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Guay
2021-09-02

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Netflix gains 2.6% as Citi raises target on pricing power

Netflix(NASDAQ:NFLX)is 2.6% higher today and tagged its all-time high, on the cusp of crossing $600/

Netflix gains 2.6% as Citi raises target on pricing power

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andrew123
·2021-09-03
done.like back
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Pepeflabs
·2021-09-02
bonk
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From 2017 to 2020, average revenue per user contributed more than 50% of revenue growth in the U.S. and Canada (where subscription growth has slowed down against international).</li>\n <li>\"As NFLX transitions from a net add to a (free cash flow) story, ARPU is likely to become more important for topline growth,\" analyst Jason Bazinet says.</li>\n <li>But he joins in the chorus of analysts who have sharply lowered expectations for subscriber growth as a driver. For years, net subscriber adds were correlated to content spending - and while that relationship has faltered in the COVID-19 pandemic, if it reasserts itself, \"consensus estimates for content spending will need to rise, or net add forecasts will need to moderate.\"</li>\n <li>The Street is expecting 20 million-25 million net adds from 2022-2024, but 16 million may be more reasonable, Citi says. Meeting that Street consensus may require an additional $3 billion in content spending.</li>\n <li>And analysts value each subscription around $1,100, Bazinet says, while using 2023 unit economics he estimates it at $725 - a 1.6x multiple that he says will mostly be closed through price hikes instead of sub growth.</li>\n</ul>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix gains 2.6% as Citi raises target on pricing power</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix gains 2.6% as Citi raises target on pricing power\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-02 22:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3736773-netflix-stock-gains-2-as-citi-raises-target-on-pricing-power><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix(NASDAQ:NFLX)is 2.6% higher today and tagged its all-time high, on the cusp of crossing $600/share, after Citi boosts its price target to $595 from $570.\nThat's due to confidence in the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3736773-netflix-stock-gains-2-as-citi-raises-target-on-pricing-power\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://seekingalpha.com/news/3736773-netflix-stock-gains-2-as-citi-raises-target-on-pricing-power","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1137889591","content_text":"Netflix(NASDAQ:NFLX)is 2.6% higher today and tagged its all-time high, on the cusp of crossing $600/share, after Citi boosts its price target to $595 from $570.\nThat's due to confidence in the streamer's pricing power, which is leading to higher revenue estimates. 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