Streaming Media

搜索文档
Netflix's Tariff Teflon: Is The New Run-Up A Sign To Get In Or Get Out?
Seeking Alpha· 2025-04-28 13:05
I checked in on Netflix (NASDAQ: NFLX ) again after its most recent earnings report. This has been one of my “blinker” picks, as I call them - I buy low but sell out early, and every time I blink it’s gone up again. Two adages comeMax Greve is a graduate of Northwestern University with a quadruple major in History, Economics, Political Science, and International Studies. Max is a full-time writer and in addition to stock market trends also writes articles on government, current events, macroeconomic trends, ...
China Untapped, Netflix Offers Risk Capital Upside While Maintaining A High Floor
Seeking Alpha· 2025-04-26 13:22
文章核心观点 - 观察大趋势能洞察人类社会发展并带来投资见解 投资时需关注基本面等细节 个人兴趣关注大趋势和技术发展 但认为基本面和技术面对发现机会至关重要 [1] 行业与公司研究相关 - 分析师认为奈飞(NYSE: NFLX)价值应更接近迪士尼等电影公司而非知名老牌公司 [1] - 分析师近年专注中型公司和初创企业的营销与商业策略 曾评估初创企业和新兴行业/技术 [1]
Is Netflix the Perfect Recession Stock?
The Motley Fool· 2025-04-26 09:25
Netflix (NFLX 0.40%) has changed the media landscape, not once but twice. First it altered the way consumers rented DVDs and then it basically helped to create the streaming business. Both times it used a subscription model. And that model is what makes this company so resilient during economic downturns. It could be the perfect recession stock, but does that make it worth buying today?What does Netflix do?Netflix basically provides the software platform through which consumers can stream media. It charges ...
Up Nearly 90% in a Year: Is Netflix Stock Still Worth Buying?
The Motley Fool· 2025-04-25 07:02
The streaming media leader has a bright future.It's been a rough year for many stocks as the Trump administration's unpredictable tariffs, the escalating trade war, sticky inflation, and other headwinds rattled the markets. However, one stock that bucked that downturn was Netflix (NFLX 4.48%), which rallied nearly 90% over the past 12 months as it dazzled the bulls with its robust growth rates. Let's see why Netflix kept expanding in this challenging environment -- and whether its stock is still worth buyin ...
Netflix aims to be a trillion-dollar company, says co-CEO
TechCrunch· 2025-04-23 19:09
In Brief At Semafor’s 2025 Word Economy Summit on Wednesday, Netflix co-CEO Ted Sarandos said he believes Netflix’s long-term goal to achieve a $1 trillion market capitalization is possible if the streaming giant continues to perform well. Sarandos said, “In the previous five years, we’ve doubled our revenue, we grew profits 10 times, and we grew our market cap three times. So there is a path to it, obviously, but it’s all incredibly dependent on executing well.” He seems to confirm a report from The Wall ...
Netflix Shares Up 1.6% After Key Signal, Even As S&P 500 Drops 2.4%
Benzinga· 2025-04-22 12:05
Today, at 10:13 AM on April 21st, a significant trading signal occurred for Netflix, Inc. (NFLX) as it demonstrated a Power Inflow at a price of $987.69. This indicator is crucial for traders who want to know directionally where institutions and so-called "smart money" moves in the market. They see the value of utilizing order flow analytics to guide their trading decisions. The Power Inflow points to a possible uptrend in Netflix's stock, marking a potential entry point for traders looking to capitalize on ...
“奶头乐”逻辑,又利好Netflix了
阿尔法工场研究院· 2025-04-21 08:16
Netflix第一季度财报电话会议核心观点 - 联席CEO格雷格·彼得斯未提及经济恶化的担忧 传递出公司对宏观经济动荡的应对信心 [1][3] - 公司股价年内上涨9% 盘后交易再涨3% 表现超越市场及"七巨头"公司 [3] - Netflix被市场视为"抗衰退"股票 因其业务模式在经济不确定性中具有韧性 [3][6] Netflix业务表现与抗衰退逻辑 - 消费者在经济不确定性下可能减少外出 转而消费Netflix等低成本娱乐服务 [6] - 联席CEO提到历史数据支持公司在经济挑战时期仍能保持积极增长 [6] - Netflix订阅费用低于单次电影票价格 性价比优势在经济谨慎时期更突出 [6] 广告业务前景 - Netflix广告业务规模较小 受经济衰退导致的广告支出下降影响有限 [6] - 分析师预计公司广告收入2024年达20亿美元 2027年接近60亿美元 2030年约100亿美元 [6] - 广告曝光度有限且抗经济冲击能力优于同行 分析师对公司前景保持信心 [6]
Netflix: The Stock Priced For Perfection In FY 2025
Seeking Alpha· 2025-04-20 10:30
I acknowledge that the Netflix ( NFLX:CA ) ( NFLX ) stock has remained resilient, supported by an optimistic growth outlook despite escalating global trade tensions under Trump's administration. When comparing with the Magnificent 7, NFLX has achieved the highest YTDI'm specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I graduated from UCLA with a degree of Business Economics and UMich Ross School of Business with a Master of Accounting. I'm a senior ana ...
Netflix is revamping search with AI to improve discovery
TechCrunch· 2025-04-18 12:27
Netflix is building a new search experience aimed at improving the discovery experience, and it’s going to use AI to do it, the company’s CEO Greg Peters said during its first-quarter results conference call.Peters said Netflix is working on “interactive search that’s based on generative technologies” to help people find different titles. Answering an analyst’s question, Peters said the company’s most popular titles that dominate popular conversation draw 1% of traffic, and because of this trend, improving ...