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PR Newswire (May 16, 2013)
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Netflix Management Discusses Q3 2012 Results - Earnings Call TranscriptTue, Oct 23, 2012 • 1 Comment
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Netflix Management Discusses Q2 2012 Results - Earnings Call TranscriptTue, Jul 24, 2012
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Netflix's CEO Discusses Q1 2012 Results - Earnings Call TranscriptMon, Apr 23, 2012
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Netflix's CEO Discusses Q4 2011 Results - Earnings Call TranscriptWed, Jan 25, 2012 • 2 Comments
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Netflix's CEO Discusses Q3 2011 Results - Earnings Call TranscriptMon, Oct 24, 2011 • 2 Comments
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Netflix's CEO Discusses Q2 2011 Results - Earnings Call TranscriptMon, Jul 25, 2011 • 2 Comments
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Netflix's CEO Discusses Q1 2011 Results - Earnings Call TranscriptMon, Apr 25, 2011 • 2 Comments
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Netflix's CEO Discusses Q4 2010 Results - Earnings Call TranscriptWed, Jan 26, 2011
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Netflix CEO Discusses Q3 2010 Results - Earnings Call TranscriptThu, Oct 21, 2010
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Netflix, Inc. Q2 2010 Earnings Call TranscriptWed, Jul 21, 2010
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Netflix, Inc. Q1 2010 Earnings Call TranscriptThu, Apr 22, 2010
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Netflix, Inc. Q4 2009 Earnings Call TranscriptWed, Jan 27, 2010
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Netflix, Inc. Q3 2009 Earnings Call TranscriptFri, Oct 23, 2009
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Netflix Q2 2009 Earnings Call TranscriptFri, Jul 24, 2009
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Netflix, Inc. Q1 2009 Earnings Call TranscriptFri, Apr 24, 2009
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Netflix, Inc. Q4 2008 Earnings Call TranscriptTue, Jan 27, 2009
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Netflix Q3 2008 Earnings Call TranscriptMon, Oct 20, 2008
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at Fox Business (Fri, 11:39AM)
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at MarketWatch.com (Thu, 12:42PM)
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at CNBC.com (Thu, 11:28AM)
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at MarketWatch.com (Thu, 10:39AM)
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at MarketWatch.com (Wed, 2:31PM)
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PR Newswire (Tue, 12:52PM)
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at MarketWatch.com (Mon, 4:27PM)
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at CNBC.com (Sun, 12:12PM)
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at Fox Business (May 17, 2013)
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at MarketWatch.com (May 17, 2013)
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at CNBC.com (May 16, 2013)
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at CNBC.com (May 16, 2013)
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PR Newswire (May 16, 2013)
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at CNBC.com (May 15, 2013)
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at CNBC.com (May 15, 2013)
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at CNBC.com (May 15, 2013)
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at CNBC.com (May 14, 2013)
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at MarketWatch.com (May 14, 2013)
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at MarketWatch.com (May 14, 2013)
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at MarketWatch.com (May 13, 2013)
NFLX vs. ETF Alternatives
Company Description
With more than 12 million subscribers, we are the world’s largest subscription service streaming movies and TV episodes over the Internet and sending DVDs by mail. Our subscribers can instantly watch unlimited movies and TV episodes streamed to their TVs and computers and can receive DVDs... More
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- | Earnings
- | Dividends
- | M&A
- | On the move
- Tuesday, May 21, 12:59 PM Five of 2013's biggest tech high-flyers - SolarCity (SCTY -10.1%), Himax (HIMX -6%), UniPixel (UNXL -9.1%), SunPower (SPWR -5.2%), and Ubiquiti (UBNT -4.4%), are seeing heavy losses today. Netflix (NFLX -0.9%), another big 2013 winner, is down moderately. Is this a sign tech momentum investors are looking to take some cash off the table? YTD gains: SCTY +287%. HIMX +200%. UNXL +72%. SPWR +282%. UBNT +56%. NFLX +156%. Comment! [Tech, On the Move]
- Wednesday, May 15, 9:54 AM More on Netflix: Some positive sell-side notes are helping shares rally to levels last seen in Aug. '11 (NFLX +4.2%). RBC, which launched coverage with an Outperform on March 5, has raised its PT to $250, arguing EPS could eventually top $10 - the 2014 consensus is $3.13. Also, BTIG (Buy, $250 PT) reports a survey of 427 people in line at a Bluth Frozen Banana Stand set up to promote the May 26 launch of Arrested Development found 86% were Netflix subscribers, and 63% of the remainder said they would/are likely to subscribe because of AD (is this a case of selection bias?). 1 Comment [Tech, On the Move, Consumer]
- Monday, May 13, 2:13 PM "I think Netflix (NFLX +4.1%) could be this decade's Amazon," says Whitney Tilson in a Yahoo talk (video). Though Tilson admits to "trimming" his position during Netflix's run-up, he still considers it undervalued relative to other media providers - "They're trading at $400 per subscriber in a world of $1,000 per sub" - and argues its scale gives it a big edge - "Who else is going to spend $3 billion a year for streaming content?" Of course, many of the firms valued at $1,000/sub are getting a lot more than $8/month. Netflix investors seem to be betting the company's library and customer loyalty will allow it to raise prices over time. (U.K. deals) 7 Comments [Tech, On the Move, Consumer]
- Monday, May 6, 9:57 AM Shares of Netflix (NFLX -3.3%) hit some turbulence after chatter over a potential secondary offering crops up. There isn't anything definitive out from the company, but with content costs rising and share price up a clean double for the year the move wouldn't shock many analysts. 2 Comments [Consumer, On the Move]
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Tuesday, April 23, 12:56 PM
Midday top 10 gainers: SCON +118%. MEMS +49%. CZR +29%. NFLX +24%. ARL +18%. CPLA +18%. VECO +17%. HSTM +17%. SANM +16%. ILMN +15%.
Midday top 10 losers: CPRX -15%. IIVI -13%. UNTK -13%. ABIO -13%. CASM -10%. EFUT -9%. GASS -9%. TAX -8%. SIFY -7%. USTR -7%. Comment! [On the Move] - Tuesday, April 23, 9:32 AM Netflix (NFLX +24.6%) continues to skyrocket as sell-side PTs surge following a Q1 beat fueled by higher margins (aided by a Y/Y drop in content cash outflows) and domestic streaming adds at the high end of Netflix's guidance; for now, the Street is willing to overlook Q2 guidance for a sizable Q/Q drop in domestic streaming adds. The results demonstrate Netflix's model "continues to show operating leverage," says Cantor, raising its PT to $230. On the earnings call, Reed Hastings admitted Hulu and Amazon have been "bidding more aggressively" over the last 12 months - that could explain the pending Viacom deal expiration. Content liabilities stood at $5.7B at the end of Q1, up $100M Q/Q. 5 Comments [Tech, Earnings, On the Move, Consumer]
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Tuesday, April 23, 9:10 AM
Premarket gainers: MEMS +50%. SCON +46%. NFLX +24%. VECO +14%. COH +12%. ILMN +10%. ARMH +9%. CZR +8%. STM +6%. AMRN +6%.
Losers: IRWD -10%. RSH -7%. IOC -6%. Comment! [On the Move] - Monday, April 22, 5:04 PM An interesting nugget from Reed Hastings' letter to shareholders is that a very low number of people signed up for a free month-long trial to the service just to watch House of Cards only to then quit after a round of binge viewing. According to the exec, only 8K left - compared to the millions who stayed. NFLX +25.5% AH. Comment! [Consumer, On the Move, Tech]
- Monday, April 22, 4:15 PM More on Netflix (NFLX): The company smashes estimates as it had no trouble adding to paid domestic and global subscriber totals. Netflix added 2.03M net domestic streaming subscribers in FQ1, compared to 2.05M last quarter and 1.7M a year ago. International subscribers came in at 1.02M, compared to 1.81M last quarter and 1.12M a year ago. DVD memberships dropped slightly to about 8M. The company issues FQ2 guidance of revenue of $665M-$673M and sees a jump in total members to 29.4M to 30.05M. NFLX +19.3% AH. (company letter .pdf) 19 Comments [Tech, Consumer, On the Move]
- Monday, April 22, 4:08 PM Netflix (NFLX): Q1 EPS of $0.31 beats by $0.13. Revenue of $1.02B (+17% Y/Y) in-line. Shares +17% AH. (PR) 6 Comments [Breaking News, Earnings, On the Move]
- Monday, April 22, 10:18 AM An upgrade to Neutral from B. Riley helps Netflix (NFLX +3.1%) rally ahead of today's Q1 report; the firm cites the 17% drop seen in shares over the last month as a reason for changing its stance. It's worth noting B. Riley cut Netflix to Sell on July 25, 2012, as shares got crushed thanks to poor Q3 guidance. Netflix closed that day at $60.28, 64% below its current price. (earlier) Comment! [Tech, On the Move, Consumer]
- Friday, April 19, 12:04 PM An upgrade to Accumulate from National Alliance Capital helps Netflix (NFLX +1.9%) add to this year's big gains. The firm predicts Netflix "will continue to grow subscribers at an accelerated rate." National Alliance upgraded LinkedIn, another Internet high-flyer, earlier this week. Comment! [Tech, On the Move, Consumer]
- Monday, April 15, 9:55 AM BTIG's Richard Greenfield, bane of Facebook and Pandora bulls, has started coverage on Netflix (NFLX +2.6%) with a Buy and $250 PT. Greenfield expects Netflix's value proposition and original content to "drive better than expected subscriber growth and moderate churn." He also declares Netflix's content expenses to be "sufficiently high," leading to operating leverage for future revenue growth. Wouldn't it have been better to make this thesis 3 months ago? (Goldman) (Evercore) 3 Comments [Tech, Consumer, On the Move]
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Thursday, April 11, 5:36 PM
After-hours top gainers, as of 5:15 p.m.: ASH +6%. NFLX +3%. TLAB +2%. PCYG +2%. HBI +2%.
After-hours top losers: HRS -7%. SBY -3%. JBHT -3%. KRO -2%. CMRX -2%. Comment! [On the Move] - Thursday, April 11, 5:00 PM That was quick: Shortly after Netflix (NFLX) disclosed it may share company info via Facebook/Twitter, Reed Hastings has used his Facebook page to boast Netflix streamed 4B hours of video over the last 3 months. The July '12 Facebook post that (temporarily) got Hastings in hot water with the SEC bragged of 1B hours in the month of June. Shares +3.2% AH. Comment! [Tech, On the Move, Consumer]
- Thursday, April 11, 9:51 AM Goldman's Heath Terry has raised hit PT on Netflix (NFLX +2.9%) to $184 from $125, albeit while reiterating a Neutral. "We believe the addressable market of subscribers is better defined by the number of "connected consumers" than households," says Terry, who thinks Netflix's domestic streaming sub base will grow to 53M in 5 years from a current 22.8M. He's lowering his 2013 EPS estimate, but significantly raising his 2014 and 2015 estimates. Yesterday, Evercore launched coverage with an Underperform. (Pac Crest) 1 Comment [Tech, Consumer, On the Move]
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Tom Shaughnessy
Short $GME and Long $NFLX , Users can download games from the cloud and Netflix's own shows are a hit (House of cards, arrested development) - View all 0 replies
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James Sands
Hulu will probably never be publicly available for investors: http://bloom.bg/12SYbWC $NFLX, $GOOG, $DIS, $CMCSA, $NWSA, $YOKU, $BIDU - View all 4 replies
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James Sands: At least that was publicly disclosed rather than pure speculation.
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James Sands: Only 4 million paying subscribers compared to Netflix's 30+ million.
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Pendulum: I should say that it is a rumor about a potential bid for Hulu, not news
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James Sands
Youku Tudou; changing the global Internet TV landscape: http://seekingalpha.com/a/v7tj $YOKU, $BIDU, $GOOG, $NFLX - View all 0 replies
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Clayton Rulli: Meanwhile AAPL green. Love it! Long Oct AAPL call vs Long SPY Puts
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Capitalist Bull
LSA continues to confirm rally. Add/initiate new positions on pullbacks. http://stks.co/pDTT $ES_F $GOOG $SPWR $TSLA $OCN $NFLX $YELP $P - View all 0 replies
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LATEST REPLIES
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James Sands
Hulu will probably never be publicly available for investors: http://bloom.bg/12SYbWC $NFLX, $GOOG, $DIS, $CMCSA, $NWSA, $YOKU, $BIDU - View all 4 replies
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James Sands: At least that was publicly disclosed rather than pure speculation.
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James Sands: Only 4 million paying subscribers compared to Netflix's 30+ million.
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- View all 1 replies
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Pendulum: I should say that it is a rumor about a potential bid for Hulu, not news
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Clayton Rulli: Meanwhile AAPL green. Love it! Long Oct AAPL call vs Long SPY Puts
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Bill Maurer
$NFLX show "House of Cards" has come down about $11 in price on $AMZN for the DVD. Interesting. - View all 1 replies
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J Mintzmyer: Why would anybody buy that? Beyond me... On a side note, $AMZN also made a content gain for Prime. Gloves still haven't came off yet...
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xcobrastripesx: Who wants to be the dope holding $NFLX at 300 like last time? I strongly doubt we hit 300, 300 will probably serve as a psychological wall.
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O. Young Kwon
TANER Stock Model (TSM) Momentum 5/14/2013 Tuesday): (1-2-3) Netflix ($NFLX) Nu Skin ($NUS) <c> - View all 2 replies
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O. Young Kwon: (The numbers are terms in months.) For The TANER System and its four Models, read my article. Link:http://seekingalpha.com/a/hitr yk
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RSI Raistlin
Bought $NFLX calls at 12.45 sold at 13.05 still doesn't relieve the pain in that last $NFLX put block from yesterday - View all 1 replies
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Chines33: Yes typically. It all depends on situation. Price, company, news, overall market. Lot of variables.
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wheelz23: i was swing trading, but have been day trading...it seems like swing trading is less work, more money for the stocks i was trading...thanks
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O. Young Kwon
TANER Stock Model (TSM) Momentum 5/13/2013 Monday): (1-2-3) Netflix ($NFLX) FedEx ($FDX) <c> - View all 2 replies
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O. Young Kwon: (The numbers are terms in months.) For The TANER System and its four Models, read my article. Link:http://seekingalpha.com/a/hitr yk
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Southwest Michigan Trader
$TSLA - remember when $NFLX had its moonshot off earnings it was up like 15% the second day after earnings after being up 30%+ on day 1 - View all 2 replies
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vector_us: Volumne into 21 million for the day! Still half that of short position. I think your prediction will hold!
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O. Young Kwon
TANER Stock Model (TSM) Momentum 5/9/2013 Thursday): (1-2-3) Home Depot ($HD) Nu Skin ($NUS) Netflix ($NFLX) <c> - View all 2 replies
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O. Young Kwon: (The numbers are terms in months.) For The TANER System and its four Models, read my article. Link:http://seekingalpha.com/a/hitr yk
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O. Young Kwon
TANER Stock Model (TSM) Momentum 5/8/2013 Wednesday): (1-2-3) Nu Skin ($NUS) Netflix ($NFLX) <c> - View all 2 replies
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O. Young Kwon: (The numbers are terms in months.) For The TANER System and its four Models, read my article. Link:http://seekingalpha.com/a/hitr yk
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DIgitalMediaView
$GOOG "YouTube to begin offering pay channels for a monthly fee, watching $NFLX drop as this puts them squarely in competition.." - View all 2 replies
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DIgitalMediaView: Financial Times: "Google is on the verge of unveiling an à la carte subscription service" http://bit.ly/17HI5B1
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Andrew Shapiro
http://ow.ly/kH3mf OMG Quickster, New Coke revisited! This bonehead marketing morass from Frontier Airlines $RJET $NFLX $KO - View all 2 replies
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gsterling: I don't think it's really a big deal. Most people can do fine without a drink. Ryanair charges fees for everything and people accept it.
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Andrew Shapiro: read the$rjet rules and tiers for each of the different charges to be appied depending on where you bought your ticket- thats the point.