Netflix, Inc.

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  • Oct. 4, 2012, 2:03 PM

    Netflix (NFLX +6.6%) announces that original series House of Cards will debut online on February 1. The show is considered the crown jewel of the company's drive to see its programming go mainstream with an all-star cast that includes Kevin Spacey and Robin Wright, along with David Fincher behind the camera. An interesting aspect of Netflix's original content initiative is how it plans to use the immense amount of data it gathers on its customer's viewing habits which comes in stark contrast to the lack of transparency with network TV and the archaic Nielsen ratings.

    | Oct. 4, 2012, 2:03 PM
  • Oct. 4, 2012, 10:07 AM

    Shares of Netflix (NFLX +5%) continue their winning ways this week to hit their highest level since mid-August. Though the old mantra that the company sits mired in an industry with low barriers to entry and high barriers to profits still pervades, it seems to be getting a second look with the Internet streaming market still in its early stages and growth estimates set high. (Fresh NFLX backers: Tilson, Citi)

    | Oct. 4, 2012, 10:07 AM
  • Oct. 3, 2012, 10:08 AM

    Netflix (NFLX +6.5%) roars out of the gate with a solid gain as Citi backs the Buy-rated name on the strength of their survey that shows improving customer satisfaction for the first time since last year's "Apocaflix" PR disaster. The Citi take in a nutshell: NFLX can be bought by investors at 10X P/E as its U.S. operations generate $5.50 in EPS, with a free call option on the company's international business. (Also: Whitney Tilson pitches the bull case on NFLX)

    | Oct. 3, 2012, 10:08 AM | 20 Comments
  • Oct. 1, 2012, 4:07 PM
    Whitney Tilson went on CNBC to sing Netflix's (NFLX +2.9%) praises again, and that helped its beaten-down shares outperform. Tilson suggested Netflix resembles Amazon 10 years ago, when Amazon's shares were hammered by the bubble fallout and its survival questioned. He also addressed fears of rising content costs by arguing Netflix only has to outbid rivals with less video revenue. But what if studios refuse to license below a certain price due to the impact Netflix has on other revenue streams? (previous)
    | Oct. 1, 2012, 4:07 PM | 3 Comments
  • Sep. 26, 2012, 5:44 AM

    Netflix (NFLX) CEO Reed Hastings says Europe will be a major focus of the company over the next two to three years as he sees the company's streaming service eventually landing in nearly every nation on the planet with the possible exception of the always-problematic China. He takes on the threat of Amazon head on, noting that Netflix spends 3X what Amazon does on content to the benefit of customers and calling Amazon Prime a "confusing mess" with an algorithm that isn't as clever as that of Netflix.

    | Sep. 26, 2012, 5:44 AM | 18 Comments
  • Sep. 24, 2012, 9:02 AM
    Netflix (NFLX) drops content from the A&E and History channels after talks between the company and A&E Networks broke down. The pulled content could be the biggest loss for the streaming service since Starz yanked Disney and Sony movies earlier this year.
    | Sep. 24, 2012, 9:02 AM | 2 Comments
  • Sep. 21, 2012, 6:28 PM
    Coinstar (CSTR) and Verizon's (VZ) Redbox Instant streaming JV will launch somewhere between mid-November and mid-December, Verizon exec Eric Bruno tells Bloomberg. Bruno adds the service will offer monthly rentals and purchases in addition to subscriptions, and (like Netflix) will support non-PC devices. Verizon and Coinstar have suggested in the past their service would differentiate itself from Netflix (NFLX), mocked as "rerun TV" by some, through a greater focus on movies.
    | Sep. 21, 2012, 6:28 PM | 3 Comments
  • Sep. 21, 2012, 8:50 AM

    Shares of Netflix (NFLX) shoot up 1.3% premarket after Cantor Fitzgerald initiates coverage with a Buy rating and $70 price target. Patient investors will get rewarded if they jump in at today's "attractive" entry-point, says the investment firm.

    | Sep. 21, 2012, 8:50 AM | 1 Comment
  • Sep. 20, 2012, 6:50 PM

    Cantor's Youssef Squali has launched coverage on the Internet sector with a relatively bullish stance: he predicts online ads, online travel, and U.S. e-commerce will respectively post CAGRs of 16%, 10%, and 14% through 2014. Companies receiving Buy ratings: GOOG, FB, AMZN, ACOM, VCLK, CPRS, NFLX, VPRT, PCLN, EXPE. Receiving Hold ratings: EBAY, YHOO, YELP, DHX, LNKD, SFLY, OWW.

    | Sep. 20, 2012, 6:50 PM
  • Sep. 20, 2012, 1:13 PM

    Some Facebook (FB -1.7%) news: 1) Facebook says it will start charging businesses for its Offers product, which allows businesses to publish promotions in their fans' news feeds, while expanding its availability to include online-only businesses. Offers is a form of indirect competition for Groupon (GRPN). 2) Facebook has hired Netflix (NFLX) engineering VP John Ciancutti to be its Director of Engineering. Ciancutti's hiring follows a string of executive departures.

    | Sep. 20, 2012, 1:13 PM | 6 Comments
  • Sep. 17, 2012, 10:54 AM

    Macquarie adds to Netflix (NFLX -5.4%) slide this morning after initiating coverage with a tepid underperform rating and a downside price target of $50, nearly 17% off current levels. The firm says that increasing content costs and greater competition are continuing to wick away at its bottom line.

    | Sep. 17, 2012, 10:54 AM
  • Sep. 17, 2012, 10:33 AM
    Netflix (NFLX -5.3%) could lose access to content from A&E Networks as soon a this Friday with negotiations still ongoing over a content contract. If a deal isn't struck, look for another major digital player such as Amazon, Time Warner, or Hulu to step in to land an exclusive deal for the stable of channels that include A&E and History.
    | Sep. 17, 2012, 10:33 AM | 4 Comments
  • Sep. 14, 2012, 1:12 PM

    The download caps placed by Canadian ISPs such as BCE and Shaw (SJR) are "almost a human rights violation," says Netflix's (NFLX) chief content officer - the caps have forced Netflix to make non-HD streams the default option in the country. CEO Reed Hastings has bashed both Canadian (as well as American) broadband prices before, but they haven't stopped the company from getting 15% of Canadians to subscribe to its streaming service.

    | Sep. 14, 2012, 1:12 PM | 9 Comments
  • Sep. 11, 2012, 9:21 AM

    Facebook (FB) and Netflix's (NFLX) unique U.S. PC visitors each fell 6% Y/Y in August (I, II), according to comScore's August Web traffic data. Facebook's decline was due to a methodology change, insists comScore, which has co-sponsored a study with the company. But even if growth was flat, Facebook can't be thrilled, given the U.S. is one of its most lucrative markets, and mobile monetization is a work-in-progress. Netflix's decline could partly be due to higher TV and mobile viewing.

    | Sep. 11, 2012, 9:21 AM | 8 Comments
  • Sep. 4, 2012, 4:47 PM

    Epix isn't done signing streaming deals ... at least it hopes. The movie channel, co-owned by Viacom (VIA, VIAB), Lions Gate (LGF), and MGM, says it's talking with several companies, including Apple (previous), Google, and Hulu, about licensing its library. News of Epix's deal with Amazon did a number on former exclusive partner Netflix (NFLX -6.4%) today.

    | Sep. 4, 2012, 4:47 PM | 4 Comments
  • Sep. 4, 2012, 9:59 AM

    Netflix (NFLX -9.2%) gets crushed on news of Amazon's (AMZN) deal with Epix. Since the expiration of the Starz deal, Epix has been Netflix's top source for popular movies. And while the loss of Epix exclusivity was expected, the fact Netflix's top rival now has access to Epix's library is stoking fears the company won't be able to stand out. At $79/year (bundled with Prime shipping), Amazon's Prime Instant Video is cheaper than Netflix on an annual basis, but doesn't offer a monthly option.

    | Sep. 4, 2012, 9:59 AM | 2 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