Netflix - NFLX - Share Chat

I’m not really one for gaming but this would help retain some subscribers and add new ones.

Interesting video ‘The content bubble’, affecting Netflix, Google (Youtube), Microsoft etc.

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#ObservingMode:

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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

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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 :eyes:

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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.

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https://www.google.com/amp/s/news.sky.com/story/amp/netflix-loses-almost-a-million-subscribers-as-cost-of-living-crisis-takes-toll-on-budgets-12655197

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Up 7% in pre market trading shows that everyone expected far worse.

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There is a train of thought circulating in the dark corners on the internet that NFLX long game with Microsoft is an acquisition.
Microsoft does have the cash for a deal and is no stranger to big buys, but this may be a stretch to far even for them.

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.

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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,”

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I still have my subscription running, its my only TV subscription.

4/5 mins per hour seems very reasonable…

Getting :popcorn: ready for results.

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image

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One leisurely 150% climb through 11 month’s worth of overhead supply and this stock will be a true market leader once again :partying_face:

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.