Netflix keeps beating the competition in streaming and there's a simple explanation as to why. Netflix (NFLX 11.09%) reported yet another great quarter last week, continuing to add subscribers and improve the bottom line. How does Netflix stay ahead with so many streaming competitors? In this video, Travis Hoium explains why Netflix is still winning in streaming. *Stock prices used were end-of-day prices of Oct. 17, 2024. The video was published on Oct. 19, 2024. ...

Netflix is firing on all cylinders, but should the all-time-high stock price give investors pause?Streaming giant Netflix (NFLX 11.09%) has one of the most followed earnings releases. It gets more-than-average attention because Netflix reports early in each earnings cycle, but it also gets notice because it's a huge, consumer-facing company that many investors also likely subscribe to.When the company's third-quarter 2024 results were released after the market closed on Thursday, investors liked what they s ...

I'm specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I graduated from UCLA with a degree of Business Economics and UMich Ross School of Business with a Master of Accounting. I'm a senior analyst at a multi-strategy hedge fund. In my opinion, HODL can't generate significant alpha or maintain a high Sharpe ratio over the long run. Seeking Alpha requires active management and minimizing opportunity costs. Investors should understand seeking a high positive ...

Wall Street loved Netflix's Q3 earnings. Should you?The streaming wars have been raging for years now, with some of the world's biggest companies fighting for eyeballs. Amazon, Apple, and others are duking it out, spending billions pumping out content in an attempt to capture market share. The war is expensive. Although direct financial and viewership data is hard to pin down -- many companies fold their TV divisions into larger segments -- it's clear that the economics aren't working for many.Few companies ...

Retirement is complicated and you only get once chance to do it right. Don't miss out because you didn't know what was out there.The Retirement Forum provides actionable ideals, a high-yield safe retirement portfolio, and macroeconomic outlooks, all to help you maximize your capital and your income. We search the entire market to help you maximize returns.Netflix (NASDAQ: NASDAQ: NFLX ) went up by double-digits to a market capitalization of $330 billion. We discussed our opinion a few months ago about how t ...

Netflix (NASDAQ: NFLX ) is the global leader in streaming video on-demand or SVOD. The firm now has more than 280 million global subscribing households and reaching a total likely audience of over 600 million.Professional equity portfolio manager for a boutique buy-side asset manager.My focus is on finding high-quality companies, applying a disciplined approach to valuation and identifying underappreciated opportunities. My goal is to identify opportunities in cash-rich companies with strong balance sheets ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Netflix. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

文章核心观点 - 美国主要股指在本周最后一个交易日上涨,其中标普500指数创出历史新高 [1][2] - 网飞公司第三季度财报超预期,股价大涨11.1%创历史新高 [2] - 农业公司股价下跌,分析师认为农产品价格低迷和农民情绪疲软对行业构成重大压力 [4] 行业和公司总结 科技通讯行业 - 网飞第三季度营收、利润和用户数量均超出预期,分析师认为其限制密码共享的措施有助于提升用户数量 [2] - 直观外科手术机器人系统的手术量增长18%,财报超预期,股价大涨10% [3] 农业行业 - 谷物加工商邦吉和ADM股价下跌,分析师认为农产品价格低迷和农民情绪疲软对行业构成重大压力 [4] - 农业设备制造商Ag Growth International被下调至"中性"评级,分析师认为行业面临重大不利因素 [4] 医疗行业 - CVS Health宣布更换CEO,并下调第三季度利润预期,股价下跌5.2% [4] 能源行业 - 世界最大油田服务公司SLB第三季度财报利润超预期但收入低于预期,预计第四季度收入增长将受到抑制 [5]

财务业绩 - 公司第三季度流媒体收入同比增长15%，达到98.25亿美元[103] - 第三季度付费会员净增加507.3万，总付费会员达到2.827亿[103] - 第三季度平均付费会员同比增长15%，达到2.802亿[103] - 第三季度营业利润同比增长52%，达到29.1亿美元，营业利润率为29.6%[103,104] - 美国和加拿大地区第三季度流媒体收入同比增长16%，达到43.22亿美元[108] - 美国和加拿大地区第三季度付费会员净增加69.4万，总付费会员达到8,480.3万[108] - 欧洲、中东和非洲地区第三季度流媒体收入同比增长16%，达到31.33亿美元[111] - 欧洲、中东和非洲地区第三季度付费会员净增加216.7万，总付费会员达到9,613.1万[111] - 公司第三季度流媒体收入为12.41亿美元，同比增长9%[116] - 第三季度亚太地区付费会员增加21%，达到52.6万会员[119] 成本和费用 - 第三季度内容摊销成本增加1.26亿美元，推动总成本上升4%[123] - 第三季度广告费用增加5000万美元，带动营销费用同比增长15%[126] - 第三季度技术研发费用增加7790万美元，同比增长12%[130] - 总体和管理费用同比下降13%，主要由于人员成本和第三方费用的减少[133][134] - 利息费用同比增加5%，主要由于债务增加[136][137] 财务状况 - 公司第三季度汇率波动对收入产生不利影响，约4.76亿美元[103] - 公司已于2023年9月停止DVD邮寄业务，对经营和财务结果影响较小[103] - 利息和其他收支同比下降113%，主要由于汇兑损失增加[139][140] - 所得税费用同比增加47%，主要由于海外税收增加[144][145] - 现金及短期投资同比增加29%，主要由于经营活动产生的现金流和发行债务[146] - 公司预计未来12个月内现金流和融资渠道能满足需求[146][147] - 公司未来3年内可能有10亿到40亿美元的内容支出[148] - 第三季度经营活动产生的现金净流入增加3.29亿美元，同比增长17%[152] - 第三季度投资活动产生的现金净流出增加21.65亿美元，同比下降731%[152] - 第三季度融资活动产生的现金净流入增加27.02亿美元，同比增长109%[152] - 前九个月经营活动产生的现金净流入增加2.13亿美元，同比增长4%[154] - 前九个月投资活动产生的现金净流出增加21.53亿美元，同比下降1654%[154] - 前九个月融资活动产生的现金净流出减少1.03亿美元，同比下降3%[154] - 公司持有15.1亿美元的固定利率无担保债务[159] 外汇风险管理 - 公司外币收入占总收入的56%，外币支出占总支出的30%[160] - 公司采取外汇套期保值措施以降低外汇波动风险[160] - 如果美元兑其他货币升值10%,公司税前利润将减少2200万美元[163] - 公司56%的收入和30%的营业费用来自美元以外的货币[160] - 如果美元兑换率下降10%,与外汇合约相关的其他综合收益(AOCI)将减少约19亿美元[160] - 如果美元升值10%,与外汇合约相关的其他综合收益(AOCI)将减少约1.33亿美元[160] - 如果汇率不利变动10%,税前利润将减少约2200万美元[163] - 公司使用非衍生工具对冲与某些外国子公司净投资相关的外汇风险[160] - 公司开始使用外汇远期合约对冲公司及其子公司之间的交易和非功能货币计价的货币资产及负债的外汇风险[161] - 公司指定某些合约为公允价值套期保值,以降低外币计价债务的外汇重新计量风险[163]