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Netflix, Inc. (NFLX)

  • Jan. 19, 2012, 12:23 PM
    Contributing to Netflix's (NFLX +4.9%) rally may be an NPD report claiming the company's Q4 share of the disc rental market was 25%, and its share of the paid digital movie rental market was 55%. While down from Q3 levels, the figures might be soothing fears of massive Q4 share losses. NPD also claims Coinstar's (CSTR +1.7%) share of the disc rental market rose 1200 bps in 2011, to 37%.
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  • Jan. 19, 2012, 11:35 AM
    Class-action suits or not, Netflix (NFLX +5.7%) continues to rally ahead of next Wednesday's Q4 report, thanks to optimism about stabilizing subscriber levels and the company's U.K./Ireland launch. Shares are now up 50% YTD, and up 67% from their Nov. 30 low. 18.4% of Netflix's float was shorted as of Dec. 30; it's quite likely that figure is now lower.
  • Jan. 17, 2012, 1:36 PM
    Netflix (NFLX +2.1%) faces a lawsuit (complaint .pdf) from a group of peeved investors who allege that the company's management misled shareholders while cashing in stock at lofty prices.
  • Jan. 16, 2012, 4:27 AM
    Hulu (co-owned by DIS, CMCSA, NWS) is pushing into original programming, hoping to steal more customers from Netflix (NFLX) with the debut of its first scripted show on Feb. 14. The company plans to raise more money to expand the venture, saying raising capital won't be a problem for the "very healthy business."
  • Jan. 13, 2012, 3:58 PM
    Netflix (NFLX +2.4%) enjoys a boost after B. Riley reiterates its Buy rating, saying investors should hold on to their shares until after the company's Q4 conference call on Jan. 25. Netflix's customer base appears to be stabilizing, Riley says. which should reassure investors that the company is holding its own against the competition.
  • Jan. 13, 2012, 12:43 PM
    The number of broadband subscribers worldwide rose by 17.4M Q/Q in Q3, to 581.2M. 26% of these connections are now in China, and 16% of them now involve fiber-based technologies. Both online video providers such as YouTube (GOOG) and Netflix (NFLX), and telecom equipment firms such as Cisco (CSCO) and Juniper (JNPR), are counting on broadband adoption to help fuel future growth.
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  • Jan. 13, 2012, 10:18 AM
    Wall Street analysts hate these 10 stocks most of all, each with more than 35% of analysts rating them Sell - no small feat when a mere 4% of the 10,500-plus ratings on S&P 500 stocks heading into 2012 had Sell ratings: SHLD, WPO, LXK, FII, HRL, AN, NFLX, AIV, LLY, SWY. (earlier)
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  • Jan. 12, 2012, 5:19 PM
    Hulu CEO Jason Kilar takes to the site's blog to report revenues up 60% in 2011 to $420M. Hulu Plus now has 1.5M subscribers and he expects paying customers to account for more than half of the firm's overall business by later this year. By including advertising as part of the revenue stream, Kilar believes Hulu will eventually be able to pay 50% more to content providers than other online subscription services.
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  • Jan. 10, 2012, 7:44 AM
    Bank of America cuts Netflix (NFLX) to underperform, saying the stock's 42% rise in the new year is "unwarranted." Among the 5 "overhangs" it sees for the stock: Dwindling customer loyalty, international expansion dragging down profits, and rising content costs. Shares -2.3% premarket.
  • Jan. 9, 2012, 2:50 PM
    The beat goes on for the seemingly unstoppable shift of TV programming from traditional media firms to online upstarts and large tech concerns (I, II). The latest: Tom Hanks in a cartoon series for Yahoo (YHOO -0.2%), Kevin Spacey on Netflix (NFLX +11.1%), and $100M of original programming set to be launched from YouTube (GOOG -3.8%). Will the household satellite dishes of DirecTV (DTV -0.9%) and Dish Network (DISH -0.2%) become a relic of the past?
  • Jan. 9, 2012, 1:37 PM
    Despite Netflix (NFLX +8.2%) rising over 30% already this year, Whitney Tilson reckons the stock "should go crazy to the upside." Tilson gives four reasons: the Street overreacted to the downside; Netflix is an easy acquisition for large players; its new services in the U.K. and Ireland; and U.S. subscriber growth is growing again.
  • Jan. 9, 2012, 10:10 AM
    That didn't take long. Just hours after Netflix (NFLX +1.5%) launched its U.K. streaming service at a price of £5.99/month,  Amazon's (AMZN) Lovefilm is introducing a £4.99/month streaming-only service for the U.K. Lovefilm, which dominates the local online DVD rental market, also says it now has 2M total subscribers.
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  • Jan. 9, 2012, 9:45 AM
    Netflix (NFLX +2.9%) continues its recent rally after announcing the launch of its streaming service for the U.K. and Ireland. The company is offering the service for £5.99/month in the U.K and €6.99/month in Ireland, and has established a long list of content partners. However, concerns exist about Netflix's licensing costs, as well as competition from Amazon's (AMZN) Lovefilm subsidiary.
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  • Jan. 8, 2012, 8:17 PM
    Josh Brown hooks us up with an interesting spreadsheet created by a messageboard contributor. The project will track the performance of the 10 most-loved and most-hated stocks of Wall Street's analyst community. Very early in 2012, the most-hated stocks have the edge in total return, led by Netflix's (NFLX) near 23% gain.
  • Jan. 6, 2012, 12:15 PM
    Amazon's (AMZN) Lovefilm subsidiary is gearing up for a battle royale with Netflix (NFLX) for dominance of the U.K. streaming market by inking deals with the BBC and ITV. Lovefilm, which also operates in Germany and Scandinavia, could prove a serious rival to Netflix in the U.K. on account of its ability to offer integrated DVD/streaming packages.
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  • Jan. 6, 2012, 11:49 AM
    Netflix (NFLX +6.9%) shares are soaring, making it not only the best performing stock in the S&P 500 today but for the year so far, up 22%-plus on no news. The stock that had been "the plaything of momentum traders" last year apparently has resumed its old role, Mark Gongloff cracks.
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Company Description
Netflix Inc operates as an Internet television network providing TV shows & movies which include original series, documentaries & feature films. The Company has three segments namely Domestic streaming, International streaming & Domestic DVD.
Sector: Services
Country: United States