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.
#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
They'll figure out the appropriate balance. As long as they can make more money raising prices, than they lose from lost subscribers, it will bode well for $NFLX's price.
FANG Stocks Update: One Laggard, No Leader
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.
Amazon Prime Day Smashes Record: 5 ETF Deals
Looks like that overrides the $NFLX debacle. Back to 3000s
Netflix Plays With Pricing And Games To Attract Subscribers
#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 Whisper Number Showing Confidence
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
They'll figure out the appropriate balance. As long as they can make more money raising prices, than they lose from lost subscribers, it will bode well for $NFLX's price.
Should Cable TV Fear AT&T DirecTV Now?
#Netflix is the real threat. $NFLX
"The Bubble Is About To Burst": BofA's 10 Reasons To Sell Tech Stocks
#Goldman saying to buy #Netflix and #Amazon. Long both $NFLX $AMZN: finance.yahoo.com/.../...g-earnings-125900757.html
Netflix Explodes To All Time High After Smashing Subscriber Expectations, Will Burn Up To $4BN In 2018
Very impressive. I'm always been bullish on #Netflix. $NFLX
Netflix, Inc. 3Q 17 Earnings Send Shares Higher After Hours
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
Damn, I gotta sell my Netflix shares! Bye bye $NFLX