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What looked like aggressive estimates were soundly beaten. Biggest issue is content costs I see with EPS / even though that was because they came early – not a bad thing in the content delivery stakes
CUT the CORD to save $$$$ … As technology & streaming improve, so will great companies like this … being in computer field, I’ve met some folks there & they have TALENT … $10 per month is still great bargain, if you have a great home internet connection 🙂
Two years ago they well calling for NFLX to go bust – they changed up and now realize rising prices a little is a good thing. Those subs are big increases – cable must be crying.
For Mine NeoYokio a ‘Dystopian depiction of neo-capitalism” and I love vampire weekend who’s main songwriter, singer created.
Wedbush maintained Underperform rating on Netflix $NFLX
Yes a little out on this one over 50% above but raised its target to $93 from $88 based on cash flow burn.
Oppenheimer maintained its Outperform rating
Increased its price target to $245 from $215.
Believes that fourth-quarter subscriber guidance suggests future pricing cycles will be less painful than 2016’s.
Sees everything is moving in right direction now, but investor anxiety over 2018 cash burn and content competition looms if subscriber growth slows.Credit Suisse maintained a Neutral rating and lowered its target to $209 from $210.
Whereas we were previously expecting a staggered price hike to its user base, it does appear that Netflix will roll out to the relevant markets at one time, which does raise our revenue estimates for 2018. This is offset by increased content acquisition spend expectations of between $10.9-$12.4b next year – which at this point should not be a surprise as the company looks to pull the quality of its library even further away from its competitors in a bid to continue winning consumer engagement time.
Our price target remains essentially unchanged at $209 (vs prior $210) as the increase in revenue is offset by higher content expenses. We remain on the sidelines on balanced risk/reward and maintain our Neutral rating.
$NFLX to offer $1.6Bil of senior notes through a private offering.
The company intends to use the net proceeds from the offering for general corporate purposes such as content acquisition, production and capital expenditures.
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