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SEARCH:NFLX

April 19, 20161Comments

The Spell Is Broken: Netflix Is More Like A Traditional TV Network

Investors should not be surprised that Netflix lowered guidance for subscriber growth for Q2 after announcing that many long-time users will face price increases starting in May.
by Sam McBride
January 20, 20160Comments

Netflix Thesis Remains Intact – Post 4Q15 Earnings

After the 4Q15 release and conference call, Netflix ($107.89/share) remains in the Danger Zone, and we are sticking with our Dangerous rating.
by Kyle Guske II, Senior Investment Analyst, MBA
October 15, 20151Comments

Netflix Earnings Miss: One Of Many To Come

So what happens when that subscriber growth disappoints? NFLX shares face a stark reality in which the business operations aren’t justifying the current share price, far from it actually. We’ll detail some of the issues facing Netflix below.
by Kyle Guske II, Senior Investment Analyst, MBA
February 2, 20151Comments

The Ugly Truth About Netflix: Investors Beware

It is almost becoming an expected event every quarter: Netflix releases quarterly earnings amid much speculation about its future, and the price soars.
by David Trainer, Founder & CEO
April 2, 20140Comments

Netflix (NFLX): Even More Dangerous

In November of last year, Netflix (NFLX: ~$355/share) landed in the Danger Zone after rising 363% year-to-date on promising quarterly results and much media hype. The stock rose rapidly for a while after our pick but has come back down nearly 20% in the past month.
by David Trainer, Founder & CEO
November 19, 20131Comments

Danger Zone 11/19/13: Netflix (NFLX)

Netflix (NFLX) is in the Danger Zone this week. The DVD subscription and streaming video service has changed the way people watch movies and TV shows. However, its current valuation is out of touch with reasonable expectations for future cash flows and profitability.
by David Trainer, Founder & CEO
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