Latest ideas and analyses related to subscriber growth

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NFLX

+37 pts



$NFLX - Goldman data indicate improving subscriber trends, but also warns of heightened expectations driven by #SquidGame

By mooreideas on Oct. 14, 2021, 9:55 a.m.
Tagged topics: streaming , subscriber growth , earnings preview , Goldman Sachs , Squid Game

Views: 439, Votes: 2, Responses: 0, Attachments: 2
NFLX

+36 pts



$NFLX - Stifel sees catalysts ahead, raises target to $650

By junkfoodlover on Sept. 22, 2021, 12:33 p.m.
Tagged topics: positive catalyst , streaming , subscriber growth , analyst raises target , Stifel

Views: 356, Votes: 3, Responses: 0, Attachments: 2
NFLX , VIAC

+10 pts



thanks for the post #streaming wars* #buying opportunity* #SVOD increasing* an upcoming competitor. potentially undervalued now. streaming assets seem to be valued little....

By jojohnfoley98hnfoley98 on June 21, 2021, 11:11 p.m.
Tagged topics: buying opportunity , streaming , share buyback , subscriber growth , analyst top pick , tough comps , BMO , media , long-short , password sharing , SVOD increasing , streaming wars

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

+5 pts



I'm not convinced NFLX can reach 500 mil subs tbh. There's plenty of free to air television available in Europe, and developing countries have plenty...

By Noto on June 4, 2021, 3:43 p.m.
Tagged topics: streaming , share buyback , subscriber growth , SVOD , analyst top pick , tough comps , BMO , media , long-short , password sharing

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

+12 pts



NFLX if they get 500m subs at ~20 a month thats 10b in rev a month and 120b a year. P/S of 10x gives it...

By yrc7777 on June 4, 2021, 12:52 p.m.
Tagged topics: streaming , share buyback , subscriber growth , SVOD , analyst top pick , tough comps , BMO , media , long-short , password sharing

Views: 7, Votes: 1, Responses: 1, Attachments: 0
NFLX

+2 pts



Thanks #deepdive...

By kmainaeric on May 21, 2021, 10:24 a.m.
Tagged topics: buybacks , streaming , subscriber growth , deep dive , Jefferies

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

+2 pts



Thanks! This is really insightful #buythedip...

By kmainaeric on May 21, 2021, 10:21 a.m.
Tagged topics: buybacks , streaming , subscriber growth , deep dive , Jefferies

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

+4 pts



Thanks!...

By uniqueerique on May 21, 2021, 10:18 a.m.
Tagged topics: buybacks , streaming , subscriber growth , deep dive , Jefferies

Views: 5, Votes: 2, Responses: 1, Attachments: 0
NFLX

+44 pts



$NFLX - Jefferies says Netflix has separated itself as the 'premier must-have' streaming services, cash flow will support $12bn of buybacks over next 5 years (deep dive)

By mooreideas on May 20, 2021, 4:06 p.m.
Tagged topics: buybacks , streaming , subscriber growth , deep dive , Jefferies

Views: 246, Votes: 3, Responses: 3, Attachments: 23
DIS

+32 pts



$DIS - Deutsche believes Disney+ subscriber growth set to stabilize and accelerate in 2H

By puckerman17 on May 18, 2021, 11:23 a.m.
Tagged topics: Disney+ , streaming , subscriber growth , improving outlook , Deutsche Bank , analyst lowers target

Views: 151, Votes: 1, Responses: 0, Attachments: 13
NFLX

+33 pts



$NFLX - Morgan Stanley sees continued strength post-pandemic with long runway for subscriber growth, pricing power, and cash flow inflection

By mooreideas on April 14, 2021, 1:47 p.m.
Tagged topics: buying opportunity , FCF growth , streaming , pricing power , subscriber growth , post-COVID , Morgan Stanley , reopening fears

Views: 203, Votes: 3, Responses: 0, Attachments: 23
NFLX

+33 pts



$NFLX - JP Morgan expects light Q1 user data on tough comps next Tue, but remains bullish long term

By labjordan on April 13, 2021, 12:10 p.m.
Tagged topics: price increase , streaming , subscriber growth , earnings preview , tough comps , JP Morgan , reopening fears

Views: 164, Votes: 3, Responses: 0, Attachments: 16
GOOGL , MSFT

+1 pts



Really good post!...

By fixesar on April 7, 2021, 12:18 p.m.
Tagged topics: margin improvement , Azure , Google cloud , subscriber growth , mergers and acquisitions , Morgan Stanley , Netflix of Gaming , Discord , Game Pass

Views: 1, Votes: 1, Responses: 0, Attachments: 0
GOOGL , MSFT

+1 pts



Really good post!...

By fixesar on April 7, 2021, 12:18 p.m.
Tagged topics: margin improvement , Azure , Google cloud , subscriber growth , mergers and acquisitions , Morgan Stanley , Netflix of Gaming , Discord , Game Pass

Views: 1, Votes: 1, Responses: 0, Attachments: 0
GOOGL , MSFT

+5 pts



nice

By johnoneoff on April 1, 2021, 3:57 p.m.
Tagged topics: margin improvement , Azure , Google cloud , subscriber growth , mergers and acquisitions , Morgan Stanley , Netflix of Gaming , Discord , Game Pass

Views: 1, Votes: 1, Responses: 0, Attachments: 0
GOOGL , MSFT

+5 pts



Nice

By beat_the_street on April 1, 2021, 3:33 p.m.
Tagged topics: margin improvement , Azure , Google cloud , subscriber growth , mergers and acquisitions , Morgan Stanley , Netflix of Gaming , Discord , Game Pass

Views: 1, Votes: 1, Responses: 0, Attachments: 0
MSFT , GOOGL

+20 pts



$MSFT - Morgan Stanley says Discord would be a big step in Microsoft's plan to build 'the Netflix of Gaming', also sees migration of Discord from GCP to Azure as a huge win

By phenphen on April 1, 2021, 3:23 p.m.
Tagged topics: margin improvement , Azure , Google cloud , subscriber growth , mergers and acquisitions , Morgan Stanley , Netflix of Gaming , Discord , Game Pass

Views: 301, Votes: 5, Responses: 4, Attachments: 10
NFLX , VIAC

+36 pts



Good stuff

By hrhlordhector on March 15, 2021, 2:50 p.m.
Tagged topics: streaming , share buyback , subscriber growth , analyst top pick , tough comps , BMO , media , long-short , password sharing

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

+48 pts



nice

By drmikeinvest on March 15, 2021, 1:41 p.m.
Tagged topics: streaming , share buyback , subscriber growth , analyst top pick , tough comps , BMO , media , long-short , password sharing

Views: 10, Votes: 2, Responses: 1, Attachments: 0
NFLX , VIAC

+79 pts



$NFLX, $VIAC - BMO recommends selling ViacomCBS to buy more Netflix (still their top pick for 2021) ahead of buyback resumption, password sharing clampdown

By puckerman17 on March 15, 2021, 1:13 p.m.
Tagged topics: streaming , share buyback , subscriber growth , analyst top pick , tough comps , BMO , media , long-short , password sharing

Views: 221, Votes: 5, Responses: 5, Attachments: 3