Netflix’s ‘The Billion Dollar Code’ Dramatizes the Legal Battle Over Google Earth
Iconic Sitcom 'Seinfeld' Starts Streaming This Week on Netflix
Best Korean Media Stocks to Watch Amid 'Squid Game' Fame
Who Gets Roald Dahl's $680 Million in Royalties From Netflix?
Here's How Much Those Former Netflix Employees Made From Insider Trading
Death Cross Stocks: What They Mean and How to Spot Them
Netflix (NFLX) Stock Could Rise More After Its Q1 Earnings
How Netflix CEO Reed Hastings Became a Billionaire
Amazon’s International Segment Saw Improvement in 2Q15
The year-over-year revenue growth trend for Amazon’s International segment was falling until last quarter.
How Did the US Election Results Affect Media Stocks?
In this series, we’ll look at what Trump’s win means for the media sector. We’ll also look at how the possibility of a change in net neutrality regulations could affect media companies.
Why Is Morgan Stanley Optimistic about Apple?
According to a report from Apple Insider, Morgan Stanley expects Apple to offset the threat of longer replacement cycles with the iPhone Xs.
Netflix’s Competition Could Increase in the Future
Netflix (NFLX) leads the share of Internet traffic on computers and networks in North America. However, the competition is increasing against it.
Why Is Twitter Investing in Original Shows and Programming?
Last month, Twitter (TWTR) announced it would partner with 30 companies to bring original shows to its platform.
What We Heard from Dish Just before the Big Insider Buy
Weeks before it was revealed that Charlie Ergen made the largest insider buy of Dish Network (DISH) stock in years, we heard about the positive progress of the company’s online television service, Sling TV.
Why CBS Is Focusing on Original Progamming
Media companies have started focusing on producing original programming. CBS (CBS) is also increasingly concentrating on original programming.
US Retail Sales Flat in April on Rising Oil Prices, Yet XRT Up 1%
Retail sales in the United States in April didn’t see any growth over March’s sales figures. But the jobless claims reading brought some positive news for the consumer sector.
Trading at a Discount, Netflix Has Mixed Recommendations
Of the 44 analysts covering Netflix, 23 have given it a “buy” recommendation, seven have given it a “sell” recommendation, and 14 have given it a “hold” recommendation.
What to Expect of DISH’s 4Q17 Revenue
DISH Network will release its 4Q17 earnings before the market opens on February 20, 2018. As per Yahoo Finance, DISH’s revenue in 4Q17 is expected to be $3.5 billion.
What Could a Net Neutrality Rollback Mean for Netflix?
The net neutrality principle is a subject of ongoing debate. Net neutrality rules say that all Internet traffic should be treated equally.
Buckingham Research Downgrades Netflix due to Competition Fears
On March 8, Netflix (NFLX) stock fell 0.9% to $349.60 after Buckingham Research downgraded its rating from “buy” to “neutral.”
Why Netflix Is Stopping Short of an All-Time High
Netflix (NFLX) is expected to announce its 1Q17 results on April 17, 2017. In its 4Q16 results, Netflix had total streaming revenues of $2.4 billion, up 41% year-over-year.
Why Twitter Closed Its TV Apps
Twitter (TWTR) announced it will be closing its TV apps on streaming devices Roku (ROKU), Xbox, and Android TV as of May 24.
Why Netflix Is Streaming Low-Quality Video on AT&T and Verizon
Netflix has been streaming low-quality videos for subscribers on AT&T and Verizon Communications’ (VZ) wireless networks. Here’s why.
What Factors Are Driving Time Warner’s Growth
Time Warner’s (TWX) Turner business division had revenues of $3 billion in fiscal 2Q16, an increase of 6% year-over-year.
Eyes Are on Instagram as Facebook Reports 4Q16 Earnings
As Facebook (FB) reports its 4Q16 results, all eyes are on the company’s mobile revenue. FB has begun taking steps to monetize its other mobile properties such as Instagram.
NFLX’s International Membership Additions Exceeded Expectations
On January 19, 2016, Netflix (NFLX) announced its 4Q15 results. Netflix recorded international streaming revenues of $566 million in 4Q15.
A Look at Netflix’s Valuation Metrics
In international markets, Netflix continues to expand rapidly, but it hasn’t become profitable yet. The company also faces other challenges in international markets.
Insights into Verizon’s Fios Video Trend
In 3Q17, Verizon lost 18,000 Fios video customers compared to 36,000 net additions in 3Q16.
Why Is Netflix Experimenting with Original Content Licensing?
One of the reasons Netflix (NFLX) is venturing into more original content production is the declining cost of content production.
Will Netflix Continue to Grow in International Markets?
In international markets, Netflix (NFLX) had total streaming memberships of 47.9 million and net additions of 3.5 million members in 1Q17.
What Are the Catalysts for Amazon’s Stock in 2016?
AWS and the continued success of the Prime membership program were the main drivers for Amazon in 2015. This will likely continue in 2016 as well.
21st Century Fox’s Rising STAR in India
21st Century Fox owns STAR India, India’s largest media network. STAR India develops, broadcasts, and produces programming for 51 channels in its portfolio.
YouTube’s Live Video Streaming Service Takes on Amazon in May
Amazon’s Twitch drives the highest US live video streaming volume with about 44% share. With live video streaming service at 60fps, YouTube aims to give competition to Twitch.
PayPal Reduced Its Reliance on eBay in Q3 2018
In the third quarter, eBay accounted for 11.0% of PayPal’s total payment volume, which was down from 13.0% in the third quarter of 2017.
China’s PMI and US Job Additions Push US Stocks Down
US stocks didn’t have a great start last week. Reports emanating from China drove US markets down sharply, but they rebounded the next day when Microsoft (MSFT) helped them bounce back.
Is Disney Plotting to Deprive Apple of Television Box Revenue?
Disney Kids TV streaming box, which Walt Disney (DIS) unveiled at the CES 2017, quickly has generated heat in the streaming media device market.
Tech Stocks Had Their Worst Day since 2011
Tech stocks Netflix (NFLX), Twitter, Amazon (AMZN), NVIDIA (NVDA), and Advanced Micro Devices (AMD) fell 8.4%, 8.5%, 6.2%, 7.5%, 8.2%, respectively, were among the big tech losses.
June Oil Price Rebound Affects Auto Companies and Retail Sales
The SPDR S&P Retail ETF (XRT) shed 0.42% on July 14 as retail sales figures in the United States came in way below expectations.
Why Is Time Warner Still Optimistic about Affiliate Fees Growth?
Media companies like Time Warner (TWX) derive their revenues primarily from affiliate fees and advertising.
US Households with Only Streaming Service Have Tripled since 2013
The number of American households using only OTT (over-the-top) streaming services has nearly tripled since 2013.
How Does Netflix’s Valuation Compare?
Valuation metrics Earlier in this series, we learned about some key updates for Netflix (NFLX). In this part of the series, we’ll look at how Netflix’s value proposition stacks up against its peers’. Common valuation multiples for companies in the sector include the PE (price-to-earnings), EV-to-EBITDA (enterprise value to earnings before interest, tax, depreciation, and […]
Does Netflix Expect Gains in Its International Business in 3Q16?
Netflix expects its total number of memberships in international markets to be 38.1 million in 3Q16, with a net addition of 2 million members.
Activision Aims to Increase Its User Base and Player Engagement
World of Warcraft’s MAU (monthly active users) rose 10% YoY in fiscal 2016 and 20% YoY in 4Q16, primarily driven by the successful launch of Legion in 3Q16.
What Analysts Expect from Charter Communications’ 4Q17 Earnings
Charter Communications (CHTR) plans to report its 4Q17 results on February 2, 2018. Analysts expect CHTR’s 4Q17 adjusted earnings per share to reach ~$0.88.
What’s the Outlook for Time Warner’s Affiliate Fees in 2017?
Media companies derive their revenues primarily from affiliate fees and advertising. Time Warner expects double-digit growth in affiliate fees for its Turner business division in 2017.
Automobiles and Parts Slowed Growth In Retail Sales
The retail and food services sales for November 2015 grew by 0.4% if we exclude automobiles and parts retail sales, as the latter section fell by 0.4%.
Why Marc Faber Thinks These Stocks Are Vulnerable
Facebook, Amazon, Netflix, and Google returned nearly 388%, 345%, 1,157%, and 217%, respectively, in the last five years.
What Factors Could Impact Netflix in Developing Markets?
Netflix’s business model could be hampered by low Internet penetration or low usage of Internet-connected devices in international territories.
Is Alphabet’s Africa Push Paying Off?
In 3Q17, Alphabet reported EMEA revenues of $9.1 billion, implying a growth of 23% YoY (year-over-year).
Why FANG Stocks Are Still Positive Year-to-Date Despite Hurdles
The stock market has seen a huge correction over the last few sessions. On Monday, February 5, the broad S&P 500 Index (SPY) fell a whopping 4.1%.
How Facebook’s Video Approach Differs from YouTube
Facebook (FB) is betting on video to drive its growth in the coming years.
How Serious Is Apple about Original Content?
Earlier this year, Apple said it will be spending a whopping $1 billion on original content over the next couple of years.
Amazon grew its business in 3Q14 through several initiatives
During the third quarter, Amazon made a major acquisition of Twitch for $970 million. Twitch is a popular website for video game enthusiasts who want to broadcast their video games to other people or watch other people play video games in real time.
Why Verizon Continued to Lose FiOS Video Customers
Verizon (VZ) reported wireline segment revenues of $7.4 billion in the third quarter.
How Is Amazon Gearing Up to Compete with Netflix?
Amazon (AMZN) has been increasingly focusing on its Prime program, but it’s a potent video streaming player too. How will this affect Netflix?
Netflix Explored New Content Genres in 2015
Netflix has stayed away from sports programming but has not ruled it out entirely. However, Netflix does not consider it to be as attractive an opportunity as news programming.
Will Apple’s Launch of News+ Help Boost Its Revenue?
On March 25, during an event held in Cupertino, California, Apple launched its news and magazine subscription service, News+.
How Analysts Are Rating Netflix before Its 1Q17 Earnings
Of the 41 analysts covering Netflix (NFLX), 24 gave it a “buy” recommendation, two gave it a “sell” recommendation, and 15 gave it a “hold” recommendation.
eBay and Adyen Are More Than Payment Partners
When eBay (EBY) announced earlier this year that Dutch company Adyen was replacing PayPal (PYPL) as its primary payments processor, something was not discussed.
Why India Is Important for Apple TV+ and Streaming Peers
India, with over 1.3 billion people, is becoming more important for global streaming players such as Netflix, Apple TV+, and Amazon Prime Video.
A Look at Groupon’s Marketing Strategy
Groupon (GRPN) is pumping millions of dollars (UUP) into marketing and customer acquisition efforts as it seeks to conquer the North American daily deals market.
Why international markets are a big opportunity for Netflix
Netflix expects 2.15 million net subscriber additions in the fourth quarter. This growth is faster than what Netflix experienced in the U.S.
UBS Upgrades Netflix before Q4 Earnings
Netflix (NFLX) seems to be back in January after ending the previous three consecutive months in negative territory.
The Days That Told Us the Most about the Disney-Comcast Rivalry
The Walt Disney Company and Comcast spent the better part of the first half of 2018 fighting over 21st Century Fox.
Strong Economy and a Rate Cut: Can Trump Have It Both Ways?
Today, President Donald Trump told reporters, “Our country’s doing unbelievably well economically.”
Why Is Netflix Expected to Open Higher on January 19?
After the market closed on Wednesday, Netflix (NFLX) posted upbeat fourth quarter earnings. It reported $2.48 billion in revenue in the fourth quarter.
Quadruple Play and the European Cable Industry
Altice hopes to replicate Europe’s “quadruple play” model in the United States. Quadruple play is the bundling of high-speed Internet, television, land line, and mobile service in one package.
2020 Should Be a Challenge for These Five Tech CEOs
In this year-end review, we’ll look at five tech CEOs who have the challenge of bolstering or restoring market confidence in their companies in 2020.
FAANG Stock Price Summary in Week 1 of 2020
Can FAANG stocks drive the tech sector in 2020? Which of the five FAANG stocks will lead? Here’s a review of how they started the year.
Why Tiger Global Management exits position in Carter’s
Tiger Global Management disposed of a large position in Carter’s Inc. (CRI) that accounted for 6.84% of the fund’s 1Q14 portfolio. Carter’s is based in Atlanta, Georgia. Carter’s is the largest branded marketer of apparel and related products exclusively for babies and young children. The company owns the Carter’s and OshKosh B’gosh brands.
Everything you need to know about AT&T’s wireline business
U-Verse and strategic business services have been the main growth areas for AT&T’s wireline business, offset by the declines in legacy voice and data products. AT&T’s U-Verse broadband and TV business both are showing strong growth.
Why Facebook’s Spending Is Rising
Facebook (FB) has been hiring workers and spending billions on user data security, increasing the company’s expenses.
Despite Netflix’s Hook-Up Potential, Citi Cuts Price Target
Partnerships have done wonders for Netflix. In addition to having deals with Apple TV and Roku, the streaming giant has partnered with pay-TV providers.
What Brought the Communication Services Sector to Light in 2019?
In September 2018, the new S&P 500 Communication Services Sector index was launched.
Netflix Stock Has Risen 7% since Disney+ Launched
In the past two weeks since Disney+ launched, Netflix stock has recovered from the early shock. The stock has risen 7.0% from where it closed on November 12.
ViacomCBS Diverts Investor Attention from Netflix Stock
Netflix (NFLX) stock fell 0.6% on December 4, the day Viacom and CBS completed their merger to form a new entity, ViacomCBS (VIACA) (VIAC).
Why Netflix Plans to Spend $1 Billion on Marketing in 2016
The online video streaming market is a crowded segment. In addition to Netflix, DISH Network and Time Warner are vying for potential customers.
Facebook Stock Could Rise More after Its Q1 Earnings
Facebook stock fell 1.35% on April 27 and closed at $187.5. The company will likely report its first-quarter earnings results today after the market close.
Verizon Fios Video Customer Count Falls in 1Q18
Verizon (VZ) Fios is a fiber-optic network service that provides Internet, voice, and video services.
Spotify Plans to Enter Video Streaming Market
Spotify now plans to enter the video streaming market, according to a May 7 Wall Street Journal report.
How Viacom and CBS Could Benefit from Potential Merger
Media players Viacom (VIAB) and CBS (CBS) are again talking about a merger.
How Jeff Bezos’s Workday and Domo Investments Fared in 2018
Twitter stock surged by about 73% in the first trading day after its IPO to $44.90.
Is China Trying to Steal Apple’s Autonomous Car Secrets?
According to NBC, the FBI has arrested a Chinese national for allegedly “attempting to steal trade secrets” from Apple (AAPL).
J.P. Morgan Encourages Investors to Buy Stocks despite Worries
The US stock market has seen a decent recovery in the first quarter of 2019 so far after a steep decline in the fourth quarter of 2018.
US Equity Is Expensive, so Where Can I Look for Relative Value?
US equity has become expensive, and its PE ratio continues to be elevated despite the fact that companies in the United States have been using the low-interest rate regime to financially lever their earnings.
How Will Disney’s $71.3 Billion Bid for Fox’s Assets Dent Comcast?
The Walt Disney Company recently offered a deal price of more than $71.3 billion for significant assets of 21st Century Fox.
Why David Einhorn Is Betting against Amazon
On a YTD (year-to-date) basis, Amazon has returned nearly 40% as of November 3, 2017.
Apple Could Hit $50 Billion in Service Revenue by Fiscal 2020
Apple (AAPL) has the ambitious plan of doubling its service revenue in the next four years. Its Services business produced ~$25.0 billion worth of revenue in fiscal 2016.
Why 21st Century Fox Stock Rose More than 7%
Media giant Disney (DIS) has recently made a higher bid than rival bidder Comcast (CMCSA) for most of the assets of 21st Century Fox (FOXA).
Who Gains if Apple Escalates the Digital Content War?
If there were any doubts about Apple’s (AAPL) media agenda, the company seems to have clarified its plans during its fiscal 1Q17 earnings call.
Netflix Stock: 2 Things Investors Need to Know in 2020
Investors have flocked to Netflix (NASDAQ:NFLX) stock during the coronavirus pandemic. The stock is one of investors’ top picks in the FAANG group.
A Survey of Amazon Prime Membership
CIRP estimates that Amazon finished 3Q17 with 90.0 million Prime members in the US (SPY).
Should You Follow Jeff Bezos and Invest in Uber and Airbnb IPOs?
Bezos invested about $37 million in the American ride-hailing service provider Uber in 2011.
Alphabet Stock Has Risen 10% since Latest France Fine
Alphabet (NASDAQ:GOOGL) stock started 2020 on a positive note. So far, the stock has risen more than 10% YTD (year-to-date).
Can Twitter Help Studios Boost Box Office Sales?
Twitter’s (TWTR) social media platform could be a powerful tool for marketing and gauging public interest in new movie releases.
Where Stanley Druckenmiller Is Bullish
Last week, Duquesne Family Office, managed by Stanley Druckenmiller, filed its Q3 13F with the SEC. We’ll look at the fund’s top holdings, buys, and sells.
Comcast and the Many Benefits of Sky
The Sky deal is expected to boost Comcast’s international revenue to 25% from the current 9% generated outside the United States.
How Pinterest, Twitter, Snap, and Facebook Stocks Compare
Facebook stock ranks among the best social media stocks in 2019. Strong earnings and subscriber growth have powered stock gains at Facebook and Snap.
What Investors Need to Know about Valuation Price Multiples
Valuation price multiples are used in the relative valuation technique. This is the most common method used by Wall Street to value stocks.
Alibaba’s Response to Counterfeit Goods Claims
Alibaba (BABA) seems to be countering the widely held belief that its online marketplaces such as Taobao are teeming with counterfeit goods.