Netflix Inc

Amazon (AMZN) has finally launched its Prime membership in Singapore, thus expanding its reach in the fastest growing region of Southeast Asia.

Marvel acquisition helping film business The Walt Disney Company’s (DIS) acquisition of Marvel has worked out well for Disney, earning money for its Studio Entertainment segment. The latest flick, Thor: Ragnarok, has already collected more than $600 million worldwide. Blockbuster movie releases and other license fees have driven the company’s business and created a strong brand. The […]

In a bid to retain market share, Netflix (NFLX) continues to boost its investment goals by strengthening its content portfolio.

Netflix noted that it would spend $8 billion on original content in 2018.

Netflix’s stock price closed at $183.60 on July 18. The company had a market capitalization of $79.4 billion on July 18 with an enterprise value of $81.8 billion.

In fiscal 2Q17, Netflix (NFLX) recorded international streaming revenues of $1.1 billion, up 54% year-over-year.

The Walt Disney Company’s (DIS) revamp of its ABC Network seems to be reaping strong results. Let’s look at how other aspects of its strategy are working out.

Disney (DIS) has been looking more and more at the distribution of its content in digital format—specifically for ESPN.

Disney said in an earnings call that the US corporate tax policy needs to be changed because American companies are no longer competitive.

Comcast stated that the key to getting ahead of the competition has been the company’s strategy to offer products based on market segmentation.

Netflix’s emphasis on local content Early last year, Netflix (NFLX) expanded to 130 countries, taking its total coverage to 190 countries. A core part of Netflix’s business strategy in international markets has been its focus on the localization of content. The company is focusing on original content in local languages in international territories. In its […]

Netflix stated that it would spend $6 billion to produce original films in 2017, suggesting a $1 billion increase to a similar 2016 budget.

Netflix (NFLX) had free cash flow of -$639.0 million in 4Q16 compared to $276.0 million in 4Q15.

On January 13, 2017, Dish Network’s (DISH) stock closed at $62.27. In this series, we’ll explore Dish Network’s spectrum holdings and the broadcast spectrum auction.

Content licensing is usually for a fixed number of years, and Netflix (NFLX) pays for an exclusive subscription video-on-demand (or SVOD) license for a given title.

Netflix has kept its international prices close to its US prices. The company’s streaming service in international markets costs between $6 and $19 per month.

Original programming Netflix (NFLX) expects to spend ~$5 billion on content acquisition in 2016 and $6 billion on content in 2017. Currently, 10% of its content spending is on original content. The company would like to raise that amount to 50%. Netflix believes original content will strengthen its brand and drive up viewing hours. Netflix […]

while Netflix enjoyed a popularity of 37% among teens who streamed videos from the service every day, Alphabet’s (GOOG) YouTube came a close second.

Netflix (NFLX) has kept its international prices close to its US prices. Its streaming service in international markets costs between $6 and $19 per month.

Netflix was asked about its target capital structure at the Goldman Sachs Communacopia Conference last month. It said it believes it was underleveraged.

Netflix offers its subscribers a variety of price tiers so they can choose the tier they want. It offers more value at the higher-priced and middle tiers.

Netflix (NFLX) had a negative free cash flow of -$254 million in fiscal 2Q16 compared to -$229 million in fiscal 2Q15.

Netflix (NFLX) explained its pricing strategy for its Asian markets during its fiscal 2Q16 earnings call.

Streaming content obligations are the costs that Netflix pays for the licensing, acquiring, and producing content.

Valuation metrics In this part of the series, we’ll look at some key metrics investors can use to compare the values of media companies. Specifically, we’ll look at media valuation multiples. Some valuation metrics include the PE (price-to-earnings), EV-to-EBITDA (enterprise value to earnings before interest, tax, depreciation, and amortization), PCF (price-to-cash flow), and PFCF (price-to-free […]

The Channel 5 acquisition has led to Viacom (VIAB) gaining access to nearly 100% of the United Kingdom’s television audience, particularly for the Nickelodeon brand.

Netflix and Amazon’s Prime Instant Video service could be forced to ensure that 20% of their content catalogs consist of European content.

Comcast is increasingly focusing on its Business Services segment, which has three growth engines: small business, mid-sized business, and enterprise.

Time Warner stated at a Deutsche Bank (DB) investor conference early last month that it expects the number of movie screens in China to increase by about 30% in the next two years.

Disney’s Zootopia earned $23.5 million at the Chinese box office between February 29 and March 6, 2016, and was ranked second at the box office in China.

Previously, Facebook (FB) accounted for less bandwidth usage than it does now. This has changed with the rising use of rich media content.

Facebook (FB) is highly monetizing its growing user base of 1.6 billion as of 4Q15. It’s doing this by liberalizing its policies for publishing Instant Articles.

At -$276 million, Netflix had negative free cash flow for the fourth straight quarter in 2015 as the company continued investing in original programming.

Netflix’s competition in the video streaming market is increasing. Amazon has taken several initiatives in the last year to expand its Prime Instant Video service to counter Netflix.

In the third week of December, Amazon added 3 million new Amazon Prime members. Amazon Prime members receive video streaming services and free package delivery.

By offering different products like triple-play services, Comcast is catering to millennials, who want different content and can be heavy video viewers.

Netflix has had difficulty in acquiring global streaming rights for content from media companies. This is due to its status as the sole buyer of streaming rights on a global basis.

Netflix considers Japan to be a brand-sensitive market. Once it establishes its brand, it expects its connection with the Japanese audience to be long term.

Hulu CEO Mike Hopkins said at an industry conference in Cannes, France, that Hulu was not looking to expand into international markets any time soon.

In 3Q15, Netflix reported consolidated revenues of $1.7 billion compared to 1.4 billion in the same period the previous year—an increase of 23.3%.

Netflix holds the content licensing rights to its original content, but this original content is currently produced by outside studios like Disney’s ABC Studios.

Currently, Amazon’s Prime Video service is not a major player in the video streaming market, but it continues to grow at a rapid pace thanks to Amazon’s continued investment.

The Walt Disney Company’s (DIS) advertising revenues made up 37% of its Media Networks segment’s total revenues of $5.7 billion in fiscal 3Q15.

Hulu is planning to launch an ad-free service priced at $12–$14 per month later this year. Hulu is also looking at programmatic ad buying to better monetize its content.

Project Lightning is a new feature. It’s a button that’s available on Twitter’s social media mobile app. Users can view pictures and videos of live events.

When we compare the S&P 500 (SPX) with the SPDR S&P Retail ETF (XRT), the retail ETF has beaten the broad market index on a trailing one-year basis.

Netflix is grabbing eyeballs with its original content and taking advantage of an audience prone to hyper-consumption or binge viewing.

Netflix pricing is the lowest among all video streaming service players. Its basic plan of $7.99 is propelling the company’s streaming membership growth in the United States.

Disney uses a franchise-focused growth strategy that enables it to monetize its intellectual properties across its segments for a long time.

Disney’s Studio Entertainment segment had revenues of $1.7 billion in 2Q15, down 6% from 2Q14. The segment had operating income of $0.4 billion, a 10% fall from 2Q14.