Netflix, Inc.

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  • Oct. 15, 2014, 12:05 PM
    • The latest big revelation from Time Warner (NYSE:TWX) at its engaging Investor Meeting presentation is that licensed rights to Friends will go to Netflix (NFLX -2.9%) for streaming in the U.S. and Canada.
    • All 10 seasons of the hit show will be available on Netflix beginning on January 1.
    • Warner Bros. Television has been raking in network licensing fees on Friends since the last episode aired in 2004.
    • Previous: HBO to go stand-alone
    | Oct. 15, 2014, 12:05 PM
  • Oct. 15, 2014, 11:32 AM
    • Netflix (NFLX -2.6%) slid a little lower after Time Warner announced HBO would become a stand-alone service sometime in 2015.
    • Though it isn't clear how much of HBO's programming will migrate over to the OTT product, the mention of the "international possibilities" of a streaming HBO is enough to catch the attention of Netflix watchers.
    • The development also has implications for Hulu (DIS, CMCSA, FOXA) and Amazon (AMZN -1%) which could end us as delivery partners or direct streaming rivals, according to Re/code.
    • Pay-TV operators (CHTR, CVC, DISH, DTV) are in a bit of a box by the plan and may choose to play hardball with HBO.
    | Oct. 15, 2014, 11:32 AM | 4 Comments
  • Oct. 14, 2014, 5:35 PM
    | Oct. 14, 2014, 5:35 PM | 3 Comments
  • Oct. 14, 2014, 8:05 AM
    • Netflix (NASDAQ:NFLX) Chief Content Officer Ted Sarandos was the keynote speaker at the MIPCOM Media Mastermind conference today in France.
    • Though the exec didn't confirm Netflix has any plans in place yet for Japan, he says an entry by the company in Japan would make a very interesting scale play.
    • On the new markets of France and Germany: Sarandos says Orange is the New Black is very popular and expects content to double in the regions over the next year.
    • On the backlash from the IMAX deal: "I don’t want to kill windowing, I want to restore choice and options."
    • Expect the first Netflix-Adam Sandler movie to debut in late 2015.
    • Netflix announces Q3 earnings results tomorrow.
    | Oct. 14, 2014, 8:05 AM
  • Oct. 13, 2014, 4:34 PM
    • 13 months after downgrading Netflix (NASDAQ:NFLX) to Neutral, BTIG's Rich Greenfield is upgrading to Buy and setting a lofty $600 target. Moreover, he expects the company to have 100M subs globally by 2017; Netflix had 50M streaming subs at the end of Q2 (36.2M U.S., 13.8M international).
    • However, Greenfield expects the heavy content and marketing spend needed to drive this growth to pressure near-term earnings: His 2015 EPS estimate of $4.05 is well below a $6.45 consensus.
    • The $600 target is based on an aggressive multiple of 24x estimated 2016 EBITDA, discounted by 15%.
    • NFLX +0.6% AH.
    | Oct. 13, 2014, 4:34 PM
  • Oct. 13, 2014, 1:16 PM
    • Netflix (NFLX -1.9%) increases the rate for streaming Ultra 4K HD content to $11.99 per month for new customers.
    • The company has positioned access to 4K content as a premium service.
    • The development was first reported by HD Guru last week.
    | Oct. 13, 2014, 1:16 PM | 2 Comments
  • Oct. 13, 2014, 7:03 AM
    • Netflix (NASDAQ:NFLX) signs a licensing deal with CBS to cover new content in European markets.
    • The agreement will include first-window rights to Showtime show Penny Dreadful.
    • New markets for Netflix in Europe include Germany, Austria, Switzerland, France, Belgium, Luxembourg, and the Netherlands.
    | Oct. 13, 2014, 7:03 AM | 1 Comment
  • Oct. 10, 2014, 2:53 PM
    • Netflix (NASDAQ:NFLX) is now available to Linux users through Google Chrome, according to GigaOm.
    • A complicated workaround used to be required in order for Linux users to access the streaming service.
    • An unofficial estimate of Linux users globally stands at 73.5M.
    | Oct. 10, 2014, 2:53 PM | 4 Comments
  • Oct. 10, 2014, 8:33 AM
    • Cantor Fitzgerald is out with a positive note on Netflix (NASDAQ:NFLX).
    • The investment firm thinks the launch of Netflix in new European markets will have made an impact in Q4 to help push international net streaming subscriber additions to 1.44M.
    • On the domestic side, Cantor thinks Netflix will improve slightly during the period to bring in 1.35M net subscribers.
    | Oct. 10, 2014, 8:33 AM
  • Oct. 10, 2014, 7:41 AM
    • Netflix (NASDAQ:NFLX) employs 300 people to maintain and improve its content recommendations, and spends $150M/year.
    • Company believes even small improvements lead to dramatically increased revenue due to smaller churn.
    • Netflix has a limited window to convince a customer to watch something. A typical user looks at app 1-2 minutes and may browse 20-50 titles before either choosing something or giving up.
    • Links: GigaOm, talk by chief product officer Neil Hunt
    | Oct. 10, 2014, 7:41 AM | 4 Comments
  • Oct. 9, 2014, 9:07 AM
    • In his open letter to Apple, Carl Icahn backs the contention of Netflix (NASDAQ:NFLX) CEO Reed Hastings that Ultra HD TVs will be a major catalyst for the company in the future.
    • Icahn and Apple CEO Tim Cook have both chipped away at the aging pay-TV model in the past with their comments in a nod to Netflix's streaming model.
    • Most analysts think an Apple Ultra HD TV product would be a net positive for Netflix.
    • Cal Icahn still holds a sizable position in Netflix despite dumping 421K shares at a profit earlier this year.
    | Oct. 9, 2014, 9:07 AM | 1 Comment
  • Oct. 4, 2014, 5:14 PM
    • Redbox Instant, a streaming video service operated by Verizon Communications (NYSE:VZ) and Outerwall's (NASDAQ:OUTR) Redbox, will shut down next week because the venture has not been as successful as hoped.
    • The JV launched in March 2013, and was viewed as a potential rival to Netflix (NASDAQ:NFLX). The service provided subscribers with access to a streaming library, plus the option to obtain credits toward DVD/Blu-ray discs that are available at Redbox kiosks. Customers could also rent or buy titles electronically from a separate library, with rentals starting at $3 for 48 hours, and purchases starting at $9.
    • Redbox Instant by Verizon has not disclosed subscriber figures.
    • Rumors about a shutdown first surfaced about a week ago; the service had disabled new sign-ups for three months due to a credit card fraud issue.
    | Oct. 4, 2014, 5:14 PM | 6 Comments
  • Oct. 2, 2014, 9:28 AM
    • A survey of consumers by RBC Capital Markets indicates viewership of network TV websites has fallen.
    • YouTube, Netflix (NASDAQ:NFLX), and Amazon (NASDAQ:AMZN) scored a higher percentage of viewers from a year ago - while NBC (NASDAQ:CMCSA), ABC (NYSE:DIS), CBS (NYSE:CBS), and Fox (NASDAQ:FOXA) were all in decline over the period.
    • HBO Go (NYSE:TWX) saw its percentage of users rise to 10% from 6%, while Hulu fell back.
    • Secular TV ratings have also been in decline for networks.
    | Oct. 2, 2014, 9:28 AM | 18 Comments
  • Oct. 2, 2014, 8:10 AM
    • Netflix (NASDAQ:NFLX) signs an exclusive deal with actor Adam Sandler to produce and star in four movies.
    • The company cites Sandler's global appeal as a major factor in striking the arrangement.
    • It's been a huge week already for Netflix after it created a shockwave in the movie industry with its plan to release its first feature film.
    | Oct. 2, 2014, 8:10 AM | 13 Comments
  • Oct. 1, 2014, 2:53 PM
    • Stephane Richard, the CEO of giant French telco Orange (ORAN -2.6%), has confirmed to Le Monde Orange will offer Netflix's (NFLX -2.8%) services to pay-TV clients through its set-tops. "The negotiations were tough but are finished. There is no reason to penalize Orange customers, who will have a much better experience using Netflix through the box."
    • Orange had 5.78M French TV subs at the end of Q2. Netflix launched in France (and several other European markets) last month, and has already struck a deal with Orange rival Bouygues.
    • European pay-TV providers have generally been more willing to partner with Netflix than their American peers, who often view the company as a threat.
    | Oct. 1, 2014, 2:53 PM | 1 Comment
  • Sep. 30, 2014, 1:17 PM
    • The long-established window for feature films established between Hollywood studios and theater exhibitors will crack in a major fashion next summer when Netflix (NFLX +1.1%) and IMAX (IMAX +0.7%) jointly release a film online and through the large-screen IMAX format.
    • Though media analysts think theater chains will continue to bristle over the game-changing initiative - and for now IMAX says it will let exhibitors control the films that run on IMAX screens - IMAX sits in a powerful position in the future if it wants to play hardball.
    • "Netflix already changed the TV business in a very, very significant way. The movie business is teed up next," says BTIG's Rich Greenfield on the development.
    • Netflix and Weinstein are collaborating on a number of projects, several of which could turn into straight-to-streaming feature films.
    • What to watch: Hollywood studios (LGF, SNE, VIA, CMCSA, DIS) could be the ones to have the final say on if the feature film window model is adjusted.
    | Sep. 30, 2014, 1:17 PM | 6 Comments
Company Description
Netflix Inc operates as an internet television network providing TV shows & movies which include original series, documentaries & feature films. The Company's business segments are Domestic streaming, International streaming and Domestic DVD.
Sector: Services
Country: United States