Netflix Inc

Netflix (NFLX) may be the most-loved streaming service in the US, but it might be reaching saturation there.

Streaming giant Netflix has been splurging to build up its content library as it prepares to compete with the likes of Apple and Disney.

Coca-Cola (KO) will offer a limited edition of its of New Coke cans beginning May 23 as part of its partnership with Netflix’s (NFLX) show Stranger Things.

Frontier Communications (FTR) has been making efforts to retain its customers and maintain a lower churn rate in a highly competitive telecommunications sector.

Netflix’s (NFLX) revenue grew 2.2% YoY (year-over-year) to $4.52 billion in the first quarter, beating Wall Street’s estimate of $4.50 billion by 0.4%.

Amid the growing shift from traditional cable to over-the-top streaming services, the Walt Disney Company (DIS) seems to have the upper hand.

Walt Disney (DIS) wants its flagship streaming video service, Disney Plus, to be profitable in five years.

FAANG stocks performed pretty well in the first quarter of 2019 and outperformed the S&P 500 Index.

Yesterday, Walt Disney (DIS) gained control over most of 21st Century Fox’s (or 21CF’s) media and entertainment assets, including its film production and TV businesses, Hulu, and Star India.

Apple (AAPL) appears to be nearing the launch of its long-anticipated video streaming service.

Video streaming giant Netflix (NFLX) has been spending billions of dollars on original content in the last few years.

Despite the rivalry between the two companies, Samsung is still one of the prominent component suppliers to Apple.

The Walt Disney Company’s (DIS) revenue of $15.30 billion exceeded analysts’ revenue expectation of $15.14 billion in the first quarter of fiscal 2019.

Today, US President Donald Trump tweeted, “Best January for the DOW in over 30 years.”

According to a Variety report from January 23, Hulu lowered the price of its ad-supported streaming plan from $7.99 per month to $5.99 per month.

Netflix (NFLX) has been spending aggressively on high-quality original content, which has resulted in negative free cash flows.

In the fourth quarter, Netflix’s global paid subscriber base reached 139.3 million.

Netflix (NFLX) has been pouring money into creating original content or acquiring content, and this push may have intensified in light of media giants’ increasing competition.

According to Hulu, its 2018 advertising revenue rose 45%. Hulu is also adding subscribers and investing in original content and licensed series.

Jeff Bezos invested about $15 million in Twitter (TWTR) just over a decade ago.

Amazon (AMZN) became the world’s most valuable public company on January 7.

Netflix added 7.0 million subscribers in the third quarter, beating its forecast of 5.0 million subscribers and helping it to report better-than-expected revenue and earnings.

Netflix spent ~$5 billion on original content in 2016 and ~$6.0 billion on original content in 2017.

In Apple’s January 2 press release, Cook noted several internal and external factors that are affecting its sales in some emerging markets.

Netflix’s (NFLX) TTM (trailing-12-month) gross margin stands at 33.79% compared to the industry and sector average of 42.06% and 40.92%, respectively.

Netflix plans to invest around $1 billion on original and co-produced content in Europe.

Netflix’s latest bond offering of $2 billion marks the second time it has been involved in a bond offering this year.

China’s major indices are still down 25-30% this year alone.

Amazon has gained 68.5.0% YTD in stock value. Amazon last traded at a discount of 4.0% to its 52-week high price.

Alphabet’s EPS grew at a three-year CAGR of 8.0% to $32.30 in 2017.

Netflix’s income from operations totaled $0.9 billion in the first half of 2018.

Netflix’s (NFLX) revenues grew at a three-year CAGR of 29.0% to $11.7 billion in 2017.

Apple’s operating expenses increased at a three-year CAGR of 14.0% to $26.8 billion in 2017.

Apple’s (AAPL) operating expenses totaled $26.8 billion in 2017, and Amazon’s (AMZN) operating expenses totaled $61.8 billion in 2017.

In this series, we’ll compare the stock performance and margins of the FAANG stocks—Facebook, Apple, Amazon, Netflix, and Google.

Disney announced that it would not continue its share repurchase program until it completed its proposed acquisition of media assets from 21st Century Fox.

Apple (AAPL) returned close to $300 billion to its shareholders between fiscal 2012 and the fiscal third quarter.

Netflix (NFLX) considers debt its main source to finance content, given its lower cost of capital.

All the competition is hurting Netflix’s membership growth. In fiscal Q2 2018, it missed its subscriber guidance for the first time.

Verizon has been struggling to add or retain traditional video customers due to intense competition from OTT (over-the-top) video streaming players.

Netflix is now trading at a PE (price-to-earnings) multiple of 239.61x.

Facebook (FB) is reportedly in discussions to bring global soccer superstar Cristiano Ronaldo into a reality show.

On May 14, Netflix’s chief content officer, Ted Sarandos, announced that the company plans to invest ~85.0% of total spending in original content.

Legendary billionaire investor George Soros made some changes in his firm, Soros Fund Management LLC’s, portfolio in the first quarter.

The Walt Disney Company’s (DIS) flagship sports network, ESPN, has been facing a continued decline in its number of subscribers over the past few years.

Media behemoth the Walt Disney Company (DIS) has announced the purchase of another media company, 21st Century Fox (FOXA).

n 4Q17, Time Warner’s HBO segment reported quarterly revenue growth of 13% at $1.7 billion. HBO contributes ~19.5% of Time Warner’s total revenues.

Tech stocks with good growth prospects usually trade at a higher PE (price-to-earnings) ratio than the broader S&P 500, which is why they are considered relatively expensive.

According to Juniper Research, the value of the digital TV and video industry is expected to grow to $119 billion by 2022, up from an estimated $64 billion in 2017.

T-Mobile’s (TMUS) current “Un-Carrier” initiative is helping to strengthen and re-build customer trust.