Netflix

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#11
We have content giants - Disney and Netflix (yes, i think they can be considered as content giants based on their CAPEX) and tech giants who are bundling their streaming services into their core products (The Apple ecosystem and AmazonPrime). This Battle Royale looks like it is going to be bruising for participants but definitely, these translates to exciting times for consumers.
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#12
From yahoo finance, Netflix mkt cap 140B, P/E 102 !

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Netflix works with brands to pay off $16.3b debt
Published Dec 18, 2019, 5:00 am SGT

NEW YORK • Netflix subscribers like being able to glide through entire seasons of Stranger Things and The Crown without sitting through commercials.

While it is the dominant streaming platform, with 158 million global subscribers, Netflix also has a US$12-billion (S$16.3-billion) pile of debt.

And it is facing competition from deep-pocketed streaming newcomers such as Walt Disney and Apple.....

https://www.straitstimes.com/lifestyle/e...-163b-debt
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#13
Netflix has the undisputed mindshare for new subscribers and those giving up cable. But the SVOD wars are just in their infancy.

The problem for Paramount+ (and every other streamer)? Everyone already has Netflix.

Meanwhile, Netflix customers were less likely than other streaming subscribers to pay for anything else — which presumably has something to do with the fact that (almost) everyone has Netflix. It’s the streaming starter package: You get it first and then maybe think about adding something else.

https://www.vox.com/recode/22311987/para...ts-antenna
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#14
Netflix is fighting everything else (work, sleep, exercise included) that occupy our time and as a result, not spent watching their entertainment offerings.

Why Netflix is getting into games

Netflix started out shipping DVDs to customers through the mail. Then it started streaming other people’s movies and TV shows. Then it started making its own movies and TV shows. Next up: Video games.

https://www.vox.com/recode/2021/7/20/225...-explained
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#15
(25-07-2021, 01:36 PM)weijian Wrote: Netflix is fighting everything else (work, sleep, exercise included) that occupy our time and as a result, not spent watching their entertainment offerings.

Why Netflix is getting into games

Netflix started out shipping DVDs to customers through the mail. Then it started streaming other people’s movies and TV shows. Then it started making its own movies and TV shows. Next up: Video games.

https://www.vox.com/recode/2021/7/20/225...-explained

Mission statement: "Entertain the world."

Simple extension of their content creation business: monetization. 

Games/licensing, music/licensing, mechanizing etc.
“If you buy a business just because it’s undervalued, then you have to worry about selling it when it reaches its intrinsic value. That’s hard. But if you can buy a few great companies, then you can sit on your ass. That’s a good thing.” - Charlie Munger
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#16
I don't watch streaming but I get irritated at youtube ads. So I reckon those who do, demands an uninterrupted service, or at least there isn't a reason to switch.

A LOOK UNDER THE HOOD OF THE MOST SUCCESSFUL STREAMING SERVICE ON THE PLANET

When many of us fire up our favorite streaming services, we often bump into various fury-making problems: stuff freezes, controls don’t work, or the service crashes entirely. None of these are ideal, but all seem to have become a widely understood cost of cord-cutting. For example, Disney Plus crashed its very first day because its software couldn’t handle the demand (and then it buckled again under demand for WandaVision). HBO Max is so fundamentally broken that its own leadership has admitted that the app is a mess. Even Instagram, whose Stories feature makes it a kind of streaming service in its own right, crashes so frequently it’s started alerting its users when it’s borked. Streaming can be maddening!

https://www.theverge.com/22787426/netfli...en-connect
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#17
(21-11-2021, 12:21 PM)weijian Wrote: I don't watch streaming but I get irritated at youtube ads. So I reckon those who do, demands an uninterrupted service, or at least there isn't a reason to switch.

A LOOK UNDER THE HOOD OF THE MOST SUCCESSFUL STREAMING SERVICE ON THE PLANET

When many of us fire up our favorite streaming services, we often bump into various fury-making problems: stuff freezes, controls don’t work, or the service crashes entirely. None of these are ideal, but all seem to have become a widely understood cost of cord-cutting. For example, Disney Plus crashed its very first day because its software couldn’t handle the demand (and then it buckled again under demand for WandaVision). HBO Max is so fundamentally broken that its own leadership has admitted that the app is a mess. Even Instagram, whose Stories feature makes it a kind of streaming service in its own right, crashes so frequently it’s started alerting its users when it’s borked. Streaming can be maddening!

https://www.theverge.com/22787426/netfli...en-connect
For most consumers who dont do illegal torrenting or access those TV media player box free websites, paying a monthly fee for streaming services is now the norm, just like paying for mobile plan and broadband plans. 

Netflix is now doin their own TV series and movies as well which i think is pretty good, but lotsa competition as apple, amazon etc.. are all moving into this space as well, competing with the tradiitonal tv stations and movie prodcution houses.
Virtual currencies are worth virtually nothing.
http://thebluefund.blogspot.com
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#18
Netflix shares fall 20% on slowing subscriber growth

https://www.cnbc.com/2022/01/20/netflix-...-2021.html

When Netflix share prices (or any Tech company) are priced too richly for future growth, any downside to future guidance is going to show up negatively to its share price. I wonder how many Tech companies are priced like that where the share price has baked in too many positives for its future.

If this is the case. a lot of sky high valuation are going to go down when reality sets in
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#19
Netflix grew (this quarter) and expected to grow topline by 16% moving forward (note: next quarter is a down quarter only 10% growth forecasted); bottom line expanded 84% TTM (https://www.latimes.com/entertainment-ar...ber-growth); margin (gross, operating, and net) expanded since 2016 as they scale user base; guide to positive free cash flow moving forward (on an annual basis) and share buybacks as the company starts to accumulate cash and paydown debt. Asia-Pacific only contributed to 30mil subs; excluding China (that banned Netflix), total population is 2bil+.

The market now price Netflix at 35x trailing PE.  

Too rich for future growth? I don't know. Perhaps time will tell.

(not vested; but cautiously optimistic of Netflix's prospects even before the decline)
“If you buy a business just because it’s undervalued, then you have to worry about selling it when it reaches its intrinsic value. That’s hard. But if you can buy a few great companies, then you can sit on your ass. That’s a good thing.” - Charlie Munger
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#20
(21-01-2022, 11:09 AM)CY09 Wrote: Netflix shares fall 20% on slowing subscriber growth

https://www.cnbc.com/2022/01/20/netflix-...-2021.html

When Netflix share prices (or any Tech company) are priced too richly for future growth, any downside to future guidance is going to show up negatively to its share price. I wonder how many Tech companies are priced like that where the share price has baked in too many positives for its future.

If this is the case. a lot of sky high valuation are going to go down when reality sets in

Most bubbly tech sectors stocks already down 20% since tapering started in mid-november last year. 

Crypto is crumbling as well.

Netflix is maturing as well as an entertainment powerhouse. Worth an invest if they start throwing out good dividends
Virtual currencies are worth virtually nothing.
http://thebluefund.blogspot.com
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