Netflix Inc


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27 articles for Netflix Inc

Netflix Inc: US : Netflix, Inc. - NFLX | Strong Content Lineup Drives Robust 4Q Adds; Paid Sharing on Deck in 1H23

CGS-CIMB Mauricio
Mauricio Munoz @ CGS-CIMB 20 January 2023

Netflix Inc: Turning corner on negative growth

1H22 revenue/PATMI at 48/55% of our FY22e forecasts. We maintain a BUY recommendation with a lowered DCF target price of US$399.00 (prev. US$427. 2Q22 results in line with our expectations.
PhillipCapital Jonathan
Jonathan Woo @ PhillipCapital 21 July 2022

Lessons from Netflix’s lost subscribers

Netflix lost 200k subscribers, its first decline since 2011. Sanctions, price hikes and behavioural changes are to blame. The results suggest significant economic forces are at work. Our surveys help unpick some potential winners and losers. Transpor...
Tellimer Research
Rohit Kumar @ Tellimer Research 20 April 2022
Lessons from Netflix’s lost subscribers
Lessons from Netflix’s lost subscribers

FAANGM Monthly: Dec 21 – Apple and Meta shine during the month

We are OVERWEIGHT on FAANGM as secular tailwinds are intact. Meta saw strong holiday demand for its Oculus products, with much talk focusing around its potential metaverse. - Instagram’s 26% CAGR growth in MAU is more than triple Facebook’s (8%) MAU,...
PhillipCapital Timothy
Timothy Ang @ PhillipCapital 10 January 2022

Netflix Inc: Membership growth boosted by hit series

+ Paid membership additions above company estimates for 3Q21. 4.4mn paid net membership additions a 99% YoY increase compared to 3Q20, almost 1mn more than the company’s projection of 3.5mn, most of the net additions came from EMEA and APAC region. +...
PhillipCapital Jonathan
Jonathan Woo @ PhillipCapital 25 October 2021

Netflix Inc: Scaling to higher margins and cash flow

We Initiate coverage of Netflix with an ACCUMULATE rating and target price of US$724.00 based on DCF valuation, with a WACC of 9.0% and terminal growth of 3%. Offering its services to 209mn customers in more than 190 countries. We expect PATMI to gro...
PhillipCapital Jonathan
Jonathan Woo @ PhillipCapital 15 October 2021


Media & Entertainment
Netflix Inc. is an Internet subscription service for watching television shows and movies. Subscribers can instantly watch unlimited television shows and movies streamed over the Internet to their televisions, computers, and mobile devices and in the United States, subscribers can receive standard definition DVDs and Blu-ray Discs delivered to their homes.

Associated topics

United States of America Communication Services Americas Netflix Inc Media & Entertainment USA Equity Netflix Andrew Marok Europe Aaron Kessler Jonathan Schroer Europe/CIS Fixed Income