$Netflix(NFLX)$Increased licensing to Netflix has already started to happen as legacy media companies try to cut streaming loses. The problem for the legacy companies is Netflix has negotiating power having its own original content but it’s better than losing money trying to compete with Netflix.NFLX is a smart move for anyone with at least a 2-year investing horizon. Most of the competing streaming services will fail - and instead studios like Paramount or NBC (Peacock) will just focus on creating content and streaming through Netflix, Amazon Prime, Apple Plus, and Disney - with Netflix being the market leader. In addition, Netflix has multiple areas of new growth yet to be fully tapped e.g. advertising, merchandising f
$Netflix(NFLX)$when u take away the sole reason this went up, its only fair to take it back down, then let nflx prove itself next earnings how unimportant user subscribers are, their restrictions caused hundreds of thousands to cancel, this is why they no longer want to use it as a metric even though its the companys lifeblood until they can prove otherwise, all this uptrend is going to reverse 🤣
$Netflix(NFLX)$I wouldn't be surprised if in 2025/26, a lot of the competing streaming services (e.g. Paramount Plus, Peacock) find the economics are better to just distribute their content through Netflix as opposed to supporting a competing streaming service. And so the streaming market could consolidate to just ~4 streaming platforms. Netflix would likely be the market leader. Amazon Prime, Apple Plus, and Disney could be the other three. Something similar has already happened in the video game market. Lots of content studios but only 4 distribution platforms that matter: Playstation, Xbox, Steam (PC) and Nintendo. Opinions?
$Netflix(NFLX)$if subscriber metric didnt matter, they should have just said nothing about it and allow the data accessible , but by no longer being transparent, they basically are ADMITTING IT DOES MATTER🤣💀💀💀💀🤣Only good movies are the ones not produced by them. The rise and fall and rise and fall Netflix. Going under 500 soon 🔜
$Netflix(NFLX)$If I plant a seed, and the seed grows into a tree mission accomplished. It seems unreasonable to expect the tree to now grow to the stars. So basically are we expected companies to just endlessly show growth? I don't think Ford is concerned with growth yet they're still in business. As long as they produce a new car each year I don't see them going out of business anytime soon.
$Taiwan Semiconductor Manufacturing(TSM)$$Tesla Motors(TSLA)$$Boeing(BA)$ The significant surge in stock prices following quarterly earnings reports is intriguing. Contrasting with the sharp declines of NFLX $Netflix(NFLX)$ and Taiwan Semiconductor TSM after their earnings announcements last week, it seems the market sentiment has shifted. It's moved from "good, but not good enough" leading to declines, to "bad, but not as bad as expected" prompting gains. The treasure hunt in the market never ceases; Mr. Market's style is always evolving, and what you need is to adapt to it. change your strategy
Three Doubts on META and One Finite Reason For The Plunge
Two months ago, just because the financial report exceeded expectations, on the evening of April 24th, it immediately fell back to the starting line. Even though $Meta Platforms, Inc.(META)$ had a comprehensive Q1 financial report that exceeded expectations, it still plummeted by 18%. What exactly is the market dissatisfied with? Investment pointsDoubts about user base? User scale is the basis of advertising revenue for social media companies. The company announced that starting from Q1 24, it will no longer disclose operational indicators such as DAU/MAU/MAP/ARPU, and will instead focus on the changes in ad impressions, similar to how $Netflix(NFLX)$ stopped disclosing subscriber numbers from 2025 and in
$Netflix(NFLX)$ Reasons to Buy Netflix Now: Recent Stock Dip: Netflix stock has dipped recently, following the release of their first-quarter earnings. This could be a buying opportunity for some investors. Strong Subscriber Base: Despite slower growth, Netflix still boasts a massive subscriber base, the largest of any streaming service. Focus on New Content: Netflix is investing heavily in creating new and original content, which could help them attract and retain subscribers. New Revenue Streams: The company is considering introducing a cheaper ad-supported tier, which could open up new revenue opportunities. --- Reasons to Hesitate Before Buying: Increased Competition: The st
$Netflix(NFLX)$I think investors don't like the decision to disclose subscriber counts because it leads to lack of transparency with financial reporting. May should be an interesting month to monitor since TrendSpider's seasonality index reveals that May is NFLX's second best performing month. In the month of May NFLX has been bullish 70% of the time in the past 10 years (7 out of 10 May monthly candles) with average returns of +8.95%. NFLX could experience a post-earnings rally in the latter half of April and throughout the month of May.
$Netflix(NFLX)$SUS, No Longer Reporting Subscriber Numbers??? Whats going on? What are they Hiding? They must have hit the TAM and its shrinking due to increased competition. Last time we were at these price levels it sold off 70% too high valuation for 40 PE and limited Growth.
$Netflix(NFLX)$In the short term, it's more profitable to get your customers to peak into one unsatisfying show after another for hours and to play commercials every time beforehand than to recommend good, gripping and perfectly targeted shows to them.In the long term, however, you annoy your customers and they leave.Psychologically, NFLX has pulled off a magnificent feat.But even this badshow will eventually be seen through by the masses.And you seriously think Netflix wants to hide its subscriber numbers because you should be staring at other numbers?
$Netflix(NFLX)$I said it once and I will say it again: Right now NFLX isn't a company worth above $500. No matter how offended and attacked you feel. I'm well aware that my opinion will not burst even the strongest castle in the sky. So there you go. Cling to the illusion that bad series and a bit of advertising in front of them will create top dogs in the long run.
$Netflix(NFLX)$I have a lot of respect for longs and shorts. We are all into trading to make money and not be rough to each side. Personally, I have investments in Meta, NFLX and NVDA:1) Meta is an ad company. This being an election year, this stock will rise, plus split "might happen"2)NFLX, cash flow is not a problem. Plus changing model to user plus ads.3) NVDA, cash flow is incredible and a lot of other companies respect and want their TechI could be wrong ( as in Billy Joel song).. But it is your dime.
$PDD Holdings Inc(PDD)$ The thoughts in your head are puzzling. Maybe investigate temu and see how this companyis spreading around the world offering dollar store prices and free shipping on orders over $15.They are now using UPS for deliveries and adding new customers' big time.... Faster than NFLX $Netflix(NFLX)$
Fed has done a sharp U-turn from the agreed rate cuts in 2024; Geopolitical tensions are flaring up and Tech stocks are primed for a correction! Watch the Video here [https://www.youtube.com/watch?v=RL2OVWpC6dM] where i share 3 interesting US stocks that I would BUY during a market crash... $Tesla Motors(TSLA)$ $Netflix(NFLX)$ $Alibaba(BABA)$
$Netflix(NFLX)$ Cramer broke it down. He personally said this is a huge buy long term buy. Analysts across the board raised 2024-2025 $650-700. Consolidate n up we go. Down $4 on volume of less than a thousand. Don’t you love after hours,Oversold RSI on good earnings. Subscription number’s were a huge scam anyway. Going way up!!Netflix won’t go green today but tomorrow it will. Greed, kills you every time! had a nice profit and didn't take it ,thinking i may not get it today ,come on!!I need 2 more,Take you're time. Don't freak. You bought the extra week's cushion to outlast these gusts. Good luck
$Netflix(NFLX)$ When you completely change the model investors have used for years to value the stock, you would expect a change to that model would spook investors and have an effect like this,after they wipe out few thousand small investors they will run this up, say around 1030
Netflix, Inc. provides entertainment services. It offers TV series, documentaries, and feature films across various genres and languages. The company provides members the ability to receive streaming content through a host of Internet-connected devices, including TVs, digital video players, television set-top boxes, and mobile devices. It also provides DVDs-by-mail membership services in the United States. The company has approximately 222 million paid members in 190 countries. Netflix, Inc. was incorporated in 1997 and is headquartered in Los Gatos, California.
04-22
Quarterly Report
Form 10-Q - Quarterly report [Sections 13 or 15(d)]