Netflix, Inc.

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  • Jul. 5, 2012, 10:14 AM
    Netflix (NFLX +8.5%) extends Tuesday's rally as bulls go long and bears cover following positive sell-side commentary, and a Facebook post from Reed Hastings claiming Netflix's monthly viewing topped 1B hours in June. BTIG's Richard Greenfield estimates this translates into 80 minutes of viewing per subscriber, a level that puts Netflix on par with leading cable networks.
    | Jul. 5, 2012, 10:14 AM | 1 Comment
  • Jul. 3, 2012, 12:58 PM

    Netflix (NFLX +6.3%) surges thanks to a bullish note from Citi's Mark Mahaney, who points out the company now trades at a valuation of just 12x the earnings of its domestic ops (ed: the international business is losing money, and including it would produce a higher multiple). Mahaney also claims recent customer surveys reflect favorably on Netflix. 26% of Netflix's float was shorted as of June 15.

    | Jul. 3, 2012, 12:58 PM
  • Jun. 30, 2012, 3:50 PM

    Amazon Web Services (AMZN) witnesses a giant outage thanks to the storms that hit the East Coast last night. The outage affected Netflix (NFLX), Instagram, Pinterest, and many other clients. It's the second time AWS has gone down in June, and, together with a Thursday (CRM) outage, drives home the reliability concerns some enterprises still have about cloud services. The outage comes days after Google (GOOG) launched a rival cloud infrastructure platform.

    | Jun. 30, 2012, 3:50 PM | 5 Comments
  • Jun. 29, 2012, 11:19 AM
    Hollywood studios could see a boost in revenue in China after nearly being frozen out in the past with a new streaming service that is set to launch in China later this year run by state-owned China Movie Channel. Although it can be expected that the titles made available to consumers in the nation will be closely monitored - for DIS, LGF, VIAB, SNE, TWX, and CMCSA - a cut of something is better than a cut of nothing. Left on the outside looking in: NFLX.
    | Jun. 29, 2012, 11:19 AM | 2 Comments
  • Jun. 25, 2012, 2:51 PM

    The DoJ has requested information from DirecTV (DTV -1.5%) and Dish Network (DISH -4.5%) about pricing contracts with TV networks as part of its wider probe into whether or not cable companies are pressuring programmers to set pricing that intentionally squeezes online content providers such as Netflix (NFLX -0.5%) and Hulu. (Related: Cable companies contend they run their own "private" Internet)

    | Jun. 25, 2012, 2:51 PM
  • Jun. 25, 2012, 7:06 AM

    Janney Montgomery Scott upgrades Netflix (NFLX) to Neutral from Sell as analysts identify a more positive risk/reward profile on the name with shares trading lower. Analysts now see $67 on NFLX as fair value, with long-term headwinds still in place to hold down upside potential.

    | Jun. 25, 2012, 7:06 AM
  • Jun. 22, 2012, 10:59 AM

    Do Comcast (CMCSA +0.6%), Time Warner (TWC +0.5%), and other cable providers run their own private Internet when they offer lush on-demand video services at they same time they impose data usage caps on customers? That's the crux of the matter the DoJ is investigating at the behest of streaming firms such as Hulu and Netflix (NFLX +1.4%) - with their contention that the companies are unjustly rebranding the public Web as a private product.

    | Jun. 22, 2012, 10:59 AM | 2 Comments
  • Jun. 14, 2012, 8:17 AM
    Netflix (NFLX) tests a redesign of its website that breaks movies and TV shows into separate categories, as well as creating more subcategories for easier navigation. If the new look is adopted it will de-emphasize Netflix's algorithm-generated list of recommendations in the hope that fewer customers will cancel their subscription as they find more engaging content on the site.
    | Jun. 14, 2012, 8:17 AM | 1 Comment
  • Jun. 13, 2012, 4:09 AM

    The Justice Department has reportedly launched a broad antitrust investigation into whether cable companies are acting improperly to suppress competition from online video. DoJ officials have spoken to several online video providers, including Netflix (NFLX), and are said to have questioned Comcast (CMCSA), Time Warner Cable (TWC) and others about issues like data caps.

    | Jun. 13, 2012, 4:09 AM | 4 Comments
  • Jun. 12, 2012, 10:39 AM

    Netflix (NFLX -0.2%) strikes a multi-year deal with Latin American movie distributor Telefilms that will result in Hunger Games and other new films being available for streaming in the region. Netflix adds it now has over 1M Latin American subs. The company's shares were hammered in April after it provided weaker-than-expected international sub guidance, and warned its international ops will take at least 8 quarter to "reach sustained profits." (yesterday)

    | Jun. 12, 2012, 10:39 AM | 1 Comment
  • Jun. 11, 2012, 4:14 PM
    Netflix (NFLX) content starts to come out of a dry spell with the streaming addition of Thor and next month's planned additions of blockbusters Transformers: Dark of the Moon and Captain America: The First Avenger. February's expiration of deals with Starz and Disney hasn't helped subscriber growth, which takes a toll on the stock - down 4% today and down 42% in three months.
    | Jun. 11, 2012, 4:14 PM | 3 Comments
  • Jun. 8, 2012, 8:07 AM

    The headaches for Disney (DIS) keep coming over John Carter. After flopping at the box office, the movie was released on DVD this week with Disney promising rental giants that they would receive DVDs to rent after 28 days. But Netflix (NFLX) and Redbox have jumped the gun, buying discs from suppliers such as Wal-Mart and Target to offer to consumers (at a loss) early - potentially undercutting DVD sales. It's all about leverage, as the uneasy relationship between movie studios and rental companies continues to be redefined.

    | Jun. 8, 2012, 8:07 AM | 9 Comments
  • Jun. 6, 2012, 4:31 PM
    Non-binding resolutions recently passed by Netflix's (NFLX) shareholders could make the company more vulnerable to a takeover bid or activist revolt, should Netflix cave into pressure and accept them. One resolution requires all board members to serve terms of equal length and stand for re-election at the same time, while another makes special shareholder meetings easier to conduct. Plenty of shareholders have gripes with Netflix's management after the last 12 months.
    | Jun. 6, 2012, 4:31 PM | 1 Comment
  • Jun. 6, 2012, 11:42 AM

    Akamai (AKAM +3.6%) and Limelight (LLNW +3.4%) bounce a little a day after getting clocked on news of Netflix's (NFLX) plans to build a content delivery network (CDN). Akamai, which received only 1% of its 2011 revenue from Netflix, notes Netflix will need to make large investments in both software and infrastructure to produce an effective CDN. Dan Rayburn argues Netflix's move is actually a positive for Limelight and Level 3 (LVLT), given the low margins attached to Netflix sales. (also)

    | Jun. 6, 2012, 11:42 AM
  • Jun. 5, 2012, 9:43 AM

    Akamai (AKAM -7.7%) and Limelight (LLNW -10%) are tumbling on news of Netflix's (NFLX +0.1%) content delivery network (CDN) plans, though fellow CDN owner Level 3 (LVLT -1.8%) is off more modestly. Jefferies thinks Limelight has the most to lose, given Netflix accounted for 11% of its 2011 revenue. Netflix moved away from Akamai in 2010, though its plans could still hurt Akamai by depressing broader demand (and thus pricing) for commodity CDN services.

    | Jun. 5, 2012, 9:43 AM
  • Jun. 5, 2012, 8:43 AM

    A plan by Netflix (NFLX) to roll out its own content delivery network isn't completely blowing away analysts who see the move giving the company greater visibility into future costs - but little actual savings due to the scale involved. NFLX +1.2% premarket, while content delivery network firms will be on watch today with mixed debate on the impact of Netflix's initiative. Premarket: AKAM -4.3%, LLNW and LVLT inactive.

    | Jun. 5, 2012, 8:43 AM | 1 Comment
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