netflix, and 1 Reason to Sell</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 to Buy Netflix, and 1 Reason to Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 11:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4548":"巴美列捷福持仓","BK4108":"电影和娱乐","BK4527":"明星科技股","BK4507":"流媒体概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","NFLX":"奈飞","BK4566":"资本集团","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229513895","content_text":"Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.Image source: Getty Images.1. ValuationThe drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years' worth of gains.However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of Comcast and Warner Bros. Discovery, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than Disney (now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.2. FinancialsAnd while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.3. A robust outlookFor all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.The reason to sell: A weakened competitive moatThe biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.Indeed, Netflix's pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.Should you consider Netflix?With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9082773648,"gmtCreate":1650610092736,"gmtModify":1676534763494,"author":{"id":"3582799148579670","authorId":"3582799148579670","name":"Ajay29","avatar":"https://static.tigerbbs.com/c66b9c3187e633dcff1384f7a0eca0a0","vip":1,"crmLevel":3,"crmLevelSwitch":1,"idStr":"3582799148579670","authorIdStr":"3582799148579670"},"htmlText":"A vey informative article, thanks for sharing 🙏","listText":"A vey informative article, thanks for sharing 🙏","text":"A vey informative article, thanks for sharing 🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082773648","repostId":2229513895,"repostType":2,"repost":{"id":"2229513895","kind":"highlight","pubTimestamp":1650599232,"share":"https://ttm.financial/m/news/2229513895?lang=&edition=fundamental","pubTime":"2022-04-22 11:47","market":"us","language":"en","title":"3 Reasons to Buy Netflix, and 1 Reason to Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2229513895","media":"Motley Fool","summary":"The company is in better shape than the massive sell-off indicates.","content":"<html><head></head><body><p><b>Netflix</b>&#39;s ( NFLX -3.52% ) first-quarter earnings report led to a massive <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.</p><p>But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.</p><p><img src=\"https://static.tigerbbs.com/4afae785998891c911b81621ef8709c5\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>1. Valuation</h2><p>The drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years&#39; worth of gains.</p><p>However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of <b>Comcast </b>and <b><a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a></b>, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than <b>Disney </b>(now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.</p><h2>2. Financials</h2><p>And while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.</p><p>In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.</p><p>Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.</p><h2>3. A robust outlook</h2><p>For all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.</p><p>However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.</p><p>Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.</p><h2>The reason to sell: A weakened competitive moat</h2><p>The biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.</p><p>That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.</p><p>Indeed, Netflix&#39;s pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.</p><h2>Should you consider Netflix?</h2><p>With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.</p><p>But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons to Buy Netflix, and 1 Reason to Sell</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 to Buy Netflix, and 1 Reason to Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 11:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4548":"巴美列捷福持仓","BK4108":"电影和娱乐","BK4527":"明星科技股","BK4507":"流媒体概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","NFLX":"奈飞","BK4566":"资本集团","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229513895","content_text":"Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.Image source: Getty Images.1. ValuationThe drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years' worth of gains.However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of Comcast and Warner Bros. Discovery, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than Disney (now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.2. FinancialsAnd while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.3. A robust outlookFor all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.The reason to sell: A weakened competitive moatThe biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.Indeed, Netflix's pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.Should you consider Netflix?With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9082757699,"gmtCreate":1650607728535,"gmtModify":1676534763118,"author":{"id":"3579039416513059","authorId":"3579039416513059","name":"Agari","avatar":"https://static.tigerbbs.com/f91bca646c81a84ca4b144df329d5935","vip":1,"crmLevel":3,"crmLevelSwitch":1,"idStr":"3579039416513059","authorIdStr":"3579039416513059"},"htmlText":"Once a fool, always will be.","listText":"Once a fool, always will be.","text":"Once a fool, always will be.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082757699","repostId":2229513895,"repostType":4,"repost":{"id":"2229513895","kind":"highlight","pubTimestamp":1650599232,"share":"https://ttm.financial/m/news/2229513895?lang=&edition=fundamental","pubTime":"2022-04-22 11:47","market":"us","language":"en","title":"3 Reasons to Buy Netflix, and 1 Reason to Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2229513895","media":"Motley Fool","summary":"The company is in better shape than the massive sell-off indicates.","content":"<html><head></head><body><p><b>Netflix</b>&#39;s ( NFLX -3.52% ) first-quarter earnings report led to a massive <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.</p><p>But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.</p><p><img src=\"https://static.tigerbbs.com/4afae785998891c911b81621ef8709c5\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>1. Valuation</h2><p>The drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years&#39; worth of gains.</p><p>However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of <b>Comcast </b>and <b><a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a></b>, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than <b>Disney </b>(now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.</p><h2>2. Financials</h2><p>And while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.</p><p>In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.</p><p>Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.</p><h2>3. A robust outlook</h2><p>For all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.</p><p>However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.</p><p>Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.</p><h2>The reason to sell: A weakened competitive moat</h2><p>The biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.</p><p>That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.</p><p>Indeed, Netflix&#39;s pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.</p><h2>Should you consider Netflix?</h2><p>With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.</p><p>But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons to Buy Netflix, and 1 Reason to Sell</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 to Buy Netflix, and 1 Reason to Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 11:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4548":"巴美列捷福持仓","BK4108":"电影和娱乐","BK4527":"明星科技股","BK4507":"流媒体概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","NFLX":"奈飞","BK4566":"资本集团","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229513895","content_text":"Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.Image source: Getty Images.1. ValuationThe drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years' worth of gains.However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of Comcast and Warner Bros. Discovery, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than Disney (now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.2. FinancialsAnd while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.3. A robust outlookFor all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.The reason to sell: A weakened competitive moatThe biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.Indeed, Netflix's pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.Should you consider Netflix?With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9082752635,"gmtCreate":1650607261966,"gmtModify":1676534763045,"author":{"id":"3569851182789090","authorId":"3569851182789090","name":"OKAYIPULLUP","avatar":"https://community-static.tradeup.com/news/756f616db4d2e3a6af39592b04132386","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3569851182789090","authorIdStr":"3569851182789090"},"htmlText":"3 reasons to not listen to montley fool and 1 reason to despise them","listText":"3 reasons to not listen to montley fool and 1 reason to despise them","text":"3 reasons to not listen to montley fool and 1 reason to despise them","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082752635","repostId":2229513895,"repostType":2,"repost":{"id":"2229513895","kind":"highlight","pubTimestamp":1650599232,"share":"https://ttm.financial/m/news/2229513895?lang=&edition=fundamental","pubTime":"2022-04-22 11:47","market":"us","language":"en","title":"3 Reasons to Buy Netflix, and 1 Reason to Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2229513895","media":"Motley Fool","summary":"The company is in better shape than the massive sell-off indicates.","content":"<html><head></head><body><p><b>Netflix</b>&#39;s ( NFLX -3.52% ) first-quarter earnings report led to a massive <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.</p><p>But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.</p><p><img src=\"https://static.tigerbbs.com/4afae785998891c911b81621ef8709c5\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>1. Valuation</h2><p>The drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years&#39; worth of gains.</p><p>However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of <b>Comcast </b>and <b><a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a></b>, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than <b>Disney </b>(now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.</p><h2>2. Financials</h2><p>And while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.</p><p>In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.</p><p>Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.</p><h2>3. A robust outlook</h2><p>For all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.</p><p>However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.</p><p>Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.</p><h2>The reason to sell: A weakened competitive moat</h2><p>The biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.</p><p>That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.</p><p>Indeed, Netflix&#39;s pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.</p><h2>Should you consider Netflix?</h2><p>With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.</p><p>But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons to Buy Netflix, and 1 Reason to Sell</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 to Buy Netflix, and 1 Reason to Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 11:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4548":"巴美列捷福持仓","BK4108":"电影和娱乐","BK4527":"明星科技股","BK4507":"流媒体概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","NFLX":"奈飞","BK4566":"资本集团","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229513895","content_text":"Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.Image source: Getty Images.1. ValuationThe drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years' worth of gains.However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of Comcast and Warner Bros. Discovery, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than Disney (now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.2. FinancialsAnd while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.3. A robust outlookFor all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.The reason to sell: A weakened competitive moatThe biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.Indeed, Netflix's pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.Should you consider Netflix?With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9082720691,"gmtCreate":1650604480181,"gmtModify":1676534762650,"author":{"id":"3585307651801295","authorId":"3585307651801295","name":"BeBob","avatar":"https://static.tigerbbs.com/4c7fb1588c34a61b54c3059c16e50b4e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3585307651801295","authorIdStr":"3585307651801295"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082720691","repostId":2229513895,"repostType":4,"repost":{"id":"2229513895","kind":"highlight","pubTimestamp":1650599232,"share":"https://ttm.financial/m/news/2229513895?lang=&edition=fundamental","pubTime":"2022-04-22 11:47","market":"us","language":"en","title":"3 Reasons to Buy Netflix, and 1 Reason to Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2229513895","media":"Motley Fool","summary":"The company is in better shape than the massive sell-off indicates.","content":"<html><head></head><body><p><b>Netflix</b>&#39;s ( NFLX -3.52% ) first-quarter earnings report led to a massive <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.</p><p>But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.</p><p><img src=\"https://static.tigerbbs.com/4afae785998891c911b81621ef8709c5\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>1. Valuation</h2><p>The drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years&#39; worth of gains.</p><p>However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of <b>Comcast </b>and <b><a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a></b>, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than <b>Disney </b>(now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.</p><h2>2. Financials</h2><p>And while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.</p><p>In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.</p><p>Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.</p><h2>3. A robust outlook</h2><p>For all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.</p><p>However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.</p><p>Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.</p><h2>The reason to sell: A weakened competitive moat</h2><p>The biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.</p><p>That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.</p><p>Indeed, Netflix&#39;s pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.</p><h2>Should you consider Netflix?</h2><p>With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.</p><p>But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons to Buy Netflix, and 1 Reason to Sell</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 to Buy Netflix, and 1 Reason to Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 11:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4548":"巴美列捷福持仓","BK4108":"电影和娱乐","BK4527":"明星科技股","BK4507":"流媒体概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","NFLX":"奈飞","BK4566":"资本集团","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229513895","content_text":"Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.Image source: Getty Images.1. ValuationThe drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years' worth of gains.However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of Comcast and Warner Bros. Discovery, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than Disney (now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.2. FinancialsAnd while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.3. A robust outlookFor all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.The reason to sell: A weakened competitive moatThe biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.Indeed, Netflix's pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.Should you consider Netflix?With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9082765328,"gmtCreate":1650603919474,"gmtModify":1676534762570,"author":{"id":"3585352116267703","authorId":"3585352116267703","name":"ac1887","avatar":"https://static.tigerbbs.com/a4f5865f79452e7da123e88ff35959e5","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3585352116267703","authorIdStr":"3585352116267703"},"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082765328","repostId":2229513895,"repostType":4,"repost":{"id":"2229513895","kind":"highlight","pubTimestamp":1650599232,"share":"https://ttm.financial/m/news/2229513895?lang=&edition=fundamental","pubTime":"2022-04-22 11:47","market":"us","language":"en","title":"3 Reasons to Buy Netflix, and 1 Reason to Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2229513895","media":"Motley Fool","summary":"The company is in better shape than the massive sell-off indicates.","content":"<html><head></head><body><p><b>Netflix</b>&#39;s ( NFLX -3.52% ) first-quarter earnings report led to a massive <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.</p><p>But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.</p><p><img src=\"https://static.tigerbbs.com/4afae785998891c911b81621ef8709c5\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>1. Valuation</h2><p>The drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years&#39; worth of gains.</p><p>However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of <b>Comcast </b>and <b><a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a></b>, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than <b>Disney </b>(now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.</p><h2>2. Financials</h2><p>And while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.</p><p>In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.</p><p>Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.</p><h2>3. A robust outlook</h2><p>For all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.</p><p>However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.</p><p>Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.</p><h2>The reason to sell: A weakened competitive moat</h2><p>The biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.</p><p>That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.</p><p>Indeed, Netflix&#39;s pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.</p><h2>Should you consider Netflix?</h2><p>With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.</p><p>But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons to Buy Netflix, and 1 Reason to Sell</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 to Buy Netflix, and 1 Reason to Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 11:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4548":"巴美列捷福持仓","BK4108":"电影和娱乐","BK4527":"明星科技股","BK4507":"流媒体概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","NFLX":"奈飞","BK4566":"资本集团","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229513895","content_text":"Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.Image source: Getty Images.1. ValuationThe drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years' worth of gains.However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of Comcast and Warner Bros. Discovery, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than Disney (now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.2. FinancialsAnd while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.3. A robust outlookFor all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.The reason to sell: A weakened competitive moatThe biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.Indeed, Netflix's pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.Should you consider Netflix?With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9082766669,"gmtCreate":1650603561879,"gmtModify":1676534762536,"author":{"id":"4098084219326670","authorId":"4098084219326670","name":"Road1Warrior","avatar":"https://community-static.tradeup.com/news/444bc0aeceab5292f15cd24cd37ab6c3","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":4,"crmLevelSwitch":1,"idStr":"4098084219326670","authorIdStr":"4098084219326670"},"htmlText":"Buy @12x","listText":"Buy @12x","text":"Buy @12x","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082766669","repostId":2229513895,"repostType":4,"repost":{"id":"2229513895","kind":"highlight","pubTimestamp":1650599232,"share":"https://ttm.financial/m/news/2229513895?lang=&edition=fundamental","pubTime":"2022-04-22 11:47","market":"us","language":"en","title":"3 Reasons to Buy Netflix, and 1 Reason to Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2229513895","media":"Motley Fool","summary":"The company is in better shape than the massive sell-off indicates.","content":"<html><head></head><body><p><b>Netflix</b>&#39;s ( NFLX -3.52% ) first-quarter earnings report led to a massive <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.</p><p>But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.</p><p><img src=\"https://static.tigerbbs.com/4afae785998891c911b81621ef8709c5\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>1. Valuation</h2><p>The drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years&#39; worth of gains.</p><p>However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of <b>Comcast </b>and <b><a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a></b>, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than <b>Disney </b>(now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.</p><h2>2. Financials</h2><p>And while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.</p><p>In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.</p><p>Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.</p><h2>3. A robust outlook</h2><p>For all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.</p><p>However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.</p><p>Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.</p><h2>The reason to sell: A weakened competitive moat</h2><p>The biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.</p><p>That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.</p><p>Indeed, Netflix&#39;s pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.</p><h2>Should you consider Netflix?</h2><p>With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.</p><p>But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons to Buy Netflix, and 1 Reason to Sell</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 to Buy Netflix, and 1 Reason to Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 11:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4548":"巴美列捷福持仓","BK4108":"电影和娱乐","BK4527":"明星科技股","BK4507":"流媒体概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","NFLX":"奈飞","BK4566":"资本集团","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229513895","content_text":"Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.Image source: Getty Images.1. ValuationThe drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years' worth of gains.However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of Comcast and Warner Bros. Discovery, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than Disney (now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.2. FinancialsAnd while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.3. A robust outlookFor all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.The reason to sell: A weakened competitive moatThe biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.Indeed, Netflix's pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.Should you consider Netflix?With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9082781022,"gmtCreate":1650601843162,"gmtModify":1676534762247,"author":{"id":"4101978790494150","authorId":"4101978790494150","name":"phongy 45","avatar":"https://static.tigerbbs.com/f6f41e543307358288f75d55fe347ad2","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4101978790494150","authorIdStr":"4101978790494150"},"htmlText":"Jackpot","listText":"Jackpot","text":"Jackpot","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082781022","repostId":2229513895,"repostType":4,"repost":{"id":"2229513895","kind":"highlight","pubTimestamp":1650599232,"share":"https://ttm.financial/m/news/2229513895?lang=&edition=fundamental","pubTime":"2022-04-22 11:47","market":"us","language":"en","title":"3 Reasons to Buy Netflix, and 1 Reason to Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2229513895","media":"Motley Fool","summary":"The company is in better shape than the massive sell-off indicates.","content":"<html><head></head><body><p><b>Netflix</b>&#39;s ( NFLX -3.52% ) first-quarter earnings report led to a massive <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.</p><p>But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.</p><p><img src=\"https://static.tigerbbs.com/4afae785998891c911b81621ef8709c5\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>1. Valuation</h2><p>The drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years&#39; worth of gains.</p><p>However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of <b>Comcast </b>and <b><a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a></b>, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than <b>Disney </b>(now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.</p><h2>2. Financials</h2><p>And while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.</p><p>In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.</p><p>Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.</p><h2>3. A robust outlook</h2><p>For all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.</p><p>However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.</p><p>Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.</p><h2>The reason to sell: A weakened competitive moat</h2><p>The biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.</p><p>That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.</p><p>Indeed, Netflix&#39;s pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.</p><h2>Should you consider Netflix?</h2><p>With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.</p><p>But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons to Buy Netflix, and 1 Reason to Sell</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 to Buy Netflix, and 1 Reason to Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 11:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4548":"巴美列捷福持仓","BK4108":"电影和娱乐","BK4527":"明星科技股","BK4507":"流媒体概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","NFLX":"奈飞","BK4566":"资本集团","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229513895","content_text":"Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.Image source: Getty Images.1. ValuationThe drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years' worth of gains.However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of Comcast and Warner Bros. Discovery, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than Disney (now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.2. FinancialsAnd while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.3. A robust outlookFor all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.The reason to sell: A weakened competitive moatThe biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.Indeed, Netflix's pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.Should you consider Netflix?With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9082783785,"gmtCreate":1650601838764,"gmtModify":1676534762248,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3557823792637532","authorIdStr":"3557823792637532"},"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082783785","repostId":2229513895,"repostType":4,"repost":{"id":"2229513895","kind":"highlight","pubTimestamp":1650599232,"share":"https://ttm.financial/m/news/2229513895?lang=&edition=fundamental","pubTime":"2022-04-22 11:47","market":"us","language":"en","title":"3 Reasons to Buy Netflix, and 1 Reason to Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2229513895","media":"Motley Fool","summary":"The company is in better shape than the massive sell-off indicates.","content":"<html><head></head><body><p><b>Netflix</b>&#39;s ( NFLX -3.52% ) first-quarter earnings report led to a massive <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.</p><p>But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.</p><p><img src=\"https://static.tigerbbs.com/4afae785998891c911b81621ef8709c5\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>1. Valuation</h2><p>The drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years&#39; worth of gains.</p><p>However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of <b>Comcast </b>and <b><a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a></b>, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than <b>Disney </b>(now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.</p><h2>2. Financials</h2><p>And while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.</p><p>In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.</p><p>Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.</p><h2>3. A robust outlook</h2><p>For all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.</p><p>However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.</p><p>Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.</p><h2>The reason to sell: A weakened competitive moat</h2><p>The biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.</p><p>That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.</p><p>Indeed, Netflix&#39;s pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.</p><h2>Should you consider Netflix?</h2><p>With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.</p><p>But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons to Buy Netflix, and 1 Reason to Sell</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 to Buy Netflix, and 1 Reason to Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 11:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4548":"巴美列捷福持仓","BK4108":"电影和娱乐","BK4527":"明星科技股","BK4507":"流媒体概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","NFLX":"奈飞","BK4566":"资本集团","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229513895","content_text":"Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.Image source: Getty Images.1. ValuationThe drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years' worth of gains.However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of Comcast and Warner Bros. Discovery, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than Disney (now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.2. FinancialsAnd while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.3. A robust outlookFor all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.The reason to sell: A weakened competitive moatThe biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.Indeed, Netflix's pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.Should you consider Netflix?With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9082710773,"gmtCreate":1650600175793,"gmtModify":1676534761904,"author":{"id":"3582091436806594","authorId":"3582091436806594","name":"Hcee","avatar":"https://static.tigerbbs.com/25691c3778284b9d2886651b3876e2a0","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3582091436806594","authorIdStr":"3582091436806594"},"htmlText":"FTFYTitle: 3 reasons not to listen to motley fool and 1 reason to listen to them.","listText":"FTFYTitle: 3 reasons not to listen to motley fool and 1 reason to listen to them.","text":"FTFYTitle: 3 reasons not to listen to motley fool and 1 reason to listen to them.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082710773","repostId":2229513895,"repostType":4,"repost":{"id":"2229513895","kind":"highlight","pubTimestamp":1650599232,"share":"https://ttm.financial/m/news/2229513895?lang=&edition=fundamental","pubTime":"2022-04-22 11:47","market":"us","language":"en","title":"3 Reasons to Buy Netflix, and 1 Reason to Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2229513895","media":"Motley Fool","summary":"The company is in better shape than the massive sell-off indicates.","content":"<html><head></head><body><p><b>Netflix</b>&#39;s ( NFLX -3.52% ) first-quarter earnings report led to a massive <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.</p><p>But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.</p><p><img src=\"https://static.tigerbbs.com/4afae785998891c911b81621ef8709c5\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>1. Valuation</h2><p>The drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years&#39; worth of gains.</p><p>However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of <b>Comcast </b>and <b><a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a></b>, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than <b>Disney </b>(now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.</p><h2>2. Financials</h2><p>And while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.</p><p>In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.</p><p>Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.</p><h2>3. A robust outlook</h2><p>For all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.</p><p>However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.</p><p>Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.</p><h2>The reason to sell: A weakened competitive moat</h2><p>The biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.</p><p>That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.</p><p>Indeed, Netflix&#39;s pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.</p><h2>Should you consider Netflix?</h2><p>With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.</p><p>But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons to Buy Netflix, and 1 Reason to Sell</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 to Buy Netflix, and 1 Reason to Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 11:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4548":"巴美列捷福持仓","BK4108":"电影和娱乐","BK4527":"明星科技股","BK4507":"流媒体概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","NFLX":"奈飞","BK4566":"资本集团","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229513895","content_text":"Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.Image source: Getty Images.1. ValuationThe drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years' worth of gains.However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of Comcast and Warner Bros. Discovery, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than Disney (now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.2. FinancialsAnd while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.3. A robust outlookFor all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.The reason to sell: A weakened competitive moatThe biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.Indeed, Netflix's pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.Should you consider Netflix?With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9082737741,"gmtCreate":1650600007124,"gmtModify":1676534761912,"author":{"id":"3583465977097611","authorId":"3583465977097611","name":"Ghuna","avatar":"https://static.tigerbbs.com/b2083449d33291e1e0e35b026e7cad96","vip":1,"crmLevel":8,"crmLevelSwitch":1,"idStr":"3583465977097611","authorIdStr":"3583465977097611"},"htmlText":"Growth not comparable to previous due to huge competition.&nbsp;","listText":"Growth not comparable to previous due to huge competition.&nbsp;","text":"Growth not comparable to previous due to huge competition.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082737741","repostId":2229513895,"repostType":4,"repost":{"id":"2229513895","kind":"highlight","pubTimestamp":1650599232,"share":"https://ttm.financial/m/news/2229513895?lang=&edition=fundamental","pubTime":"2022-04-22 11:47","market":"us","language":"en","title":"3 Reasons to Buy Netflix, and 1 Reason to Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2229513895","media":"Motley Fool","summary":"The company is in better shape than the massive sell-off indicates.","content":"<html><head></head><body><p><b>Netflix</b>&#39;s ( NFLX -3.52% ) first-quarter earnings report led to a massive <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.</p><p>But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.</p><p><img src=\"https://static.tigerbbs.com/4afae785998891c911b81621ef8709c5\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>1. Valuation</h2><p>The drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years&#39; worth of gains.</p><p>However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of <b>Comcast </b>and <b><a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a></b>, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than <b>Disney </b>(now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.</p><h2>2. Financials</h2><p>And while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.</p><p>In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.</p><p>Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.</p><h2>3. A robust outlook</h2><p>For all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.</p><p>However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.</p><p>Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.</p><h2>The reason to sell: A weakened competitive moat</h2><p>The biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.</p><p>That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.</p><p>Indeed, Netflix&#39;s pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.</p><h2>Should you consider Netflix?</h2><p>With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.</p><p>But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons to Buy Netflix, and 1 Reason to Sell</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 to Buy Netflix, and 1 Reason to Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 11:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4548":"巴美列捷福持仓","BK4108":"电影和娱乐","BK4527":"明星科技股","BK4507":"流媒体概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","NFLX":"奈飞","BK4566":"资本集团","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229513895","content_text":"Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.Image source: Getty Images.1. ValuationThe drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years' worth of gains.However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of Comcast and Warner Bros. Discovery, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than Disney (now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.2. FinancialsAnd while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.3. A robust outlookFor all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.The reason to sell: A weakened competitive moatThe biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.Indeed, Netflix's pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.Should you consider Netflix?With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9082734515,"gmtCreate":1650599821148,"gmtModify":1676534761856,"author":{"id":"4097476142152970","authorId":"4097476142152970","name":"DarkFate","avatar":"https://static.tigerbbs.com/a22f6ff84fe185b6d3ad31b8673302d8","vip":1,"crmLevel":5,"crmLevelSwitch":1,"idStr":"4097476142152970","authorIdStr":"4097476142152970"},"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082734515","repostId":2229513895,"repostType":4,"repost":{"id":"2229513895","kind":"highlight","pubTimestamp":1650599232,"share":"https://ttm.financial/m/news/2229513895?lang=&edition=fundamental","pubTime":"2022-04-22 11:47","market":"us","language":"en","title":"3 Reasons to Buy Netflix, and 1 Reason to Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2229513895","media":"Motley Fool","summary":"The company is in better shape than the massive sell-off indicates.","content":"<html><head></head><body><p><b>Netflix</b>&#39;s ( NFLX -3.52% ) first-quarter earnings report led to a massive <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.</p><p>But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.</p><p><img src=\"https://static.tigerbbs.com/4afae785998891c911b81621ef8709c5\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>1. Valuation</h2><p>The drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years&#39; worth of gains.</p><p>However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of <b>Comcast </b>and <b><a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a></b>, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than <b>Disney </b>(now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.</p><h2>2. Financials</h2><p>And while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.</p><p>In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.</p><p>Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.</p><h2>3. A robust outlook</h2><p>For all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.</p><p>However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.</p><p>Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.</p><h2>The reason to sell: A weakened competitive moat</h2><p>The biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.</p><p>That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.</p><p>Indeed, Netflix&#39;s pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.</p><h2>Should you consider Netflix?</h2><p>With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.</p><p>But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons to Buy Netflix, and 1 Reason to Sell</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 to Buy Netflix, and 1 Reason to Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 11:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4548":"巴美列捷福持仓","BK4108":"电影和娱乐","BK4527":"明星科技股","BK4507":"流媒体概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","NFLX":"奈飞","BK4566":"资本集团","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229513895","content_text":"Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.Image source: Getty Images.1. ValuationThe drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years' worth of gains.However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of Comcast and Warner Bros. Discovery, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than Disney (now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.2. FinancialsAnd while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.3. A robust outlookFor all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.The reason to sell: A weakened competitive moatThe biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.Indeed, Netflix's pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.Should you consider Netflix?With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9082732081,"gmtCreate":1650599547674,"gmtModify":1676534761799,"author":{"id":"4093058604760480","authorId":"4093058604760480","name":"GggSlimeR","avatar":"https://community-static.tradeup.com/news/4b805c8472adab6d9418f36452434a56","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":5,"crmLevelSwitch":1,"idStr":"4093058604760480","authorIdStr":"4093058604760480"},"htmlText":"I bought. Do not like my comment&nbsp;","listText":"I bought. Do not like my comment&nbsp;","text":"I bought. Do not like my comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082732081","repostId":2229513895,"repostType":4,"repost":{"id":"2229513895","kind":"highlight","pubTimestamp":1650599232,"share":"https://ttm.financial/m/news/2229513895?lang=&edition=fundamental","pubTime":"2022-04-22 11:47","market":"us","language":"en","title":"3 Reasons to Buy Netflix, and 1 Reason to Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2229513895","media":"Motley Fool","summary":"The company is in better shape than the massive sell-off indicates.","content":"<html><head></head><body><p><b>Netflix</b>&#39;s ( NFLX -3.52% ) first-quarter earnings report led to a massive <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.</p><p>But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.</p><p><img src=\"https://static.tigerbbs.com/4afae785998891c911b81621ef8709c5\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>1. Valuation</h2><p>The drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years&#39; worth of gains.</p><p>However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of <b>Comcast </b>and <b><a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a></b>, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than <b>Disney </b>(now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.</p><h2>2. Financials</h2><p>And while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.</p><p>In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.</p><p>Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.</p><h2>3. A robust outlook</h2><p>For all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.</p><p>However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.</p><p>Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.</p><h2>The reason to sell: A weakened competitive moat</h2><p>The biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.</p><p>That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.</p><p>Indeed, Netflix&#39;s pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.</p><h2>Should you consider Netflix?</h2><p>With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.</p><p>But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons to Buy Netflix, and 1 Reason to Sell</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 to Buy Netflix, and 1 Reason to Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 11:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4548":"巴美列捷福持仓","BK4108":"电影和娱乐","BK4527":"明星科技股","BK4507":"流媒体概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","NFLX":"奈飞","BK4566":"资本集团","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/04/21/3-reasons-to-buy-netflix-and-1-reason-to-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229513895","content_text":"Netflix's ( NFLX -3.52% ) first-quarter earnings report led to a massive one-day share decline. Weak subscriber numbers had investors fleeing the stock, and a poor outlook for adding customers led to a single-day drop of 35%.But amid the negativity, other numbers indicate that the drop might offer an opportunity to long-term investors. The question is whether those advantages outweigh a glaring weakness that showed up in the subscriber numbers of the entertainment stock. Here are three reasons to buy Netflix and one reason to sell.Image source: Getty Images.1. ValuationThe drop in the stock price following earnings slammed tech investors across the board. Amid a slight decline in its subscriber base compared with the fourth quarter, Netflix stock wiped out more than four years' worth of gains.However, its price-to-earnings ratio now stands at 20. This is a valuation it has not seen in nearly 10 years. Its multiple is now more comparable to that of Comcast and Warner Bros. Discovery, which sell for 15 and 14 times earnings, respectively. Moreover, it has become significantly cheaper than Disney (now at 72 times earnings), and it is a radical change from the pre-pandemic days when Netflix typically sold for a P/E ratio of over 100.2. FinancialsAnd while it does not post the rapid growth of past years, its financial performance remains solid. Revenue of just under $7.9 billion grew 10%. Despite the sequential drop in subscribers, subscriber numbers still rose 7% year over year to just under 222 million.In contrast, net income dropped by more than 6% in that period to just under $1.6 billion. However, it increased spending on technology development and general and administrative expenses while its interest and other income dropped.Additionally, Netflix had cash flow challenges in past years as it had to run up debt to cover content development costs. Nonetheless, first-quarter free cash flow came in at $802 million, 16% higher than 12 months ago. Also, total debt fell by $858 million over the same period, adding strength to its balance sheet.3. A robust outlookFor all of the concerns about its outlook, its problem came from not meeting investor expectations. Indeed, the forecast of a decline in subscribers of 2 million looks disappointing on the surface.However, the company still forecasts 10% year-over-year revenue growth. This comes from a cost increase that will take its standard plan from $13.99 per month to $15.49 per month. It also plans a lower-cost, ad-supported option to attract customers who think its current service costs too much, and a move into gaming could increase interest in the platform.Although analysts forecast a 3% dip in net income for the year, they also believe it will grow by 15% in 2023. Thus, they see its current struggles as temporary.The reason to sell: A weakened competitive moatThe biggest challenge now for Netflix hinges on whether it has lost its competitive advantage. The company has a history of strong strategic decision-making. Netflix pioneered the streaming industry, and when competitors emerged, it pivoted to proprietary content.That allowed it to attract subscribers in over 190 countries and helped win awards for its programming. This made streaming the mainstream (pun intended) of television. Now, numerous streaming channels exist, and the major ones offer their own proprietary content.Indeed, Netflix's pivots into gaming and ad-supported content could draw subscribers. But without a compelling vision for the future that excites users, its high-growth era could now be over.Should you consider Netflix?With a discounted P/E ratio and the prospects of continued revenue growth in the double digits, Netflix might again look like a buy. Despite the competition, viewers continue to tune in to its programming. Also, with rising cash flows, the company could finance a move in a new direction.But the uncertainty of that direction will likely remain a headwind for the foreseeable future. While Netflix may again beat the market, investors should not expect to see growth numbers comparable to past years.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":165,"commentSize":14,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false}}