Tag Archives: Netflix

by | June 23, 2015 · 11:59 pm

7 for 1 stock split in Netflix

Netflix shares are up 3,24% AHT right now. The company announced earlier today the plan designed to make Netflix shares more affordable to average investors. If everything goes like planned and the share prices holds on Wednesday, the shares of Netflix will hit a new all-time high.

Netflix said earlier this year (april) that it had plans to split the stock and that is what will happen on Wednesday. The stock can go up to $700, but the split will of course change the price but not the valuation of the company.

The valuation is $41 billion and that is making it the best performer in the Nasdaq 100 so far in 2015. Wow! That is pretty impressive. The stock is up 100% since January 2015! All time high for Netflix is $692,79 on June 10.

 

 

netflix-logo

 

A year ago, Netflix had about 48 million subscribers, but new shows like «House of cards» gave the company more subscribers, and now they account for about 62 million subscribers world-wide. The U.S growth is strongly helped by new shows like «Bloodline» and «Unbreakable Kimmy Schmidt».

The company`s share price has a history of many roller coaster rides. In the last 52 weeks range, the stock has gone from $315,54 to $692,79. Revenue in Q1 came in at $1,57 billion with a growth rate of 24%.

Share price on thursday is $681,19. EPS: 3,84, while Price earnings is 177,25.

CEO Reed Hastings is doing a good job.

 

Click the link below and check out the Fan Fund

https://www.eventbrite.com/e/fan-fund-tickets-15580655159

 

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication. UA-63539824-1.

 

 

 

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by | October 16, 2014 · 2:22 pm

Netflix revenue up +27%

Netflix will plunge today. Down about 25%. Investors are disappointed because of their subscriber growth. That said, Netflix have always been a volatile stock.

netflix-logo

They reported Q3 EPS of $0,96 and they beat consensus by $0,03. Revenue was up +27% y/y to $1,41 billion, and hit investors estimate. They have a total paid member base of 50,65 million, and that is up +33% y/y. Free cash is down to -$74 million on higher investments.

They failed in Q3 with 3,02 million subscribers and that`s below its estimated 3,69 million. Netflix reported profits of $59,3 million, and that`s better than last years Q3 at $48,4 million.

Investors do not think that Netflix will reach their membership growth goals because they have raised prices for their new members, but earlier this year Netflix said they added 1,7 million members and that`s better than expected.

Netflix says it will add 4 million new members in fourth quarter as they have launched their service in Europe led by Germany and France. They will start streaming of all 10 seasons of Friends, and belive HBO is their biggest competitor, but they have different programs and shows.

A drop like this is a great opportunity.

 

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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by | January 23, 2014 · 9:44 am

Netflix up 17,96%

Netflix (NFLX) surged 17,96% in after-hours trading yesterday after reporting better than expected results in their Q4 report. They have a strong gain in new subscribers in the U.S, and we are talking about video-streaming subscribers. They added 2,33 million new U.S video-streaming members and have total of 33,4 million subscribers. With the International subscribers, they now have more than 44 million members.

Netflix say they will continue to grow in Q1 this year, and the forecast is 2,25 million new members in the U.S and 1,6 million new users in overseas markets. They say that they expect to report earnings of 78 cents a share in Q1.

The company reported earnings of $48 million, or 79 cents a share, on $1,18 billion in revenue in Q4, 2013. In Q4, 2012, they reported profit of $8 million, or 13 cents a share, on sales of $945 million. A sales growth of 23,30%. That is a great lift.

Netflix is trading at $333,73, and that is 80 times the 2014 EPS estimate. The stock is overvalued, and fair value is estimated to be $180. Netflix will grow, but they have big competition. Don`t forget the history in this stock. This stock very volatile. So far this year, the stock is down -9,4%.

Just for fun; let`s take a look at their ROA compared with some of their competitors. Have a look at the chart below:

Company Market Cap ROA
Target 37,3 Bill 5
Dish Network`s 25,9 Bill 4
Netflix 19,8 Bill 1,7
Verizone 135,4 Bill 0,9
Amazone 185,2 Bill 0,5
Blockbuster 1,5 Mill -20

It has been a great week so far, with no «noice» from the Fed. No major reports this week, except today. Probably not so good for day traders who trade on these news, but great for the investors, so they can focusing on the stock market, company`s earnings and all the Q4 reports coming out at the moment.

Reports today: Unemployment Claims at 8:30am, Flash Manufacturing PMI at 9:00am, Existing Home Sales at 10:00am, Crude Oil Inventories 11:00am.

Reed Hastings

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication

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by | November 18, 2013 · 2:02 pm

Streaming is the future!

 

Internet changed the world, but we have only seen the beginning. You all know what happend to the print media. Internet relegated the print media to insignificance! Not only have the subscriptions gone, but the ad revenue has dropped dramatically too.

We are now seeing the same with the television. More than 5 million have already “cut the cord”. People ditched ordinary television in favor of online content from the likes of Hulu, Aereo, Netflix, YouTube, Amazon Prime, iTunes video and Goolgle Play. This trend will continue and is accelerating too.

Netflix is growing month after month and the ordinary cable TV subscriptions declines every day. A dramatic change. For every one American who ditched cable TV, we saw two signed up for Netflix. Now, you know what to buy and what to short?

Some investors are talking about a bubble in the technology industry. Is that right? Well, Nasdaq is nearing 4.000, and that is a level we have not seen since September 2000. Just months after the tech market collapsed. All this only a few months after the U.S Government shut down for 16 days early in October this year. This bull market is very odd!

Investors are bearish on gold and this precious metal is now trading at $1284,00. Once again below the support level at $1300. It is heading for the first annual loss since 2000. People do not belive in it anymore.

Gold slumped 23% this year and this is the biggest annual loss since 1981. Gold drops because the inflation everyone is waiting for fails to accelerate and the S&P 500 reaches all-time highs. I think people are bearish before Yellen`statement. She is ready to back stimulus until she sees a great growth in the economy.

News today: TIC Long-Term Purchases at 9:00am, NAHB Housing Market Index at 10:00am (all times: eastern time). Fed chairman Ben Bernanke will speak tomorrow!

Apple-TV-logo-on-iPad

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

 

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by | October 25, 2013 · 2:06 pm

Earnings

Japan`s Nikkei tumbled -2,75% today. Nikkei suffered the biggest one day loss since august, hit by yen`s strength against the dollar. Investors tend to fear that tight credit conditions in China will put the brakes on the world`s second largest economy. The rest of the Asian markets are also a little bit down. The european market is also a little bit down. Seems like the strong Euro hurts the earnings. Gold is up 1,2% to $1.346,60.

You have probably seen the father and son drama over Netflix stake? Billionaire investor Carl Icahn mean he did the right thing when he sold his Netflix stake, possibly worth hundreds of millions of dollars. But his son Brett, disagree. Icahn acquired Netflix shares for an average price of $58. Netflix shares are now trading at $331,22.

Carl Icahn cut his 9,4% stake by more than half to 4,5%. As I was writing about yesterday about risk/reward and how to buy stocks earlier, Icahn have, for all I know already decided when to go out and sell.

It will be interesting to see who of them, father or son, who was right. Anyway, It`s never wrong to take some profit. If the stock plummet, Carl Icahn can buy more. If the stock continue to go up, he still have 50% of the stocks in Netflix in his portfolio.

Earning came in yesterday. Here is some of them:

Microsoft (MSFT) beats estimates and shares rise +5,8% AH. EPS of $0,62 beats by $0,08. Revenue of $18,53B (+16% Y/Y) beats by $740M.

Zynga (ZNGA) beats Q3 estimates and shares soar. Up +11,3% AH. Q3 EPS of -$0,02 beats by $0,02. Bookings of $152,1M (-40% Y/Y) beats by $8,4M.

Samsung investing in Corning (GLW) +20,7% AH. Full Q3 results arrive on Oct. 30. GLW is taking full control of the Samsung Corning LCD glass JV. 43%-owned by Samsung Display. The Company says it expects to report Q3 revenue of $2,1B (+10% Y/Y) and EPS of $0,33.

money2

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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