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Netflix

Analyst Articles

Video Streaming Quarterly Update – Netflix, Roku, and Disney Report Impressive Growth in New Paid Membership Accounts

August 31, 2020 Jay Yi

Netflix led the quarter with almost 200 million paid membership accounts, followed by Disney and Roku, with 102 million and 43 million paid membership accounts, respectively. Global video streaming market is expected to reach $843 billion by 2027, a 12% CAGR between 2020 and 2027. [more]

Analyst Articles

Gold BAANG Stocks Outperform Tech FAANG Stocks Year-to-Date

August 25, 2020 Chris Thompson

So far this year, a basket of Gold BAANG stocks (Barrick, AngloGold, Agnico Eagle, Franco-Nevada, and Gold Fields) is up 58% versus the Tech FAANG stocks (Facebook, Amazon, Apple, Netflix, and Google/Alphabet), up 52%. [more]

Analyst Articles

Market Pundits Speak – Part 2 – Jerome Powell, Bill Miller, David Tepper, Stanley Druckenmiller, Larry Fink and Jim Paulsen

May 22, 2020 Jay Yi

The Federal Reserve and the Treasury Secretary announce new extensive measures to support the economy, which brings comments from Duquesne Family Office, Blackrock, Miller Value Partners, The Leuthold Group, and Appaloosa Management. [more]

Analyst Articles

WildBrain’s Revenue Drops 11% but Raises $25M for Growth Initiatives

May 18, 2020 Israel Pinheiro

Revenue was negatively affected by changes implemented by YouTube in January along with the impact of COVID-19 on the global advertising industry beginning in March. [more]

Analyst Articles

Companies Focused on Stay-at-Home Products and Services Report First Quarter Earnings

May 12, 2020 Jay Yi

Shopify, Netflix, Roku, Peloton, Etsy, and Pinterest book Y/Y revenue gains in 28%-60% range but some are still not profitable. [more]

Analyst Articles

Netflix, Disney, Roku and Other Streaming Platforms Hogging All the Bandwidth

March 29, 2020 Jay Yi

In light of the Covid-19 lock-downs, consumers are saturating the internet for streaming services, but the network structures currently in place do not have the capability to handle the high congestion, especially in low bandwidth areas. [more]

Analyst Articles

Netflix Beats on Earnings, Plans to Raise US$2B in Debt for Content, but is it Sustainable?

October 21, 2019 Jay Yi

Netflix beat analyst earnings expectations for Q3/2019, but weak guidance, increased competition, and continued losses in operating cash flows has continued its stock price’s decline. [more]

teens
Analyst Articles

YouTube, Nike, Amazon and Kevin Hart Win the Hearts of Teens in the Fall 2019 Piper Jaffray Survey

October 14, 2019 Alison Stanley

Piper Jaffray conducted its 38th biannual survey of U.S. teens – overall spending decreased by 4% with YouTube, Nike, and Amazon popular among this demographic. [more]

roku logo small
Analyst Articles

Streaming Service Roku’s Stock Price Doubles as its Active Users Reach over 30M, Chasing Netflix

September 4, 2019 Chris Thompson

Over the past 3 years, Roku, a tech company that provides a platform to aggregate streaming services such as Netflix, has captured the largest number of devices utilizing its operating system. [more]

Disney logo
Analyst Articles

Disney’s Quarterly $20B Revenue Below Consensus but Focus Remains On Streaming Services

August 7, 2019 Chris Thompson

Disney reported FQ3/2019 financials with revenue below consensus estimates and significant operating losses from its recent acquisition of 21st Century Fox. [more]

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