TalkMarkets Comments | #Netflix - Page 1


Why No Streaming Company Will Be Able To Dethrone Netflix
Michele Grant 10/16/2019 10:00:39 PM

Yes, this article highlights quite well what I've often said about #Netflix and really exposes why all the naysayers are mostly worth ignoring.

Netflix's Glory Days Are Past
Bruce Powers 8/26/2019 5:05:53 AM

I've been a loyal #Netflix subscriber and fan since it's early days. I believe that like Apple, Netflix has fiercely loyal customer base which should not be discounted. That being said, if a Disney/Hulu/ESPN giant could offer a library equally as vast, I do think it could start to chip away at that loyal following.

FANG Stocks Update: One Laggard, No Leader
Bruce Powers 8/14/2019 2:03:13 AM

Good analysis but I'm personally not concerned about #Netflix. I think customers are far more loyal than people give them credit for. And global expansion still has tremendous room for growth. Bullish on $NFLX.

Netflix Plays With Pricing And Games To Attract Subscribers
Black Widow 7/21/2019 11:28:16 PM

#Disney has a large library and will likely steal some of #Netflix's thunder, but I don't consider it a major threat. It's library still pales in comparison to Netflix and is limited to their own vault of films and TV shows. I expect the number of people who would actually REPLACE Netflix with Disney is relatively small. More likely, people will have both. $NFLX $DIS

Netflix Plays With Pricing And Games To Attract Subscribers
Megan Speakman 7/21/2019 11:19:38 PM

Is #Fortnite still #Netflix's biggest threat, or has that fad finally died down?

Netflix Whisper Number Showing Confidence
Bruce Powers 4/16/2019 4:27:49 PM

You don't think #Disney's new streaming service will negatively affect the Outlook on #Netflix? $DIS $NFLX

Netflix And FANG Lead The Stock Market Higher
Carol Klein 1/16/2019 1:47:15 PM

Keep in mind, #Netflix specifically mentioned original content as one of the reasons for the price increase. I wouldn't pay $25 per month for it's current offerings, but throw in several more shows of the same calibre as House of Cards and other hits... I just might. Such an increase could pay for A LOT of new programming. But I don't expect them to ever price it that high.

Netflix’s Race Against Time
Marcy Brown 8/16/2018 12:41:10 AM

Very well done. Though I will say that #Netflix has high customer loyalty which should be factored in. I remember when #Amazon was losing money like crazy in it's early years but look at it now.

Should Cable TV Fear AT&T DirecTV Now?
Bruce Powers 6/8/2018 1:29:51 PM

#Netflix is the real threat. $NFLX

Disney Trying To Woo Fox - Technology Stocks
Ayelet Wolf 5/24/2018 4:30:45 PM

Unless #Disney terminates it's agreements with other streaming providers like #Amazon and #Netflix, I don't see the value in having a standalone product featuring their films. Most are already available elsewhere, why would I sign up for yet another service $DIS

Netflix, Inc. 3Q 17 Earnings Send Shares Higher After Hours
Black Widow 10/17/2017 6:14:33 PM

I always had the sense you thought #Netflix was a bubble that would eventually burst? $NFLX

Netflix’s Price Increase Signals Original Content Isn’t Enough
Justin Vargos 10/9/2017 7:59:17 PM

That's a really great idea. But if #Netflix really wants to generate more revenue, all they have to do is stop letting people share accounts with others who don't even live with them. Almost everyone I know has #Netflix. Virtually none of them pay for it themselves. Either they share an account with friends, or just use a relative's login. I don't get why #Netflix allows this to continue.

Netflix’s Price Increase Signals Original Content Isn’t Enough
Michele Grant 10/9/2017 7:56:41 PM

I think #Netflix users are a bit like #Apple fan boys. They love the product so much, they are blind to any detractions, even when valid and critical to the company's long term health. I think we can all agree, Netflix has a wonderful product with many satisfied users. But the financials don't lie and can't be ignored.

Netflix’s Price Increase Signals Original Content Isn’t Enough
BreakingBad News 10/9/2017 7:53:55 PM

Good comment thread. Yes, #Netflix has much to offer and a rabidly loyal customer base. But the financials can't be ignored either. And unlike TV networks, they can't make up additional revenue in advertising without alienating the very customers whose loyalty the company relies on to survive.

I believe the solution is to take a page from #Disney's book and focus more on licensing. Sure Disney made billions of people paying to see it's lovable princesses, and other cartoon characters, not to mention the Star Wars franchise. But they've many more billions off the licensing of these characters.

Netflix has come up with some really top tier original content for both adults and kids. Not to mention brought over some cancelled shows which already had cult followings. They should leverage these character with licensing opportunities and bring a much needed additional revenue stream. $NFLX $DIS

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