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Netflix is now worth more than $100B

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Re: Netflix is now worth more than $100B

#101

Post by [deleted] »

cm2187 wrote: post #33
dvt wrote: post #24

Earlier quoted context omitted.

N different services still come out cheaper than cable. I pay for Netflix, Hulu, and Amazon Prime (which comes with Video) so let's say ~ $30 a month. Compared to Cox Cable, it's not even close -- $30 is Cox' entry level cable offering (and I can't share it with my family, nor watch shows at my own leisure). My bet is that there's plenty of cash still left. Until cable companies wise up (which is probably never), Net…

That’s n different services just to get a decent coverage of recent releases. As for the back catalogue, I haven’t seen anything that is even close to decent.

[deleted]

Re: Netflix is now worth more than $100B

#102

Post by smogcutter »

Rotareti wrote: post #61
ebbv wrote: post #2

Can we infer from this that at the end of Q3 they had ~25 million subscribers? I am not planning to cancel Netflix but I am frustrated at how terrible most of the content is, and how hard it is to find anything with the current interface. I hope they're rethinking their UX and reconsidering their current approach of "License a bunch of really cheap awful content to make it seem like there's a lot of stuff to watch."

> I am frustrated at how terrible most of the content is, and how hard it is to find anything with the current interface. I use criticker.com to solve this problem. They have an "On Netflix" filter, that lists everything available on Netflix. They also have a rating system, where you can give movies a rating from 0 to 100. If you rate enough titles, it'll give you a "Probable Score" for each movie/series/documentary,…

Amazing you need a third party service now to replicate what netflix was all about in the DVD era.

Re: Netflix is now worth more than $100B

#103

Post by kevin_thibedeau »

aphextron wrote: post #62
bufferoverflow wrote: post #48

Earlier quoted context omitted.

> The problem is there's no growth to be found anywhere. Cryptocurrencies and ICOs. Applied neural networks. Automation. Good electric cars. To the point where people are prepaying for something that might be built in a few years. Good cheap batteries.

>Cryptocurrencies and ICOs. What value is being created here, exactly? There's plenty of idealistic notions being thrown around, but I've yet to see a single, real, useful product or service materialize >Applied neural networks. Same. >Automation. This is way too broad to be invested in. Of course the world is automating at a greater rate, but is this a cause for growth? Will automated factories produce more goods fo…

> What value is being created here, exactly?

It's the greatest advance in money laundering ever invented. For that to work the proles need to be conned into participating so there is plenty of transaction volume to hide in.

Re: Netflix is now worth more than $100B

#104

Post by rhino369 »

ioquatix wrote: post #4
ebbv wrote: post #2

Can we infer from this that at the end of Q3 they had ~25 million subscribers? I am not planning to cancel Netflix but I am frustrated at how terrible most of the content is, and how hard it is to find anything with the current interface. I hope they're rethinking their UX and reconsidering their current approach of "License a bunch of really cheap awful content to make it seem like there's a lot of stuff to watch."

The thing that bothers me is how long it takes for content to come to Netflix. For example, in NZ, I still don't have access to season 2 of The Expanse. Remind me again why I'm paying monthly for this service!?

To be fair, you are paying what? 11 dollars? Netflix isn't meant to be "all access to everything." If you wanted access to everything immediately it's going to cost a lot of money.

For a while, it was "access to nearly all old TV." a few years ago. But that was when old TV had little value. Nobody was paying for old TV and you couldn't even find it elsewhere.

Now, Netflix has made old TV valuable and has made new TV less valuable. Shows like The Expanse need to monetize on the reruns because the "first run" isn't enough anymore.

Re: Netflix is now worth more than $100B

#106

Post by jedberg »

kosei wrote: post #11

Wonder why Q4 had such a big bump but Q1 2018 seems to be dropping back down to prior levels. Is this just people purchasing subscriptions at the holiday? Discounts? Special content?

Q4 is always big because people get new Netflix capable devices for Christmas.

Re: Netflix is now worth more than $100B

#107

Post by edpichler »

I study stock market for more than a decade, for long term, and I perfectly now that company data should not be analysed in a isolatedly, but, any stock with P/E ratio 230.24 you need to be very careful, and put just the money you can afford to lose without disturb your sleep.

For whom that does not understand company ratios, a P/E ratio 230.24 is meaning that you need 230 years of profits to return to you the price you are paying today, of course, this does not consider that the company and profits will grow. But to have a parallel, at least in my country, really good companies have a P/E between 20 and 30, on average, and 30 is considered very high.

Re: Netflix is now worth more than $100B

#108

Post by Consultant32452 »

Rotareti wrote: post #61
ebbv wrote: post #2

Can we infer from this that at the end of Q3 they had ~25 million subscribers? I am not planning to cancel Netflix but I am frustrated at how terrible most of the content is, and how hard it is to find anything with the current interface. I hope they're rethinking their UX and reconsidering their current approach of "License a bunch of really cheap awful content to make it seem like there's a lot of stuff to watch."

> I am frustrated at how terrible most of the content is, and how hard it is to find anything with the current interface. I use criticker.com to solve this problem. They have an "On Netflix" filter, that lists everything available on Netflix. They also have a rating system, where you can give movies a rating from 0 to 100. If you rate enough titles, it'll give you a "Probable Score" for each movie/series/documentary,…

I use the JustWatch app on my phone. You can tell it which services you subscribe too (it has many). You can even let it tell you where content is purchase-able.

Re: Netflix is now worth more than $100B

#109

Post by brown9-2 »

edpichler wrote: post #107

I study stock market for more than a decade, for long term, and I perfectly now that company data should not be analysed in a isolatedly, but, any stock with P/E ratio 230.24 you need to be very careful, and put just the money you can afford to lose without disturb your sleep. For whom that does not understand company ratios, a P/E ratio 230.24 is meaning that you need 230 years of profits to return to you the price…

If netflix doesn’t pay a dividend, does a P/E analysis still make any sense?

Re: Netflix is now worth more than $100B

#110

Post by ChuckMcM »

anilshanbhag wrote: post #19

The entire stock market feels like its in a bubble. Netflix stock gained more than 25% in the past one month. Their free cash flow (FCF) has been negative every single quarter and will be for many quarters to come. Stocks trade based on discounted cash flow(DCF). Netflix however produces no material return for investors and still majority of the analysts keep putting higher and higher price targets, its like they are…

Much of Netflix's valuation seems to be based on their ability to own the gate between people and all of Hollywood. That puts them in a position to take profits away from the people like Murdoch and bank it. The dirty tricks that the studios play on theatres don't work on Netflix or Amazon prime.
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