Latest Articles
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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...
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Netflix’s Stock Crashes Due To Unexpected Rise In Churn
Despite beating estimates on diluted EPS, Netflix’s stock dropped 15% after its subscriber additions fell significantly short of its guidance for the quarter. It should be noted that the company’s subscriber addition guidance after th...
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Here’s How Netflix Can Benefit From Its Deal With Comcast?
Recently, Netflix (NASDAQ:NFLX) and Comcast (NASDAQ:CMCSA) entered into an agreement under which the latter will allow Netflix in its X1 platform, making it easier for Comcast subscribers to access Netflix. While Comcast and Netflix have not b...
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Can Netflix Stabilize Its Faltering Operating Efficiency?
Revenue generated by Netflix per dollar spent on operating activities (marketing, advertising, rent, utility expenses, customer service etc.) declined notably between 2013 and 2015 due to higher spending on customer service and administrative act...
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Have Netflix’s Investment In Growth Increased Over The Past Four Years?
Netflix’s investments in growth have increased at a compound annual growth rate of 20% between 2013-2016 (expected) During the same period, revenues have increased at a faster pace at 26% Although there may not be a direct correlation be...
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What Can Lead To A 10% Upside In Netflix’s Stock In The Next Couple Of Years?
The scenario is based on faster-than-expected growth in Netflix’s domestic average fee per subscriber For the upside case, we estimate the figure to increase at a CAGR of 6.4% between 2016-2022, as opposed to our base case of 4% Netflix ...
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Here’s How The Exclusive Partnership With Disney Can Impact Netflix
In late 2012, Netflix (NASDAQ:NFLX) signed an exclusive licensing deal with Disney, through which it gained streaming rights to all Disney theatrically released films starting in 2016. In additional, Netflix gained streaming rights from 2013 to...
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Can Hulu’s New Offering Threaten Netflix?
While more than 75% of Netflix (NASDAQ:NFLX) subscribers believe that it will replace traditional TV, the company’s competitor Hulu, is planning to launch a live TV streaming service, according to recent reports . Hulu is planning to roll out t...
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Netflix Beats On Earnings But Provides Weak Subscriber Guidance
Despite comprehensively beating estimates on diluted EPS, Netflix’s stock went down 10% due to its lackluster subscriber addition guidance. For international markets, guidance for net new additions in Q2 remained below Wall Street’s e...
