Thu, Jul 24, 2014, 3:09 PM EDT - U.S. Markets close in 51 mins.

Recent

% | $
Click the to save as a favorite.

Netflix, Inc. (NFLX) Message Board

  • singhlion2001 singhlion2001 Jul 12, 2013 10:31 AM Flag

    WANTED DEAD ALIVE POSTERS OF PROVEN CRIMINAL MF THUG REED HASTINGS NEXUS SCAM GANG SHOULD BE POSTED ASAP

    RED ALERT IN USA

    WANTED DEAD ALIVE POSTERS OF PROVEN CRIMINAL MF THUG REED HASTINGS NEXUS SCAM GANG SHOULD BE POSTED ASAP

    SHUT DOWN "SEC' AND HANG THEM ALONG WITH PROVEN CRIMINAL MF THUG REED HASTINGS NEXUS SCAM GANG IN USA

    IMPEACH OBAMA/ERIC HOLDER CROOKS TOO

    USA 99% IF YOU TO SAVE YOUR NATION AND PENSIONS, YOU HAVE NO OTHER CHOICE LEFT

    GAME IS OVER

    USA IS HIJACKED BY HOME GROWN FINANCIAL AL QAEDA AND OBAMA/ERIC HOLDER OPERATING USA CHICAGO MAFIA STYLE NOW

    GOD FATHER PART FOUR IS PLAYING IN WHITE HOUSE

    Netflix (NFLX) Earnings Videocast Draws More Criticism
    Neflix (Nasdaq: NFLX) has been criticized recently because of a plan by CEO Reed Hastings to have a moderated videocast instead of a quarterly earnings call. Hastings and CFO David Wells will discuss second-quarter results from the company's website after the close on July 22. The event will include analyst Richard Greenfield of BTIG and Julia Boorstin, a reporter for CNBC. This drew criticism from Wedbush's Michael Pachter.

    "I'm not going to submit my questions in advance to a competitor or member of the press and let them screen them to determine whether they should be aired," Pachter said in an interview. "I know this is Reed being progressive and trying to trail-blaze, but I think this is going to stifle the conversation instead of making it more dynamic."

    Pachter isn't the only analyst raising concerns. Rich Tullo of Albert Fried & Co took the matter one step further today. Instead of submitting questions to Hasting, Tullo is submitting open questions.

    "A conference call is not a press conference or a TV PR interview to be controlled and managed," jabbed Tullo. "We refuse to submit questions to any competitor, or to a TV personality for review. While as a courtesy, we have forwarded general questions to be considered by management; we think submitting questions to directly support a PR campaign is revealing proprietary information to non executives and too selective. Thus we submit open questions publicly and to the media."

    Tullos questions are as below:

    Questions for Reed Hastings:

    * does NFLX have a succession plan in place and will the board of directors hire an outside CEO or will the Company promote from within? Should we assume Ted Sarandos will be the next CEO of NFLX today?

    *In addition to content offering how does NFLX compete on next generation Cloud TV platforms which will stream live channels as well as Free VOD and SVOD content?

    * Management has said that multiple users of NFLX accounts are in the 800k range. Our surveys of millennial generation users suggest sharing could be greater than company supplied views. Is sharing a friction point in content deals, and how will NFLX protect licensee IP better, after all if Wal-Mart had 2% of its customers shoplifting we think they would do something about that. On a related topic what is the price elasticity of the $7.99 plan if at least 800K users refuse to pay? What makes management think NFLX can raise or maintain pricing and still grow subscribers?

    * If NFLX is a content network today, we think a good comparison is affiliate fee networks of broadly distributed linear content networks. If networks distributed to 80 to 100 million homes get $0.08 to $5.00 per month, based on content offering, what makes NFLX think it can get to $90 million subscribers at $7.99?

    * Why is NFLX not the AOL, Motorola Razor Phone, or Blackberry Service of this iteration of technology change and do you see next generation TV as changing the game like AP stores did? In an environment where rights distribution (linear, SVOD, and VOD) are converging onto aggregation platforms like an XBOX or a TIVO what is the benefit of exclusive streaming rights as NFLX Disney content shares the same distribution aggregator as Disney's own channels?

    Questions David Wells:

    *If Turbo does poorly in the box office are there any levers in your $140 Deal with Dream Works (DWA NC) to acquire the content at better rates? Do NFLX shareholders need to pay $2 per share for franchise flops. Is content quality control one of the risks in your turnaround strategy? If the strategy is to get to 90 million subs are your standards too forgiving or do NFLX subs love anything?

    Albert Fried & Company Underweight Netflix with a price target of $80.00

    Sentiment: Strong Sell

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Why Goldman Sachs criminals upgraded NETFLIX today?
      And criminals sold shares when? check "SEC" filing you criminals at "SEC"
      Because these criminals want to loot all near term derivative fraud premiums put in before scam Earning report.

      We 99% in USA need entire trading record of Derivatives in NETFLIX scam trading since 2010 of Goldman sachs/Morgan Stanley/JP Morgan/Trowe Price/Carl ICahn and rest of nexus scam gang
      UPDATE: Netflix (NFLX) Price Target Raised to $280 at Goldman Sachs

      Sentiment: Strong Sell

 
NFLX
424.71-3.19(-0.75%)3:08 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.