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All Blog Posts Tagged 'NFLX' (31)

SMF Notes NFLX Netflix sees Q2 ($0.10)-0.14 vs ($0.18)

Capital IQ Consensus Estimate; sees revs $873-895 mln vs $891.04 mln Capital IQ Consensus Estimate (101.84 -4.27)

NFLX Netflix prelim ($0.08) vs ($0.27) Capital IQ Consensus Estimate; revs $870 mln vs $866.72 mln Capital IQ Consensus Estimate

NFLX Netflix beats by $0.19, reports revs in-line; guides Q2 EPS above consensus, revs in-line (101.84…

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Added by ken flagg on April 23, 2012 at 4:24pm — No Comments

SMF Notes NFLX Netflix and Warner Brothers (TWX) announced a new agreement:

that will extend the current 28-day sales-only window to 56 days for Theatrical New Release and made-for-video titles on DVD and Blu-ray Disc (95.54 -2.64)

"Since we implemented a 28-day window for subscription and kiosk, we have seen very positive results with regard to our sell-through business," said Mark Horak, president, Warner Home Video North America. "One of the key initiatives for Warner Bros.…

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Added by ken flagg on January 10, 2012 at 6:31pm — No Comments

StockMarketFunding Top Stock Market Predictions 2011

1/1/2012

2011 was a great trading year and presented many opportunities to go long and short the stock market. SMF Pro Traders were taught about how stocks get marked up and market down throughout the trading year.

Our …

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Added by Brian on January 1, 2012 at 12:30pm — No Comments

Whipsaw Wednesday Underway

The Wednesday before options expiration is usually one of the most volatile trading sessions of the month. As you may know, options expiration occurs on the third Friday of every month. During the trading week leading into options expiration there will usually be a lot of rumors and erratic price movements in many of the leading stocks. Just look at the false report by The Guardian newspaper yesterday as they said that there would be a €2 trillion European bank bailout. Later, reports… Continue

Added by inthemoneystocks on October 19, 2011 at 10:41am — No Comments

SMF Notes NFLX Netflix upgraded to Outperform at Wedbush; tgt raised to $155;

believes an acquisition of streaming business by Amazon (AMZN) makes sense (128.50 )

Wedbush upgrades NFLX to Outperform from Underperform and raises their tgt to $155 from $110. Upon reflection, it appears to firm that the driver for the separation of Netflix into two businesses—Netflix.com (for streaming) and Qwikster.com (for DVD rentals)—was to position the streaming business for sale to Amazon.com (AMZN). In its… Continue

Added by ken flagg on September 22, 2011 at 9:07am — No Comments

SMF Notes NFLX NASDAQ 100 (NDX, QQQ) strength & weakness:

NFLX (+2.8%) posting a firm bid ahead of tonight's qtrly. earnings; BIDU (+0.80%) jump to new 52-week highs @ 157.33 ahead of earnings results due later this eve

NDX 10 Best % Performers:

NFLX, CTRP, INTU, ATVI, WFM, ERTS, BIDU, MSFT, VMED, SYMC

NDX 10 Worst %…

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Added by ken flagg on July 25, 2011 at 1:12pm — No Comments

SMF Notes NFLX Netflix target raised to $360

at Oppenheimer on global roll-out & revised pricing plan (279.00 )

Oppenheimer raises their NFLX tgt to $360 from $280 following several announcements related to int'l expansion and NFLX's revised pricing plan.

They believe Netflix is transforming the model for global content distribution at economics that are favorable to the content industry. Their model now…

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Added by ken flagg on July 19, 2011 at 3:49pm — No Comments

SMF Notes NFLX Netflix: Increased streaming costs to limit Netflix's long-term profitability - Wedbush (267.26 )

Wedbush notes that the New York Post, Starz (which has exclusive first-run premium cable rights for Disney and Sony films) is seeking upwards of $350 mln per year from Netflix to renew its content deal, well above their prior expectation of $150-200 mln per year. In their view, the increase in streaming costs will more than offset savings from declining fulfillment, marketing, DVD purchase, and postage expenses, reducing profitability.

Added by ken flagg on June 2, 2011 at 12:12pm — No Comments

SMF Notes NFLX Netflix ticking higher;

strength attributed to tier 1 firm initiation with an Overweight rating (270.80 )

Added by ken flagg on June 1, 2011 at 1:11pm — No Comments

SMF Notes NFLX Netflix beats by $0.03, beats on revs; guides Q2 EPS below consensus, revs above consensus

Reports Q1 (Mar) earnings of $1.11 per share, $0.03 better than the Thomson Reuters consensus of $1.08; revenues rose 20.7% year/year to $719 mln vs the $703.6 mln consensus. NFLX reports Q1 gross marginof 39.0% vs 36.5% street expectations. NFLX reports Q1 Total Subscribers of 22.8 mln vs 21.9-22.8 mln Domestic guidance; Total Subscriber at the end of Q1 was 23.6 mln compared to 22.65-23.7 mln Sub guidance (Domestic & Intenrational). Free Cash Flow rose to $79… Continue

Added by ken flagg on April 25, 2011 at 4:24pm — No Comments

SMF Notes NFLX NASDAQ 100 (NDX, QQQQ) strength & weakness-

NASDAQ 100 (NDX, QQQQ) strength & weakness- Retail holdings (EXPE, NFLX, DLTR, WFMI) still outperfom @ midday

NDX 10 Best % Performers:

NFLX, EXPE, GRMN, GILD, DLTR, WFMI, VRTX, VMED, YHOO, CTXS

NDX 10 Worst % Performers:

MRVL, SPLS, EBAY , CA , RIMM, ERTS, ESRX, PCAR,… Continue

Added by ken flagg on March 4, 2011 at 2:07pm — No Comments

SMF Notes NFLX Netflix target raised to $316 at Caris & Company (235.15 +4.08)

Caris notes, with NFLX cruising past its target yet again on Friday, and up a stealth 26.2% since the company's FQ4 earnings call just 3 weeks ago, firm obviously has the choice between downgrading the stock or raising its target price. Firm is choosing the latter after carefully re-evaluating our COGS profile for 2011 and beyond, and concluding once again, as it did several times in 2010, that its assumptions for COGS are too conservative given that rapid adoption… Continue

Added by ken flagg on February 14, 2011 at 4:21pm — No Comments

SMF Notes NFLX NASDAQ 100 (NDX, QQQQ) strength & weakness-

NASDAQ 100 (NDX, QQQQ) strength & weakness- Internet Services component (NFLX) continues to lead all gainers through today's 1st hour of trade, surging to new all-time highs (211.30) on above avg. trading volume

NDX 10 Best % Performers:

NFLX, MU, SYMC, QCOM, AMZN, ALTR, CTXS, PCLN, SNDK, AMAT

NDX 10 Worst %… Continue

Added by ken flagg on January 27, 2011 at 4:26pm — No Comments

SMF Notes NFLX Netflix beats by $0.16, reports revs in-line; guides Q1 EPS above consensus

Wednesday, January 26, 2011 4:23 PM

Reports Q4 (Dec) earnings of $0.87 per share, $0.16 better than the Thomson Reuters consensus of $0.71; revenues rose 7.7% year/year to $595.9 mln vs the $597.5 mln consensus. Co issues upside guidance for Q1, sees EPS of $0.90-1.13 vs. $0.87 Thomson Reuters consensus. Q4 ending subscribers of 20.01 mln (+63%) vs. guidance of…

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Added by ken flagg on January 26, 2011 at 5:31pm — No Comments

SMF Notes NFLX Netflix earnings preview; look for FQ4 EPS beat; F2011 EPS guidance to depend entirely on marketing expense - Caris (182.09 )

Caris notes, similar to NFLX's FQ2 call last July, it's not expecting upside to top line consensus, as the trend towards trading down to the $9.99/month and $7.99/month (streaming only) pricing iterations remained in full force during the December quarter. However, as firm stated consistently throughout 2010, the lowest ARPU category within the NFLX pricing structure is also its highest-margin product, and with the streaming selection now exponentially deeper than… Continue

Added by ken flagg on January 24, 2011 at 11:09am — No Comments

SMF Notes NFLX NASDAQ 100 (NDX) strength & weakness- Internet Services component (NFLX)

NDX 10 Best % Performers:

NFLX, LRCX, CTRP, NVDA, FFIV, CTXS, MXIM, FSLR, AAPL, GENZ

NDX 10 Worst % Performers:

APOL, CHKP, CELG, MU, SYMC, VRSN, CEPH, STX, YHOO, BIDU

NASDAQ TRIN @ +0.80

NASDAQ A/D…

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Added by ken flagg on January 10, 2011 at 8:13pm — No Comments

SMF Notes NFLX Netflix: New Disney ABC television deal could exert additional pressure on margins as rapid transition to digital continues

Wedbush notes yesterday, NFLX announced a new licensing agreement with the Disney-ABC Television Group terms were not disclosed. Firm notes the LA Times cited a "person with knowledge" who put the deal at one year (with an option to extend) at a cost of $50 -- 150 million per year. Firm says the content acquired is robust, although they are surprised by the rumored price tag. Firm says the Disney-ABC content constitutes around 25% of the total…

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Added by ken flagg on December 9, 2010 at 4:13pm — No Comments

SMF Notes NFLX Netflix: Key conference takeaways - Barclays (191.34 +3.27) -Update-

Thursday, December 9, 2010 12:19 PM

Barclays notes CEO Reed Hastings & CFO Barry McCarthy participated in the Barclays Capital Global Tech Conference yesterday. Firm says their main takeaways include management's tone remained very upbeat both near term and long term, and they believe their current 4Q10 sub…

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Added by ken flagg on December 9, 2010 at 2:14pm — No Comments

SMF Notes NFLX Netflix: CEO and departing CFO at Barclays Technology Conference (184.40 -5.41) -Update-

Wednesday, December 8, 2010 2:03 PM

The CEO and departing CFO McCarthy presented at the Barclays Technology Conference. When asked why he is leaving, McCarthy said he would like to run his own business; it was a question of when not if. McCarthy then said he is "not sure you'd want to be short this quarter". The…

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Added by ken flagg on December 8, 2010 at 3:29pm — No Comments

SMF Notes NFLX Netflix announces CFO Barry McCarthy will depar

Co announces the appointment of company finance veteran David Wells as its chief financial officer to succeed outgoing CFO Barry McCarthy, who has expressed a desire to pursue broader executive opportunities outside the company. The change is effective December 10. Mr. McCarthy has served as CFO of Netflix since 1999 and led the company's initial public offering in 2002.

Added by ken flagg on December 8, 2010 at 10:14am — No Comments