If you are like me, you're an adrenaline junky. Sometimes we get our thrills through skydiving, perhaps taking a boat through the rapids, walking on hot coals, or base jumping. After all, thrill seeking is all about taking on an inordinate amount of risk and going home to brag to your friends and family about your “accomplishments.”
The stock market is similar in that we grab a beer and more »
Netflix (NASDAQ: NFLX) released its earnings this week and the stock soared more than 30% throughout the day. Will their success continue, or will competitors stomp them out? Competitors have done well in recent times as well, but lets take a look at who seems to be in the best position.
Before we look at the highlights of Netflix's earnings, let's look at how their competition stacks up more »
Netflix (NASDAQ: NFLX) has been on quite a roller-coaster ride over the past few years. CEO Reed Hastings was repurchasing stock hand over fist from 2009 through 2011. Just when Netflix’s stock price started to falter, the company issued more shares. This essentially erased any benefit that its share repurchase gave to earnings. Now, Netflix looks like it has found some more rocket fuel, as shares are up nearly more »
Jim Chanos, founder of Kynikos Associates, is known for being a short seller. Most famously, Chanos shorted Enron before its collapse, and has made a number of profitable trades in recent years, betting against PC names, alternative energy, and Chinese construction companies.
Netflix’s (NASDAQ: NFLX) recent quarter was more or less hailed as a resounding success as the company was able to grow its total subscriber base to 36 million. Not to mention that the international division was able to break-even for the first time. Shareholders of Netflix were cheerful of the earnings, with the stock rallying 24%
Netflix’s recent quarterly earnings report has launched the company into more »
Shares of Netflix (NASDAQ: NFLX) were up nearly 25% on April 23 after the growing company reported better than expected earnings. This is not the first time Netflix shares have surged after positive results. Shares gained over 42% on Jan. 24 after the company reported a surprise profit. What did these two gains have in common other than a basis in tangible news? Short sellers of the stock got burned more »
"They're [Netflix] borrowing from the last two quarters because people are accelerating their joining. I think these guys are set up for a huge problem in September." Michael Pachter
Netflix's bet on original programming seems to be paying off. During the more »
Netflix’s (NASDAQ: NFLX) House of Cards strategy appears to be working so far. The company added 2 million U.S. subscribers last quarter and saw an earnings surprise of an adjusted $0.31 per share, handily beating analysts’ consensus $0.18 expectation. Netflix generated $1 billion in revenue … you already know these numbers.
As an investor, however, you must look at what the company will do in the coming more »
In 2012, billions of downloads of movies, music, games, movies, podcasts were distributed to over 50 million people in 240 countries.
FAB Universal (NYSE: FU) is a leader in digital media entertainment sales and distribution. The company delivers media through self serve kiosks, retail stores, and online through subscription sales similar to the Netflix (NASDAQ: NFLX) model. The company also owns and operates Libsyn, an online podcasting more »
The Redbox, a DVD rental kiosk business operated by Coinstar (NASDAQ: CSTR), has seen terrific growth over the past few years. With over 43,000 kiosks 68% of Americans live within 5 minutes of a Redbox. Coinstar's other business, its namesake kiosks which convert spare change into cash, has an 80% share of the US automated retail coin market. The company has grown revenue at an annualized rate of more »
The stock of Time Warner (NYSE: TWX) is near 52-week highs, and the company has been buying back large amounts of stock. The company decided to spin-off its publishing unit, and also increased its cash payout to shareholders. However, before buying into the Time Warner story, the darker side of the investment should be carefully evaluated.
1. Small-scale cord-cutting
Cord-cutting at least on a small scale is taking place. As more »
Although the prospective sale of the Hulu video service is entertaining, the company hasn't been able to unseat Netflix (NASDAQ: NFLX). There's a good reason for that and both Netflix and Amazon (NASDAQ: AMZN) understand it—do you?
That latest gossip
Reuters recently broke the news that “Former News Corp president Peter Chernin has bid around $500 million for Hulu, the online video streaming service he helped create more »
Perhaps the most unique thing about Netflix (NASDAQ: NFLX), at least as a business, has been the company’s ability to shift from one paradigm to the next. As evidenced by its most recent earnings release, Netflix is in the midst of yet another transition -- and it could be the most revolutionary one yet.
Netflix’s evolving business
When Netflix was founded in the late 1990s, the company was built more »
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Actual EPS Estimated EPS Revenue Q1 2012 ($0.08) - $870 m Q1 2013 $0.31 $0.19 $1.02 b Q2 2013 - $0.30 -
Netflix, Inc. (NASDAQ: NFLX) recently reported that their earnings for the first quarter of 2013 beat analyst expectations. This report was met with much fanfare. This fanfare was well deserved because this means that Netflix also outperformed their first more »
The obvious problem is that of content. While it would be nice if all content was available on all platforms, that's not a practical solution. If exclusive deals are out there, Disney is the one I'd like to have if I were Netflix. In addition to the cartoon classics, Netflix also gets more »
Following the results, as shown by the chart below, shares of Netflix surged higher.
- 2 million new U.S. streaming customers
- Adjusted earnings of 31 cents per share compared to forecast of 19 cents per share
- 1 million new streaming customers in markets outside the U.S. including Canada, Europe, and Latin America
- $1 billion revenue
“You Ought to be in Pictures” was a popular song in the 1930’s and 40’s about the excitement and glamour of being on the performing side of the film business. Oddly, there doesn’t seem to be a complementary romantic song about investing in the film business, probably because angel investors have from time to time lost pots of money backing films that flopped. Fortunately, more risk averse more »
As earning season is in full force many analysts and investors are taking a second look at many companies. Quarterly results and future guidance released by management is often more than enough to warrant an upgrade or downgrade. Here are some notable companies with changes in ratings and why it is important for your portfolio.
Netflix (NASDAQ: NFLX)
So far Netflix is the clear winner in the more »
Apple Inc. (NASDAQ: AAPL) had been poised to break $400 all day Monday after free-falling the prior week. While it finally did break $400, the price dropped under again as it struggled to maintain upward momentum. While it may make some moves in the short-term if its quarterly earnings are not as disappointing as expected, I do not see strong growth for Apple farther out. For both new products and more »
Growing a company rapidly is tough. It takes bold moves, strategic investments, and good execution. For investors, spotting the right company to bet on can be tricky. You get flooded with information and recommendations from all directions. You look for companies with the next big idea or product. What seems like a good idea one day could be obsolete the next...or it can continue to become one of the more »