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Technology Stocks : Netflix (NFLX) and the Streaming Wars -- Ignore unavailable to you. Want to Upgrade?


To: Glenn Petersen who wrote (1566)7/15/2017 8:01:18 PM
From: Sr K1 Recommendation

Recommended By
Glenn Petersen

  Respond to of 2280
 
Reed Hastings said in answering a question in a recent quarterly Interview that to assess the opportunity, it's not what they are doing, it's what others quicker to International have reached, so he compares what Google YouTube and Facebook have reached (900 million MAU to a billion, and growing). He thinks the opportunity for Netflix is the same, to 80% International (and 20% U.S).

Simple math on the expected growth in Q2 in that 7/14 Barron's article, U.S.: International rounds to 20:80.

631,000 19.53%
2,600,000 80.47%

=3,231,000



To: Glenn Petersen who wrote (1566)7/15/2017 8:12:12 PM
From: Sr K  Read Replies (1) | Respond to of 2280
 
Amazon is getting a percentage of Netflix revenue, possibly as high as Apple gets (30%). They've blended the references to Netflix on the Amazon Fire TV Stick, and Netflix allows its App on the Fire Phone, just as HBO and Showtime and CBS and others have.