I analyze oil and gas companies, related companies, and Neflix in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first and they get analysis on some companies that is not published on the free site. Interested? Sign up here for a fr ...

文章核心观点 - Netflix第三季度业绩超预期,股价在盘后交易中上涨5% [1] - Netflix正在努力扩大广告业务和提供更多直播活动,以提高利润率 [2] - Netflix股价近期走势呈现上升楔形模式,投资者需关注关键阻力位和支撑位 [3][4][5] 根据目录分别总结 技术面分析 - Netflix股价自6月底以来一直呈现上升楔形模式,最近股价回撤至该模式的下轨和50日均线附近 [3] - 在季度业绩公布前,Netflix股价成交量大幅放大,表明投资者正在调整持仓 [3] - 投资者需关注735美元和860美元附近的阻力位,以及688美元和635美元附近的支撑位 [4][5] 业务发展 - Netflix第三季度新增订阅用户510万,超过预期的500万 [2] - Netflix正在将重点转移到收入和利润率上,并计划明年的营业利润率目标为28% [2] - Netflix正在努力扩大广告业务和提供更多直播活动,以提高长期利润率 [2]

(Photo by Chesnot/Getty Images)Getty ImagesNetflix, which has seen share prices rocket back to pandemic-era heights over the past few months, reported another 5.1 million subscribers today, puffing up its global customer base to nearly 283 million. That keeps it easily as the biggest streaming service on the planet. But so what?Yes, the number topped Wall Street analyst estimates by 1 million new subscribers, along with beats on top- and bottom-line earnings. And yes, it represents a 42-percent decline in s ...

Analyst’s Disclosure: I/we have a beneficial long position in the shares of NFLX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any i ...

Thursday, October 17th, 2024Markets cooled off today, quickly dropping shortly after the opening bell this morning. In fact, the small-cap Russell 2000, which outshone the major indexes yesterday, fell into negative territory early and stayed there virtually all session. Among the four major indexes, it’s hard to get flatter than this: the Dow was up +162 points, +0.38% (to a fresh all-time closing high of 43,240), but the Russell was -0.31%. The S&P 500 came in -0.012% while the Nasdaq was up +0.035%.Econ ...

财务数据和关键指标变化 - 2025年预计收入430-440亿美元,较2024年增长11%-13% [14][15] - 2025年收入增长主要来自会员增长和ARPU提升 [14][15] - 2024年营业利润率预计提升6个百分点 [18][19] 各条业务线数据和关键指标变化 - 拉美地区2023年Q3会员略有下降,但2024年Q4已经出现反弹 [22][23][24] - 拉美地区2023年Q3收入同比增长9%,2023年前三季度增长10% [22] 各个市场数据和关键指标变化 - 美国市场观看时长在2023年上半年同比增长约1% [41][42] - 公司正在逐步淘汰基础会员计划,已在部分国家实施 [55][56] 公司战略和发展方向及行业竞争 - 公司未来5-10年的目标是将数字广告和电视广告的优势结合 [30][31][32] - 公司将继续专注于提升内容质量,而不是过度关注成本 [45][46][48] - 公司认为流媒体是未来,并有望继续扩大在电视观看时长的份额 [62][63][64][65] 管理层对经营环境和未来前景的评论 - 管理层对2025年前景充满信心,预计将实现15%的收入增长和6个百分点的利润率提升 [5][18] - 管理层认为公司有很大的长期盈利空间,只要持续提升内容质量和服务价值 [50][51][52] 其他重要信息 - 公司正在大力投资拓展广告业务,预计2025年广告收入将翻倍 [26][27][28][31] - 公司不考虑改变演员薪酬结构,仍将采用前期付费的模式 [48] - 公司未来几年不会考虑发放股息,而是将自由现金流用于股票回购 [58][59] 问答环节重要的提问和回答 问题1 **Rich Greenfield 提问** Netflix是否可以在没有院线发行的情况下,也能引发文化热点 [44] **Ted Sarandos 回答** 公司认为可以通过Netflix直接为观众提供最新热门内容,从而引发文化热点 [45][46] 问题2 **John Hodulik 提问** YouTube日益增长的电视观看份额是机遇还是威胁 [60] **Ted Sarandos 和 Greg Peters 回答** 公司认为YouTube和Netflix在内容定位和商业模式上有所不同,两者是互补关系 [61][62][63][64][65] 问题3 **Michael Morris 提问** 公司是否考虑与其他流媒体服务打包销售 [67] **Ted Sarandos 和 Greg Peters 回答** 公司目前专注于通过自身内容和服务提升会员价值,未来暂无打包销售的计划 [68][69][70]

Netflix makes money. A lot of money.This is not news now. But a few years ago, when the company was burning billions a year, it wasn't a foregone conclusion.Good luck, would-be Netflix competitors! Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read preview Thanks for signing up! Go to newsletter preferences Thanks for signing up! Access your favorite topics in a personalized feed while you're on the go. Email address By clicki ...

For the quarter ended September 2024, Netflix (NFLX) reported revenue of $9.82 billion, up 15% over the same period last year. EPS came in at $5.40, compared to $3.73 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $9.77 billion, representing a surprise of +0.60%. The company delivered an EPS surprise of +6.09%, with the consensus EPS estimate being $5.09.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they ...

Netflix (NFLX) came out with quarterly earnings of $5.40 per share, beating the Zacks Consensus Estimate of $5.09 per share. This compares to earnings of $3.73 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 6.09%. A quarter ago, it was expected that this internet video service would post earnings of $4.70 per share when it actually produced earnings of $4.88, delivering a surprise of 3.83%.Over the last four quarters, the com ...

After delivering a solid third-quarter earnings report, Netflix execs fielded the question top of mind for most investors (though definitely not for inflation-wracked subscribers): When will they raise prices in the U.S.? “Our approach to pricing has been remarkably consistent over many, many years,” Co-CEO Greg Peters said. “Our core theory is, we’ve got to work really, really hard to make sure we are delivering more value to members every quarter. Then, we assess based on how that’s going, through metric ...