Netflix

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

Netflix shares are down 8% based on soft subscriber guidance for the September quarter. Keep in mind, even with the pullback, the company has gained $70B in market cap this year. Investors are entering what could be six quarters of…

We publish our annual predictions around New Year’s and, per tradition, do a mid-year check-in in July. Here’s how our predictions for 2020 are tracking: 1. Apple will be the best performing FAANG stock in 2020 (by Gene Munster) Mid-year…

Netflix’s business is a mixed bag. On one side, the company is seeing the impact of competition in the form of increasing domestic churn. On the other side, international continues to outperform expectations, suggesting that the underlying growth opportunity is…

1. Apple Will Be the Best Performing FAANG Stock in 2020 (by Gene Munster). There are five reasons why we believe Apple will be the top-performing FAANG stock in 2020. Easy iPhone comparables Continued growth in Apple Watch Five new…

Apple will be the best performing FAANG stock in 2019 As of the close on July 2nd, Apple is up 29%, Google 6%, Facebook 43%, Amazon 26%, and Netflix 41%. Apple sits in the middle of the pack, but we…

Here are our five key takeaways following Netflix’s December results: Netflix reported Dec-18 revenue essentially in-line and earnings 25% above street consensus. The company guided Mar-19 revenue 2% below the street and earnings 33% below the street. The disconnect between…

Live streaming has exploded over the past few years as a dangerous competitor to traditional broadcasting and content streaming. While platforms like Twitch, YouTube Gaming, Facebook Live, Mixer, and Caffeine have predominantly featured gaming content, they’re quickly expanding into other…

I used to tease my dad for not wanting an EZ Pass, the express toll card for your car. He said he didn’t want the government to know where he was driving. It was none of their business. I told…

We believe the investing view on Apple is shifting to Apple as a Service. The news that Netflix is leaving the App Store is somewhat expected, given the company began testing alternatives to the App Store last summer. The move…

This is the third of a four-part series exploring the concept of the Metaverse. Authored by Loup Ventures analyst Pat Bocchicchio, Part III explains how the virtual universe’s economy could operate and all the new business opportunities that would come…

Eight years ago, we wrote a note titled, “No Such Thing as a Value Stock in Internet?” The hypothesis was that technology stocks, by nature, must be growth stocks to be compelling. Technology is inherently new, so investors look for…