Latest Articles
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Here’s Why Netflix Can Be Threatened By Amazon Video’s Global Expansion
Amazon Prime Video is now available in a few countries such as the U.S., the U.K. and Germany, with a planned roll out in India, as well. Reports suggest that will soon be expanded to about 200 countries worldwide. This would make Amazon (...
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Is An “Offline Mode” Crucial For Netflix’s Success In International Markets?
As the domestic msrket saturates and becomes intensely competitive, Netflix (NASDAQ:NFLX) is looking for growth in the international market. We expect its international streaming revenues to surpass domestic revenues in the next few years, as in...
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Why There Won’t Be A Notable Improvement In Netflix’s Domestic Contribution Margin In The Future
Netflix ‘s domestic contribution margin (profit margins after factoring in cost of services and marketing expenses) increased substantially between 2012 and 2015 due to operating leverage gain. However, going forward, we expect the expansio...
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Netflix Jumps On Better Than Expected Subscriber Additions
Netflix ‘s stock surged 20% in after hours following its Q3 2016 earnings as net revenues, EPS, and subscriber additions came in way ahead of expectations. The company’s revenues increased 36% to $2.15 billion, beating analysts estima...
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Netflix Earnings Preview: Significant Slowdown In Domestic Streaming Subscriber Growth Will Be The Highlight
Netflix is scheduled to release its Q3 2016 earnings on October 17th, and the significant slowdown in streaming subscriber additions will once again be at the forefront of investors’ minds. In the June quarter, the company’s subscribe...
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Breaking Down The Rumored M&A Chatter Surrounding Netflix
Netflix ‘s stock saw a marginal uptick when rumors of Disney ‘s and Apple ‘s potential interest in the streaming giant surfaced. Rumor has it that Disney is looking at a few acquisition options, and Netflix could be one of the m...
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Netflix’s Liberty Global Deal To Help Its International Efforts
Over the past few years, Netflix (NASDAQ:NFLX) has seen runaway growth in the number of its international subscribers primarily due to the company’s rapid international expansion. However, with the service now offered in 190 countries, th...
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Here’s How Broadband Data Caps Can Significantly Impact Netflix
As the quality of video streaming improves, Netflix (NASDAQ:NFLX) has significant ewxposure to broadband data caps A 4K (Ultra HD) video can entail the download of up to 7GB data per hour, exhausting the 300GB data cap of a broadband network in...
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What’s Driving Netflix’s International Subscribers?
Netflix ‘s (NASDAQ:NFLX) international subscribers have increased from just 500,000 in 2010 to over 30 million in 2015. The accelerated growth can be attributed to the company’s rapid expansion into new geographies. Netflix offered it...
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When Can Netflix’s International Streaming Business Break Even?
Netflix ‘s (NASDAQ:NFLX) international streaming business accounts for about 30% of the company’s value as per our estimates, despite the fact that it is currently clocking up huge losses. This can be attributed to the fact that we ex...
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Here’s What Netflix Needs To Succeed In International Markets
According to a recent report by market research firm IHS Markit, Netflix (NASDAQ:NFLX) will reach 100 million streaming video subscribers by 2018 and, in the subsequent two years, its international subscribers will overtake the number of subscri...
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Why Is Netflix’s DVD Subscription Business Dying And Why Isn’t It A Concern?
Netflix ‘s (NASDAQ:NFLX) DVD subscription business has been on a down-slide for a while now due to a broader change in digital video industry dynamics and Netflix’s decision to separate its DVD and streaming plans. The company’s...
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Netflix Is Coming To More Hotel Rooms: Can This Boost The Company’s Revenues?
Recently Netflix (NASDAQ:NFLX) announced a partnership with hospitality company Enseo to provide the Netflix app in more hotels. Under this agreement, guests staying in hotels with devices powered by Enseo can watch Netflix content either by ...
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What’s The Significance Of Netflix’s Technology & Development Expenses?
Netflix (NASDAQ:NFLX) has an online ordering model and hence it devotes a significant amount of resources to develop the best suggestion and referral algorithms. This ensures that customers can find their favorite movies without much effort. Fur...
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Does The Success Of “Stranger Things” Prove That Netflix Is On Firm Ground?
While Netflix ‘s (NASDAQ:NFLX) Q2 2016 results were disappointing, with its subscriber growth falling significantly short of its guidance, the company’s focus on original content is proving to be a winner. It’s new after show “Stranger T...
