Netflix

Netflix reported its September quarter, highlighted by subscriber adds that exceeded expectations by 60% and sent shares of NFLX up about 17%. Over the past year the company has pulled three levers to restart growth: raising prices, introducing an ad model, and cracking down on password sharing. While these new initiatives are working, the company will soon face tough comps and the creator economy.

Over the last six years, we’ve made a habit of offering a few predictions for the year ahead. Here’s what we’re anticipating for 2023: We believe that FAANG will outperform the S&P in 2023. In 2022, the S&P 500 is…

Hats off to the box office — 2022 has been a good year driven by the return to normal. Now that economies are reopening, top execs at Warner Brothers and other movie companies want back into theaters. Warner’s CEO, David…

Ford’s re-org was an effort to excite investors about the company’s progress in EVs. The plan would have been better received if there was formal split of the company. Big picture: there’s lots of optimism around EVs and it will…

This was originally posted on Doug’s blog, Uncomfortable Profit. The most powerful question in investing is: What is something you do today that everyone is going to do in the future, and the market doesn’t know it? Thus begins the search…

Takeaways: Netflix missed their guidance for December and guided March sub adds down by 64%. While it’s common for Netflix to guide below the Street, the magnitude of the guide down is greater than typical. Netflix is now trading at…

Gene and Doug discuss Crypto.com’s $15M hack, Apple’s long-term take rate and recent tech price increases. Takeaways: Even though Crypto.com got hacked, there’s still a lot of value in a centralized exchange. Apple’s App Store is in the news again.…

Takeaways: Another rough day in the market. Second time in a week that we’ve seen a two standard deviation move in the NASDAQ. Fear is controlling the market, and will continue until… who knows. Epic needling Apple with its Fortnite…

June quarter earnings for big tech shared a common theme, debating the giants’ sustainable revenue growth rates. Facebook and Amazon shared the most on the topic of modeling growth rates exiting the pandemic, both pointing to the back half of…

Gene’s joined by Mark Zgutowicz from Rosenblatt Securities to discuss the top three video streaming services and what they need to do to stay relevant. 

Gene and Andrew discusses what Amazon’s planned acquisition of MGM means for the company, along with the broader streaming race among big tech.

Gene details Loup’s prediction that AAPL will be the top-performing FAANG stock in 2021, along with ranking AMZN, GOOG, FB, and NFLX.