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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
When investing in platforms, it's important to consider where the value & power lies
Companies: JE/G4MTWTR*0QZI0QYI
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.
Alphawave Semi has reduced guidance for FY23 and prospectively citing lower revenues from China, changes in expected revenue recognition from long-term contracts, and continuing investment in R&D. The share price has reacted negatively, giving up most of the gains since the trading statement at the end of January. Current consensus, which is a good match for pre-existing guidance, should be reduced, most likely following release of the FY23 results and full 1Q24 trading update due on 23 April. H
Companies: Alphawave IP Group PLC
Capital Access Group
This report is intended to help UK small- and mid-cap investors gain a better understanding of software companies’ routes to market, and to highlight how one of the most important facets of the way in which they grow and deliver value is routinely ignored. We examine sales processes for six UK-listed companies and one that has recently been taken over, and consider why they have followed their respective paths.
Companies: Idox plc
Progressive Equity Research
Eleco’s FY23 trading update highlights record recurring revenue growth of +22% to £20.7m, strong profitability that leads us to expect FY23E adjusted EBITDA +3% ahead of our previous forecast, and a confident outlook that leads us to reiterate our FY24-26E EBITDA and EFCF. Across the group, excellent execution of the SaaS transition has driven recurring revenue to 74% of group revenue from 64% in FY22, and ARR is +24% yoy to £22.6m (£19.7m at H1), including c£2m of ARR from the successful acquis
Companies: Eleco Plc
Cavendish
Companies: Cirata Plc
Liberum
On 9 January last year, we set out our ten top stock picks for 2023, for what turned out to be another relatively poor twelve months for UK equities due to two wars, stubbornly high inflation and further tightening of monetary policy. This was even as other major markets, such as the US, largely recovered in the year. In the 2023 calendar year, the AIM All-Share index fell 8.2% and is still 42% off its 2021 high. From the release of our 2023 top picks note, the average total return (assuming div
Companies: PTAL GHH IGP MSLH PINE NXQ EQLS NXR AXL
Zeus Capital
Companies: Synectics PLC
Shore Capital
Maintel has reported a trading update for the year ending December 2023, indicating revenue in of at least £101m and adj EBITDA of “in excess of £9m”, compared with respective forecasts of £98m and £8.6m. Net debt of £18.1m also outperforms our expected year-end net debt of £18.6m. The group is continuing the trend established with the reintroduction of forecasts in April 2023, where growing confidence in delivery led to upgraded forecasts in both August and September, and still achieving outper
Companies: Maintel Holdings Plc
Companies: GHH PHC GETB DEC LORD GELN
ATG’s H1/24 trading statement indicates revenue for the six-month period to 31 March 2024 was $86m, a 6% increase on H1/23 (1% organic growth), helped by the addition of the EstateSales.Net (ESN) marketplace last year, which performed well in the period. Total marketplace revenue increased 2% (organic), driven by growth in value-added services (VAS) and event fees, offsetting a decline in commission revenue (mainly through lower asset prices).
Companies: Auction Technology Group PLC
GE Healthcare has announced the launch of the Voluson Signature 20 and 18 ultrasound systems, with the related press release noting these systems ‘comprehensively integrate artificial intelligence’ to improve the ultrasound procedure for clinicians and the women being scanned. These ultrasound systems include SonoLyst, the AI which incorporates Intelligent Ultrasound’s ScanNav Assist and ScanNav AutoCapture AI software. The launch of additional Voluson systems including the SonoLyst suite of AI
Companies: Intelligent Ultrasound Group Plc
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