smart man. Ppl google stores and businesses and products. On FB they just go on to post their status's and stalk peoples profile, NO one uses facebook to look for products
If you think this is rising because of cramer, u shouldnt be investing
interesting, saw that too. but for what its worth, probably means nothing. Could just be a hedge, could just be a gamble. If seen call volumes jump HUGE before right before earnings only to be worthless next day. But then again, someone loaded up on right before earnings last qtr.
We will see tmrw
Happens both ways. look at the $82 weekly calls, up 70% when stock is DOWN for the day.
didnt you just say
"stocks don't run up this much on the day of earnings release and then crash. It just never happens."
And then i just brought up CREE which hit 52 week high day of earnings and crashed 25%?
U must be mentally challenged
oh you bet they will take a HUGE chunk of netflix profits.
The reason why netflix is making such a big profit is because they are CHEAP. they do NOT want to spend on advertising. They dont promote their shows (hell using the emmy win as a promotion was prob the most they would do - and its free promotion from news feeds) so they end up saving money that cable networks used advertise programs.
They are expecting cable companies to pump their company and their shows for them through a deal. NO way in hell a cable company is going to do that - its suicide. If they did, they would charge the hell out of netflix to keep them in check.
EXACTLY... last qtr they were boosting about how they can take over cable, and be equal or surpass the subscribers etc etc.. boosting how their shows now rival shows on HBO and AMC..
YET they are now on the front doors of cable companies begging for help??
Its clear as daylight why they are doing this. 1) they missed the numbers this qtr or 2) they know they will miss the qtrs next number and need to lower guidance. either way - looks like they are scrambling to find subscribers one way or another in order to meet the crazy high expectations
They have been heavily promoting how "House of Cards" won awards and how its going to attract new subscribers and whatnot. But get real, who acually watches that show? No one. Its not like Breaking Bad or Game Of Thrones where its heavily talked about and you KNOW people order HBO/AMC to watch it. Never even heard of that show. Big whoop, it won an award for director - no one cares about the emmys or start watching shows because of the emmys. Great you won a gold statue - that does NOT prove you have viewers for your show or legitimize you as an HBO/Showtime powerhouse.
They seem to be more desparate now to add MORE original shows now. Why? They are REALLY trying to become like an HBO/Showtime in a qtr? WITHOUT the power of cable TV, those shows will go nowhere.
And why the desperate move to partner with Cable to get themselves out there??
And so put one and one together and you finally realize whats going on. They CANT grow their subscribers like Cable companies can. That is why they are trying HARD to becoming as close to cable as possible (or even converting to a "channel" for cable). They KNOW that they wont grow without becoming more like cable.
Reality is, They KNOW the "cable crowd" won't really care about all these shows they are buying unless it becomes as easy as channel flipping from homeland to "house of cards" on their cable box on a saturday night.
So it all hinges on a cable deal IMO. and cable companies are probably going to scoff at letting netflix take their cake.
Netflix will report low subscribers this qtr - and say "we are working on deals to get new subscribers" . mark this post.
Also read this..
Our lower margin percentage compared to the third quarter of last year resulted primarily from the impact of the medical device excise tax or higher gross margin percentage compared to last quarter was driven primarily by higher system ASPs.
They had some tax benefit this quarter to inflate their earnings
also, Id like to add that they jacked up the prices of their da vinci systems last qtr. 1.56million now compared to 1.5 the quarter before... shady way of making net income, but this will screw them in the long run because people will be less likely to buy it now with this price tag.
Analyst f'ed up on this one. They had 3.40.. i mean seriously? 3.40? thats way too low.
and another thing, the EPS is so high because of all the share buybacks... they did 600million buyback.... Dont let that fool you, this took out like 500million of their cash
Agree.. why would this bounce from here? bounce to 390? get real thats the price it was BEFORE the horrible report. Guidance is bad too
370 is the new ceiling now. should drop further tomorrow
uhhh.. the earnings were not a blowout. there were awful. Rev was down big. sure they beat earnings, but expectations were way log to begin with. Stock market prices for the future, and the future is not so bright for ISRG - they are gutting their growth estimates.