NFLX
Netflix Inc.
stock NASDAQ

Now all of the sudden NFLX and AVGO care about the debt ceiling. After weeks of rips on flip flopping news. HA.

NFLX showing some RW, watching it.

STO NFLX 07/21 CCS 455/465 for $1.69, they've had a monster couple of days and are likely overstated given their lower growth rates.. plus they don't say AI every 5 minutes so I feel a bit safer on this one.

NFLX zero drop there

I'm on the opposite side. I think most either will sub to the new Ad Tier which is doubley good for NFLX and other will just sub up. This is me merely going against what most redditors think will happened, they just always seem to be wrong when it comes to the masses.

>I’ve got an average return rate of 14% since 2014, and yet I’m somehow wrong
I assume you mean average annual return.
If you invested in an S&P 500 index in Jan 2014 and reinvested dividends, you'd have today an average annual return of \~12% (not inflation adjusted).
So you're 2% per year ahead of the general strategy that is espoused on this sub. Good for you. I can't say whether or not you got lucky with Nvidia, but let's also not pretend that you're a market genius who has somehow cracked the code.
I bought NFLX in 2007 at an adjusted cost basis of $3.18/share. I sold around $500/share. I knew NFLX was a good company and was onto something special, but I had no idea how big it would be come, and I would be lying if I told you no luck was involved.

Everyone remembering nothing good on NFLX

Sigh my NFLX puts do not like this

B B B BUT NOBODY WATCHES NFLX REEEEEEEEE! lol suckers.

There was a little discussion on NFLX on the weekend thread so dropping this here
https://preview.redd.it/ccwwzxf4g03b1.png?width=828&format=png&auto=webp&v=enabled&s=b2165a3a47d53a720b35d63a5df3738824a6f116

NFLX with a casual 5% premarket gain

Lol NFLX. Who watches TV anymore?

The hell is up with NFLX? Are tv shows that important to people? 🤦

Bought a random 6/16 395 NFLX call on Friday, I wonder how much it will be at open

So why tf is NFLX up like almost $50 in less than a week?

NVDA is on such a tear that people have forgotten that NFLX is up a cool 20 bucks today

# Is the volatile streaming media stock finally worth buying?

Netflix (NFLX 5.54%) has taken investors on a wild ride over the past two years. The streaming media giant's shares surged during the buying frenzy in growth stocks and closed at an all-time high of $691.69 on Nov. 17, 2021.

However, Netflix's stock plummeted to a multiyear low of $164.28 on June 14, 2022, as its growth decelerated, it lost subscribers for the first time in over a decade, and rising interest rates deflated its valuations. But after sinking to that nadir, Netflix's stock more than doubled to about $380 over the past year.

Is it finally safe to buy Netflix's stock after those massive price swings? Let's see four reasons to buy Netflix and one reason to sell it -- to see whether it's still a good investment.
# 1. Netflix's stabilizing growth rates

When Netflix lost paid subscribers in the second quarter of 2022, it finally admitted that it was facing stiff competition from other streaming media platforms. That warning convinced the bears that Netflix's high-growth days were over, and its growth would stall out as fierce competitors like Disney, Amazon, Warner Bros. Discovery, and Paramount carved up the market. But if we look at Netflix's growth over the past year, we'll see it actually gained subscribers again, and its revenue growth stabilized.
That stabilization can be attributed to three factors. First, it lapped its pandemic-induced growth spurt in 2020 and a post-pandemic slowdown in 2021. Second, it overcame the initial shock from Russia's invasion of Ukraine (which drove its loss of subscribers in the second quarter of 2022) over the following three quarters.

Lastly, it attracted new viewers with original hit shows like You, Outer Banks, and Ginny & Georgia, proving it could continue expanding without relying on established franchises.
# 2. The expansion of its advertising business
Netflix has traditionally generated most of its revenues by charging subscription fees for ad-free programming. But that changed last November when it launched its cheaper ad-supported tier across a dozen markets.

This ad-supported tier could help Netflix attract more budget-conscious consumers while widening its moat against similar ad-supported tiers at Disney+, WBD's HBO Max, and Paramount+. It could also attract more advertisers and diversify its top line away from its ad-free subscription fees.
Netflix hasn't disclosed any revenue figures from its new ad-supported tier yet, but it recently revealed it had nearly five million monthly active users. That would only account for about 2% of its paid subscribers, but that ratio could climb as Netflix launches the tier in additional markets.

Based on eMarketer's projections, ad spending on connected TV (CTV) ads in the U.S. could more than double from $21.2 billion in 2022 to $43.6 billion in 2026 -- and Netflix will likely benefit from that secular boom.
# 3. Its crackdown on shared passwords

For years, Netflix looked the other way toward password sharers. But this year, it finally cracked down on the practice by charging extra fees for shared passwords. In its April shareholder letter, Netflix said it was "pleased with the results" of its crackdown across Canada, New Zealand, Portugal, and Spain. It also noted that after that crackdown, its subscriber base in Canada was "growing faster" than its audience in the U.S. -- where it finally initiated its crackdown in late May.

That move might initially infuriate some of its longtime subscribers, but it could stabilize its long-term growth by boosting its revenues per household. Some of those password sharers might also shift toward its cheaper ad-supported tier.
# 4. It's stabilizing operating margins

Netflix's investments in new content and currency headwinds have squeezed its operating margins over the past year. However, it also expects its operating margin to expand from 18% in 2022 to 18%-20% in 2023 as its revenue growth stabilizes, the dollar weakens, it cuts costs, and it expands its higher-margin advertising business.

Those healthy operating margins suggest Netflix will remain the only profitable streaming video platform while Disney, WBD, and Paramount continue to rack up steep losses on their competing platforms.

**The one reason to sell Netflix: its valuation**

Analysts expect Netflix's revenue and adjusted earnings per share to rise 7% and 11%, respectively, this year. But its stock still isn't a screaming bargain at 28 times forward earnings.

It's still being valued as a FAANG stock instead of a traditional media company like Disney and Paramount, and it could be booted to the latter group if its growth in subscribers and revenues cools off again.

Netflix's stock isn't cheap, but its strengths easily outweigh the bearish concerns about its valuation. It won't surge back to its all-time highs anytime soon, but it's still a best-in-breed play on the long-term growth of the streaming media market.

NFLX about to hit $400.
This market is fucking nuts.

What the fuck is NFLX doing

Damn NFLX, calm down