Interesting video ‘The content bubble’, affecting Netflix, Google (Youtube), Microsoft etc.
#ObservingMode:
Every device has a Mac address. We just use this, and the ip and screen resolution etc to create a unique fingerprint for each device. You can tell with 100% accuracy when the same device is used. Unless they move house and change monitor/phone and change the network card.
What’s peoples guess on when this share bottoms out?
Around $100-120
Some thoughts on whether Netflix is looking cheap, written by our very own Head of Equity, Paul Allison Is Netflix cheap? Here’s what’s priced in
Netflix have confirmed the rumour that an Ad supported tier is on its way (no mention of pricing though).
One of its potential partners for delivering the Ad’s is Google - could be a win-win for both companies.
I don’t think I would move over to an Ad supported tier, as I am so used to the current “non ad” plan.
Up 7% in pre market trading shows that everyone expected far worse.
For those interested in DCF models and intrinsic value calculations:
Find below a quick video of my updated Netflix DCF model following their latest earnings report. Changes take into account the management guidance and analysts’ projections.
NOTE: Not investment advice - Sharing personal analysis based on personal assumptions.
Would this get you to reactivate a subscription?
Ads will be 15 or 30 seconds in length and will be shown before and during shows and movies, the announcement said. Basic with Ads will have an “average of 4 to 5 minutes of ads per hour,”
I still have my subscription running, its my only TV subscription.
4/5 mins per hour seems very reasonable…
Getting ready for results.
One leisurely 150% climb through 11 month’s worth of overhead supply and this stock will be a true market leader once again
But its still no where near its recent all time highs of only a year ago.
I think people will buy thinking the new crack down on password sharing and a new lower their in subs will attract the ones who will loose their password sharing and take in more revenue, we shall see though.
The Netflix stock price has recovered from last April’s subscriber loss announcement. They had a really good Q4, which included their new ad-supported tier, but they didn’t break out those numbers explicitly.
Founder Reed Hastings also stepped down as co-CEO.
I should have bought some of it last year. But 2022 was looking so shaky and I wanted to build up more cash.
The subscriber loss results was the best buying opportunity I’ve ever seen in a stock.
The net subsciber loss was driven by them closing Russian accounts. Of the underlying performance they increased prices by c10% (off the top of my head) and lost c1% of volume, so net increase in profits.
Was a no brainer. It taught me a big lesson in the importance of knowing your stocks.