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Netflix to Announce Third Quarter 2024 Financial Results
Prnewswire· 2024-09-14 00:00
LOS GATOS, Calif., Sept. 13, 2024 /PRNewswire/ -- Netflix, Inc. (NASDAQ: NFLX) today announced it will post its third quarter 2024 financial results and business outlook on its investor relations website at http://ir.netflix.net on Thursday, October 17, 2024, at approximately 1:00 p.m. Pacific Time.A live video interview with co-CEOs Ted Sarandos and Greg Peters, Chief Financial Officer Spence Neumann and VP, Finance/IR & Corporate Development Spencer Wang will begin at 1:45 p.m. Pacific Time. Management wi ...
Netflix Is Treading the Line Between Innovation and Overvaluation
Gurufocus· 2024-09-13 21:00
Netflix Inc. (NFLX, Financial) is up more than 50% over the past year, outpacing rivals in the streaming space, thanks to a mix of originality, strategic alliances and a continuous focus on subscriber acquisition.The latest earnings confirm the company is not a spent force. Subscribers are up in the last six quarters in a row, bringing its total count to approximately 278 million by mid-2024. A lower-priced ad-supported tier has helped immensely. Netflix has grown its ad inventory and upgraded its ad soluti ...
Netflix Vs. Disney: Internet Traffic Crowns One Streaming Giant, While Both Leave Competitors In The Dust
Benzinga· 2024-09-12 02:13
Consumers have plenty of options when it comes to streaming platforms. New traffic data could point to one winner and a close second place performer when it comes to the streaming sector.What Happened: Streaming giant Netflix Inc NFLX has dominated the sector for many years and new internet traffic points to the trend continuing.Netflix global streaming traffic is rising in recent weeks, according to Similarweb data.The latest data shows global streaming traffic up 13%, 11% and 7% year-over-year for the wee ...
Netflix wants to shrink your favorite TV show's carbon footprint
Techxplore· 2024-09-05 20:40
This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: Unsplash/CC0 Public Domain There's a soft, afternoon glow suffusing an intimate scene between the plucky protagonist and her wood-chopping, flannel-shirted love interest's mother on the Vancouver set of the Netflix Inc. show, "Virgin River." A soapy drama centered on a nurse practitioner in a small, northern California t ...
4 Strategic Moves Pushing Netflix Toward a Trillion-Dollar Value
MarketBeat· 2024-09-03 22:35
Netflix TodayNFLXNetflix$694.00 -7.35 (-1.05%) 52-Week Range$344.73▼$711.33P/E Ratio48.16Price Target$685.45Add to WatchlistNetflix Inc. NASDAQ: NFLX  is the world's largest subscription-based streaming video service, boasting more than 280 million global subscribers. The company added 8 million net new subscribers in its second quarter of 2024 while increasing average revenue per user (ARPU) by 5%. The company’s market capitalization is hovering around the $300 million mark. With nearly everyone connected ...
Instead of Buying Soaring Streaming Stocks Like FuboTV, Consider Netflix and This Dirt Cheap Dow Jones Dividend Stock
The Motley Fool· 2024-09-02 18:15
Finding companies with proven business models is essential in competitive industries.FuboTV (FUBO 0.60%) has been in the spotlight after its shares skyrocketed higher as much as 38% in a single week. But the streaming company continues to lose money, with analyst consensus estimates calling for further losses in 2025.Here's why Netflix (NFLX 1.28%) and Walt Disney (DIS 0.64%) stand out as the best buys in the streaming industry. Netflix is up big for good reasonsNetflix is now worth nearly double Disney -- ...
奈飞:全球视频流媒体领导者,盈利提升前景明朗;首予买入
安信国际证券· 2024-09-02 14:49
投资评级及目标价格 - 报告给予Netflix"买入"评级,目标价格为808美元 [1][4] - 目前股价为701.35美元,较目标价有15%的上涨空间 [4] Netflix业务概览 - Netflix是全球视频流媒体的开创者和领导者,截至2Q24拥有2.78亿全球订阅会员 [9][10] - Netflix的订阅会员规模领先于主要竞争对手Disney+、Amazon Prime Video等 [9] - Netflix业务覆盖全球190个国家/地区,国际会员占比70%,贡献流媒体收入55% [9] 订阅会员增长驱动因素 - 全球化布局是Netflix会员增长的重要驱动因素,公司循序渐进完成全球化布局并实现本地化 [23][25][26] - 原创内容投入是Netflix构建内容护城河的关键,原创内容占内容资产净值的60%以上 [39][41] - 限制共享账户及推出广告套餐是Netflix未来会员增长的重要驱动力 [49][50][54][56] 行业概览及竞争格局 - 美国流媒体市场参与者包括独立专业流媒体平台、科技公司布局流媒体、以及传统媒体公司转型流媒体 [111] - 流媒体市场呈现竞争分散、内容差异化、广告和订阅模式融合等特点 [134] - 全球流媒体市场仍有较大增长空间,互联网渗透率提升、付费电视渗透率下降是主要驱动因素 [139][140][141] Netflix内容护城河分析 - Netflix在内容现金投入、内容质量、内容推荐算法等方面具有较强的竞争优势 [176][178][188] - Netflix正在通过游戏和体育直播等方式丰富内容生态,提升用户粘性 [191][193] 财务预测及估值 - 预计Netflix 2024-2027年流媒体收入CAGR为8.7%,利润率呈稳步提升态势 [194][199] - 基于DCF估值,给予Netflix目标价808美元,对应2024/2025年市盈率39.9/32.6倍 [201][202] 风险提示 - 会员增长不及预期、竞争格局变动、广告业务进展不及预期等是Netflix面临的主要风险 [208]
Netflix Stock Just Quietly Hit a New All-Time High. 5 Reasons It Could Have Further to Climb.
The Motley Fool· 2024-09-01 06:22
文章核心观点 Netflix作为流媒体视频行业的先驱,仍然是该领域的主导者 [1] - 公司股价创历史新高,自IPO以来已飙升63,725% [1] - 尽管近年来流媒体战争已经淡出视线,但Netflix仍有进一步上涨的空间 [1] 关键要点总结 1. Netflix广告业务增长迅猛 [2] - 公司今年的广告销售额同比增长150% [2] - 广告主被公司的旗舰节目和直播活动所吸引 [2] 2. 拥有众多热门剧集 [3] - 《Squid Game》和《Wednesday》等剧集广受欢迎 [3] - 其他热门剧集包括《Stranger Things》、《Bridgerton》等 [3] 3. 增加体育节目内容 [4][5] - 公司开始涉足直播体育赛事,如高尔夫和网球 [4] - 将于2025年成为WWE RAW的独家播放平台 [4] - 将于2024年圣诞节播放两场NFL重要比赛 [5] 4. 订阅用户基数持续增长 [6][7] - 第二季度流媒体付费会员达到2.78亿,同比增长17% [6] - 连续6个季度订阅增速加快,得益于广告支持套餐和打击密码共享 [6] - 这表明Netflix能满足观众需求 [7] 5. 收入和利润持续增长 [8][9] - 2023年收入增长7%,每股收益增长21% [8] - 2024年上半年收入和每股收益分别增长16%和65% [8] - 这凸显了Netflix的优秀运营模式,每增加一名用户都能带来更多利润 [8] - 华尔街分析师普遍看好Netflix的未来潜力 [9]
Netflix Soars 40.5% YTD: Will Slowing User Growth Pull the Stock Down?
ZACKS· 2024-08-29 22:20
Netflix (NFLX) , the streaming giant, has seen its stock price surge an impressive 40.5% year to date, outpacing the broader Zacks Consumer Discretionary sector and many of its peers in the entertainment industry. This remarkable performance comes despite concerns about a slowdown in user growth, which has been a key metric for investors in recent years. For third-quarter 2024, Netflix expects paid net additions to be lower than the year-ago period, which had the first full quarter impact from paid sharing. ...
Netflix Stock Is Back At Highs With A Lot More To Come
MarketBeat· 2024-08-29 20:37
And just like that, the streaming giant and tech titan Netflix Inc NASDAQ: NFLX is back at all-time highs. It will be a welcome occasion for investors and long-term fans who've been following it. They'll know more than most that the stock was last in blue sky territory in late 2021 and suffered more than most during the interest rate hikes and all the subsequent volatility through 2022 and 2023. For context, Netflix shares lost more than 75% of their value in the 7 months after hitting that last all-time hi ...