Netflix, Inc. (NFLX) Message Board
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NFLX Netflix 23 mil subs down to 20 mil subs??
Don't hold any positions on NFLX yet. Looking to hold a position prior to Earnings Report.
Is it really confirmed and true that NFLX went from 23 million subscribers to 20 to 21 million subscribers... all in one quarter?
I do see that most recently, they mentioned with the 2 billion hours report... they said "more than 20 mil subs" instead of saying "more than 23 mil subs"
Is this a bad forewarning/ BEWARE signs/ company saying we LOST 2 million subscribers??
If Oct = Losses in subscribers
If Nov = Flat in subscribers
If Dec = increase in subscribers, but FREE trials
Q4 2011 = Still LOST 2 MILLION SUBSCRIBERS??
Where do you stand in NFLX?
Thoughts?-
You left out Hastings interview with paidContent.org last Monday where he said streaming continues to grow like a rocket. The stock proceeded to run up over 10% on 30 mil shares traded by the end of the day.
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they are at 23million subs now, down from projected 25mil in october. i don't know where you get your info. they only lost 800,000 subscribers. no big deal, who cares. the only one even close is hulu and they are at 1.5million subs. "House of Cards" airs in the next month or 2 and will be fantastic. No one can offer what NFLX can, commercial free HD content. Not even Hulu plus is commercial free to paid subscribers. They will blow out of water and hit $110+ after earnings. Last time to get sub $100 folks. i loaded up in low $70's so im sitting pretty :) Been trading options last few days as well buying the dips, average probably up 60's with that included.
- 1 Reply to mbunce1
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Really you think House of Cards is going to replace the thousands of Starz movies they are going to be losing in the next 2 weeks?
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You may want to sell that pain if your long or want to get long.
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What info? That they had 2 billion hours of viewing in Q4 (means nothing if current subs simply watched more TV), that they now must wait 56 days for new releases from a main content provider, and that Whitney Tilson thinks it could go crazy? It is a momo stock on hopes - trades based on pumping, emotion, and dreams. Outside of that this looks like a pump and dump.
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Interesting...I will simply be watching the weekly strike on options pain...that has told the story of this stock since the new year. Nothing would surprise me.
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If I remember correctly, they were already down to 21.5 mil last Q, which was a much greater loss than they anticipated from the price increase/qwickster debacles. The way they state it is very ambiguous...over 20 mil could mean 20,000,001 or 25 mil for all we know. Find out next week!
- 1 Reply to jimmach123
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The real question to the trader is, are they going to beat the expectation. Now what is the expectation that is baked into the price - I don't care if its only 5 mil sub or 50 mil sub.
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anyone?
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