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Latest ideas and analyses related to Netflix Inc. Common Stock

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NFLX

+36 pts



$NFLX Trending, 6/30/22: Ads & Account Sharing in Focus; We Recently Reduced Sub Estimates on Weak Trends & Macro Price

By junkfoodlover on June 30, 2022, 1:36 p.m.
Tagged topics: analyst checks

Views: 25, Votes: 3, Responses: 0, Attachments: 1
NFLX , DIS , AMZN , AAPL , GOOGL

+41 pts



The Future of Streaming

By mooreideas on June 24, 2022, 11:01 a.m.
Tagged topics: deep dive

Views: 33, Votes: 4, Responses: 0, Attachments: 1
GDRX , NFLX , RBLX , EBAY , FTDR , AMZN , UBER , FB , GOOGL , IAC , ANGI , MTCH , BMBL , ABNB , UBI

+45 pts



Revisiting Our Industry Framework For A Volatile Environment; NFLX, RBLX, EBAY & FTDR to Sell

By ethonomics on June 10, 2022, 4:06 p.m.
Tagged topics: deep dive , analyst downgrade

Views: 47, Votes: 4, Responses: 1, Attachments: 1
NFLX

+37 pts



$NFLX: The Next Shoe to Drop

By labjordan on June 10, 2022, 1:25 p.m.
Tagged topics: analyst checks

Views: 27, Votes: 3, Responses: 0, Attachments: 1
NFLX , ROKU

+33 pts



Netflix Rumored To Buy Roku: An Analysis

By beat_the_street on June 9, 2022, 8:56 p.m.
Tagged topics: acquisition

Views: 24, Votes: 3, Responses: 0, Attachments: 0
NFLX , ROKU

+40 pts



Why $NFLX acquiring $ROKU appears highly unlikely

By realjoe on June 8, 2022, 1:23 p.m.
Tagged topics: market chatters , mergers and acquisitions

Views: 118, Votes: 6, Responses: 0, Attachments: 1
TTD , IAS , AMZN , WMT , NFLX

+37 pts



Programmatic I/O: Favorable Tailwinds for TTD and IAS

By josiebe on May 31, 2022, 11:02 a.m.
Tagged topics: conference takeaways

Views: 17, Votes: 5, Responses: 0, Attachments: 1
NFLX

+36 pts



$NFLX - 3 biggest investor concerns that need to be addressed for stock to work

By realjoe on May 13, 2022, 10:31 a.m.
Tagged topics: investor sentiments

Views: 102, Votes: 3, Responses: 0, Attachments: 1
WBD , DIS , NFLX

+44 pts



$DIS $WDB - why legacy base revenues may remain at least flat in coming years despite cord cutting

By mooreideas on April 27, 2022, 10:13 a.m.
Tagged topics: analyst checks

Views: 166, Votes: 6, Responses: 1, Attachments: 1
MGNI , NFLX

+35 pts



$MGNI's Upside from $NFLX's New Ad Tier

By junkfoodlover on April 25, 2022, 2:44 p.m.
Tagged topics: streaming , digital advertising

Views: 18, Votes: 2, Responses: 0, Attachments: 1
NFLX

+37 pts



$NFLX Sea Change Quarter For Netflix

By Btam on April 22, 2022, 3:30 a.m.
Tagged topics: earnings results

Views: 30, Votes: 3, Responses: 0, Attachments: 1
NFLX

+34 pts



$NFLX No Silver Linings In Netflix's 1Q

By Btam on April 22, 2022, 3:29 a.m.
Tagged topics: earnings results

Views: 23, Votes: 2, Responses: 0, Attachments: 1
NFLX

+36 pts



$NFLX Netflix Is In Transition

By Btam on April 22, 2022, 3:28 a.m.
Tagged topics: earnings results

Views: 26, Votes: 2, Responses: 0, Attachments: 1
NFLX

+37 pts



$NFLX - Debates Will Linger About Long Term Growth and Margins

By ethonomics on April 21, 2022, 5:19 p.m.
Tagged topics: earnings results

Views: 29, Votes: 2, Responses: 0, Attachments: 1
TTD , NFLX

+39 pts



$TTD - Ads on Netflix - Potential Big Positive for TTD

By puckerman17 on April 21, 2022, 1:01 p.m.
Tagged topics: digital advertising

Views: 171, Votes: 4, Responses: 0, Attachments: 1
NFLX

+39 pts



$NFLX The hangover

By realmomobags on April 20, 2022, 1:38 p.m.
Tagged topics: streaming

Views: 30, Votes: 4, Responses: 0, Attachments: 1
NFLX

+40 pts



$NFLX now on flatter demand curve in most Western markets, initiatives on password sharing & ad-based tier could take 18-24 months

By junkfoodlover on April 20, 2022, 11:20 a.m.
Tagged topics: dead money for now , earnings results

Views: 135, Votes: 3, Responses: 0, Attachments: 3
NFLX

+38 pts



$NFLX - tough setup into Q1 without new catalysts in sight

By underdog on April 18, 2022, 2:46 p.m.
Tagged topics: earnings preview

Views: 135, Votes: 2, Responses: 0, Attachments: 2
NFLX

+38 pts



$NFLX - analysts expect ongoing challenges near-term, but also see opportunity for ad-supported tier

By realjoe on April 13, 2022, 11:43 a.m.
Tagged topics: earnings preview

Views: 119, Votes: 3, Responses: 0, Attachments: 1
DIS , NFLX , AMZN , AAPL

+35 pts



Takeaways from Recent Meetings with Media Executives

By rIsILAwr on April 11, 2022, 8:53 a.m.
Tagged topics: analyst checks

Views: 29, Votes: 2, Responses: 0, Attachments: 1