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Apr 19, 2024
04/24
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focus from netflix is focused on the i from netflix is focused on the financials. they want to up equality when comes to films. i have two questions. well, one primary question. does that mean i subscribers you and i will pay more for their services? will our bills go for their services? will our bills 9° up for their services? will our bills go up likely? for their services? will our bills 90 up likely?— for their services? will our bills go up likely? that is exactly what ou're go up likely? that is exactly what you're looking — go up likely? that is exactly what you're looking to _ go up likely? that is exactly what you're looking to see _ go up likely? that is exactly what you're looking to see during - go up likely? that is exactly what you're looking to see during the l you're looking to see during the earnings report yesterday and again about breadcrumbs, it's something netflix has mentioned earlier, especially at the end of that 01 call saying price increases could be on the horizon and many investors want to know any price increases will happen, how m
focus from netflix is focused on the i from netflix is focused on the financials. they want to up equality when comes to films. i have two questions. well, one primary question. does that mean i subscribers you and i will pay more for their services? will our bills go for their services? will our bills 9° up for their services? will our bills go up likely? for their services? will our bills 90 up likely?— for their services? will our bills go up likely? that is exactly what ou're go up...
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Apr 18, 2024
04/24
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netflix with the best start to the year since 2020. a muted outlook change when it comes to reporting, investors were not that impressed. this is bloomberg. ♪ ♪ ♪ ♪ ♪ ♪ give into the rhythm of the islands and delight in a caribbean state of mind. visit sandals.com or call 1-800 sandals. annabelle: we are counting down to asia's major market opens. there is quite a lot to be pouring cold water on asian equities in the session today, especially when you take a look at some of the hawkish fed speak that has been coming through. haidi: yep. a mixed picture when it comes to earnings. mixed even when the numbers are strong. netflix, you see how high investor expectations are. it will be interesting to see how that plays through some entertainment related stocks. also watching chip stocks in the open with muted commentary, the pullback from tsmc. likely to see every action from hynek's in this part of the world. annabelle: and asml earlier this week i'm great outlook sprint japan -- we are tracking the japanese yen, continuing to
netflix with the best start to the year since 2020. a muted outlook change when it comes to reporting, investors were not that impressed. this is bloomberg. ♪ ♪ ♪ ♪ ♪ ♪ give into the rhythm of the islands and delight in a caribbean state of mind. visit sandals.com or call 1-800 sandals. annabelle: we are counting down to asia's major market opens. there is quite a lot to be pouring cold water on asian equities in the session today, especially when you take a look at some of the...
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Apr 18, 2024
04/24
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netflix beating expectations again. and just blowing away expectations on those subscriber additions. the momentum and growth from cracking down on password sharing continues. subscriber ads came in at 9.33 million. that was compared to the just 4.5 million the street was expecting. but don't get too used to judging netflix by subscribers they are going to stop reporting the numbers and average revenue per membership starting next year with its first quarter 2025 earnings report. netflix's reasoning for that it says revenue and engagement are better metrics of success, not the number of subscribers. because of the variety of pricing plans, ad-supported tiers it offers now. as for guidance, revenue for the second quarter was a hair lighter than expectations, $9.49 billion, that would be up about 16% compared to the year ago quarter. we're about 15 minutes into the call a little more commentary on the subscriber disclosures there the co-ceo basically saying, you can no longer multiple the cost of subscription by the numbe
netflix beating expectations again. and just blowing away expectations on those subscriber additions. the momentum and growth from cracking down on password sharing continues. subscriber ads came in at 9.33 million. that was compared to the just 4.5 million the street was expecting. but don't get too used to judging netflix by subscribers they are going to stop reporting the numbers and average revenue per membership starting next year with its first quarter 2025 earnings report. netflix's...
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Apr 18, 2024
04/24
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it was a knock on netflix for a while, spending all this money on content.>> the crucial part for netflix is that they are profitable. you look at competitors like disney and amazon, this is a money loser that netflix is competing with. if we have rates that are higher for longer, and netflix can make that money, they can push the competition, where everyone else is going to have to be cutting back. netflix having those margins s good, not just because it is good fundamentally, it gives this edge over the competition that it can exploit. >> what about the sport aspirations? you have the tyson fight, which is obviously garnering a lot of interest, i'm sure they have other aspirations. potential nba interests, and things like that. how significant and serious do you think this is? is it a needle mover for you? >> it is super important, it is a needle mover for me. we will see the future be determined by who can take sports, pay for the rights, and make money off of it. even dipping a toe in the water, streamers trying to take that sports from linear television, and it has gone well so far.
it was a knock on netflix for a while, spending all this money on content.>> the crucial part for netflix is that they are profitable. you look at competitors like disney and amazon, this is a money loser that netflix is competing with. if we have rates that are higher for longer, and netflix can make that money, they can push the competition, where everyone else is going to have to be cutting back. netflix having those margins s good, not just because it is good fundamentally, it gives...
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Apr 22, 2024
04/24
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then netflix? no chill. after thecompany's post earnings decline, i'm examining the bull and bear case for the company. and gold had its worst day since february 2023. i'll sit down with the ceo barrick cold to get a sense of the action. how about that? so stay with cramer. ♪ >>> don't miss a so effected "mad money." follow @jimcramer on x. have a question? tweet cramer, #madmentions. send jim an email to madmoney@cnbc.com. or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. after last month's massive solar flare added a 25th hour to the day, businesses are wondering "what should we do with it?" bacon and eggs 25/7. you're darn right. solar stocks are up 20% with the additional hour in the day. [ clocks ticking ] i'm ruined. with the extra hour i'm thinking companywide power nap. let's put it to a vote. [ all snoring ] this is going to wreak havoc on overtime approvals. anything can change the world of work. from hr to payroll, adp designs forward-thinking solutions to take on t
then netflix? no chill. after thecompany's post earnings decline, i'm examining the bull and bear case for the company. and gold had its worst day since february 2023. i'll sit down with the ceo barrick cold to get a sense of the action. how about that? so stay with cramer. ♪ >>> don't miss a so effected "mad money." follow @jimcramer on x. have a question? tweet cramer, #madmentions. send jim an email to madmoney@cnbc.com. or give us a call at 1-800-743-cnbc. miss...
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Apr 18, 2024
04/24
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the competition is starting to rely on netflix. peacock losing money, disney plus losing money and they need to make up the revenue. >> they're the best name so far in terms of how they are able to gain market share. you say netflix could be a sleepy beneficiary of ai explain what you mean by that a? >> sure. if you're looking for a news story in netflix beyond paid sharing, we're hearing talk about openai tie already perry would build an 800 million sound stage he pulled back on with this generative tool he's not sure you need studios anymore that sounds like it could be a cost saver and if anyone is going to benefit from that it could be netflix what i'm interested in hearing them talk about on the call is that is there over time a real kind of cost reset that they could lean into perhaps more than anyone from using generative ai to do a lot of production work for content? >> i think that's really important to note and i will be listening for the same thing because if you think of the way netflix operates and how it chooses progr
the competition is starting to rely on netflix. peacock losing money, disney plus losing money and they need to make up the revenue. >> they're the best name so far in terms of how they are able to gain market share. you say netflix could be a sleepy beneficiary of ai explain what you mean by that a? >> sure. if you're looking for a news story in netflix beyond paid sharing, we're hearing talk about openai tie already perry would build an 800 million sound stage he pulled back on...
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Apr 19, 2024
04/24
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investors signing out of netflix at this hour. this is a big problem for the nasdaq at least today, falling 8.9%, the second biggest loser on the s&p 500 as well despite if a beat on both the top and bottom lean during its first quarter earnings report. -- line. the leader in streaming revealed that next year it will no longer disclose quarterly membership if numbers in order to focus on improving profitability. investors are worried it's a signal subscriber growth stemming from it password sharing crackdown has slowed now despite if netflix adding. 3 million subs -- 9.3 million subs during the quarter. so if investors won't be able to judge company growth from new subs, can metric should they -- which metric should they now look to? joining me nowing or michael pachter, web bush has an outperform reading and a $725 price target on the stock. mike, you telegraphed this move before today's announcement. wall street's behaving as if it's shocked, shocked, like as if netflix is hiding something. is it? >> well -- [laughter] they are,
investors signing out of netflix at this hour. this is a big problem for the nasdaq at least today, falling 8.9%, the second biggest loser on the s&p 500 as well despite if a beat on both the top and bottom lean during its first quarter earnings report. -- line. the leader in streaming revealed that next year it will no longer disclose quarterly membership if numbers in order to focus on improving profitability. investors are worried it's a signal subscriber growth stemming from it password...
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Apr 22, 2024
04/24
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>> netflix is pretty clear. i don't think we're making a lot of news here by describing them as a winner. >> got it. perfect. they're like the dodgers. they'll be good every year. >> i'll go with the yankees, if you don't mind. >> we think disney is quarters away from meaningful profitability and warner brothers max also kind of knocking onthe door of an annual profitability for their business, as well, but after that the rest of the players are still losing lots of money, so i think after we get through those call the two to three real question marks for me. >> i appreciate the clarity of the call and ben swinbern, morgan stanley. we'll see you soon. >> thank you. >> appreciate it. >> coming up, two things are getting more expensive and that is chocolate and luxury homes and buyers of both are still paying up and we'll dig into that next. from larry fink to bob iger and the anti-woke backlash has some of wall street's most recognizable names and beefing up personal security. the responses from fringe groups ana
>> netflix is pretty clear. i don't think we're making a lot of news here by describing them as a winner. >> got it. perfect. they're like the dodgers. they'll be good every year. >> i'll go with the yankees, if you don't mind. >> we think disney is quarters away from meaningful profitability and warner brothers max also kind of knocking onthe door of an annual profitability for their business, as well, but after that the rest of the players are still losing lots of...
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Apr 19, 2024
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it already with live sports, maybe, that netflix gets in. the nba rights are up fairly soon they inked a deal for wwe. it is possible that in the next two, three years or so, netflix gets into live sports, which is something they have not done in their history. >> yeah. they have not done that in their history. it's interesting because they've kind of broken a couple of rules along the way in terms of thing they said they might not do. of course, advertising being one of them. we'll see how it goes from here. alex, appreciate it. talk to you soon >> thanks, mike. >>> a quick note to viewers, by the way, you may have noticed that the ticker on the bottom of your screen is not updating properly we are having data issues with the dow, s&p, and nasdaq we are working to resolve them as soon as possible. >>> now, as you can see, the dow is up by 166, about 0.4% the nasdaq really pulling in the other correction, down a full 2% at this point, and i think more than 5% on a week to date basis. we're just getting started >>> up next, going all in on ca
it already with live sports, maybe, that netflix gets in. the nba rights are up fairly soon they inked a deal for wwe. it is possible that in the next two, three years or so, netflix gets into live sports, which is something they have not done in their history. >> yeah. they have not done that in their history. it's interesting because they've kind of broken a couple of rules along the way in terms of thing they said they might not do. of course, advertising being one of them. we'll see...
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Apr 18, 2024
04/24
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netflix got banished from faang and not into the magnificent seven. it should be one of the eight great stocks or replace tesla. it is performing well. they have the same problem you indicated earlier about institutional investors pulling money out of the market. is it too far too fast it has tripled in two and a half years. we're short the calls on the stock to protect it. we don't want to lose that stock. we have been trying to clip a few coupons in the meantime. >> put this in perspective i was talking doto an analyst about this huge increase year over year with the subs. it is a big decline quarter to quarter. what is the benchmark with new subscriber ads the password crackdown has to slow down. >> the stock gets cracked if they meet the estimate the whisper number is more than 7 million subscribers. they need 9 or 10. they have to did better than that to keep the momentum up they better hit it out of the park >> what's next steve just highlighted mike tyson and jake paul. mike, if you are watching, let's be friends seriously, what's next for the
netflix got banished from faang and not into the magnificent seven. it should be one of the eight great stocks or replace tesla. it is performing well. they have the same problem you indicated earlier about institutional investors pulling money out of the market. is it too far too fast it has tripled in two and a half years. we're short the calls on the stock to protect it. we don't want to lose that stock. we have been trying to clip a few coupons in the meantime. >> put this in...
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Apr 18, 2024
04/24
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right now, netflix is getting gaming titles. how risky is that for netflix when they face competition from microsoft? >> they discussed a little bit about gaming in the pre-quvious quarter. in my opinion, this will probably be more gradual process for them because the entirety of the gaming industry is on the downturn when you look at publishers i'm not that great with that forecast >> thank you for your time senior research analyst. thank you. that's it for today's show i'm frank holland with silvia amaro. "worldwide exchange" is coming up next. thanks for watching. when we started our business we were paying an arm and a leg for postage. i remember setting up shipstation. one or two clicks and everything was up and running. i was printing out labels and saving money. shipstation saves us so much time. it makes it really easy and seamless. pick an order, print everything you need, slap the label onto the box, and it's ready to go. our costs for shipping were cut in half. just like that. shipstation. the #1 choice of online sell
right now, netflix is getting gaming titles. how risky is that for netflix when they face competition from microsoft? >> they discussed a little bit about gaming in the pre-quvious quarter. in my opinion, this will probably be more gradual process for them because the entirety of the gaming industry is on the downturn when you look at publishers i'm not that great with that forecast >> thank you for your time senior research analyst. thank you. that's it for today's show i'm frank...
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Apr 18, 2024
04/24
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i think netflix is the clear winner. what t done well in the last 12 months or so is it has introduced a paid sharing plan in addition to an advertising tier. and what this does is basically force users that were riding on other people's accounts to begin paying for netflix. and by offering a cheaper advertising tier, it just encourages, you know, people to take on that $7 a month plan rather than just skipping the service or trying to my nailing their way somehow. -- finagle they way. so we don't know what the numbers are on the advertising tier, the subscriber numbers, but it is undoubtedly adding subscribers. netflix added 30 billion subscribers globally last year, and i forget the number in the u.s., 8, 9 or 10 million. so it's a big number to the upside subscriber numbers, and that has kept them head and shoulders ahead of their streaming peers, their streaming rivals in the space. stuart: i've recently started to watch a lot of netflix. i like their series. now, you're not a tv critic, but people like me say they l
i think netflix is the clear winner. what t done well in the last 12 months or so is it has introduced a paid sharing plan in addition to an advertising tier. and what this does is basically force users that were riding on other people's accounts to begin paying for netflix. and by offering a cheaper advertising tier, it just encourages, you know, people to take on that $7 a month plan rather than just skipping the service or trying to my nailing their way somehow. -- finagle they way. so we...
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Apr 19, 2024
04/24
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coming up, breaking down netflix results with laura martin, who has this idea that netflix is primed for generative ai boost, but there is a lot of concern over what they announced last night. we have the details. this is "bloomberg technology." ♪ hey you, with the small business... ...whoa... you've got all kinds of bright ideas, that your customers need to know about. constant contact makes it easy. with everything from managing your social posts, and events, to email and sms marketing. constant contact delivers all the tools you need to help your business grow. get started today at constantcontact.com constant contact. helping the small stand tall. starting a business is never easy, but starting it eight months pregnant.. that's a different story. i couldn't slow down. we were starting a business from the ground up. people were showing up left and right. and so did our business needs. the chase ink card made it easy. when you go for something big like this, your kids see that. and they believe they can do the same. earn unlimited 1.5% cash back on every purchase with the chase i
coming up, breaking down netflix results with laura martin, who has this idea that netflix is primed for generative ai boost, but there is a lot of concern over what they announced last night. we have the details. this is "bloomberg technology." ♪ hey you, with the small business... ...whoa... you've got all kinds of bright ideas, that your customers need to know about. constant contact makes it easy. with everything from managing your social posts, and events, to email and sms...
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Apr 19, 2024
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don't judge netflix by the subscribers. the company will stop reporting quarterly numbers and average revenue per membership starting next year with the q1 2025 earnings report. it is also because there is a number of pricing plans and shared plans and ad supported tiers that mix up the picture. here is how greg peters explained it on the earnings call last night. >> each incremental member has a different business impact. all of that means is the simple math we did with the number of members times the monthly price is less accurate in capturing the state of the business. this change is motivated by wanting to focus on what we see are the key metrics that we think matter most to the business. >> that news appeared to drag the stock lower in after hours trading. down 3% overnight. guidance for the second quarter was lighter at $9.49 billion that is up 16%, but no guidance on subscribers, frank. >> steve, thank you very much. i want to ask a question, but you told me you will not give me your password. i'll move on good to se
don't judge netflix by the subscribers. the company will stop reporting quarterly numbers and average revenue per membership starting next year with the q1 2025 earnings report. it is also because there is a number of pricing plans and shared plans and ad supported tiers that mix up the picture. here is how greg peters explained it on the earnings call last night. >> each incremental member has a different business impact. all of that means is the simple math we did with the number of...
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Apr 18, 2024
04/24
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so a lot of those people who picked up new netflix descriptions moved into netflix's cheaper adverts inscription. it is neither netflix and it is a bit of a crowded marketplace with other streamers who also rely on advertising dollars. but broadly this is showing netflix's pivot back to a more traditional tv strategy because they are also moving more broadly enter licensing old content. that is something that was so popular on tv for so long and it is something that is inexpensive the company, especially relative that they award worthy, huge, blockbuster content they were so famous for producing. they pulled in 18 0scar nominations but they only won one award and so you can see how this could be beneficial for netflix. we are seeing the move into more live and spot programming. they picked up a exclusive deal with w w e role. by now, whether while there is a blockbuster report coming out of ga, blockbuster report coming out of 64, we are waiting to see what is coming out of q1. we are waiting to see what is coming out of 01. ., ~ we are waiting to see what is coming out of 01. . ~ ,,
so a lot of those people who picked up new netflix descriptions moved into netflix's cheaper adverts inscription. it is neither netflix and it is a bit of a crowded marketplace with other streamers who also rely on advertising dollars. but broadly this is showing netflix's pivot back to a more traditional tv strategy because they are also moving more broadly enter licensing old content. that is something that was so popular on tv for so long and it is something that is inexpensive the company,...
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Apr 19, 2024
04/24
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coming up netflix tumbling after earnings and does
coming up netflix tumbling after earnings and does
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Apr 19, 2024
04/24
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what do you do, netflix? you change all the rules you tell me afterwards the forecast was a little bit dour now you're no longer going to disclose quarterly subscribers why? what is it we needed to have that implemented yesterday destroyed the positive near-term momentum and made me look like a fool >> no, it didn't you're being too hard on yourself >> it was a great quarter. >> phenomenal. >> netflix -- it's not my opinion, netflix getting caught up in the tech sell-off stuff. number two, people didn't like the whole, i'm not going to reveal subscriber numbers, by the way, starting in a year. we're going to get another nine months of subscriber data b before -- and netflix can change its mind laura martin, needham, probably the most influential analyst on netflix in media and tech upgraded netflix she's been a hold for a long time free cash flow generalation will go up. and yes, i have to say it contractually, a.i. -- i'm just kidding. in laura's note, they did upgrade. >> when you take a key metric out of t
what do you do, netflix? you change all the rules you tell me afterwards the forecast was a little bit dour now you're no longer going to disclose quarterly subscribers why? what is it we needed to have that implemented yesterday destroyed the positive near-term momentum and made me look like a fool >> no, it didn't you're being too hard on yourself >> it was a great quarter. >> phenomenal. >> netflix -- it's not my opinion, netflix getting caught up in the tech sell-off...
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Apr 19, 2024
04/24
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something touched on by netflix. that is what we will hear get louder and louder with the likes of amazon talking about the platform inside its content business. sonali: we are looking at the lowest levels for the nasdaq 100 since january. hitting session lows as we speak. ann berry, thank you for your time. threadneedle partner from seattle. we will talk about american express. revenue jumped as consumer spending stay strong, but the company still sees cracks in small businesses. this is bloomberg. ♪ ♪ you know what's brilliant? boring. think about it. boring is the unsung catalyst for bold. what straps bold to a rocket and hurtles it into space? boring does. great job astro-persons. over. boring is the jumping off point for all the un-boring things we do. boring makes vacations happen, early retirements possible, and startups start up. because it's smart, dependable, and steady. all words you want from your bank. taking chances is for skateboarding... and gas station sushi. not banking. that's why pnc bank stri
something touched on by netflix. that is what we will hear get louder and louder with the likes of amazon talking about the platform inside its content business. sonali: we are looking at the lowest levels for the nasdaq 100 since january. hitting session lows as we speak. ann berry, thank you for your time. threadneedle partner from seattle. we will talk about american express. revenue jumped as consumer spending stay strong, but the company still sees cracks in small businesses. this is...
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Apr 19, 2024
04/24
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yes, what we're seeing with netflix is an l we're seeing with netflix is an interesting story because
yes, what we're seeing with netflix is an l we're seeing with netflix is an interesting story because
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Apr 18, 2024
04/24
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netflix, reporting earnings with netflix setting a high bar for added subscribers. it is our stock of the hour and it is up next. this is bloomberg. ♪ ♪ ♪ relax into a caribbean state of mind. visit sandals.com or call 1-800 sandals. sonali: this is "bloomberg markets," and it is time now for the stock of the hour. netflix reporting first-quarter results after the market closes today with analysts expected to generate another strong quarter of growth in subscribers upwards of 5 million. the stock has been on a tear recently adding roughly $110 billion in market value alone. let's discuss it with mark douglas. how do you feel about the pace of subscriber growth? do you think it is sustainable? mark: no, i think it is coming primarily from the path -- crackdown on password sharing. i think that netflix can definitely increase subscribers, but it is not going to be at this rate. they will have to start to look at other ways to drive revenue. sonali: what are they that will be the biggest payouts for the company and will they command the same kinds of premiums net
netflix, reporting earnings with netflix setting a high bar for added subscribers. it is our stock of the hour and it is up next. this is bloomberg. ♪ ♪ ♪ relax into a caribbean state of mind. visit sandals.com or call 1-800 sandals. sonali: this is "bloomberg markets," and it is time now for the stock of the hour. netflix reporting first-quarter results after the market closes today with analysts expected to generate another strong quarter of growth in subscribers upwards of 5...
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Apr 19, 2024
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my travel trust does not own netflix. amazing quarter. and again, i keep using this word, parse, because we seem to be ahistorical this was a great quarter i don't care i'm going to give them the benefit of the doubt about their decision about the way they're going to give information. the essence of this story this time was a verb that they used that i've never really used it myself you can google it. eventized. they're eventizing their business there was a -- jason was asked point-blank about the tyson fight, and whether it would be good, and he said, yes i think that these people are creative i think that they keep growing everywhere i think that when you have -- people, just read the darn release. "society of the snow." this is a movie, 98.5 million views. what does this mean? throughout the quarter, throughout the discussion, it's about how films breed viewers. who else talks about that? so, you may think that their projections, their forecast is down beat, and they did. some people said, listen, i want to be a bad guy. i'm not going
my travel trust does not own netflix. amazing quarter. and again, i keep using this word, parse, because we seem to be ahistorical this was a great quarter i don't care i'm going to give them the benefit of the doubt about their decision about the way they're going to give information. the essence of this story this time was a verb that they used that i've never really used it myself you can google it. eventized. they're eventizing their business there was a -- jason was asked point-blank about...
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Apr 19, 2024
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quick check of netflix. blockbuster earnings report late yesterday, but netflix -- look at it now, down $41, back to $568. what's the problem in netflix will not disclose number of new scrub crier's -- subscribers in the future, investors do not like that. >>> let's get to politics. new fox if polls show trump leads if florida and -- georgia and michigan. biden has a high disapproval rating. the trump trial, jury selection moving quickly. more will be seated today. it is possible that opening statements could come monday. our question today, will trump take the stand. one of his lawyers is on the show. and on the show later, at the demonstrations a lot of support for hamas, and why are women screaming their support for iran? the mullahs' morality police is just started a new crackdown on women not wearing the hijab. some are being sexually abused in prison. why do you support hem? if we're all following the developments many in israel, iran and gaza today. it's going to affect your money and it's friday, apr
quick check of netflix. blockbuster earnings report late yesterday, but netflix -- look at it now, down $41, back to $568. what's the problem in netflix will not disclose number of new scrub crier's -- subscribers in the future, investors do not like that. >>> let's get to politics. new fox if polls show trump leads if florida and -- georgia and michigan. biden has a high disapproval rating. the trump trial, jury selection moving quickly. more will be seated today. it is possible that...
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Apr 15, 2024
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when we look at netflix, it has won the streaming battle. a business with impressive growth, returns, and regeneration. when you compare it to its competitors today, that is a different profile than what we are seeing across most of the industry. we see 25-30 earnings grow. these are the kind of characteristics i can generate a lot of value. >> what if netflix was to say, because companies do, okay, we will start spending more to press our advantage in the situation. you know, investing in the future. our investors prepared for that? is that unlikely given the position that netflix has right now? >> i think part of why we are still bullish is that we expect them to continue to invest in the business. they could go into more of a harvest mode if they chose. they have done a good job of balancing topline growth to reinvested back into the business to drive margins. if we look out at the view, if you are recommending the stock, you are thinking they will have success in things like advertising. in gains and to build out international programmin
when we look at netflix, it has won the streaming battle. a business with impressive growth, returns, and regeneration. when you compare it to its competitors today, that is a different profile than what we are seeing across most of the industry. we see 25-30 earnings grow. these are the kind of characteristics i can generate a lot of value. >> what if netflix was to say, because companies do, okay, we will start spending more to press our advantage in the situation. you know, investing...
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Apr 19, 2024
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how does netflix look to you here and clearly the stock a loser today? >> i think it looks troubled. the key thing is with them they missed their estimates a little bit and that's not the story but the story is i think the model is getting tired and wall street is starting to see it in a few reasons is saturation of consumers and the increasing prices have had a little bit of a drag and no will block buster contact and they are even guiding to the point where they will increase the revenue not just from subscribers but additional revenue through members and partly to ads and sharing and this is how popular i don't know. what you have is a model and it used to be an all-you-can-eat buffet and now they become an @■ la carte pricing model and whether it will be possible going forward and additionally there seems to be not really a competition but they definitely see a lot of competition and mainly youtube but tiktok so going forward i think it is a big question whether the company will trade as much as a growth stock was and if it trades like a media comp
how does netflix look to you here and clearly the stock a loser today? >> i think it looks troubled. the key thing is with them they missed their estimates a little bit and that's not the story but the story is i think the model is getting tired and wall street is starting to see it in a few reasons is saturation of consumers and the increasing prices have had a little bit of a drag and no will block buster contact and they are even guiding to the point where they will increase the...
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Apr 5, 2024
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so has netflix -- is it just netflix's world at this point? >> it would seem to be, right? i think there was concerns number one that we had a lot of this sort of over the top competition in the streaming world. they were suddenly going to be fighting against all of these other market participants. and they just -- they aren't losing basically their subscriber base. maybe other people are picking up disney+, using other services here and there. netflix is maintaining they raised prices. you know, this new price target is what? 30 times, i think, full-year '26 estimates of over 25 bucks a share and the question that people long had about it was, you know, with the cost of content, was this company ever going to generate free cash flow. as tim pointed out, it finally did. now it's really starting to print it, you know, probably will have ten billion in free cash flow 2026. i have think the multiple is rich for me given we are looking at probably teens in terms of growth. i see where you could get that number. >> bob iger might have acknowledged it yesterday. you know who has
so has netflix -- is it just netflix's world at this point? >> it would seem to be, right? i think there was concerns number one that we had a lot of this sort of over the top competition in the streaming world. they were suddenly going to be fighting against all of these other market participants. and they just -- they aren't losing basically their subscriber base. maybe other people are picking up disney+, using other services here and there. netflix is maintaining they raised prices....
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Apr 19, 2024
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let's get netflix backup. not a great start to tech earnings if you consider that stock a tech name. down more than 6% in the premarket. i think the only thing you care about are the numbers we get in early may, that is apple. apple just around the corner. apple is the standout this earnings season. let's not be cute about it. given the amount of different stories and tensions they touch, i think that will be the story of earnings season. lisa: it is rather inauspicious that the taiwan semiconductor came out with a warning about smartphone shales -- about smartphone sales when they talk about ships going down. how high is the bar? netflix performed really well adding subscribers this quarter. the limitation of that sent shares down. how high is the bar for apple? annmarie: she said if you do not have disclosures it will be harder to map out what the growth model looks like and what the profit model looks like. apple, i am so interested in china, how bad is it, they are struggling in that market. ai. they want
let's get netflix backup. not a great start to tech earnings if you consider that stock a tech name. down more than 6% in the premarket. i think the only thing you care about are the numbers we get in early may, that is apple. apple just around the corner. apple is the standout this earnings season. let's not be cute about it. given the amount of different stories and tensions they touch, i think that will be the story of earnings season. lisa: it is rather inauspicious that the taiwan...
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Apr 19, 2024
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netflix, you see how high investor expectations are. it will be interesting to see how that plays through some entertainment related stocks. also watching chip stocks in the open with muted commentary, the pullback from tsmc. likely to see every action from hynek's in this part of the world. annabelle: and asml earlier this week i'm great outlook sprint japan -- we are tracking the japanese yen, continuing to watch any levels or signals of intervention we get from japanese government officials. many of those in washington from the -- for the imf spring meeting. they are concerned but also what are the parameters they have to act in. we just had some numbers coming out in the last half an hour that showed a general trend of cooling a little weaker than what economists had been predicting. still tokyo inflation is another one to watch and that is coming up in a week. equities, the picture today. we are under pressure so far. really a lot for investors to be tracking today given the hawkish fed speak and the stronger u.s. eco-data up. let'
netflix, you see how high investor expectations are. it will be interesting to see how that plays through some entertainment related stocks. also watching chip stocks in the open with muted commentary, the pullback from tsmc. likely to see every action from hynek's in this part of the world. annabelle: and asml earlier this week i'm great outlook sprint japan -- we are tracking the japanese yen, continuing to watch any levels or signals of intervention we get from japanese government officials....
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Apr 19, 2024
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you know, super micro, i think, you know, it's much like the netflix situation where, when you refuse to reveal a data point that you have made a habit of doing, i don't understand what you expect investors to do, when that stock, i believe, is up six or seven times over the last 12 months as well i do think the moves aren't quite exacerbated but when you take a step back, and kind of look at them from a perspective of where have they come from i just don't think that you can be surprised at investors. >> this velocity doesn't bother you? >> no, it bothers me but it doesn't surprise i guess is what i'm saying you can't -- we've all said, listen, when we have these parabolic moves it's hard for me to get behind trend and the reason why is because you know that there is going to be a sharp pullback at some point i'm just saying, still compare a 10% move down, with the 6 x move up, you've got to expect there to be some beta there, eventually go ahead, finish. >> and to tim's point, there may be a shift in leadership but i'm still inclined to probably buy ahead of earnings. if earnings co
you know, super micro, i think, you know, it's much like the netflix situation where, when you refuse to reveal a data point that you have made a habit of doing, i don't understand what you expect investors to do, when that stock, i believe, is up six or seven times over the last 12 months as well i do think the moves aren't quite exacerbated but when you take a step back, and kind of look at them from a perspective of where have they come from i just don't think that you can be surprised at...
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Apr 12, 2024
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chart, so let's look at netflix first. what we know is this is a stock that, unlike so many, has yet to recoop losses of the bear market of 2022. the presumption is it will make it back and i'm playing the long side. >> mike, the trade on netflix? >> outperformed today. obviously was down a little bit but outperformed the sector. it's obviously trading at a decent multiple of about 36 times earnings and growing about as fast. i think we want to use a calendar. i was looking at the april and july 650 call calendar. take advantage of the elevated premium, the options market, about an 8% move next week after they report. >> let's move to united airlines. shares are struggling to take off amid a string of safety incidents. carter, what's the next move from here? >> struggling to take off. let's look at the chart. it's sideways. i would say it's not worth doing. but the short-term chart -- the longer-term chart has risk. airlines in general, you look at the new york stock exchange airline index, it's unchanged for 25 years. >>
chart, so let's look at netflix first. what we know is this is a stock that, unlike so many, has yet to recoop losses of the bear market of 2022. the presumption is it will make it back and i'm playing the long side. >> mike, the trade on netflix? >> outperformed today. obviously was down a little bit but outperformed the sector. it's obviously trading at a decent multiple of about 36 times earnings and growing about as fast. i think we want to use a calendar. i was looking at the...
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Apr 26, 2024
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she stars in the new movie, "damsel," which is on netflix march 8th. millie bobby brown is here tonight! [ cheers and applause ] plus, you can see him in the netflix show, "avatar: the last airbender," gordon cormier is here tonight! [ cheers and applause ] "the last airbender." >> steve: wow. >> jimmy: he's -- he's it. and we have great music from our pal, schoolboy q! [ cheers and applause ] schoolboy q! [ cheers and applause ] guys, when i'm texting, i love a good gif. >> steve: mm-hm. >> jimmy: but sometimes one gif can mean two different things. i'll show you what i mean. it's time for "the gif that keeps on giffing." ♪ say what it's the gif that keeps on giffing ♪ >> jimmy: so let's take a look at this first one here. that's a classic one. this one can mean, "friends when you ask if they can drive you to the airport." [ laughter ] or it can mean, "when your boss says the meeting is optional." [ laughter ] it's like, "yeah, i'm not going." >> steve: yeah. >> jimmy: "oh, it's optional? bye." let's take a look at this other one here. look at thi
she stars in the new movie, "damsel," which is on netflix march 8th. millie bobby brown is here tonight! [ cheers and applause ] plus, you can see him in the netflix show, "avatar: the last airbender," gordon cormier is here tonight! [ cheers and applause ] "the last airbender." >> steve: wow. >> jimmy: he's -- he's it. and we have great music from our pal, schoolboy q! [ cheers and applause ] schoolboy q! [ cheers and applause ] guys, when i'm texting,...
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Apr 16, 2024
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so netflix is an undiversified media play. they're solely reliant on subscriptions and how they introduce an ad service, so that's helping them a little bit. but ultimately, they're in the same pool in terms of market cap and revenues -- not market cap but revenues as the warner bros. discoveries and the paramounts and all of that, whereas if you think about a company like disney which is diversified, the disney cruise division alone has revenues equal to netflix. so netflix could be in play for either one of the giants or maybe a post acquisition oracle plus paramount plus k.k.r. is interested in joining force with netflix. david: glad you raised disney, my old shop. one thing they have is a very large library after the acquisition of fox, even on its own had a large library. and you talk about a.i. and needs action to a large content. by the way, the big tech giants don't have access to that kind of content either. jon: not anymore. a. i. platform that apple acquired and now is one of the main drivers of a.i. at apple. and y
so netflix is an undiversified media play. they're solely reliant on subscriptions and how they introduce an ad service, so that's helping them a little bit. but ultimately, they're in the same pool in terms of market cap and revenues -- not market cap but revenues as the warner bros. discoveries and the paramounts and all of that, whereas if you think about a company like disney which is diversified, the disney cruise division alone has revenues equal to netflix. so netflix could be in play...
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Apr 1, 2024
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said that here she still during covid, that is, before the full-scale war, she got a contract with netflix, it's such a big platform that many actors dream of getting to, of course it was a great chance for her, but then she was offered to play, as she said, a girl from soviet union well, according to the description, she was more of a russian woman, but she decided that she could not play her, refused this role, and we know that a contract, if you sign a contract, for example, with such a large company, if you you don't do it, then you are punished later, and ivana sokhnu said that she will be acting again on netflix in another project, but she has to give half of her fee for this one... let's listen to her, i broke the contract with netflix, and i have i had a bit of a problem, i had some fines and you had to pay a fine, how much did it cost you to break up, i can’t officially talk about it, but i still have it, and the next job i do with netflix, i owe them 50% of my salary, just because of you broke that contract, and the presenter... and many other people immediately asked for analo
said that here she still during covid, that is, before the full-scale war, she got a contract with netflix, it's such a big platform that many actors dream of getting to, of course it was a great chance for her, but then she was offered to play, as she said, a girl from soviet union well, according to the description, she was more of a russian woman, but she decided that she could not play her, refused this role, and we know that a contract, if you sign a contract, for example, with such a...
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Apr 19, 2024
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and later, netflix's results and the decision to stop reporting sub numbers. tom rogers joins us to talk about it in the streaming landscape. "squawk box" will be right back. >>> israel launching a limited direct military attack on iranian soil the news comes days after iran launched its first ever direct attack on israel in the form of more than 300 drones and missiles nbc's richard engel joins us now from jerusalem with more richard? >> reporter: so, this strike was limited. israeli official telling nbc news that the strike took place, iranians say that a military base near the city of isfahan was targeted but even the iranians are downplaying this with state television showing pictures from isfahan with life as normal, one anchor on state television said that this was, quote, no big deal here in israel, they have not imposed any new restrictions or guidance people are not being told to go to shelters or limit their behavior in any way. people are out on the streets, here in jerusalem, tel aviv very much the same. israel had promised to respond to the irania
and later, netflix's results and the decision to stop reporting sub numbers. tom rogers joins us to talk about it in the streaming landscape. "squawk box" will be right back. >>> israel launching a limited direct military attack on iranian soil the news comes days after iran launched its first ever direct attack on israel in the form of more than 300 drones and missiles nbc's richard engel joins us now from jerusalem with more richard? >> reporter: so, this strike was...
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Apr 5, 2024
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i broke the contract with netflix, and i had a little problem, i had, and you had to pay a fine, how much did it cost you to break it. i can't officially talk about it, but i still have me, i'm the next job i'm doing with netflix, i owe them 50. precisely because you broke that contract. both the presenter and many other people immediately asked for an analogy with oksana liniv, who ukrainians once again do not like very much. oksana linniv, the conductor, is very talented, and one must immediately give her credit for the fact that , first of all, it is quite difficult for her to break into this world, moreover, she is a woman, there are very few women conductors, and she... became one of the most famous, one of the most successful such, she is constantly invited to lead various well-known institutions, and she is also invited to act somewhere, and now with the beginning of a full-scale war, she very often reveals a position that causes scandals in ukraine, at the beginning of a full-scale invasion, she wanted to put the russians in the project to deregulate. and then she did not see
i broke the contract with netflix, and i had a little problem, i had, and you had to pay a fine, how much did it cost you to break it. i can't officially talk about it, but i still have me, i'm the next job i'm doing with netflix, i owe them 50. precisely because you broke that contract. both the presenter and many other people immediately asked for an analogy with oksana liniv, who ukrainians once again do not like very much. oksana linniv, the conductor, is very talented, and one must...
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Apr 9, 2024
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>> i would take profits on netflix. they have done a great job of coming back for some of the post-covid lulls where everybody left the house. it is a great time to lock in the gains if you have them. for apple, i like apple. it is decently well priced. i don't think it is a big and exciting and sexy company. >> sarah, sit tight for a second. we will switch gears and get your take on what's coming up. >>> coming up, we will switch gears a bit. give me a second to get that going. coming up, bitcoin and ethereum pulling back. we igo to the largest crypto event in europe next. >>> and south korcarolina is no the only winner in women's basketball. setting a record with 18.7 million viewers. the most watched women's college basketball game since 1992. dawn staley from philly. she is the greatest women's basketball coach of all time. props to her. >>> another year and dominated victory. the huskies winning the men's title against purdue. marking the second straight national championship. uconn joins florida and duke as the th
>> i would take profits on netflix. they have done a great job of coming back for some of the post-covid lulls where everybody left the house. it is a great time to lock in the gains if you have them. for apple, i like apple. it is decently well priced. i don't think it is a big and exciting and sexy company. >> sarah, sit tight for a second. we will switch gears and get your take on what's coming up. >>> coming up, we will switch gears a bit. give me a second to get that...
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Apr 19, 2024
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worth it l'oreal trading near the top of the stoxx 600 after beating first quarter expectations >>> and netflix slips in extended trade despite beating on the top and bottom line as the streamer said it will stop reporting subscriber numbers next year. >>> we start the show with the developing story israel carried out a limited strike against riran overnight iranian state tv reported three drones shot down in the sky. so far, no damage is being reported in isfahan. our dan murphy is in dubai with this story >> reporter: frank, good morning. the information is fluid this situation will not mark the start of the upcycle or a wider re regional conflict. we heard there is no damage to the iran nuclear facilities as well as the iran oil structures are not targeted there have been no reports of major damage or critically any casualties rather, this israeli strike is out out outside isfahan. we have seen the response where oil prices were up 3% on the headline they have come off session highs and at the same time, we are seeing money flowing back into the risk assets. the question now is ultimately, d
worth it l'oreal trading near the top of the stoxx 600 after beating first quarter expectations >>> and netflix slips in extended trade despite beating on the top and bottom line as the streamer said it will stop reporting subscriber numbers next year. >>> we start the show with the developing story israel carried out a limited strike against riran overnight iranian state tv reported three drones shot down in the sky. so far, no damage is being reported in isfahan. our dan...
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Apr 5, 2024
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>> you remember what last peaked netflix. it was that -- the south korean drama thriller -- >> "squid game." >> thank you. i had forgotten what that was. anyway, it's coming again. we're going to see it again this year. that's one thing. it's a strong growth. step back on netflix, this is what's happening. you're getting back to $20 million a year sub-ads, an industry seeing rising and competitive intensity for three or four years until 2021, that's waning now. free cash flow is inflecting up for netflix and interesting new growth drivers out there. there are big growth drivers for netflix. paid sharing initiative which has worked out really well and this ad supported business. they took the best streaming business in the world and cut it by 30%. that creases the t.a.m. it's a small buy. it's hard to find dislocated buys in tech. we should acknowledge that and be more modest in our long positions in tech. >> mark, earlier this week i was at the conference where i sat down with jericho capital, a long short equity fund that pa
>> you remember what last peaked netflix. it was that -- the south korean drama thriller -- >> "squid game." >> thank you. i had forgotten what that was. anyway, it's coming again. we're going to see it again this year. that's one thing. it's a strong growth. step back on netflix, this is what's happening. you're getting back to $20 million a year sub-ads, an industry seeing rising and competitive intensity for three or four years until 2021, that's waning now. free...
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Apr 4, 2024
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it is number one on netflix in the now, netflix is not available in china but this series in its first week, it shot up to number one and 93 countries and it has caused the book series also to shoot up to the best sellers list this is a series that comes from the co-creators of game of thrones. is reportedly netflix's most expensive series for a first season. and the creators have said that they hope to do another season as well. >> elizabeth wagmeister, really an eye-opening story. thanks so much for bringing it to us >> coming up >> experts are warning about a quote, tidal wave of cancer why they believe cases of cancer could rise dramatically in the coming year >> there's new ally in the fight against climate change. this >> is new car business blue carbon. we >> just need to >> protect nature will do the rest in let's see an infill. sunday, april 21 at night at nine >> with this let's romantics >> welcome. >> i'll be your host checkup hi, i wish weather getting up here. fine, but i think we're just going to go up to bat and we believe it goes my, that is buried in the meanwhile at
it is number one on netflix in the now, netflix is not available in china but this series in its first week, it shot up to number one and 93 countries and it has caused the book series also to shoot up to the best sellers list this is a series that comes from the co-creators of game of thrones. is reportedly netflix's most expensive series for a first season. and the creators have said that they hope to do another season as well. >> elizabeth wagmeister, really an eye-opening story....
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Apr 12, 2024
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, ask someone to download it for you, this is an opportunity, now netflix provides such services, it is very, very important to understand what... is happening in general with the help of ukraine from the us, by the way, about this my colleague vitaly portnikov spoke with the director and screenwriter and publicist alex garland about the so-called world premiere of a dystopia about the division of the united states, the uprising of the united states, and here it is possible and not so much a utopia, as george orwell would say, who at one time wrote 1984, and now we see it in the territory. what's up is called the russian federation. so, let's see what the director said. congratulations, mr. garland, and let's begin with the plot of your new film and the script. 19 states seceded. the united states army is ramping up the intensity. the white house warns both western powers and the florida alliance. the president, elected for the third term, promises. quickly quell the uprising, want to try something on? are you aware that there is a real civil war going on all over america? we are out
, ask someone to download it for you, this is an opportunity, now netflix provides such services, it is very, very important to understand what... is happening in general with the help of ukraine from the us, by the way, about this my colleague vitaly portnikov spoke with the director and screenwriter and publicist alex garland about the so-called world premiere of a dystopia about the division of the united states, the uprising of the united states, and here it is possible and not so much a...
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Apr 18, 2024
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that stock is up over 3% >>> i do want to come to you on netflix. symptom is stock is down 1% but 25% going into tonight's earnings on the strength of the last earnings report, which just blew it out. what are your expectations here? >> well, i do think that they've got that two-tiered model that a lot of people really like, and the new frugality, people are willing to see commercials if you're willing to see commercials, that means netflix can be very good when you have more than 200 million people involved, like 250 million, and maybe a lot of them are willing to pay that, you know, willing to see the commercials, and netflix figures out the commercial model, which they hadn't yet, then maybe the price is justified but they have to be able to say, we cracked the code on what commercials want -- people want, what the advertisers really want in that case, it can go higher but taifddavid, it hasn't cracke code, then the stock will not rally. >> okay. we will, carl, be awaiting that after the close tonight. >> yeah. and then, next week, i don't know i
that stock is up over 3% >>> i do want to come to you on netflix. symptom is stock is down 1% but 25% going into tonight's earnings on the strength of the last earnings report, which just blew it out. what are your expectations here? >> well, i do think that they've got that two-tiered model that a lot of people really like, and the new frugality, people are willing to see commercials if you're willing to see commercials, that means netflix can be very good when you have more...
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Apr 17, 2024
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netflix we were just talking about. i can't help but think there are a lot of people wondering whether some of these bigger tech stocks that drove so much of the market and have fallen off one by one, whether netflix keeps to creep the crowd >> we'll have to watch and see i thought it was entering when liz ann sanders today -- we'll talk about it tomorrow >> "fast money." >> live in the heart of new york city's times square. this is "fast money. could the fed induced surge in interest rates be fueling our economic boom, not suppressing it a contrarian view said 5% returns on bonds and savings accounts is helping, not hurting the recovery. >>> insurance storm. shares of travelers sharply lower on an earning and revenue mix. while premiums keep rising, so do the costs from catastrophic storms later asml's bad day and the ripple effect on semis the monster rally ignited the day after earnings i'm melissa lee live from studio b at the nasdaq. we start off with a contrarian view on the impact of higher rates on the economy a
netflix we were just talking about. i can't help but think there are a lot of people wondering whether some of these bigger tech stocks that drove so much of the market and have fallen off one by one, whether netflix keeps to creep the crowd >> we'll have to watch and see i thought it was entering when liz ann sanders today -- we'll talk about it tomorrow >> "fast money." >> live in the heart of new york city's times square. this is "fast money. could the fed...
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Apr 19, 2024
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of netflix's, what about discovery or disney plus making the streaming profitable. disney will crackdown on passwords in june. look at next week's shares again. down 7. 5%. if you ask me they own the streaming space and are looking more like traditional television. did you hear what the ceo said, there's something incredibly magic about folks gathering around the tv in the living room to watch something all at the same time. we believe these cultural moments like the jake paul mike tyson fight are just that kind of television. we went is there any such thing as family television all viewing the same show? everybody has their own tv. lauren: people will get together to watch it and i did this for you. there hot original shows, the gentlemen, 61 million. a british show, 98 million. huge numbers. they have got the content and deep pockets to keep providing a, 2.3 billion free cash flow. stuart: netflix goes back to $640 a share. lauren: the ai they were using which will benefit. stuart: we got through that. trump media facing another day of strong gains, not strong gai
of netflix's, what about discovery or disney plus making the streaming profitable. disney will crackdown on passwords in june. look at next week's shares again. down 7. 5%. if you ask me they own the streaming space and are looking more like traditional television. did you hear what the ceo said, there's something incredibly magic about folks gathering around the tv in the living room to watch something all at the same time. we believe these cultural moments like the jake paul mike tyson fight...
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Apr 18, 2024
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we are going to get netflix's numbers after the closing bell. it is how many additional people they have, additional customers they have that will be the focus and we've seen that from companies as diverse as united airlines. what is happening on the retail front or how many are going into stores and all that. this consumer demand and whether he or she is up to continuing the buying spree in the back of the market continues. michelle schneider knows a thing or two about this, that was the gist of what i'm talking about, the strength of the consumer reflected in the strength of these subscriber numbers from netflix. >> what's interesting about netflix is 25% outperforming the s&p this year. 35 to 36 times earnings, as much as 65%. the question with lofty expectations adding anywhere from 4.926 million subscribers, with revenues at 9.26 million. options looking at 8% after the earnings, what can happen from here? netflix has been growing but not like covid in terms of that. adding to your model, 30, 40%, the question is can they put them into the
we are going to get netflix's numbers after the closing bell. it is how many additional people they have, additional customers they have that will be the focus and we've seen that from companies as diverse as united airlines. what is happening on the retail front or how many are going into stores and all that. this consumer demand and whether he or she is up to continuing the buying spree in the back of the market continues. michelle schneider knows a thing or two about this, that was the gist...
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Apr 4, 2024
04/24
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CNBC
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it's worth remembering that netflix didn't get to netflix margins until many years and a lot of scale was built. it didn't just happen. when they were at 40 million subs, they weren't profitable. you have to keep kind of getting toward that peak number and get the assembly line going, i guess. it's different than bolting it on to really two legacy movie studios and the tv operation. >> although as he did say with the fox properties, simpsons, avatar, we have the goods, as he said. >> exactly. >> you're back. thoughts and i guess prioritize some of the silos that you got too? >> yeah. it's funny you mentioned fox. bob is always -- he is consistently defending that deal as you well know. it's come under fire not just from activists or any number of others that said they paid too much. he's always coming back to the idea of the value that was created there, and how it really has armed them for this appropriately for this race for the competition in streaming. i mean, listen, in an interview like that you always try to hit as much as you can in the time that we have. it's always funny to
it's worth remembering that netflix didn't get to netflix margins until many years and a lot of scale was built. it didn't just happen. when they were at 40 million subs, they weren't profitable. you have to keep kind of getting toward that peak number and get the assembly line going, i guess. it's different than bolting it on to really two legacy movie studios and the tv operation. >> although as he did say with the fox properties, simpsons, avatar, we have the goods, as he said....
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Apr 12, 2024
04/24
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FBC
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mark -- netflix. mark mahaney is bullish e on netflix. he thinks it's the going up a little bit. lauren: morgan stanley says heir going to $700 a share because they have this great track record. they came in, took away your dvds and made you stream, and then they said we're going to insure that you don't share passwords anymore. they did the password crackdown. this has all worked, and new they're coming for video games and live sports. morgan stanley says, no-brainer, this stock is going to $700. stuart: tell me why some of the big chipmakers are down this morning. has a it got something to do with china? lauren: china wants to hone in on their domestic chip mistaking and technology. "the wall street journal" is reporting that beijing hassed told their large telecoms the phase out foreign chips by 2027 which seems abrupt considering the lead that the u.s. has over china. it's about 3-5 years. if you look at intel, amd, broadcom, qualcomm, they get between 15%, half of their revenue from china despite the export controls. so that would be a worry p and that is a big reason. this
mark -- netflix. mark mahaney is bullish e on netflix. he thinks it's the going up a little bit. lauren: morgan stanley says heir going to $700 a share because they have this great track record. they came in, took away your dvds and made you stream, and then they said we're going to insure that you don't share passwords anymore. they did the password crackdown. this has all worked, and new they're coming for video games and live sports. morgan stanley says, no-brainer, this stock is going to...
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Apr 18, 2024
04/24
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BLOOMBERG
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particularly netflix. the stickiness tells you that if it starts to taper, there is almost definitely pain further down the line. it is actually going to be microsoft. microsoft positions it tells in terms of ai and the monetization of ai. their outlook statement there, their performance in that sphere tells you and sets the bar for everyone else. if they are struggling, it tells you that there is pain for others for sure. katie: as you point out, they report in a couple of hours. it is such an interesting business right now. and then there is netflix, the clear leader. how long do you think that headstart, that gap on the rest of the field will actually last? >> they definitely are the leader. they are definitely looking over their shoulder. that space is a lot more crowded with genuine competition than five or so years ago. within that, i think netflix remains best in class and they have the best tools in their toolkit to maintain that edge. they are actually ahead in terms of original content creation a
particularly netflix. the stickiness tells you that if it starts to taper, there is almost definitely pain further down the line. it is actually going to be microsoft. microsoft positions it tells in terms of ai and the monetization of ai. their outlook statement there, their performance in that sphere tells you and sets the bar for everyone else. if they are struggling, it tells you that there is pain for others for sure. katie: as you point out, they report in a couple of hours. it is such an...
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Apr 11, 2024
04/24
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BBCNEWS
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we live in an age dominated by google, meta, netflix, but i love - google, meta, netflix, but i love that these television networks, all school _ that these television networks, all school brands that have been around for decades— school brands that have been around for decades still have a uniting power— for decades still have a uniting power to— for decades still have a uniting power to bring countries and communities together for big elections. that's what i love about those _ elections. that's what i love about those videos from south korea, that is what _ those videos from south korea, that is what networks to on big moments for a country. i love the snow angels, — for a country. i love the snow angels, and south korea the liberals and conservatives were demonising each other— and conservatives were demonising each other in this election for months. _ each other in this election for months. it— each other in this election for months, it was about mudslinging and toxic rhetoric and demonisation and we all— toxic rhetoric and demonisation and we all would benefit to
we live in an age dominated by google, meta, netflix, but i love - google, meta, netflix, but i love that these television networks, all school _ that these television networks, all school brands that have been around for decades— school brands that have been around for decades still have a uniting power— for decades still have a uniting power to— for decades still have a uniting power to bring countries and communities together for big elections. that's what i love about those _...
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Apr 22, 2024
04/24
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CSPAN
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guest: the movie came out on netflix just a month ago. i am still researching it. i guess i have not quit. host: you are about 12 years into this at this point. would you consider it an obsession? guest: yes, but i also think other people have a negative connotation to the word obsession. deep interest -- i do not know, i will take obsession. host: zachary treitz, how did you get involved in this? guest: i am christian's friend basically, and my background is more independent film, fictional film, and christian started telling me about this probably back in 2012, 2013, and i was just his body. he would tell me some of the people he was looking into and organizations and told me about danny, and i was just a sounding board for years, and then in 2017 we took a trip to pick up one of danny casolaro's main sources are present who had been there for 26 years. we filmed that trip and that was not intended to be anything. we had no designed to make a documentary, but we knew it was a big moment for christian and the story, so as a filmmaker i had to film it. often on i g
guest: the movie came out on netflix just a month ago. i am still researching it. i guess i have not quit. host: you are about 12 years into this at this point. would you consider it an obsession? guest: yes, but i also think other people have a negative connotation to the word obsession. deep interest -- i do not know, i will take obsession. host: zachary treitz, how did you get involved in this? guest: i am christian's friend basically, and my background is more independent film, fictional...
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Apr 23, 2024
04/24
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BBCNEWS
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and this is going on netflix, this short movie, which is really exciting. it's going to give it a much, much wideraudience. looking at the subject matter and talking to you now, it's interesting, isn't it, because these perspectives aren't often seen in the mainstream? why do you think that is? i mean, we always have this saying in the kaurfilm team, myself and juggy sohal, who created it, if you want to see the change, you have to be the change yourself. and no—one's going to give us the light to shed our story, so we have a responsibility to do that. and i think times are changing, we have such intricate, stunning stories, but i think it is time for us women, it's time for our stories now, in front of and behind the camera. why it hasn't been done? well, i think that's a big... we could talk about that for ages, but i think times are changing now... absolutely. i mean, 25 years ago, we did goodness gracious me, and that was ground—breaking in that time. but it's still 25 years and we're still having these conversations. that's saying something. so thi
and this is going on netflix, this short movie, which is really exciting. it's going to give it a much, much wideraudience. looking at the subject matter and talking to you now, it's interesting, isn't it, because these perspectives aren't often seen in the mainstream? why do you think that is? i mean, we always have this saying in the kaurfilm team, myself and juggy sohal, who created it, if you want to see the change, you have to be the change yourself. and no—one's going to give us the...