Netflix, Inc. Add to portfolio

Ex-Subscriber Survey Illustrates the Challenges Ahead for Netflix | NASDAQ. Since first introducing its streaming service a dozen years ago, the rise of Netflix(NASDAQ: NFLX) as a streaming powerhouse has been nothing short of phenomenal. The company has gone from 7.5 million subscribers and $300 million in revenue in Q4 2007 to more than 158 million global subscribers and revenue of $5.2 billion in Q3 2019. Gone are the days when Netflix was the only streaming game in town, and the coming year could arguably be the company's most challenging yet. These lapsed subscribers were asked to pick from a list of reasons, choosing all those that applied. Forty-nine percent of the 1,005 respondents said the most recent price increase was the biggest factor.

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Consumers have a bevy of new streaming options to choose from over the next year, and many investors in consumer discretionary stocks are worried about subscribers leaving Netflix(NASDAQ: NFLX). Netflix has only added about 10 million U.S. subscribers over the last two years. But Netflix CEO Reed Hastings doesn't think subscriber numbers are the best way to judge success for the crop of new streaming services. The amount of time people spend actually engaged with each service is a good indication of the potential long-term value those services will create for their parent companies and investors. If every Comcast subscriber gets unfettered access to Peacock's best content through an ad-supported service, but nobody's actually watching it, then it's not producing value for the company. And if millions of people get a free year of Disney+ through Verizon, but they don't really care about the new originals or plan on rewatching every Marvel movie, they probably won't stick around and pay for the service on their own after a year. The question investors are trying to answer, then, is whether new services like Disney+, Apple TV+, HBO Max, and Peacock, among others, will take screen time away from video games like Fortnite, veteran streaming services like Netflix, or something else.

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Long-term relative strength cycles predict that Netflix stock will hold the deep September low well into 2020.

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333.54 million shares or 2.45% more from 325.56 million shares in 2019Q1 were reported. Ashfield Ltd Liability stated it has 0.26% of its portfolio in Netflix, Inc. (NASDAQ:NFLX). Mogy Joel R Invest Counsel has 0.52% invested in Netflix, Inc. (NASDAQ:NFLX) for 10,791 shares. Northwestern Mutual Wealth Mgmt reported 37,773 shares stake. Seatown Holdings, which manages about $547.05 million US Long portfolio, upped its stake in Coca Cola Co (NYSE:KO) by 276,581 shares to 386,581 shares, valued at $19.69 million in 2019Q2, according to the filing. More notable recent Netflix, Inc. (NASDAQ:NFLX) news were published by: Seekingalpha.com which released: “Netflix eyes all-original content future – Seeking Alpha” on November 15, 2019, also Nasdaq.com with their article: “3 Stocks to Hold for the Next 20 Years – Nasdaq” published on November 16, 2019, Nasdaq.com published: “BUZZ-U.S. STOCKS ON THE MOVE-Uber, Netflix, AbbVie, Colgate-Palmolive – Nasdaq” on November 01, 2019.

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SAN FRANCISCO (Reuters) - Wall Street's reaction so far to Walt Disney Co's <DIS.N> long-awaited streaming service suggests investors believe the competition may not be as crushing as expected for entertainment rival Netflix Inc <NFLX.O>. Shares of Disney have surged 8% since the launch of Disney+ a week ago, helped along by 10 million sign-ups for the service in its first day. But during the same period, Netflix's stock recovered from an initial slump and is now up nearly 3%, with some investors betting the two companies' streaming offerings may be able to coexist. "I’m a consumer of both services and I can tell you that what my kids watch on Netflix is not what they watch on Disney+. Now I get it, and the market is reacting to that, appreciating the shares of both companies," said King Lip, chief investment strategist at Baker Avenue Asset Management in San Francisco. Netflix Chief Executive Reed Hastings warned in September that competition arising from the entrance of Apple <AAPL.O>, Disney and NBC to the global streaming market would spark a surge in content costs, adding to worries about Netflix's already slowing subscriber growth.

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KUALA LUMPUR, Nov 17 — National Film Development Corporation (Finas) has recently called for censorship of Netflix in Malaysia due to concerns by parents that children are watching uncensored content. He also added that uncensored content will provide a risk to the mind development of children if it is not started now. If Netflix censorship is needed to control what kids watch, Netflix already has existing parental controls to restrict content for younger viewers. From the report, it appears that a lot of Malaysian parents and even Finas are not aware of this key feature which Netflix has introduced to provide a safe space for kids online. For every new account, there’s a Kids profile that’s created by default. Parents can easily create additional profiles for their children and you can have a maximum of five profiles in one subscription. When you create a profile from the home screen, you can choose the maturity levels for TV shows and movies using the drop-down menu.

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Netflix, T-Mobile, Alphabet: Stocks That Defined the Week. While the Dow hit records this past week, here are seven stocks that moved on news. Walt Disney Co.’s new streaming service locked up 10 million subscribers in its first 24 hours despite a glitch that made Disney+ difficult to watch for several hours. The service’s aggressive debut Tuesday boosted Disney’s shares by 7% the next day and sent Netflix shares down 3.1%. T-Mobile shares fell 1.6% Monday. Southwest Airlines Co. U.S. regulators recently considered grounding more than three dozen Southwest jets because the airline couldn’t show that they met all mandatory safety standards, according to government documents.

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Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. This was the most-watched show on Netflix across its non-English language territories.While The Naked Director was a hit in Japan, the second season of Sacred Games was the company’s most-watched show in India.The content slate for the fourth quarter includes shows and movies like The Crown, The Witcher, The Irishman from Martin Scorsese and action movie 6 Underground, directed by Michael Bay and starring Ryan Reynolds.Other notable releases include Marriage Story (starring Scarlett Johansson and Adam Driver), The Two Popes (featuring Anthony Hopkins and Jonathan Pryce), Dolemite is My Name (starring Eddie Murphy and Da’Vine Joy Randolph), Steven Soderbergh’s The Laundromat (starring Meryl Streep and Gary Oldman) and The King (starring Timothee Chalamet, Lily-Rose Depp and Joel Edgerton). Netflix is now available on Sky Italia, Canal+ in France, KDDI in Japan and Izzi in Mexico.In terms of languages, Netflix started offering its services in Vietnamese, Hungarian and Czech.Quarter DetailsInternational Streaming revenues (52.6% of revenues) jumped 39.9% year over year to $2.76 billion. The figure was better than management’s guidance of $2.40 billion.The DVD business revenues (1.4% of revenues) declined 19% year over year to $71.9 million.Notably, from fourth-quarter 2019, Netflix will start disclosing revenues and membership data by regions, namely Asia Pacific (APAC), Europe, Middle East & Africa (EMEA), Latin America (LATAM), and the United States and Canada (UCAN).Marketing expenses increased 8.5% year over year to $553.8 million. However, as a percentage of revenues, marketing expenses decreased 220 basis points (bps) to 10.6%.Consolidated contribution margin (revenues minus the cost of revenues and marketing cost) expanded 640 bps on a year-over-year basis to 30.4%.

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Stocks recently featured in the blog include: Disney DIS, Netflix NFLX, Apple AAPL, Roku ROKU and Amazon AMZN. This was evident from the share price movement of Disney’s streaming service peers since Disney+ was rolled out. While Disney’s shares surged, dominant provider Netflix lost 3%. Although shares of Roku and Apple appreciated 5.2% and 1%, respectively, the companies underperformed Disney. Disney+ comes in at a competitive price compared with both Netflix and the recently-released Apple TV+. While Disney+ costs $6.99 per month, the company is also offering a bundle package of Disney+, ESPN+, and ad-supported Hulu for $12.99 a month. Established players like Netflix and Amazon, as well as new entrants like Disney+, NBCUniversal’s Peacock and HBO Max are expected to face a difficult time keeping up with Apple TV+’s rock-bottom pricing.

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Netflix Rises; Nothing Changes With Disney+ Launch, Says Content Chief. Investing.com - Netflix (NASDAQ:NFLX) isn’t deterred by the rise of other streaming services, like Disney+. In fact, the company is surprised it didn’t happen sooner, Chief Content Officer Ted Sarandos said at an event in New York Thursday evening. With streaming content now the norm, Netflix is moving more into producing its own shows and content instead of just offering programming, Sarandos said.

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