Netflix - NFLX - Share Chat

Any call on Netflix? Does it look like a good one to buy as the results are due soon?

No investment advice is allowed in this forum I’m afraid.

If you’re day-trading, it’s probably down to the momentum and riding it (good luck being up against the algos).

If you’re value investing, you may want to check their core financials and metrics.

Nothing like the WTH ratios of the stay-at-home stocks:

(Netflix, Inc. (NFLX) Valuation Measures & Financial Statistics)

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Thanks. I think I could have worded my question differently. I have seen people discussing about different companies so thought if any one has done deep dive on it :slight_smile:

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Netflix does require healthy capital markets to fund its current plans. However, COVID-19 and a follow-on recession should deliver stable, if not accelerated, subscriber growth to sell to would-be bondholders. In addition, interest rates are now lower than they’ve been in a decade while Netflix’s credit rating is at its highest point in years. Furthermore, Netflix’s debt-critics typically overlook the manageability of its liabilities. For example, close to 50% of all content obligations are due within the next 12 months. Netflix, which is still growing revenues at $4B+ per year, will not struggle to make these payments. In addition, more than 75% of its debt obligations occur beyond 2025, with annual payments peaking at less than $1B before then. Where companies get into trouble is when they have a large maturity tower that occurs near the start of a downturn. In Netflix’s case, front-end maturities are fairly low.

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Double the new paying users in the first quarter, but Netflix originals mostly put on hold.

They have admitted it is a odd situation and next quarter is back to 7.2m~ net paying users target (think they got just over 15m paying users this quarter.)

Another interesting point, they have changed how they calculate views/watched where a user has to watch at least 2 minutes before it’s counted. This means a rough 35% drop in watched numbers but it does seem a better figure to use going forward.

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Your subscription is autocancelled if you don’t use it for two years.

This is the kind of thing that companies with a modern mindset do.

Any investors that have a view?

In a corporate blog post Thursday, Netflix’s Eddy Wu laid out the company’s new plan, which sounds like it should be some kind of trap but is not.

If you don’t watch anything on Netflix for a year after you join, the company will send you an email asking if you want to keep your membership. You’ll also get a message if you go two years without watching anything on Netflix at any point. If you write back to say, “Yes, please keep charging me for all these seasons of Riverdale I’m ignoring,” nothing changes.

If you ask to cancel or don’t write back at all, Netflix automatically stops charging you. Change your mind within 10 months, and you can return to the service with all your settings intact, just as you left them when you deactivated.

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Is it me or is the chart for Netflix broken? Says share price was 600 in 2015

Hey JWT,

Netflix had a stock split of seven-for-one in 2015 so that’s what the chart shows. We are aware that most charts adjust for stock split data and we will be working towards that as well. Hope this clarifies the chart :slightly_smiling_face:

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Hey JWT,

We have now adjusted this for the stock split so if you go into your app you should see the chart showing correctly adjusted data for Netflix :slightly_smiling_face:

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I do. Thanks :slight_smile:

Interesting read

BBC Drama produced 15 series with about 85 hours of programming for a budget of 97 million pounds, or around $130 million at the time, "the same cost as two (seasons) of Netflix’s The Crown. " The report said they were viewed by 74 percent of U.K. adults, compared with 14 percent for The Crown , with an appreciation score of 8.7 out of 10, compared with 8.2 for the Netflix show.

It really does seem like Netflix overspend on content.

Anecdotal, but my friends in the US love the Bodyguard.

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Netflix down after hours due to weak guidance. Is the corona streaming boom over?

What’s everyone else watching? My gf signed up for Disney+ to watch Hamilton, but the service is not a keeper.

Disney+ is upping their prices as well

This is how many now? Three increases I think? It’s starting to get expensive

I think the last time they increased their price in the UK was 2019