Seeking Alpha
View as an RSS Feed

Bill Maurer  

View Bill Maurer's Articles BY TICKER:
  • Netflix To $1,000? Not So Fast
    Tue, Jan. 27 NFLX 33 Comments

    Summary

    • A Netflix to $1,000 article missed some key facts.
    • Gross margins vs. profit margins are a key issue.
    • Netflix profitability will not be as high as some hope.
  • Netflix: Playing The Long Game
    Wed, Jan. 21 NFLX 9 Comments

    Summary

    • Q4 results were mostly decent.
    • Short-term profitability will be hampered.
    • International expansion key for next two years.
  • Netflix: Key Points The Bears Miss
    Aug. 25, 2014 NFLX 93 Comments

    Summary

    • Netflix bears miss a number of key points.
    • The DVD segment is not that important anymore.
    • Contribution margins are much healthier than we are led to believe.
    • The balance sheet is getting a lot better.
    • Current valuation may be too low.
  • Netflix: Key Takeaways From Major European Expansion
    May. 22, 2014 NFLX 3 Comments

    Summary

    • Netflix announced a major European launch for later this year.
    • 6 new countries will get the service, including 2 major countries.
    • These countries represent more than half the population of the US.
    • 2015 revenue estimates may be low, while late 2014 EPS estimates may be high for now.
  • Netflix Bears May Want To Hibernate
    Apr. 23, 2014 NFLX 47 Comments

    Summary

    • Netflix's Q1 showed continued strength in the business.
    • Profitability is improving, and a price raise will help.
    • The 2011 situation was completely different than today's.
    • Balance sheet concerns? Many thought bankruptcy would occur by now.
    • Growth opportunity is tremendous, both domestic and international.
  • Netflix Pushes Closer To The Edge
    Feb. 5, 2014 NFLX 49 Comments
  • Netflix: Better Business, But A Better Stock?
    Jan. 27, 2014 NFLX 18 Comments
  • Has Netflix Become A Short Again?
    Jan. 7, 2014 NFLX 18 Comments
  • Netflix: Asking Key Questions For 2014
    Nov. 18, 2013 NFLX 58 Comments
  • Netflix Soars On Strong Report And Guidance
    Oct. 21, 2013 NFLX 16 Comments
  • Netflix Earnings: Good Not Enough For Premium Stock
    Jul. 23, 2013 NFLX 27 Comments
  • Netflix Spending May Threaten Quality Television
    Jul. 9, 2013 NFLX 58 Comments
  • Netflix: Where Do We Go From Here?
    Jun. 20, 2013 NFLX 55 Comments
  • Amazon Strikes Again, Netflix Falls Flat
    Jun. 5, 2013 NFLX, AMZN 70 Comments
  • How Original Programming Could Backfire For Netflix
    May. 29, 2013 NFLX 19 Comments
  • Could Target Finally Tip The Netflix Scale?
    May. 20, 2013 NFLX, TGT 26 Comments
  • Should Netflix Dump Its DVD Business?
    May. 6, 2013 NFLX 58 Comments
  • Netflix Streams Past $200 On Strong Subscriber Growth
    Apr. 23, 2013 NFLX 5 Comments
  • Netflix: Why 4 Billion Hours Is Not An Investment Thesis
    Apr. 12, 2013 NFLX 67 Comments
  • Netflix: Is Reality Starting To Set In?
    Apr. 8, 2013 NFLX 13 Comments
  • Netflix: How Much Profitability Is Possible?
    Mar. 26, 2013 NFLX 26 Comments
  • Coinstar's Debt Raise A Problem For Netflix
    Mar. 12, 2013 NFLX 108 Comments
  • Netflix: Price To Sales Doesn't Work Either
    Feb. 20, 2013 NFLX 23 Comments
  • Netflix: 6 Bucks For A Penny
    Jan. 29, 2013 NFLX 43 Comments
  • Netflix Soars On Great Q4, Impressive Guidance
    Jan. 24, 2013 NFLX 10 Comments
  • Amazon Gobbles Up More Lost Netflix Content
    Jan. 7, 2013 AMZN, NFLX 39 Comments
  • Netflix Gives Reed Hastings Huge Raise: Why?
    Dec. 31, 2012 NFLX 23 Comments
  • Netflix Should Reconsider The DVD
    Dec. 13, 2012 NFLX 11 Comments
  • Netflix Bulls Don't Get It
    Dec. 10, 2012 NFLX 127 Comments
  • Netflix Competitive Battle Heats Up
    Dec. 4, 2012 NFLX 12 Comments
  • Netflix Investors Hoping For Buyout
    Nov. 14, 2012 NFLX 3 Comments
  • Netflix Beats But Subscriber Growth Remains Questionable
    Oct. 23, 2012 NFLX Comment!
More on NFLX by Bill Maurer