https://www.cnbc.com/2022 .. -slowdown.html


Netflix shares are down 24% in trading Friday after the company quietly admitted in its fourth-quarter earnings that streaming competition is eating into its growth

If it remains down more than 20% until close it will be Netflix’s worst day since July 25, 2012, when shares fell 25%. And it will likewise be the worst week since July 27, 2012, when the stock fell about 28%.

Despite beating analyst expectations on the top and bottom line and in user numbers for the quarter, the admission seemed to rock investors

Netflix executives have infamously pointed to things like sleep as potential competitors, claiming anything else users could be doing with their time is competition


But even as the streaming wars heated up with Disney and even CNBC owner NBCUniversal entering the mix, Netflix leaders mostly maintained resolved about the new competition.

“While this added competition may be affecting our marginal growth some, we continue to grow in every country and region in which these new streaming alternatives have launched,” the company said in its shareholder letter on Thursday





The question of competition is even more crucial given Netflix increased prices just last week in the U.S. and Canada, raising its standard plan from $13.99 to $15.49 per month. With other alternatives available to consumers, higher prices could become a trickier gamble.

KeyBanc Capital Markets analysts lowered their rating on the stock from overweight to Sector Weight following Thursday’s earnings release

They wrote in a note that among the reasons they are less confident in the outlook is that, despite an improved content slate, the company still experienced challenges to its gross additional subscribers

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so is it time to buy.?

DUCEDUCE said so is it time to buy.?

Now is not the time to buy unprofitable companies

Netflix doesn’t have the money to compete with Amazon, AT&T, Apple and Disney for content

Netflix has the highest subscription price with nothing innovative to offer

DUCEDUCE said so is it time to buy.?

Hard to say at this point imo

I think Netflix is on the way out tbh

The value just isn’t there, they don’t have any major hooks like other platforms (friends, Seinfeld, the office, sunny, etc.) whether you think they’re good or not, there are those shows that have a huge, loyal base that will watch forever. Netflix is banking on its original content and it hasn’t had a lot of HUGE wins in that category for a while. Squid Game is the only one I can think of that was an undisputed, western-wide hit. Other shows do well but don’t seem to have the whole world watching. Not to mention, they don’t have ad revenue so even if a show does moderately well amongst a certain group, if it isn’t driving new subscriptions, it’s technically a failure because that’s the only metric they can use to judge its success from a business standpoint.

I know a lot of people who are ready to cut Netflix with the price hikes because they use other services so much more often.

Seems like they’re in a critical point, they need more hits and without ad revenue all they can rely on is subscribers. I’m not sure their original programming is getting it done.

Skateboard T said Hard to say at this point imo I think Netflix is on the way out tbh The value just isn’t there, they don’t have any major hooks like other platforms (friends, Seinfeld, the office, sunny, etc.) whether you think they’re good or not, there are those shows that have a huge, loyal base that will watch forever. Netflix is banking on its original content and it hasn’t had a lot of HUGE wins in that category for a while. Squid Game is the only one I can think of that was an undisputed, western-wide hit. Other shows do well but don’t seem to have the whole world watching. Not to mention, they don’t have ad revenue so even if a show does moderately well amongst a certain group, if it isn’t driving new subscriptions, it’s technically a failure because that’s the only metric they can use to judge its success from a business standpoint. I know a lot of people who are ready to cut Netflix with the price hikes because they use other services so much more often. Seems like they’re in a critical point, they need more hits and without ad revenue all they can rely on is subscribers. I’m not sure their original programming is getting it done.

Maybe they switch over to a weekly release model like the rest of streaming platforms that might help.

The problem with Netflix is they have way too much content and most of it is mediocre at best. It’s difficult to find new things due to the volume of titles and it’s recommendation engine just prevents you from finding new sh*t. Also Netflix charge extra for 4K which is bs

Apple has a small catalogue of their own shows but everything is high quality, prime is getting better and hbo is still king at making tv shows and their streaming platform has caught up

Netflix reinvented itself once before will be interested to see how they compete on a more even playing field

RackboyCam said The problem with Netflix is they have way too much content and most of it is mediocre at best. It’s difficult to find new things due to the volume of titles and it’s recommendation engine just prevents you from finding new sh*t. Also Netflix charge extra for 4K which is bs Apple has a small catalogue of their own shows but everything is high quality, prime is getting better and hbo is still king at making tv shows and their streaming platform has caught up Netflix reinvented itself once before will be interested to see how they compete on a more even playing field

they already announce last quarter they were introducing video games, but it paled in comparison to Facebook metaverse announcement and the potential for gaming

Sin said Now is not the time to buy unprofitable companies Netflix doesn’t have the money to compete with Amazon, AT&T, Apple and Disney for content Netflix has the highest subscription price with nothing innovative to offer

Depending how u look at it they giving ppl chances that want get the time of day from other companies. Squid Game among many which is a phenomenon

DUCEDUCE said so is it time to buy.?

I’ll say yea they can easily bounce back. I’ll use Bitcoin for my example. I was turned on to it while it was around 8k. I’ve invested money in it & of course it was going up & down. Saying all that to say this, as soon as I counted them out the last time they stock fail, I took out all my money & literally the next week they’ve started growing & haven’t slowed down yet. Of course them what if’s in my head. If only I kept my money there and invested more, I’ll be good right about now. So yea buy while everybody else is ditching & when they bounce back reap the benefits just take patience. Good luck on your endeavors

Buy PUTS.

datdude07 said Depending how u look at it they giving ppl chances that want get the time of day from other companies. Squid Game among many which is a phenomenon

majority of Netflix content money is spent leasing from other companies

out of the $17.3 billion they spent only $5.21 billion was original content

the only way this is sustainable is if they cut all the way back on leased content from competitors and find enough quality original investments to fund

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Sin said majority of Netflix content money is spent leasing from other companies out of the $17.3 billion they spent only $5.21 billion was original content the only way this is sustainable is if they cut all the way back on leased content from competitors and find enough quality original investments to fund view image view image

Sound like I need you to help me coup off my business come up with some type of budget & game plan

datdude07 said Sound like I need you to help me coup off my business come up with some type of budget & game plan

man my personal finances are in shambles lol,

I learned to research companies for stock buying reasons, but all I do is research and buy for long term

Buy a duplex somewhere in America

Not sure why, but as soon as they upped their price all I could think of is

Netflix: HBO for the uneducated

Skateboard T said Hard to say at this point imo I think Netflix is on the way out tbh The value just isn’t there, they don’t have any major hooks like other platforms (friends, Seinfeld, the office, sunny, etc.) whether you think they’re good or not, there are those shows that have a huge, loyal base that will watch forever. Netflix is banking on its original content and it hasn’t had a lot of HUGE wins in that category for a while. Squid Game is the only one I can think of that was an undisputed, western-wide hit. Other shows do well but don’t seem to have the whole world watching. Not to mention, they don’t have ad revenue so even if a show does moderately well amongst a certain group, if it isn’t driving new subscriptions, it’s technically a failure because that’s the only metric they can use to judge its success from a business standpoint. I know a lot of people who are ready to cut Netflix with the price hikes because they use other services so much more often. Seems like they’re in a critical point, they need more hits and without ad revenue all they can rely on is subscribers. I’m not sure their original programming is getting it done.

Seinfeld is on Netflix. The problem is they don't own their own content, they did a great job of creating their own to try and offset that but that's pricey. I was actually surprised that ATT didn't put one huge streaming service out with all of the content that they own instead of just HBO Max.

projectd06 said Seinfeld is on Netflix. The problem is they don't own their own content, they did a great job of creating their own to try and offset that but that's pricey. I was actually surprised that ATT didn't put one huge streaming service out with all of the content that they own instead of just HBO Max.

I though it was Hulu? Netflix has the whole series?

DUCEDUCE said so is it time to buy.?

don't buy rn

Skateboard T said I though it was Hulu? Netflix has the whole series?

I'm not too sure but I was watching it the other day and I don't have Hulu. It only popped up on the front page withing the last few months so that might be something they added recently

2007 said Buy PUTS.

market makers know this premiums would be crazy high

n*gga Ozark came out today. fu*k all that

literally the whole market has been bleeding for the last month.... I'd chill on buying anything until sh*t starts to plateau

Skateboard T said Hard to say at this point imo I think Netflix is on the way out tbh The value just isn’t there, they don’t have any major hooks like other platforms (friends, Seinfeld, the office, sunny, etc.) whether you think they’re good or not, there are those shows that have a huge, loyal base that will watch forever. Netflix is banking on its original content and it hasn’t had a lot of HUGE wins in that category for a while. Squid Game is the only one I can think of that was an undisputed, western-wide hit. Other shows do well but don’t seem to have the whole world watching. Not to mention, they don’t have ad revenue so even if a show does moderately well amongst a certain group, if it isn’t driving new subscriptions, it’s technically a failure because that’s the only metric they can use to judge its success from a business standpoint. I know a lot of people who are ready to cut Netflix with the price hikes because they use other services so much more often. Seems like they’re in a critical point, they need more hits and without ad revenue all they can rely on is subscribers. I’m not sure their original programming is getting it done.

Netflix does have Seinfeld

JimDinO77 said literally the whole market has been bleeding for the last month.... I'd chill on buying anything until sh*t starts to plateau

this is the time to buy

buy low and sell high

nothing at all has changed in the business of apple or Microsoft