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record profits for NFLX
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Date: April 18th, 2025 2:08 PM Author: Oh, you travel? ( ) gonna be a 1 TrillionK company soon, jfc. And I was going to buy but went with QQQ instead FMA. (http://www.autoadmit.com/thread.php?thread_id=5712935&forum_id=2...id.#48860791) |
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Date: April 18th, 2025 3:17 PM Author: ,.,,,. Isn't YouTube and instagram making more $ than Netflix? How will Netflix grow further? Most people don't even watch any movies produced last 10 years. (http://www.autoadmit.com/thread.php?thread_id=5712935&forum_id=2...id.#48860977) |
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Date: April 18th, 2025 3:19 PM Author: Oh, you travel? ( ) "Netflix has emerged from the 2025 stock losses stronger, gaining 4% since April 2 and 9% year-to-date. That came as the S&P 500 (down 6% since April 2, 10% year-to-date excluding dividends) and the Nasdaq (-7%, -15%) both pulled back as President Donald Trump’s trade war heightened recession concerns. Many analysts herald Netflix stock as a safe parking spot as economic slowdown fears swirl. “If a recession hits, we would expect Netflix subscribers to be sticky as Netflix is a stay-at-home cheap diversion, of the type that has held up well in past recessions,” Rosenblatt analyst Barton Crockett wrote in a Monday note to clients. “Amid recent market volatility, Netflix's strong subscription model with critical entertainment (which historically has performed well in a recession) has made the stock a defensive choice for investors,” Bank of America analysts led by Jessica Reif Ehrlich concurred in a Tuesday note." (http://www.autoadmit.com/thread.php?thread_id=5712935&forum_id=2...id.#48860983) |
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Date: April 18th, 2025 3:22 PM Author: ,.,,,. I understand it's not going bankrupt, neither is mcd. But how is it going to grow subscribers further? More people watch YouTube than Netflix and people spend even more time on Instagram. Is Netflix making their own movies that people will pay $$ to watch? (http://www.autoadmit.com/thread.php?thread_id=5712935&forum_id=2...id.#48860989) |
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Date: April 18th, 2025 3:24 PM Author: Oh, you travel? ( ) Netflix is basically a production company now, and they market globally, not just to American Scum. I scroll through their new releases and half of them are Euro/UK/Asian. (http://www.autoadmit.com/thread.php?thread_id=5712935&forum_id=2...id.#48860997) |
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Date: April 18th, 2025 3:26 PM Author: .....;;,,.........;.;.;.;.,;,;,;.;.;,; He’s right though all their blah blah by 2030 stuff is bullshit. (http://www.autoadmit.com/thread.php?thread_id=5712935&forum_id=2...id.#48861006) |
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Date: April 18th, 2025 3:27 PM Author: ,.,,,. So they have expenses like a typical movie studio. How are the stocks of paramount pictures doing? Again, what are some movies produced in the past 10 years that populations would actually pay to watch? On international flights I can barely find 1 movie worth watching, and it's usually some 80s or 90s movie that I've seen a zillion times (http://www.autoadmit.com/thread.php?thread_id=5712935&forum_id=2...id.#48861010) |
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Date: April 18th, 2025 3:30 PM Author: Oh, you travel? ( ) they usually land something that becomes a cross-cultural success and keeps people subscribed - like that Dahmer movie, certain TV shows that gain word-of-mouth, etc.
Who knows though, I'm sure there's lots of shifty money-handling going down behind the scenes. |
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Date: April 18th, 2025 8:34 PM Author: .....;;,,.........;.;.;.;.,;,;,;.;.;,; They don’t have the expenses or a typical movie studio because they don’t maintain all the physical assets and they don’t really have to worry about theatrical distribution. That said I share your skepticism that there is a ton more juice left for them to squeeze. Per below they are already sucking tons of money out of their current subscriber base.
The best steelman of the argument is that they and Disney are both going to bulk up once streaming fully takes over sports, so they will eventually be charging $30-something a month for ad tier, Disney will do the same, and the cable bundle reconstituted in streaming form will be complete (possibly with Max, Peacock and Paramount voltroning into a third player, though they will not have meaningful live sports). Plus the international upside, whatever it might be. But I’ve always thought that there was a huge flaw in the reconstituted cable bundle argument, namely that canceling cable was a pain in the ass and most places it was a monopoly or duopoly and was typically heavily discounted for a promo period to also get you cable internet business. The switching hassle is so greatly reduced with streaming that I suspect they will face pressure to keep prices lower and will face increasing competition not just from yt and shortform video apps, but from free ad supported streaming channels like Tubi. |
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Date: April 19th, 2025 1:16 PM Author: Gujarat's Next Top Poaster What is 'critical entertainment'? (http://www.autoadmit.com/thread.php?thread_id=5712935&forum_id=2...id.#48862852) |
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Date: April 18th, 2025 3:25 PM Author: .....;;,,.........;.;.;.;.,;,;,;.;.;,; YouTube is free and their ads are shitty and low value. Netflix charges roughly 75M people to watch Netflix *with ads* (costs $18/mo in the U.S.) and another ~250M to watch ad free ($25 a month in the U.S.). YouTube leads for total minutes but Netflix is probably 100x more revenue and profit per watched minute. It’s insane to me. I can’t believe so many people pay that much to watch Netflix. (http://www.autoadmit.com/thread.php?thread_id=5712935&forum_id=2...id.#48861002) |
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Date: April 18th, 2025 3:27 PM Author: Oh, you travel? ( ) it's $300 a year to subscribe to Netflix ad free. that's nothing to me and acceptable to poors who probably subscribe to the cheaper one anyway. (http://www.autoadmit.com/thread.php?thread_id=5712935&forum_id=2...id.#48861011) |
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Date: April 18th, 2025 8:24 PM Author: Oh, You Travel? ( ) This is why your net worth is ruined (http://www.autoadmit.com/thread.php?thread_id=5712935&forum_id=2...id.#48861644) |
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Date: April 18th, 2025 3:29 PM Author: ,.,,,. So you question why people already spend so much. Why do you think this revenue stream will increase further in recession when you can watch free videos on YouTube, Instagram, pornhub? (http://www.autoadmit.com/thread.php?thread_id=5712935&forum_id=2...id.#48861016) |
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Date: April 18th, 2025 3:30 PM Author: Oh, you travel? ( ) YT and Insta don't have the production values and budgets of Netflix productions obviously. (http://www.autoadmit.com/thread.php?thread_id=5712935&forum_id=2...id.#48861023) |
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Date: April 18th, 2025 8:22 PM Author: .....;;,,.........;.;.;.;.,;,;,;.;.;,; The poors have been kicked in the dick since Covid. They apparently think Netflix is a price worth paying. As OYT said above the purported growth is supposed to be mostly overseas, which as I said above is a dumb thesis. (http://www.autoadmit.com/thread.php?thread_id=5712935&forum_id=2...id.#48861637) |
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Date: April 19th, 2025 1:08 PM Author: Oh, you travel? ( ) you guys were saying NFLX couldn't possibly grow like a year ago and now look at it - record profits. (http://www.autoadmit.com/thread.php?thread_id=5712935&forum_id=2...id.#48862846) |