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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
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.
Jonathan Woo @ PhillipCapital 21 July 2022
Flash Report /
United States of America
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...
Rohit Kumar @ Tellimer Research 20 April 2022
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,...
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. +...
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...
Jonathan Woo @ PhillipCapital 15 October 2021
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USA
Americas
Media & Entertainment
About
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.
