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Netflix, Inc. (NFLX)

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  • Nov. 1, 2011, 8:13 AM
    The Digital Entertainment Group claims spending on video content rose 5% Y/Y - the first increase since Q1 2008. Interestingly, disc sales still fell 4%, and sales of traditional rentals fell 2.5%. It was a 56% increase in digital content revenue that allowed the industry to grow - expect NFLX and AMZN execs to bring up this fact early and often. (.pdf)
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  • Oct. 31, 2011, 8:38 AM
    Amazon (AMZN) boosts the number of titles available through its Prime Video streaming service to 13K, courtesy of a deal with Disney's (DIS) ABC division that grants Amazon access to a number of popular shows. The deal comes two weeks prior to the launch of the Kindle Fire, which features a 30-day free trial to Prime Video.
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  • Oct. 31, 2011, 4:23 AM
    A bit of cheer for beleagured Netflix (NFLX) as it extends its license agreement with Disney-ABC (DIS) to continue to stream TV shows over the Internet. The deal also gives Netflix new content, including Switched at Birth and Alias. (PR)
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  • Oct. 28, 2011, 3:06 PM
    Coinstar (CSTR -7.6%) remains down sharply, as concerns about its price hike outweigh the company's Q3 beat and healthy Q4 guidance. But Netflix (NFLX +3.2%) is getting a much-needed boost from Coinstar's move, as well as from a bullish note by Oppenheimer.
  • Oct. 28, 2011, 11:44 AM
    Netflix (NFLX +3.1%) on Netflix (10-Q): "If we do not reverse the negative consumer sentiment toward our brand and if we continue to experience significant customer cancellations and a decline in subscriber additions, our results of operations including our cash flow will be adversely impacted."
  • Oct. 27, 2011, 3:24 PM
    Coinstar (CSTR -2.2%) shares take a quick dive on word that some of the largest movie studios are considering placing a 60-day delay on DVD rentals in order to boost sales. The current delay is 28 days. NFLX +2.3%.
  • Oct. 26, 2011, 1:27 PM
    The "MoMo Massacre" resembles a classic slasher pic, writes Kid Dynamite, where the characters get killed off one by one. Starting with OPEN and RIMM, continuing through to GMCR, FSLR, and NFLX, and now AMZN. We know how the sequels go, so those remaining - AAPL, CMG, PCLN - don't go outside to check on that odd noise.
  • Oct. 26, 2011, 12:10 PM
    "We haven't lost our minds," says Whitney Tilson in a letter to his investors following his knife-catching attempt with Netflix (NFLX). The situation reminds him of BP last year: "The company, its CEO, and the stock are universally hated ... we love situations like this." Among the bullish factors: The shrunken market cap makes the firm "a bite size acquisition" for big cap techs.
  • Oct. 26, 2011, 10:58 AM
    Hudson Square's Daniel Ernst joins Whitney Tilson and Henry Blodget in turning bullish on Netflix (NFLX -1%) following yesterday's collapse. Like Blodget, Ernst compares Netflix's current situation to to its '04-'05 problems, and expects Netflix's domestic operations to remain profitable even as international investments lead to quarterly losses.
  • Oct. 26, 2011, 9:34 AM
    The 16 stocks with the most short interest vs. total float, according to Business Insider: FSLR, SHLD, AN, GME, JCP, AKS, SVU, X, LEN, VMC, DO, AMD, NFLX, URBN, ESRX, PBI.
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  • Oct. 25, 2011, 3:59 PM
    The day's biggest loser? No, not Neflix (NFLX -34.3%)... it's Healthways (HWAY -44%), which posts its worst-ever share price loss after disclosing its top customer, Cigna (CI), will allow its contract with the company to wind down ahead of expiration. The Cigna loss, while hitting revenues only by 15%, impacts earnings by up to 60%, Piper Jaffray says, seeing no EPS growth for two years.
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  • Oct. 25, 2011, 2:55 PM
    Believe it or not, long-time Netflix (NFLX -35.9%) bear Whitney Tilson has established a "small long position" in the company today, declaring its stock to be cheap. "We hope it gets cheaper so we can add to it," says Tilson, who covered his Netflix short position when shares were above $200. (more)
  • Oct. 25, 2011, 11:32 AM
    As Netflix (NFLX -34.5%) takes a bloodbath following its dismal Q3 report, Wedbush analyst Michael Pachter suggests Coinstar (CSTR +0.6%) as an investment alternative. CSTR's Redbox kiosks won't kill Netflix, he says, but they will provide a refuge for its displaced DVD customers - and they could total 2M by December. (also)
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  • Oct. 25, 2011, 11:07 AM
    Henry Blodget goes contrarian on Netflix (NFLX -34.2%), arguing its valuation is now low, and Reed Hastings might again successfully pull off a tough product transition. However, it's worth asking if Netflix's moves have made its transition more difficult, by depriving it of revenue needed for content deals, and making its stock a less valuable currency for recruiting talent. (more)
  • Oct. 25, 2011, 9:54 AM
    Netflix (NFLX -37%) may be experiencing what Susquehanna calls a "nuclear winter" but Barclays and Oppenheimer retain their optimism. Unlike others, both are encouraged by Netflix's international expansion, and Oppenheimer reckons the "Q4 guidance should mark the end of this ugly episode."
  • Oct. 25, 2011, 9:09 AM
    In spite of less-than-perfect timing, Goldman is giving up on Netflix (NFLX) following its Q3 disaster, downgrading shares to Neutral on weak EPS visibility, concerns about the U.K. expansion, and management's unwillingness to make amends for its price hike. Jefferies (Hold) and Needham (Underperform) are also downbeat. NFLX -36.6% premarket. (more) (transcript)
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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