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  • Netflix: Quarterly Results Highlight Further Stabilization And A Promising Future [View article]
    In that case we might have 2 fantastic shorts :)
    Jan 26, 2012. 11:30 AM | Likes Like |Link to Comment
  • Netflix: Quarterly Results Highlight Further Stabilization And A Promising Future [View article]
    Thanks. Question: Does this domestic add # (15k for the quarter) change your stance in any way?
    Jan 26, 2012. 11:26 AM | Likes Like |Link to Comment
  • Can Netflix Avoid Going Under In 2012? [View article]
    Interesting...I think they're due for a secondary soonish...the 111.54 target makes me think that's a comfortable zone for 200mil of dilution...wonder what they will raise next
    Jan 26, 2012. 09:01 AM | Likes Like |Link to Comment
  • Netflix: Quarterly Results Highlight Further Stabilization And A Promising Future [View article]
    Your article has a error:

    Domestic Total Unique Paid Subs is:
    22,858 vs 22,843
    Jan 26, 2012. 07:39 AM | Likes Like |Link to Comment
  • Can Netflix Avoid Going Under In 2012? [View article]
    Andrew, could you possibly shed some light on what this segment of the Q&A is about?:

    Andy Hargreaves - Pacific Crest Securities, Inc., Research Division

    And then just a model question. Is there early conversion on the PTV convert so that you would have to count those shares in the diluted share count at the current price?

    David Wells

    The forced conversion price is 111.54, and it has to be at a sustained level for a number of days. So it's possible, but the conditions are somewhat public in terms of...

    Andy Hargreaves - Pacific Crest Securities, Inc., Research Division

    And when does it become eligible for that, David?

    David Wells

    When it's -- in 6 months.

    Andy Hargreaves - Pacific Crest Securities, Inc., Research Division

    So 6 months from issuance? Mid-November?

    David Wells

    Right.
    Jan 26, 2012. 07:11 AM | Likes Like |Link to Comment
  • Can Netflix Avoid Going Under In 2012? [View article]
    Sorry, totally right! The spin had me spun :)
    Jan 26, 2012. 07:00 AM | Likes Like |Link to Comment
  • Expect Netflix Shares To Drop After Rally As Margins Fall, Profit Vanishes [View article]
    Good point, in the Q&A Reed said they hoped to be profitable in L.A. in 2 years
    Jan 26, 2012. 06:55 AM | Likes Like |Link to Comment
  • Expect Netflix Shares To Drop After Rally As Margins Fall, Profit Vanishes [View article]
    agreed - I'm expecting another secondary...probably right after Feb 18..lol
    Jan 25, 2012. 10:25 PM | Likes Like |Link to Comment
  • Can Netflix Avoid Going Under In 2012? [View article]
    KK, it's worse, Paid Domestic Streaming Subs was only up 13k...the spin on this is awesome...I think Tilson wants his glorious short back
    Jan 25, 2012. 10:22 PM | 1 Like Like |Link to Comment
  • Netflix Earnings: Beating Expectations, Or An Expert Spin Zone? [View article]
    I'm blown away the more I get into this report...the spin going around is out and out BS
    Jan 25, 2012. 10:00 PM | Likes Like |Link to Comment
  • More on Netflix: Its Q4 beat was mostly due to a 220K Q/Q increase in domestic streaming subs, beating guidance for a 1M-1.5M decline, and contributing to a division margin of 10.9%, above a forecast of 8%. Domestic DVD subs fell to 11.2M, near the high end of Netflix's guidance range. International streaming subs grew by 380K to 1.86M, and are expected to reach 2.5M-3.1M in Q1, though a Q1 loss of $108M-$118M is forecast for the division. NFLX +14.3% AH. (.pdf)  [View news story]
    From said easy to read PDF link to above...(I.E. A correction is due)

    ----------------------... Dec 31/11, Sept 30/11
    Domestic Streaming

    Free subscriptions at end of period 1,518 937
    Paid subscriptions at end of period 20,153 20,511

    International Streaming

    Free subscriptions at end of period 411 491
    Paid subscriptions at end of period 1,447 989

    Total Domestic (Streaming + DVD)

    Free unique subscribers at end of period 1,537 946
    Paid unique subscribers at end of period 22,858 22,843


    WAIT A MINUTE!? That says paid domestic streaming actually dropped not jumped...
    Jan 25, 2012. 09:57 PM | Likes Like |Link to Comment
  • Netflix Earnings: Beating Expectations, Or An Expert Spin Zone? [View article]
    Great stuff JM! Can't believe this sub lie is being hyped but it really supports my bagholder exit theory...:

    Paid subscribers: end of period
    December 31 2011, September 30 2011, December 31 2010
    22,858 22,843 17,935

    The new math...
    Jan 25, 2012. 09:36 PM | 2 Likes Like |Link to Comment
  • "A lot of energy and time wasted for nothing," says Luxembourg foreign minister Jean Asselborn of the latest EU fiscal pact. He decries this governance by summit, saying in order to get all ministers to agree, the result is "solutions of the lowest common denominator."  [View news story]
    Who's he kidding? For nothing? We're above 1300 here! This is not nothing for all the bagholders!
    Jan 24, 2012. 12:52 PM | Likes Like |Link to Comment
  • Win Investing-Related Stuff (No Purchase Necessary!) [View instapost]
    I'm liking the odds here :)
    Jan 23, 2012. 09:07 PM | 1 Like Like |Link to Comment
  • Win Investing-Related Stuff (No Purchase Necessary!) [View instapost]
    25 & 52m in vol (or whatever the entire float is at the moment)
    Jan 23, 2012. 09:06 PM | 1 Like Like |Link to Comment
COMMENTS STATS
471 Comments
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