Sun, Dec 28, 2014, 3:58 PM EST - U.S. Markets closed

Recent

% | $
Quotes you view appear here for quick access.

Netflix, Inc. (NFLX) Message Board

garolou22 221 posts  |  Last Activity: Dec 22, 2014 10:09 PM Member since: Apr 25, 2006
  • Reply to

    The competition is weak

    by garolou22 Dec 22, 2014 1:26 PM
    garolou22 garolou22 Dec 22, 2014 10:09 PM Flag

    I believe it was 500 by Q1 '14 and 1000 by now but that's not important. What is important is Netflix growth continues while the competition continues to get weaker. We all can agree that demand for streaming remains strong and it will continue until streaming has replaced cable TV. 500 and 1000 is on the way and it will only take a few months once the stock has finished it's current price consolidation. My 3 - 5 year target is 4000. I never was involved with lulu.

    Sentiment: Strong Buy

  • Reply to

    The competition is weak

    by garolou22 Dec 22, 2014 1:26 PM
    garolou22 garolou22 Dec 22, 2014 8:21 PM Flag

    The collaborative alternative faces the same problem as the others. They have no subscribers. In streaming content isn't king distribution is and Hastings is the king of distribution. Content can be licensed or produced with incoming revenues but if you have no subscriber growth you don't have the revenues needed to acquire content. So the competition remains weak and get weaker while Netflix goes on towards their first 100 million subscribers and then 200, 300 million and more until they have cornered the market.

    Sentiment: Strong Buy

  • Reply to

    The competition is weak

    by garolou22 Dec 22, 2014 1:26 PM
    garolou22 garolou22 Dec 22, 2014 5:52 PM Flag

    How does the competition stop Netflix from cornering the market? If you can't tell me how then my Netflix call that they will corner the market and the stock goes to 4000 is good. It's as simple as that. Keep in mind that if Netflix does corner the market investors will pay 4000 years before it actually happens.

    Sentiment: Strong Buy

  • Reply to

    The competition is weak

    by garolou22 Dec 22, 2014 1:26 PM
    garolou22 garolou22 Dec 22, 2014 5:21 PM Flag

    Take it easy, I asked you a simple question. Also, If you don't have anything to say on my call that Netflix will corner the market then don't reply. It's not hard to understand that if Netflix cornered the 300 billion global video market that the stock would be worth 4000.

    Sentiment: Strong Buy

  • Reply to

    The competition is weak

    by garolou22 Dec 22, 2014 1:26 PM
    garolou22 garolou22 Dec 22, 2014 3:44 PM Flag

    Time and sentiment. As time goes by Netflix grows bigger and it becomes more and more difficult for the competition to make a profit. On top of the 40% streaming growth year after year the market allows Netflix to trade at higher and higher valuation as it becomes evident that Netflix will eventually corner the market. Haven't I already explained this to you?

    Sentiment: Strong Buy

  • Reply to

    The competition is weak

    by garolou22 Dec 22, 2014 1:26 PM
    garolou22 garolou22 Dec 22, 2014 3:01 PM Flag

    90 million households already have cbs, there's no more growth left. This streaming service won't even compensate for the business they lose from future cord-cutting. The same goes for HBO which is already available to 90 million households that have cable, or any other network that decides to launch a streaming service. It all comes down to price. Netflix streaming can't be beat. Hastings can't be beat. We are looking at a field where the winner takes all and eventually the government steps in and breaks Netflix's monopoly but not before the stock hits 4000.

    Sentiment: Strong Buy

  • Get ready for the next big leg up.

    Sentiment: Strong Buy

  • garolou22 garolou22 Dec 21, 2014 11:34 AM Flag

    Subscriber growth will get a boost from much bigger countries France and Germany next year. Netflix is seeing fast subscriber growth in Scandinavia and the Netherlands. Analyst estimates for 23% revenue growth next year are too low. Netflix reported 27% yoy revenue growth last quarter as revenue growth continues to accelerate since 2012.

    Sentiment: Strong Buy

  • garolou22 garolou22 Dec 21, 2014 10:30 AM Flag

    Analysts are still bearish which leaves a lot of room for upgrades. Analysts aren't listening to Hastings who said international will be 4 times bigger than the 75 million US subscribers Netflix will have.

    Sentiment: Strong Buy

  • and pushes the stock to 1000. A repeat of 2012 when analysts underestimated subscriber growth after Netflix's big launch in Latin America and the UK. Analysts have underestimated subscriber growth in Europe and will need to revise estimates higher which will bring the momentum crowd storming back into the stock.

    Sentiment: Strong Buy

  • Reply to

    Mean estimate: $0.45/share Q4 2014 (not a typo)

    by bigsky1492 Dec 18, 2014 11:38 AM
    garolou22 garolou22 Dec 18, 2014 3:02 PM Flag

    The game is already over. The big media companies are losing subscribers and the streaming competition: Hulu, Amazon, Verizon, Google and Apple, their total revenue from streaming after several years of being in the game is small compared to Netflix's 4.7 billion.

    Sentiment: Strong Buy

  • Reply to

    Mean estimate: $0.45/share Q4 2014 (not a typo)

    by bigsky1492 Dec 18, 2014 11:38 AM
    garolou22 garolou22 Dec 18, 2014 2:20 PM Flag

    Hastings used DVD profits for domestic streaming expansion and now is using domestic streaming profits for international expansion. You know it won't finish with streaming since Hastings is a perennial 30% grower until he retires. You will lose if you bet against him. He is a lot smarter than you.

    Sentiment: Strong Buy

  • Reply to

    Mean estimate: $0.45/share Q4 2014 (not a typo)

    by bigsky1492 Dec 18, 2014 11:38 AM
    garolou22 garolou22 Dec 18, 2014 1:22 PM Flag

    Netflix is the only large media company with fast video subscriber growth. If a competitor doesn't step in really soon there will be no stopping Netflix and they will end up controlling content distribution becoming one of the most profitable companies around. The stock could hit $4000 in a few years.

    Sentiment: Strong Buy

  • Reply to

    Hollywood taking Netflix money

    by garolou22 Dec 12, 2014 12:47 PM
    garolou22 garolou22 Dec 12, 2014 3:26 PM Flag

    The good news for Netflix is it's 39% streaming revenue growth as a large company which is being overlooked right now because of the poor stock performance. The stock needs to consolidate it's big gains before the next leg up. This has been the case with the best stocks of the past. Acquiring great content isn't nearly as hard as growing subscribers. Hulu, HBO, Verizon and Amazon have good content but they have a problem growing subscribers. Hastings has a way of being able to grow subscribers like no one else can. It's like anything else, if you are the best no one can defeat you. The competition will have to wait until Hastings is no longer around but by then Netflix could very easily have passed Disney as the world's largest media company.

    Sentiment: Strong Buy

  • Reply to

    Hollywood taking Netflix money

    by garolou22 Dec 12, 2014 12:47 PM
    garolou22 garolou22 Dec 12, 2014 2:09 PM Flag

    It took only 5 days of revenue to pay for Marco Polo. With much faster growth Netflix is catching up to Time Warner and Disney. This is the trend right now and it's not easy for the competition to stop. Just ask Rupert Murdoch.

    Sentiment: Strong Buy

  • While Netflix grows it's own studio. In 10 years Netflix will control content and distribution.

    Sentiment: Strong Buy

  • garolou22 garolou22 Dec 9, 2014 1:53 PM Flag

    When the stock was $100 Icahn was pushing for Netflix with it's 29 million subscribers to sell itself. Revenue growth had slowed to 10%, estimates were for a profit loss, Amazon and Verizon had just entered the streaming market and Apple Google and Comcast were planning to enter. Now Netflix has 57 million subscribers, revenue growth has increased to 27%, estimates are for $4.70 a share profit next year and most important of all: all that potential competition has been left in the dust. Seems to me Netflix is worth a lot more than $200 or even $340. It's not unreasonable to think that if the competition doesn't step it up the market is going to view Netflix as more than just the current dominate leader in internet TV but as the only major player when internet TV replaces cable.

    Sentiment: Strong Buy

  • Reply to

    No end in sight for Netflix growth

    by garolou22 Dec 6, 2014 9:07 AM
    garolou22 garolou22 Dec 7, 2014 9:23 AM Flag

    With rising cable TV subscription prices and Netflix still under $10 a month Netflix domestic subscriber growth shouldn't slow that much. Netflix 25% domestic streaming revenue growth isn't showing any sign of slowing as the cable/internet TV conversion which is still in the very early stage continues.

    Sentiment: Strong Buy

  • The US streaming video subscription market was 3.3 billion in 2013 and PWC projects it will grow to 10 billion in 2018 ( still only 10% of the 100 billion US video subscription market). Netflix is the undisputed king of streaming with 83% market share. Hastings says that international revenue will eventually be 4 times US revenue.

    Sentiment: Strong Buy

  • garolou22 garolou22 Dec 5, 2014 4:16 PM Flag

    Worldcom had nothing to offer. They grew through acquisitions until they couldn't make anymore. Then they cooked the books to show growth. Most companies need to show growth but real long lasting growth can only be achieved by having a product offering that is in demand. Internet TV is in demand and it's just getting started. Netflix has the best product offering in internet TV.

    Sentiment: Strong Buy

NFLX
340.05-2.05(-0.60%)Dec 26 4:00 PMEST

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.
Virgin America Inc.
NASDAQFri, Dec 26, 2014 4:00 PM EST
Fluor Corporation
NYSEFri, Dec 26, 2014 4:03 PM EST