Latest Articles
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What’s Netflix’s Fundamental Value Based On Expected 2015 Results?
Have more questions about Netflix? See the links below. Streaming vs DVD: What’s Netflix’s Revenue and EBITDA Breakdown? By What Percentage Did Netflix’s Revenue & EBITDA Grow In The Last 5 Years? When Will Netflix&...
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Streaming vs DVD: What’s Netflix’s Revenue and EBITDA Breakdown?
What is the revenue and EBITDA breakdown for Netflix between its Streaming and DVD businesses? In the following Table, we provide the data in answer to this question. Take a look at our snapshot. For a fuller discussion, check our full page analy...
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How Much Can Netflix’s Australian Operations Contribute Towards Company’s International Revenues
Netflix (NASDAQ:NFLX) recently experienced a significant jump in its stock price and the Australian Communications and Media Authority (ACMA) report detailing the company’s strong growth in Australia was partly responsible for this jump. Netflix ...
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Why Quality Online Content Is Key For Netflix’s Growth?
Content quality will be the key differentiating factor in the online streaming space where Netflix (NASDAQ:NFLX) operates. With players such as HBO, Dish and Sony entering the market, competition is getting intense and revenues depend primaril...
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Below Par Growth In Asia-Pacific Could Lead To 10% Correction In Our Netflix Price Estimate
Close to 30% of Netflix ‘s (NASDAQ:NFLX) valuation can be attributed to its international operations. Netflix aims to have a global presence by the end of 2016, and we believe that the company can amass 70 million international subscribers ...
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How Low Margins In The International Streaming Business Can Impact Netflix’s Valuation
International streaming division constitutes 27% of our price estimate for Netflix (NASDAQ:NFLX). This is a fairly new business, launched in 2010, and is continuing to expand. However, the division is still making losses and had a contribution ...
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Netflix Q3 Earnings: International Expansion Will Lead Future Subscriber Growth, But International Margins Will Continue To Suffer As A Consequence
Netflix (NASDAQ:NFLX) released its Q3 2015 earnings report recently. While international subscribers increased at a rapid pace, growth in the domestic subscriber base was relatively weak. Our take on Netflix is that its overall subscriber base w...
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Netflix Q3 Preview: Aggressive International Expansion Will Continue To Boost Subscriber Growth
Netflix (NASDAQ:NFLX) will release its third quarter earnings report on October 14 th . The company reported strong subscriber growth for the first six months of 2015. We believe that Netflix will continue to add new subscribers in the domestic ...
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Trends In Global Advertising Industry: Winners And Losers – Part 2
In the first part of this article, we explored the trends that are shaping the global advertising industry. To summarize the first article, advertisers are increasingly allocating more of their budgets for online ads at the expense of TV and prin...
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Trends In Global Advertising Industry: Winners And Losers – Part 1
The $600 billion advertising industry, which is growing at 5% rate annually, is undergoing a rapid transition. While TV ads continue to rule the roost with over 40% share, digital ads that include online desktop and mobile ads have taken the cent...
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A Look At Netflix’s New Asian Target Markets (Part II) – Singapore, Hong Kong and Taiwan
Streaming giant Netflix (NASDAQ:NFLX) is set to enter the Asian countries of South Korea, Singapore, Hong Kong and Taiwan in early 2016. This launch will be part of the company’s aggressive international expansion strategy that intends to estab...
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A Look At Netflix’s New Asian Target Markets (Part I) – South Korea
Streaming giant Netflix (NASDAQ:NFLX) is set to enter the Asian countries of South Korea, Singapore, Hong Kong and Taiwan in early 2016. This launch will be part of the company’s aggressive international expansion strategy that intends to estab...
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Why We Believe Netflix Will Continue To Raise Subscription Fees Periodically In Coming Years
Streaming giant Netflix (NASDAQ:NFLX) has decided to raise subscription prices in Europe. This is in-line with our long term view of the company. We believe that Netflix has enough room to raise prices of its subscription packages in both the d...
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REITs to Benefit From Hot Tech Trends
Submitted by Wall St. Daily as part of our contributors program REITs to Benefit From Hot Tech Trends By Tim Maverick, Senior Correspondent Two of the technology sector’s hottest areas of growth are data and cyber security. But that do...
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Why We Believe Netflix Stock Is Worth $103
Netflix (NASDAQ:NFLX) posted strong numbers in its Q2 2015 earnings announced on July 15th, and the stock has jumped 15% since then. The company has reported strong subscriber numbers in the last three quarters after an unexpected miss in Q3 201...
