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Netflix (NFLX): Q3 EPS of $1.16 beats by $0.21. Revenue of $822M (+ 49% Y/Y) beats by $10.2M....

Netflix (NFLX): Q3 EPS of $1.16 beats by $0.21. Revenue of $822M (+ 49% Y/Y) beats by $10.2M. Company forecasts Q4 EPS of $0.36-$0.70, below a $1.09 consensus. NFLX -14.6% AH. (.pdf)
Comments (5)
  • TruffelPig
    , contributor
    Comments (4059) | Send Message
     
    Wow, 15% down in 5 minutes
    24 Oct 2011, 04:10 PM Reply Like
  • alx.botelho
    , contributor
    Comments (64) | Send Message
     
    How can you forecast 0.36 to 0.70?
    24 Oct 2011, 04:31 PM Reply Like
  • Tom Young
    , contributor
    Comments (197) | Send Message
     
    Because the streaming side of the business is essentially all fixed costs. The marginal subscriber is almost pure profit.

     

    Thus, a small uncertainty in sub count translates to a gigantic uncertainty in EPS.
    24 Oct 2011, 07:45 PM Reply Like
  • decent_banker
    , contributor
    Comments (13) | Send Message
     
    I was looking at the chart, just months ago this baby was $300 stock. After hours it is at $93. Talking about the reversal of fortune, this one is just incredible.
    24 Oct 2011, 05:16 PM Reply Like
  • rmalouin
    , contributor
    Comments (2) | Send Message
     
    wow, thinking this should be a buy for the long term. by 3rd quarter 2012 this stock will be back to 200 at least.
    26 Oct 2011, 04:46 AM Reply Like
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