Latest Articles
-
Does Netflix Need Innovative Tools To Increase Viewership?
Netflix (NASDAQ:NFLX) has had a spectacular Q4 2016 with its international subscriber base increasing rapidly and margins from this segment showing strong signs of improvement. In the domestic segment, despite competition from several existing a...
-
Netflix Q4 Earnings: Subscriber Growth Continues Unabated, Margins Improve
Netflix (NASDAQ:NFLX) stock hit an all-time high one day before the earnings. The rally continued following the earnings announcement on January 18th, when the stock price rose by over 10%. The international subscriber base increased at a rapid ...
-
Netflix Q4 Preview: Strong International Growth Likely Continued Even As Domestic Business Matures
Netflix (NASDAQ:NFLX) is set to release its fourth-quarter and full year results on January 18th. While its domestic business has been stable over the past few quarters, the competition in the industry from companies with deep pockets is intens...
-
Here’s Why Netflix Released An App For Its DVD and Blu-Ray Rental Customers
Netflix (NASDAQ:NFLX) still seems to be focused on a business which accounts for less than 5% of its valuation (according to our estimates). The company recently launched an app for its DVD rental customers who are likely to decline from around ...
-
Can Original Programming Be Netflix’s Key Competitive Edge In 2017?
Competition in the streaming media industry is intensifying with Amazon’s global expansion in the space. Netflix (NASDAQ:NFLX) remains a dominant player with more than 40% of broadband households in the U.S. being Netflix subscribers. However, ...
-
Reviewing Netflix Business In 2016
Netflix (NASDAQ:NFLX) is facing stiff competition from local content providers such as Iflix in certain regions and global content providers like Amazon (Prime Videos) across the world. Despite the competition, Netflix’s performance in internati...
-
How Much Profit Is Netflix Generating From Its Domestic Subscribers?
Back in 2013, Netflix ‘s domestic streaming business generated $685 million in contribution profits, which are the profits after accounting for the cost of services and marketing expenses. For the next two years, the figure increased at an...
-
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 (...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...