To The Moon

$Netflix(NFLX)$, the streaming leader, suffered earning plunges twice in 2022, with a total return -50.6% for the whole year, way behind $S&P 500(.SPX)$ 's -19.4%. However, a notable rebound of 80%+ has come since its annoucing of advertising business.NFLX Q4 earnings report, will come next week on Jan. 19, which is also the first big tech earnigns, and the first to disclose advertising performance. Market's view on NFLX is divergent. 4 analysts give sell ratings, one of which rated in early April, but one o

$Netflix(NFLX)$ is still the most investable company in big-technology in the next year.Since Q3 earnings released inOctober, NFLX showed only volatilily difference against the benchmark. NFLX +4.55% while $NASDAQ 100(NDX)$+1.09% at the same time.Its 2-year beta 1.58 much higher than 60-day beta 1.36, so it is still in control.Netflix plunged 8.63% in Dec 15, which was the biggest decline since the April. After the plunge, Netflix still backed 51% this year, but still climbed 78% from the lowest point of $162, while the Nas

Having been outperforming the market, is Netflix offering the best chance to buy?A very interesting state from an analyst, who claims "FAANG" is out of date, and it is time to redefine the top Tech enterprises with "MATANA"."MATANA" means$Microsoft(MSFT)$(Microsoft), $Apple(AAPL)$(Apple), $Tesla Motors(TSLA)$(Tesla), $

The company's low stock price won't last forever.As a leading force in building video streaming into what it is today, Netflix (NFLX) and its struggles in the first half of 2022 sent shockwaves through the industry. The company's loss of 200,000 subscribers in the first quarter of 2022, with a projection of 2 million further losses in Q2, had investors scrambling to sell the streaming stock. While Netflix's more modest loss of 1 million members in Q2 2022 eased many investors' worst fears, the stock remains down over 60% year to date.However, the company's financials suggest Netflix is a safer bet than its stock price would have you think. As a result, prospective investors might be able to buy the streaming stock at a bargain now. Here's why.A common misconceptionDespite in

The streaming wars are putting the leading network in a perilous position.Netflix (NFLX) still stands above all the other streaming networks, with 220 million subscribers and $8 billion in revenue. However, it continues to take a beating from the many other streaming companies that are trying to topple it and capture market share.While it tackles these issues from atop its precarious perch, there's a major drawback that it has compared to almost all of its competition -- and it makes owning Netflix stock look a bit risky right now.A completely new streaming landscapeLet's walk back a few steps to see what led to this situation since Netflix didn't change, but the world has. Disney had Disney+ in plans before the pandemic, and it was first launched in the U.S.

$Walt Disney(DIS)$ released its June quarter (Disney's Q3 of FY 22) earning, with double beats on top and bottom line, proved its ability to of strategical and operational capabilities. After the pandemic, the vigorous demand for going out for consumption has made Disney themepark business the best performance in history; At the same time, although the target of the number of streaming media users to fiscal year 2024 has been lowered, investors are still optimistic about its growth in the streaming media field.In terms of Q3, Revenue was US $21.5 billion, a year-on-year increase of 26.4%, which was higher than the market expected consensus of US $21 billion; Operating pro

$Netflix(NFLX)$I believe that the content is king. With high quality of shows being produced, Netflix is in their quest to become second Disney. @Tiger_Earnings@MillionaireTiger

The share of streaming video in TV time usage has soared again to a record level in June, reaching nearly a third (33.1%) , a record high, according to Nielsen.Total TV usage increased by 1.9% on a month-over-month basis, bolstered by a 7.7% increase in streaming, which raised its audience share 1.8 points to a new high-water mark of 33.7%—6.3 points higher than in June 2021.In June, the other media's market share declined. For example, cable TV fell to 35.1%, but it still has the highest market share, exceeding streaming media by 2 percentage points. While broadcasting dropped further to 22.4%. The share of "others" (such as video games) rebounded to 8.8%.Among them, cable TV and radio viewing are mainly influenced by the tradition of TV season and the end of sports ev

$Netflix(NFLX)$Netflix (NFLX) announced its venture into ads in early 2022, partnering with Microsoft to get the job done. As ad-supported streaming options have grown in popularity, the move is positive for the company and potentially opens up a market of people who previously saw the platform as too expensive.

It went higher as it is less worse than expected? [Surprised] coollll

$Netflix(NFLX)$Pop will Stop. The stock price is slightly too high for my liking. At $223, its PE ratio is 20 for a company whose annual growth rate slowed from double digits to single digit of ~9% y-o-y ending June 2022.$Netflix(NFLX)$PE is the same as $Alphabet(GOOGL)$which has an annual growth rate of more than 20%. But let's see Google's earnings next week. I guess Netflix used the oldest trick in the book - Dampen expectations and Surprise everyone at earnings. - Declare a disastrous forecast (we expect 2 million subscribers lost in Q2) and beating it (woo hoo! Only 1 million lost!). [Surprised] -

$Netflix(NFLX)$ stock rallied over 7% after the company reported that it lost fewer subscribers than anticipated during the second quarter. Netflix had warned investors that it expected to lose 2 million subscribers last quarter but only lost reported a 970,000 subsriber loss this quarter. The company also announced that it was partnering with $Microsoft(MSFT)$ to roll out a lower-cost ad-supported tier in 2023. While I believe that Netflix is taking the right steps to revive its business model, I feel that in the current macroeconomic environment, Netflix is not a good investment as it is too expensive compared to the free cash flow it generates.Key Financial HighlightsRevenue in Q2 grew 9% year ove

$230-240 is reasonable if riding on market sentiment. However, the fundamentals and challenges remain.We now face higher inflation than before, return to life as normalcy as we would like pretty much to pre-pandemic in many countries, as well as risk factors that were always present such as competitors and slowing subscription. Add to that the introduction of ads which may put off some consumers. Consumers on a whole I do feel would be cautiousin their spending and if recession do hits, this might be the first to go. There is no reason to fall on Netflix when there are other platforms that put forth good content too.I do feel that this is just a short term rebound as it didn't fail as badly as market expectsit to. Personally, feel that this is not worth investing into.

Netflix rebound higher is unlikely, the short term rebound now is shorted lived. A drastic dropped in price is possible as Netflix subscribers going to pay higher prices soon due to inflation, other players with better content in market also poised a threat to them.

$Netflix(NFLX)$We present two good reasons to be cautious about Netflix.1. High content expensesOne of the most common concerns over Netflix and its business model is content development costs. To attract more users, the streaming company needs to keep refreshing its massive title catalog. Much of Netflix’s content is exclusive, one way that the company has found to differentiate from competitors.Recently, Netflix has spent billions of dollars producing its own content, which has likely helped to drive a healthy increase in the total numbers of subscribers. However, some believe that this could be a race to the bottom, as streaming companies outbid each other for the best content available.Some Wall Street analysts consider rising production expen

With $Netflix(NFLX)$earnings report, there were surprises with the limitation of damage control. Loss of subscribers were expected but figures reported were lesser than estimated. With the news, I think a price of $245 will be good target for Netflix to hit.Huat Ah! [Miser] 

Could be a short term trade idea. Base on price action, short term bullish but face resistance around $245. It may fluctuate around this price range however as per my recent post on $Netflix(NFLX)$it's a mediocre business at best. There are other better businesses to invest in. 

Usd221 to usd 229

230 - 250

USD 220 - 230