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The Great Correction of 2022 saw the share prices of streamers plunge after market leader Netflix reported a slowdown/fall in subscriber growth. Having formerly been seduced by hectic subscriber growth rates, investors quickly refocused, this time on fundamental metrics such as revenue, margins, profits and cashflow. Since then, streamers have continued to take a steadily greater share of viewing while linear TV continues to decline. But growth in streaming subscribers in the US and UK is now a
Companies: AMZN DIS WBD NFLX NFLX ITV STVG PARA AMZN DIS
Hardman & Co
Netflix delivered a mixed set of results for the last quarter. The company surpassed its own expectations with respect to subscriber growth and added 7.66 million net new subscribers in Q4, higher than its own forecast of 4.5 million additions. The company ended 2022 with 230.75 million worldwide, surpassing its previous target of 227.59 million, implying a 4% subscriber growth. The management sees room for growth and quoted that Netflix accounts for only 8% of TV viewership in the United States
Companies: Netflix, Inc. (NFLX:NAS)NETFLIX (NFLX:NYSE)
Baptista Research
Netflix shareholders finally got some good news this quarter as the leading streaming entertainment company in the world finally posted some subscriber growth. Netflix successfully added a further 2.41 million net subscribers and now has 223.09 million paid subscribers globally. The company reported an all-around beat as the top line, as well as the bottom line results for the quarter, were quite impressive. The management forecast indicates that it is expected to add more 4.5 million subscriber
Netflix has had a bad 2022 so far. The company continued with its trajectory of subscriber losses in the most recent quarter and lost another million subscribers. Despite the positive response to the fourth season of Stranger Things, the company could not gain any kind of subscriber growth. However, its revenues actually grew by 9% despite the dollar impact. The company could have actually surpassed Wall Street expectations and achieved a double-digit top-line growth if it wasn’t for the appreci
Companies: Netflix, Inc. (NFLX:NAS)Netflix, Inc. (0QYI:LON)
Netflix had a horrendous start to the year after reporting a loss of nearly 200,000 subscribers and a further expectation of losing close to 2 million subscribers by the coming quarters. While the disruption of service because of the Russian invasion of Ukraine may be considered a partial excuse, the company is struggling as its main high-revenue markets of U.S. and Canada have saturated and the platform is not earning sufficiently from high-growth markets like India where its ARPUs are low. The
Netflix had a mediocre quarter with 8.3 million subscriber additions, around 200k below the market expectations which resulted in a heavy correction in the stock price. The management forecasts 2.5 million paid net adds in Q1 along healthy retention with churn down, increased viewing time, and engagement. User acquisition has been growing a little slower than pre-COVID levels and the company is releasing many new originals with the objective of creating more and more global phenomena like ‘Squid
Netflix and Disney are two of the world's largest players in online audiovisual content creation and streaming services. While Disney operates a highly diversified conglomerate that goes far beyond just streaming, the fact remains that the company's biggest growth driver today is its Disney+ streaming business where it rivals Netflix. While Netflix is the clear market leader in streaming with the largest global subscriber base, it has been growing slower than Disney and its Originals building ca
Companies: NFLX DIS DIS 0QYI
Netflix surged past the target price from our last report as the company reported an exceptionally good result with strong subscriber growth and earnings. The company added as many as 4.38 million subscribers in the quarter, well above the 2.2 million in the corresponding quarter of the previous year on account of the huge success of many of its originals such as Squid Game, Lupin and Money Heist’s latest season. Its 213.56 million paid subscribers across the globe have grown by 9.4% year over y
Netflix reported a mixed result as it managed to surpass its rather modest guidance of 1 million net subscriber additions by adding 1.54 million subscribers. The company’s revenues surpassed Wall Street expectations but there were concerns associated with the company losing nearly 430,0000 subscribers in its core North American market. Competitive pressures and the limited Originals content being rolled out in the first half of the year was responsible for this loss of subscribers. However, the
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Research Tree
Research Tree provides access to ongoing research coverage, media content and regulatory news on Netflix, Inc.. We currently have 0 research reports from 4 professional analysts.
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