Netflix Inc

$ 354.39 2.18 (0.62%)
Volume: 3,823,160 Avg Vol (1m): 6,909,582
Market Cap $: 154.95 Bil Enterprise Value $: 161.90 Bil
P/E (TTM): 126.57 P/B: 28.08
Earnings Power Value 14.21
Net Current Asset Value -38.38
Tangible Book 12.62
Projected FCF -31.9
Median P/S Value 179.53
Graham Number 28.2
Peter Lynch Value 70
DCF (FCF Based) 0
DCF (Earnings Based) 0
1Y (-%)

GuruFocus Articles Total 534
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Japanese animation may offer a way forward as competition heats up in the streaming market

Netflix Inc. (NFLX), the original streaming platform, is now coming to terms with the reality that it is no longer the only game in town. With more than $15 billion in its 2019 content budget, however, Netflix is clearly gearing up to take on all comers. But the question of what sort content it should be investing in remains a subject of heated debate.

One possible answer: anime.

Investing in anime

Anime offers a type of content that Disney and other American media giants currently do not own. By dominating anime, Netflix can conceivably establish

124 Views    John Engle    2019-05-21 15:07
Guru’s largest new buy is Netflix

Guru John Burbank (Trades, Portfolio), founder and chief investment officer of Passport Capital, released his first-quarter portfolio earlier this week, disclosing he established three new holdings and closed two other positions.

Since the investor shut down his flagship fund in 2017 after returns slumped, he is now focusing on the San Francisco-based firm’s Special Opportunities Fund, which invests in a concentrated number of securities to achieve long-term growth of capital. He has also begun investing in cryptocurrencies.

During the quarter, Burbank took positions in Netflix Inc. (NFLX), Bandwidth Inc. (BAND) and Pan American Silver Corp. (PAAS). He

280 Views    Sydnee Gatewood    2019-05-15 16:42
Amazon and Disney commit to aggressive expansion in the market

Netflix Inc. (NFLX) has played a crucial role in the digital content revolution. It pioneered streaming video, helping transform the way people consume content forever.

Thus far, Netflix has managed to maintain its dominance of the streaming market, even as new competitors have popped up to carve out niches of their own. Yet, as in any business, being the first to do something is no guarantee of a permanent place at the table. The company may end up learning this lesson the hard way as existing streaming competitors expand their footprints and formidable new players enter the market.

208 Views    John Engle    2019-05-03 15:35
Big losses and questionable future pricing power leave little to recommend this stock

On April 16, Netflix Inc. (NFLX) reported earnings for the first quarter of 2019. While its subscriber base continued to grow, things have slowed in the U.S., the streaming service’s home market. With a market capitalization of about $167 billion, Netflix clearly has massive future growth and profitability baked into its share price.

That enthusiasm looks increasingly misplaced. Indeed, the economics of Netflix simply fail to make much sense.

A strong first quarter

Overall, the first quarter was good for Netflix. Subscriber growth accelerated sequentially, with 9.6 million additions globally, compared

60 Views    John Engle    2019-04-24 15:10
Reports of its demise are based on unrealistic, Mickey Mouse projections for Disney

Legacy media companies are slowly entering the digital streaming fray. After Walt Disney Co. (DIS) introduced its digital streaming package, which is called Disney+, many investors sounded the alarm bells for Netflix Inc. (NFLX), the streaming pioneer and king of the direct-to-consumer hill.

After Disney announced the particulars for its streaming service last week, Netflix shares were down approximately 5% on Friday, while Disney’s stock increased more than 10%.

While Netflix's first-quarter numbers, which were posted on Tuesday, beat consensus estimates, investors soured on the company because its guidance for the second quarter fell far below analysts’ unrealistic expectations. The

88 Views    John Kinsellagh    2019-04-17 19:03
Pending unicorn IPOs are overhyped and destined to underperform

What price will the tech unicorns be selling at three years from the date of their initial public offerings?

That is the question investors ought to be asking before participating in the recent new offering madness. Lyft will go public on Friday and its main competitor, Uber, is slated to tap into the new offering market in a couple of weeks. The ride-hailing service is a prime example of a company looking to break into the new offerings market with a history of losses.

Here are several factors that many investors, in their quest not to miss out on the

346 Views    John Kinsellagh    2019-03-28 18:52
No surprises at product announcement event. For investors, many questions remain unanswered

Apple Inc. (AAPL) unveiled its new video subscription services offerings that it hopes will help replace diminishing iPhone sales with other stable sources of revenue. The much-anticipated presentation was made at the company's headquarters and the centerpiece of the event was the rollout of its foray into the original content market. Apple will offer its original content service, called TV+, through its existing Apple TV app beginning next fall. Apple CEO Tim Cook views the new video services as an extension of Apple’s existing hardware and software products.

The company plans to expand its market share for original programming by

248 Views    John Kinsellagh    2019-03-26 20:56
For the first time ever, more US households have streaming subscriptions than cable subscriptions

A new report from Deloitte suggests streaming services may be taking even more market share from cable television than previously thought. In its Digital Media Trend Summary, the consultancy firm found that 69% of households subscribe to at least one streaming service, compared to 65% who said they subscribe to traditional pay-TV. The annual survey, now in its 13th edition, has never before recorded a higher percentage of respondents with streaming than with cable.

A changing industry

This marks a further step in the direction of a more fragmented market for digital media. In contrast with earlier years, when

195 Views    Stepan Lavrouk    2019-03-25 21:43
The company is laboring under the illusion it can enter the market when it chooses with limited offerings

What does a company who feasted on revenue from brisk iPhone sales do when that market matures?

That is the question Apple Inc. (AAPL) has been forced to address recently, as iPhone sales are on a permanent downward trajectory. The company was slow to wean itself off its addiction to what has, for years, been its golden cash cow.

One area for potential expansion and promising growth for Apple is the original content direct-to-consumer market. Despite the potential, Apple seems to have exhibited a rather cavalier and nonchalant attitude toward a business segment that could provide an enormous amount of

154 Views    John Kinsellagh    2019-03-06 21:56
Guru's largest sales of the 4th quarter

The founder of Passport Capital John H. Burbank III sold shares of the following stocks during the fourth quarter.

The guru sold out of Zuora Inc. (ZUO). The trade had an impact of -23.55% on the portfolio.

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The company has a market cap of $2.58 billion and an enterprise value of $2.42 billion.

GuruFocus gives the company a profitability and growth rating of 1 out of 10. The return on equity of -68.72% and return on assets of -33.93% are underperforming 89% of companies in the Global Software - Infrastructure

65 Views    Tiziano Frateschi    2019-03-01 17:50

NEW YORK, Feb. 21, 2019 (GLOBE NEWSWIRE) -- In new independent research reports released early this morning, Fundamental Markets released its latest key findings for all current investors, traders, and shareholders of Netflix, Inc. (NFLX), Fortive Corporation (:FTV), CareTrust REIT, Inc. (CTRE), World Acceptance Corporation (WRLD), AxoGen, Inc. (AXGN), and Willis Towers Watson Public Limited Company (WLTW), including updated fundamental summaries, consolidated fiscal reporting, and fully-qualified certified analyst research.

Complimentary Access: Research Reports

Full copies of recently published reports are available to readers at the links

0 Views    Marketwired    2019-02-21 13:00
Third Point’s sells outweigh its buys

Third Point manager Daniel Loeb (Trades, Portfolio) disclosed last week his top sell during fourth-quarter 2018 was United Technologies Corp. (UTX), a major holding of fellow activist investor Bill Ackman (Trades, Portfolio).

Managing a portfolio of 22 stocks, Loeb follows an event-driven, value-oriented investment style. The fund manager seeks situations in which a catalyst expects to unlock shareholder value. Despite this, Loeb’s sells outweighed his buys for the quarter: although the fund manager established one new holding in Cigna Corp. (CI), Loeb also sold out of Alibaba Group

163 Views    James Li    2019-02-12 22:35
We go through life being taught far more certainty than is actually present

We go through life being taught far more certainty than is actually present. Life isn’t black and white, but instead various shades of grey that end in black or white only after the fact. As a recent example, I went to the Rose Bowl to watch the University of Washington versus Ohio State University. The sports books had assigned the Ohio State Buckeyes with anywhere from a 6.5 to seven-point advantage in the game. I sat at the game (as any avid underdog would) hoping my team would pull off an upset.

For the first three quarters of the game,

105 Views    Smead Capital Management    2019-02-05 20:48
The gambit didn’t pay off

It wasn’t supposed to end up like this. The purchase of DirecTV was going to be a surefire springboard for AT&T Inc.’s (T) ambitions to be a prominent player in the entertainment and media business. AT&T executives viewed the DirecTV medium, which, at the time, controlled one-fifth of the pay-TV market, as a cost-effective and viable launching pad for the company to enter the entertainment distribution business.

The acquisition was fraught with risk from the start. At the time of purchase in 2014, the company knew a significant share of the 18 to 29-year-old demographic was dropping the service or

335 Views    John Kinsellagh    2019-01-31 22:27
Many analysts mistakenly believe unimpeded new subscriber growth alone will eliminate Netflix’s negative cash flow

Although investor sentiment was bullish after Netflix Inc. (NFLX) flexed its market dominance muscle by raising prices on its basic and enhanced streaming packages, going forward, there are two factors that warrant careful monitoring. First is the ballooning debt of the company. Second is the precarious status of Netflix’s free cash flow — a figure that remains elusively in the negative side of the ledger. If the company cannot improve its free cash flow position, it risks adversely impacting earnings growth in the future.

Currently, the fortunes of the company seem to be dependent on a tug of war between

165 Views    John Kinsellagh    2019-01-25 21:35
Analysts are bullish on the stock despite a below-par result but the stiff competition and the low-margin international subscriptions are bound to negatively impact the valuation multiples.

Netflix Inc. (NFLX), the streaming video, on-demand entertainment giant released its results for the fourth quarter last week, and the stock has been the talk of the town ever since.

The company has been one of the most remarkable growth stories in the past decade, and analysts are expecting this growth to continue as they provided higher targets for the stock for 2019. But, with increasing competition and reduced margins from international subscriptions, it is possible that Netflix might not live up to these expectations in the coming future.

Netflix’s result was below expectations, but analysts are bullish

For the

57 Views    Ishan Majumdar    2019-01-22 16:51
The streaming giant missed on revenue but beat earnings expectations

Streaming giant Netflix Inc. (NFLX) reported earnings for the fourth quarter of 2018 after the market closed on Thursday. The company, which over the course of the last several weeks has rallied 51% off its December lows, was closely watched by analysts to see whether or not its red-hot growth story is running out of steam. Observers looking for a definitive answer to this question were left disappointed, as the report tells a complicated and somewhat contradictory story.

Financial talking points

Revenue came in at $4.19 billion, slightly missing consensus expectations of $4.21 billion. The stock

91 Views    Stepan Lavrouk    2019-01-18 20:20
Among the split opinions on the stock, the Oracle of Omaha's advice is notable for bulls

Apart from Tesla (TSLA), Netflix Inc. (NFLX) has to be one of the most controversial stocks on the market.

There appears to be two main camps of investor opinion. Some renowned investors like the company while others don't. Likewise, some value investors like the company and others don't.

There are those who believe Netflix is a highly valuable brand and, while the company may be hemorrhaging cash today, this investment is worth it considering the long-term opportunity the business has to capture eyeballs and generate cash. Investors who fall into this camp believe the stock's current valuation of nearly 100

512 Views    Rupert Hargreaves    2019-01-18 19:19
The online video streaming and app is elevating prices in the US by 13-18%

Netflix (NFLX) came out with its fourth quarter financial results on Jan. 17 after market close. While it recorded a earnings beat, it reported a revenue miss. However, the company provided strong subscriber forecast.

Revenue and EPS

On an adjusted basis, the company registered earnings per share of 30 cents in the fourth quarter. In fact, the media service provider’s revenue during the same period stood at $4.19 billion, which fell shy of expectations of $4.21 billion.

Subscriber growth

Netflix said that its domestic subscriber additions were 1.53 million, which was more than the 1.5 million forecasted. On the global

32 Views    Mayank Marwah    2019-01-18 15:56
Movie-streaming giant has been busy preparing for upcoming competitor Disney

Netflix (NFLX) has never been a valid choice for conservative value investors. At a forward price-earnings multiple of 81—five times the S&P 500’s—the $147 billion movie-streaming company has still some doubters to convince.

Netflix has always met and even exceeded both its own and Wall Street estimates in the past year. To no surprise, the strong performance has helped support its share price performance even in the tumultuous latter months of 2018.

Heading to its fourth-quarter report this Thursday, Netflix has slowly recovered from a deep 39% drop from its all-time high of $418.97 a share back in June to

288 Views    Mark Yu    2019-01-13 16:01

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2019-05-24 $354.39 (0.62%)
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Can Anime Save Netflix? - GuruFocus.com
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