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Jan 24, 2024
01/24
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BBCNEWS
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it might not matter to netflix _ it launches on netflix?t not matter to netflix if _ it launches on netflix? it might not matter to netflix if i _ it launches on netflix? it might not matter to netflix if i tune _ it launches on netflix? it might not matter to netflix if i tune in - matter to netflix if i tune in because reportedly that programme brings in something north of 70 million viewers. it has been airing on linear tv since its inception more than 30 years ago. now it moves over to netflix and you can see why, not only does it bring a huge following but it is also what i appointment viewing. when you have something that people gather around and want to watch live, you can really sell that ad space. usually it goes for notjust live programming and live entertainment, but live sports. this is something quite netflix is not only putting a lot of thought into making big headlines, but reportedly a lot of money. figures have not been disclosed officially but it is looking at $5 billion over ten years. looking at $5 billion over ten ears.
it might not matter to netflix _ it launches on netflix?t not matter to netflix if _ it launches on netflix? it might not matter to netflix if i _ it launches on netflix? it might not matter to netflix if i tune _ it launches on netflix? it might not matter to netflix if i tune in - matter to netflix if i tune in because reportedly that programme brings in something north of 70 million viewers. it has been airing on linear tv since its inception more than 30 years ago. now it moves over to...
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Jan 23, 2024
01/24
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BLOOMBERG
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wwe, three hours a week on rock, every week, allows netflix to month -- raw, every week, allows netflixnetize this. >> raw has this super loyal and sizable audience. it must be a part of this deal where you are like, ok, we have to think about the future in growing a new audience and i wonder if there's any terms in the deal where ethics goes away and produces a behind-the-scenes kind of documentary exclusive to netflix that introduces wwe to that new audience. when i thinking of? drive to survive with formula one and the success that had, bringing a sport to a new audience. nick: it would be a mistake by us at wwe to not do that with netflix. so assume that what you said is exactly what we are all thinking, we are all thinking, weeping netflix and wwe. you saw what drive to survive did for formula one, as you just mentioned. think the wwe audience, already big on a global level, only gets more big with a show like that. paul: that is nick khan. you can watch us live and see our past interviews on our interactive tv function, tv , and there, you can dive into any of the securities w
wwe, three hours a week on rock, every week, allows netflix to month -- raw, every week, allows netflixnetize this. >> raw has this super loyal and sizable audience. it must be a part of this deal where you are like, ok, we have to think about the future in growing a new audience and i wonder if there's any terms in the deal where ethics goes away and produces a behind-the-scenes kind of documentary exclusive to netflix that introduces wwe to that new audience. when i thinking of? drive...
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Jan 23, 2024
01/24
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BLOOMBERG
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you don't necessarily think of netflix as the destination for gaming netflix is the destination for lookingor something to watch on television. they know they have that built in base of 215 million subscribers across the world. this really is about adding new content, picking appointment television where you promise advertisers or guarantee them a certain number of fixed audiences that will kind of come in and tune into a particular program. for raw, there's about 1.5 million to 2 million hard-core viewers. that is something netflix can really capitalize on as they look to make more investments across the space. katie: not to get too dramatic but it feels like live sports are kind of the last hope for traditional tv. however recent is this for cable networks -- how worrisome is this for cable networks? geetha: it definitely is worrisome. we have seen more and more tech giants go after events for their streaming platforms. peacock having one of those nfl wildcard games, which attracted over 23 million viewers, a pretty good number. amazon playing with thursday night football. youtube with nf
you don't necessarily think of netflix as the destination for gaming netflix is the destination for lookingor something to watch on television. they know they have that built in base of 215 million subscribers across the world. this really is about adding new content, picking appointment television where you promise advertisers or guarantee them a certain number of fixed audiences that will kind of come in and tune into a particular program. for raw, there's about 1.5 million to 2 million...
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Jan 23, 2024
01/24
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BLOOMBERG
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just your reaction to what netflix has done. >> netflix has to do things like this. they have to do more of them and that's because what is driving streaming use on consumers is not those high-end expensive dramas that netflix is famous for, it is free or low cost ad supported television basically. it is the same shows you used to watch on cable systems. people are now streaming in droves. and what's driving that behavior is predominantly sports and news programming. so they had to get into this space. hang is a sport streaming platform that let's fans watch games on tv alongside famous athletes and celebrities and we drive ridiculously high numbers of viewers, 650,000 per event plus 60% of them are 18 to 44. exactly the gen z and young millennials who all sports advertisers and teens want to reach. that is who netflix is trying to reach now. netflix is trying to launch an ad supported tier. they had a bumpy going at the beginning. it seems to have at least stabilized now. they have something like 23 million monthly subscribers now to the ad supported tier. that repr
just your reaction to what netflix has done. >> netflix has to do things like this. they have to do more of them and that's because what is driving streaming use on consumers is not those high-end expensive dramas that netflix is famous for, it is free or low cost ad supported television basically. it is the same shows you used to watch on cable systems. people are now streaming in droves. and what's driving that behavior is predominantly sports and news programming. so they had to get...
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Jan 24, 2024
01/24
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CNBC
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we're talking netflix.hey've added 13 million subscribers in the fourth quarter, revenue also topping forecast, although profit missed they now have more subscribers around the world the company does not see ads as the primary revenue driver this year, but the streaming jiejt is looking to scale that business >> there's room for multiple players clearly, and when we think about how we compete for some of that ad spent, i think we need to play it to our strengths. we've got an incredibly engaged audience, the most engaged audience watching the most cultured defining films, series, and live events. that is an important place for brands to be and it's something that differentiates us from our competitors. >> let's get an analyst's take with peter good morning. >> good morning. >> the adding of the wwe event, that's exciting to a lot of o people, but we'll get to that in a minute did it change your rating? >> we have a mutual rating on netflix and we'll keep it. it's fascinating right now between what we know j
we're talking netflix.hey've added 13 million subscribers in the fourth quarter, revenue also topping forecast, although profit missed they now have more subscribers around the world the company does not see ads as the primary revenue driver this year, but the streaming jiejt is looking to scale that business >> there's room for multiple players clearly, and when we think about how we compete for some of that ad spent, i think we need to play it to our strengths. we've got an incredibly...
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Jan 8, 2024
01/24
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CSPAN2
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netflix and that was true of netflix as well. and now they're sort of hiring people from the studios, from the networks to work at netflix, not because not in spite of their studio or network values, but because of that. so i think that, you know, the whole model has changing and not for the good. i think it's a the other thing is that, you know, because netflix has not been this profitable, none of the streamers have been profitable as people thought they were going to be. they're changing they're changing the model. so they're they're inaugurating an advertising driven tiers, which are about half as expensive as ad free tiers. and i think once you get advertisers in the door they're they're going to try to impose the same limitations on programing as they imposed on the networks. so that seems to me a really, you know, a danger a danger sign. you think it's going to make the having ads on streaming services just inherently going to make people more these programmers a lot more cautious? yes, exactly. exactly. that's so maybe, y
netflix and that was true of netflix as well. and now they're sort of hiring people from the studios, from the networks to work at netflix, not because not in spite of their studio or network values, but because of that. so i think that, you know, the whole model has changing and not for the good. i think it's a the other thing is that, you know, because netflix has not been this profitable, none of the streamers have been profitable as people thought they were going to be. they're changing...
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Jan 23, 2024
01/24
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CNBC
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netflix and thrills. shares of the streaming giant soaring to two-year highs after posting a huge beat on new subscribers and for the first time we can remember, the company's conference call is under way during our show, right now. and we're listening in, bringing you all the headlines. >>> plus, china on the rebound. talk of potential stimulus giving stocks in beijing their best day since july. but are the measures too little too late? we're going abroad for that trade. >>> and shares of d.r.horton seeing their worst day since the depths of the pandemic. and they are taking the rest of the home builders down with it. has the bottom come out? we'll dig into the numbers to find out. i'm melissa lee, coming to you live from studio b at the nasdaq. on the desk tonight -- tim seymour, courtney garcia, dan nathan, and guy adami. netflix's big beat. they added 13 million subscribers. they announced a big bet on live events earlier in the day. the conference call kicked off 15 minutes ago, an earlier start than
netflix and thrills. shares of the streaming giant soaring to two-year highs after posting a huge beat on new subscribers and for the first time we can remember, the company's conference call is under way during our show, right now. and we're listening in, bringing you all the headlines. >>> plus, china on the rebound. talk of potential stimulus giving stocks in beijing their best day since july. but are the measures too little too late? we're going abroad for that trade. >>>...
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Jan 24, 2024
01/24
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BBCNEWS
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eye 44
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., , ., building point of view for netflix. ~ ., ., .,~ ., netflix.move _ netflix. what do you make of the move into _ netflix. what do you make of the move into life-support i netflix. what do you make of. the move into life-support and the move into life—support and wrestling? i the move into life-support and wrestling?— wrestling? i think it is fascinating _ wrestling? ithink it is fascinating and - wrestling? i think it is fascinating and i - wrestling? i think it is fascinating and i think wrestling? i think it is l fascinating and i think it wrestling? i think it is - fascinating and i think it is indicative of how netflix is always trying to innovate. only were they the first streamer in the market in a big war —— way, they have been doing things right these relax creating interactive content such as banners match and moving into gaming, they currently have over 100 games on the platform and development. i think live streaming is the last, most recent example of how they are always looking to stay relevant and keep innovating and bring differen
., , ., building point of view for netflix. ~ ., ., .,~ ., netflix.move _ netflix. what do you make of the move into _ netflix. what do you make of the move into life-support i netflix. what do you make of. the move into life-support and the move into life—support and wrestling? i the move into life-support and wrestling?— wrestling? i think it is fascinating _ wrestling? ithink it is fascinating and - wrestling? i think it is fascinating and i - wrestling? i think it is fascinating and i...
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Jan 24, 2024
01/24
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CNBC
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they offered plenty of praise from netflix. basically, they take netflix, and their leadership position. they argued that the low hanging fruit has now been harvested over the password share front. it could take a long time for them to go to meaningful levels. peeking around 30% this year. decelerating hard in 2025 and 2026. they are acknowledging that the average business is using these career earnings. it is too soon to look at anything meaningful. at least in a very short period of time. i have to tell you, we don't see that today. it has been wrong bout netflix for underperforming in the stock. may 2022 bottom. they have only rated this mutual. they have been very good on netflix. they upgraded to a buyout for 2022. kudos right there. they say it is fully time to look at a guy that has been right. we think there is more right to come. they have way too much going for it. this is going to be earlier from these other guys. we are often jaded about netflix here in the u.s. there's plenty of growth to be had overseas. this ad s
they offered plenty of praise from netflix. basically, they take netflix, and their leadership position. they argued that the low hanging fruit has now been harvested over the password share front. it could take a long time for them to go to meaningful levels. peeking around 30% this year. decelerating hard in 2025 and 2026. they are acknowledging that the average business is using these career earnings. it is too soon to look at anything meaningful. at least in a very short period of time. i...
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Jan 24, 2024
01/24
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BLOOMBERG
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eye 55
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we had a high quality earnings scorecard from netflix for four q.oing forward into 2024 they have hit the jackpot when it comes to finding this winning formula. they have subscribers scaled, their revenue acceleration in progress. they are able to create good content. they are balancing content costs and guided to an operating margin expansion. we expect 23% for 2024. they are now saying 24%. it's a free cash flow story. we saw them with almost $7 billion in 2023. it is going to be a little choppy maybe in 2024. this is easily going to be $10 billion in free cash flow and a couple of years time. katie: really appreciate that roundup. let's keep the conversation going with kim forrest. she joins us now. let's start with netflix. the stock is up 13%, really skyrocketing from the bell. does what we learned yesterday match up with reaction we are seeing in the stock today? kim: absolutely. they had a great quarter both on the top line and bottom line. that is super important. any tech company can spend a lot and not make a lot of profit. amazon, i'm tal
we had a high quality earnings scorecard from netflix for four q.oing forward into 2024 they have hit the jackpot when it comes to finding this winning formula. they have subscribers scaled, their revenue acceleration in progress. they are able to create good content. they are balancing content costs and guided to an operating margin expansion. we expect 23% for 2024. they are now saying 24%. it's a free cash flow story. we saw them with almost $7 billion in 2023. it is going to be a little...
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Jan 24, 2024
01/24
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CNBC
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netflix.o one even seems to care that you can't steal anymore. oh, i can't steal? all right, i'll pay. people were stealing from home depot. they don't suddenly come in and say, i'm going to pay for that leaf blower. this stuff, people want so badly, they're afraid not to have it. >> it is the default for tv. it's replaced cable tv as the default. and it's global. >> did you see the top shows i mean, they're just -- like i happen to like this world war ii thing. people like it people like -- whatever they put out, there's five million people that want to watch it. they do all these things that i think, again, i want to go back to the kill people in the chicago fire while they're being sent to ncis in australia. they're saying, you know, whatever -- who's spending all the money on that -- >> i'm green lighting that right now. if that isn't taken it >> procter loves it, mcdonald's loves it and the people love it. oh, the people don't love it they want josh allen versus mahomes. it costs them mor
netflix.o one even seems to care that you can't steal anymore. oh, i can't steal? all right, i'll pay. people were stealing from home depot. they don't suddenly come in and say, i'm going to pay for that leaf blower. this stuff, people want so badly, they're afraid not to have it. >> it is the default for tv. it's replaced cable tv as the default. and it's global. >> did you see the top shows i mean, they're just -- like i happen to like this world war ii thing. people like it...
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Jan 23, 2024
01/24
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BLOOMBERG
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i think it all speaks to netflix's ability to grow further.el about netflix's competitive positioning today? you think about the growth prospects and a lot of concerns about the content play versus whether they are bringing it in the door? >> it is a competitive landscape and you have all of the major competitors whether it is amazon prime, on this sort of newer entrance side from a couple of years ago or the incumbent tv networks like disney building out their own direct to consumer services. all of this competition and a time when all of those companies or the network companies are under a lot of pressure to get into profitability. most of them are either breakeven or losing a lot of money. the pressure is on for all of these companies to get into a more profitable state. already at a 20% operating margin. i think netflix test at the standard the other network groups -- have set the standard the other network groups have been trying to catch up. it is still above the rest. sonali: how do you feel about its ability to balance subscriber growt
i think it all speaks to netflix's ability to grow further.el about netflix's competitive positioning today? you think about the growth prospects and a lot of concerns about the content play versus whether they are bringing it in the door? >> it is a competitive landscape and you have all of the major competitors whether it is amazon prime, on this sort of newer entrance side from a couple of years ago or the incumbent tv networks like disney building out their own direct to consumer...
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Jan 23, 2024
01/24
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CNBC
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. >> yeah, i think it's a fantastic deal for netflix.e they mean by that, that, you know, the open sequence at wwe is very scripted. but i think it's a fantastic deal. it demands -- the demand for sport entertainment has been huge. you mentioned some comments a minute ago what netflix did for formula 1 in terms of increasing awareness of the sport, interest in the sport, and quite frankly the value of the sport. i think the exact same thing will happen for wwe. and on top of that add verytizers are going to love it. they're always looking for more sports content. it's a perfect fit. a fantastic deal for both companies. >> julia, in the old world, we used to look at the advertising budgets in presidential election years and olympic years and say, these are going to be better years for ad spending, because those properties are out there. does that still hold true? >> well, i think there's certainly going to be a certain spending around the olympics, that's always true. this presidential election will be interesting, because we might see le
. >> yeah, i think it's a fantastic deal for netflix.e they mean by that, that, you know, the open sequence at wwe is very scripted. but i think it's a fantastic deal. it demands -- the demand for sport entertainment has been huge. you mentioned some comments a minute ago what netflix did for formula 1 in terms of increasing awareness of the sport, interest in the sport, and quite frankly the value of the sport. i think the exact same thing will happen for wwe. and on top of that add...
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Jan 24, 2024
01/24
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CNBC
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we will hear more from netflix later this hour. for about 9% of its workforce. the ceo told employees the company headcount and expenses have outpaced the growth. is comes alongside other recent tech job news including the announcement yesterday that -- is looking to do voluntary buyouts or enable job changes for 8000 employees as part of a restructuring burger. >> we want to get over and talk about the broader markets. what are we catching up on this morning? >> the persistence of the rally, this breakout we have gotten, three state days for the s&p 500 looking to add to a new high. we just went sideways for 4 to five weeks as we digested the fourth quarter game. now that we have broken out hire it looks like one of these platforms you might consider you are in for a while and then you have to break up. looking back to the spring, a two month 10% gain offered that will. that would mean you had a little more to go here. nothing that says you have to be in parallel but one thing we are watching, the trend off of the september octobe
we will hear more from netflix later this hour. for about 9% of its workforce. the ceo told employees the company headcount and expenses have outpaced the growth. is comes alongside other recent tech job news including the announcement yesterday that -- is looking to do voluntary buyouts or enable job changes for 8000 employees as part of a restructuring burger. >> we want to get over and talk about the broader markets. what are we catching up on this morning? >> the persistence of...
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Jan 23, 2024
01/24
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CNBC
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i want to ask netflix film chief is leaving netflix to start a new company. 2017 and oversaw "bi "birdbox" and "glass onion" among a few. >> it is not great news that he is leaving. this company groomed a lot of people behind him and knows how to attract talent better than anybody in the streaming business. here is where you say if the stock trades down, maybe at a miss slightly or don't meet expectations or the fact he is leaving causes people to be sel sellers means if you don't own the stock, you come in and take a position. that is one of the things i think. if you are a netflix user, the newest movie is phenomenal. >> i was watching the kevin hart movie. it's pretty good. james, we will check in with you down the line. thank you. >>> time for the check on the top corporate stories with silvana henao. silvana, good morning. >> frank, good morning. new details emerging why the breach of the s.e.c. account on x earlier this month. the agency saying a sim swap attack was to blame. a sim swap is when the phone number is transferred to another device without t
i want to ask netflix film chief is leaving netflix to start a new company. 2017 and oversaw "bi "birdbox" and "glass onion" among a few. >> it is not great news that he is leaving. this company groomed a lot of people behind him and knows how to attract talent better than anybody in the streaming business. here is where you say if the stock trades down, maybe at a miss slightly or don't meet expectations or the fact he is leaving causes people to be sel sellers...
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Jan 24, 2024
01/24
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BLOOMBERG
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. >> $5 billion deal would netflix as the streaming giant. up next, the latest live from new hampshire. this is bloomberg. ♪ thanks to avalara, we can calcusales tax a. avalarahhhhhh what if tax rates change? ahhhhhh filing sales tax returns? ahhhhhh business license guidance? ahhhhhh -cross-border sales? -ahhhhhh -item classification? -ahhhhhh does it connect with acc...? ahhhhhh ahhhhhh ahhhhhh nahhhh... [inner monologue] another destination wedding?! we just got back from her sister's in napa. who gets married in napa? my daughter. who gets married someplace more expensive? my other daughter! cancun! jamaica! why can't they use my backyard?! with empower, we get all of our financial questions answered. so we don't have to worry. can we get out of here? i thought you'd never ask. join 18 million americans and take control of your financial future with the real-time dashboard and real-live conversations. empower what's next. j.p. morgan wealth management knows it's easy to get lost in investment research. get help with j.p morgan personal ad
. >> $5 billion deal would netflix as the streaming giant. up next, the latest live from new hampshire. this is bloomberg. ♪ thanks to avalara, we can calcusales tax a. avalarahhhhhh what if tax rates change? ahhhhhh filing sales tax returns? ahhhhhh business license guidance? ahhhhhh -cross-border sales? -ahhhhhh -item classification? -ahhhhhh does it connect with acc...? ahhhhhh ahhhhhh ahhhhhh nahhhh... [inner monologue] another destination wedding?! we just got back from her...
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Jan 23, 2024
01/24
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CNBC
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jason is the netflix shareholder.'ll get you in just a second, jason, but your first, alex, this first foray into line sports. is that what you expected it to be, the very first of a bigger one? >> yeah, i would say netflix is already committed to line sports. they are doing wwe, they are doing formula one, which you can call a sport. they're doing tennis. so they have this cash advantage against their rivals. they have to exploit that. when you think about where they could be overtaken, you have got spending 110 million on one playoff game. it's sports, it's live events. i don't really see this as a one-off. this is the beginning of a program and they're going to keep doubling down from here. >> is at the right move? >> i love it, honestly. this is what's going to attract larger audiences. it is not the hit business. sports, that is a beautiful ball. you can depend on that audience. they will be with you weekend and week out. as opposed to a show that may or may not hit. i love the idea. it is a moment where the comp
jason is the netflix shareholder.'ll get you in just a second, jason, but your first, alex, this first foray into line sports. is that what you expected it to be, the very first of a bigger one? >> yeah, i would say netflix is already committed to line sports. they are doing wwe, they are doing formula one, which you can call a sport. they're doing tennis. so they have this cash advantage against their rivals. they have to exploit that. when you think about where they could be overtaken,...
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Jan 24, 2024
01/24
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FBC
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they're licensing it to netflix and suddenly netflix gets to turn that around and morph it into a weapon to use against the very companies that licensed it to netflix. do you like anybody better than netflix? >> i like disney. disney is super interesting. i would say this because the narrative on disney is the earnings are growing and the streaming losses were $4 billion gliding to zero and supposed to hit zero this year. i've not had one constitutional investor asks -- institutional investor ask me how much disney could make and netflix guiding to 24 even margin and there's a lot of tail wednesday. disney is an earning story and no ebit and no value in the stock price, zero. it's about two-thirds of the size of netflix's strengths. >> question on this and feels like the disney narrative has changed and first they needed a bit of >> wow adding disney plus and adding the value and going to the theme parks and spending $18 for hot dogs and where are we for the economy and that became the story in the past three to six months and not their streaming business. >> we need three things for dis
they're licensing it to netflix and suddenly netflix gets to turn that around and morph it into a weapon to use against the very companies that licensed it to netflix. do you like anybody better than netflix? >> i like disney. disney is super interesting. i would say this because the narrative on disney is the earnings are growing and the streaming losses were $4 billion gliding to zero and supposed to hit zero this year. i've not had one constitutional investor asks -- institutional...
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Jan 24, 2024
01/24
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BLOOMBERG
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discovery licensing sex and the city to netflix. everything is for sale and so the amount of conflict -- content on netflix, we've come full circle. five years ago everything was on netflix from third-party companies then there was nothing and now we are really right back to it. back to the heroin needle back in the arm where we cannot get off the drug of licensing content. they needed for survival right now and so netflix is in this position where they have more content than ever before and the competitive dynamic is less than in years and they have a cheaper service with advertising to offer to consumers. that is why netflix had their second-best net add quarter. caroline: before we get into what seems to be a bit of a blowoff and the rest of the competitive landscape, what about the leadership position the deutsche bank is saying is fully priced into the stock at these levels? is it how much further we can run? rich: the internet is generally winner take most. i was listening 20 or colleagues talk about meda getting back to a tri
discovery licensing sex and the city to netflix. everything is for sale and so the amount of conflict -- content on netflix, we've come full circle. five years ago everything was on netflix from third-party companies then there was nothing and now we are really right back to it. back to the heroin needle back in the arm where we cannot get off the drug of licensing content. they needed for survival right now and so netflix is in this position where they have more content than ever before and...
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Jan 24, 2024
01/24
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BLOOMBERG
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netflix shows that scales matters. netflix is now anti-incumbent, clearly the global leader in screaming -- in streaming. there able to add subscribers. the rest of the industry are going to need to follow. lisa: does this mean you expect netflix to acquire someone? chris: they demanded to sit with this said yesterday they don't intend to acquire any linear programming companies. they're going to add content. it is the letter companies that need to rationalize the mess of streaming services we have. that can happen through consolidation, also through partnerships. lisa: let's break this down. where do you lean in and where dealing out? how do you play this if disruption could be profitable? chris: we like the ip owners, those who own the content themselves. those are hard to find. one place we found that are in sports, demonstrated by the w w e deal. this is content people want to watch that advertisers will pay for. second, we are looking for undervalued media companies. warner bros. discovery or even paramount. netfl
netflix shows that scales matters. netflix is now anti-incumbent, clearly the global leader in screaming -- in streaming. there able to add subscribers. the rest of the industry are going to need to follow. lisa: does this mean you expect netflix to acquire someone? chris: they demanded to sit with this said yesterday they don't intend to acquire any linear programming companies. they're going to add content. it is the letter companies that need to rationalize the mess of streaming services we...
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Jan 17, 2024
01/24
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KNTV
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a new study now at the center of a new netflix documentary. we're talking to the stanford professor behind the experiment. >>> and the buzz continues over those custom jackets created by a member of the 49ers family. >> and she's been grinding for years now. she's been working so hard. >> the niners talking about their new star, kristin juszczyk. >> look outside. it might be out your window right now. it's making for a tricky evening commute. you're looking at one of our live cams now in walnut creek. a similar story in other parts of the bay area. we're either seeing rain or slippery conditions. you see both of our big bridges there, palo alto, and then from our richmond cam in the lower right portion of your screen. let's bring in our chief meteorologist, jeff ranieri. jeff, where is the rain right now because i know i see your radar. it's lighting up. >> yeah. we are starting to see things really coming down in some heavier pockets. let's get a view of stormranger mobile doppler radar. some of that showing up peninsula, east bay. continuing
a new study now at the center of a new netflix documentary. we're talking to the stanford professor behind the experiment. >>> and the buzz continues over those custom jackets created by a member of the 49ers family. >> and she's been grinding for years now. she's been working so hard. >> the niners talking about their new star, kristin juszczyk. >> look outside. it might be out your window right now. it's making for a tricky evening commute. you're looking at one of...
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Jan 23, 2024
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so netflix is doing big deals, and we're very bullish on netflix as now they're moving into, like, liverts and what i would call alternative live sports because they're not bidding for, you know the very expensive football packages like amazon. and now they've made a big move on wwf which, you know, quite frankly, isn't is my type of content, but a lot of people watch it. and it brings those subscribe ors more value and less reason to cancel on a week to week basis. and so we love the move from netflix and the continued diversification of their content offerings and gaming. so netflix is an important company to watch. liz: i agree. i agree. ross gerber, great to see you. thank you very much. >> thank you. liz: barbie grabbing her share of oscar nominations today, but there's some controversy on that a win. -- on that one. we're going to take a look at the academy award show stoppers and how their studio stocks are trading in the wake of the big. nomination announcements. and the produce ors of the new hit mean girls movie chose to record all their songs at the studio of this week's ever
so netflix is doing big deals, and we're very bullish on netflix as now they're moving into, like, liverts and what i would call alternative live sports because they're not bidding for, you know the very expensive football packages like amazon. and now they've made a big move on wwf which, you know, quite frankly, isn't is my type of content, but a lot of people watch it. and it brings those subscribe ors more value and less reason to cancel on a week to week basis. and so we love the move from...
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Jan 23, 2024
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netflix has had great success.can promote it and it does very well with them. they are using where the strike has hit everybody. >> tom, it sounds to me and we had this conversation before that of the media companies, you like netflix the best. i don't know if you like netflix the best at the valuation at $485, but after netflix, who do you like? is there a value play in here? is there somebody -- i don't know what you think of disney these days. paramount is in the middle of a takeover talks and we have talked about that before on air. i don't know where you sit on wa warner bros. if you stack ranked them as an inve investment? >> that is a tough one. netflix, if it meets or beats consensus, as i expect it to do, it will be on a path to the end of next year of 300 million subs worldwide. close to 1 billion in audience. no others will be close to that with the streaming services and decline of the lineal will hit them all. i guess leverage on top of that and the guys with the biggest leverage i put toward the botto
netflix has had great success.can promote it and it does very well with them. they are using where the strike has hit everybody. >> tom, it sounds to me and we had this conversation before that of the media companies, you like netflix the best. i don't know if you like netflix the best at the valuation at $485, but after netflix, who do you like? is there a value play in here? is there somebody -- i don't know what you think of disney these days. paramount is in the middle of a takeover...
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Jan 24, 2024
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we heard arjun speaking about netflix.t are your expectations for what tesla is going to say later on today >> the good news is they reported deliveries three weeks back just as a reminder they reported 485,000 vehicle deliveries in the quarter, 20% up year on yar over year. i think there are two big areas. one is vehicle demand and the second is the operating gross margin what's that impact going to be on the gross margins going forward? on the flip side we've got some supply chain improvements, some easing which should help tesla obviously the geopolitical situation around the world puts that at risk. >> we did see them announcing e they had to stop production because of the tensions. i would like to get your thoughts on competition from china. how can actually tesla fight back that competition when it comes to chinese ev makers >> it's china. it's only a quarter but still notable byb shibhed more teslas last quarter, so that's going to be something that's notable. i think there are a couple of other challenges one is el
we heard arjun speaking about netflix.t are your expectations for what tesla is going to say later on today >> the good news is they reported deliveries three weeks back just as a reminder they reported 485,000 vehicle deliveries in the quarter, 20% up year on yar over year. i think there are two big areas. one is vehicle demand and the second is the operating gross margin what's that impact going to be on the gross margins going forward? on the flip side we've got some supply chain...
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Jan 24, 2024
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in the next move for netflix, ahead. you're watching "fast money," live from the nasdaq market site in times square. we're back right after this. l. says here it gets plenty of light. and this must be the ocean view? of aruba? huh. this listing is misleading. well, when at&t says we give businesses get our best deal, on the iphone 15 pro made with titanium. we mean it. amazing. all my agents want it. says here...“inviting pool”. come on over! too inviting. only at&t gives businesses our best deals on any iphone. get iphone 15 pro on us. (♪♪) - "best thing i've ever done." that's what freddie told me. - it was the best thing i've ever done, and- - really? - yes, without a doubt! - i don't have any anxiety about money anymore. - great people. different people, that's for sure, and all of them had different reasons for getting a reverse mortgage, but you know what, they all felt the same about two things: they all loved their home, and they all wanted to stay in that home. and they all wanted to stay in that home. - [announ
in the next move for netflix, ahead. you're watching "fast money," live from the nasdaq market site in times square. we're back right after this. l. says here it gets plenty of light. and this must be the ocean view? of aruba? huh. this listing is misleading. well, when at&t says we give businesses get our best deal, on the iphone 15 pro made with titanium. we mean it. amazing. all my agents want it. says here...“inviting pool”. come on over! too inviting. only at&t gives...
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Jan 23, 2024
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i think netflix has a long way to go to crack games. course, the other pretenders to netflix is still getting up to speed with broadening their portfolio of content within the scrtreaming service. competition with disney with the wide range of content for the household and the franchises and ip would make sense to move into games. of course, amazon, the big tech giant, with what they are doing with prime and driving prime subscriptions, there is a lot more they can do with games as well. i think it is a slow burner, but there is more to come for all streamers. >> interesting. let's see what netflix says later on today. that was the founder at pp foresight. netflix numbers are the dp beginning of the week. we expect asml and s.a.p. tomorrow. we get numbers from lvmh and intel on thursday and american express closes out the week on friday. let's show you how european markets are faring at this stage. it is a negative picture across the board. we are seeing significant moves over in the spain market down 0.7%. when it comes to the u.s. fut
i think netflix has a long way to go to crack games. course, the other pretenders to netflix is still getting up to speed with broadening their portfolio of content within the scrtreaming service. competition with disney with the wide range of content for the household and the franchises and ip would make sense to move into games. of course, amazon, the big tech giant, with what they are doing with prime and driving prime subscriptions, there is a lot more they can do with games as well. i...
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Jan 23, 2024
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interesting move from netflix. the dollar numbers seem to be in excess of what had been anticipated for the renewal of raw. >> we'll talk about what it means for cable. the oscar nominations out as well. results from industrial giants 3m, rtx, ge, united in there, too, jim. what strikes you as the most interesting? >> i like the procter & gamble margins are incredible. waiting for the margin explosion and we didn't get it. if you remember the previous call, they were talking about how the dollar is going to so offset the margin expansion you wouldn't notice it. not true. the other side is -- i don't know what happened to beauty. people just don't want to be beautiful anymore or they want to be beautiful using elf. the gross margins i've been disappointed. six straight quarters of them beating the street. i think people will start noticing, you know what? proctor is well run. >> muller on squawk this morning saying he just got back from china a few weeks ago. it's tough. china down 15. >> i know. i think there are p
interesting move from netflix. the dollar numbers seem to be in excess of what had been anticipated for the renewal of raw. >> we'll talk about what it means for cable. the oscar nominations out as well. results from industrial giants 3m, rtx, ge, united in there, too, jim. what strikes you as the most interesting? >> i like the procter & gamble margins are incredible. waiting for the margin explosion and we didn't get it. if you remember the previous call, they were talking...
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Jan 23, 2024
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netflix will report its earnings. julia boorstin is following this on big news, the wwe and the forex into sports. >> up 37% since the last earnings report with the company expected to grow 11% to 9 million subscriber additions. this comes as netflix just this morning announced it will stream wwe's "raw" starting next year. this program, which currently airs on usa network and produces three hours of live programming per week, this is a big deal for netflix. it's a ten-year deal valued at more than $5 billion, and it will enable netflix to make wwe documentaries or series like it has with formula one and golf. it also makes netflix the home for all wwe shows and specials internationally. so this is netflix's biggest move into live content yet. so far it's done these one-off sporting events, but this does march a huge shift for the streamer into this streaming commitment. >> do you, julia, as well as you know this company and business, think this is, in fact, the first foot into a whole body moves into the door? >> yes
netflix will report its earnings. julia boorstin is following this on big news, the wwe and the forex into sports. >> up 37% since the last earnings report with the company expected to grow 11% to 9 million subscriber additions. this comes as netflix just this morning announced it will stream wwe's "raw" starting next year. this program, which currently airs on usa network and produces three hours of live programming per week, this is a big deal for netflix. it's a ten-year deal...
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Jan 28, 2024
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netflix urged on what you might want to call blockbuster earnings report. what you did, 13 million over 13 million net ads during the third quarter that's a number the people are signed up minus the number of people that left, it's the best fourth-quarter ever and it compares with the washer expectation of 9 million. way ahead of expectation, this is really flip the script with the rest of hollywood we used to say that the legacy companies with streaming services will collect all the cash from the legacy television and they would invest in streaming and have a real advantage over netflix. now what we see is the decline in cable subscription has accelerated, some of these cavities like disney have not met their targets for streaming subscribers, screaming might be more like it because investors are screaming for them to do something they want to cut cost, netflix is in a position to invest billions of dollars more than disney into the streaming service and that ultimately is bringing in the subscribers and cutting down on the password sharing. jack: one of t
netflix urged on what you might want to call blockbuster earnings report. what you did, 13 million over 13 million net ads during the third quarter that's a number the people are signed up minus the number of people that left, it's the best fourth-quarter ever and it compares with the washer expectation of 9 million. way ahead of expectation, this is really flip the script with the rest of hollywood we used to say that the legacy companies with streaming services will collect all the cash from...
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Jan 18, 2024
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netflix won already. if you ask who won the streaming wars, they are over. netflix won. it's the only profitable streaming service, period. profitable, still growing. the largest and still growing. disney is more than just streaming. it's a really tough comparison. we want netflix like growth in margins, okay. stop doing everything else disney does. so nobody is really saying that. it's a little bit apples and oranges. if you on a standalone basis want to say disney's media business, it's disney plus, maybe the box office stuff, maybe abc, espn, let's comp that to netflix. netflix looks smaller but maybe more attractive right now. disney still has levers to pull. the bigger issues here, i think, are stra tegic and not all execution. we don't know what they will do with abc. we don't know what they will do with espn. those aren't small questions. that's a really, really big deal, and every day they don't do anything, those profits are less, day. competing with amazon, apple, and companies that literally have a money printer in their basement for the rights to the most imp
netflix won already. if you ask who won the streaming wars, they are over. netflix won. it's the only profitable streaming service, period. profitable, still growing. the largest and still growing. disney is more than just streaming. it's a really tough comparison. we want netflix like growth in margins, okay. stop doing everything else disney does. so nobody is really saying that. it's a little bit apples and oranges. if you on a standalone basis want to say disney's media business, it's...
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Jan 24, 2024
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netflix is on a run.s we look forward to tesla tonight, look, the big question is over price cuts. are they cutting prices to win market share because the margins are higher and more advanced than everyone else in the e industry or is it because you're seeing a collapse of this ev craze and the adoption rate slowing dramatically and if it is the latter, can tesla and elon say enough about artificial intelligence, autonomous driving, to overcome any financial shortfalls. maria: just to be clear, you would buy these stocks at these levels including netflix, after the run it had last year. >> netflix, i think these big names continue to win and you talk about a slowing economy. i like to say a lot of the magnificent seven are our new defensive stocks when times are tight, what do people cut back on? going out, trips, they're not canceling netflix subscription. it's going to continue. if anything they're going to spend more time on netflix watching that and tesla, i missed the move in tesla, it trades at an a
netflix is on a run.s we look forward to tesla tonight, look, the big question is over price cuts. are they cutting prices to win market share because the margins are higher and more advanced than everyone else in the e industry or is it because you're seeing a collapse of this ev craze and the adoption rate slowing dramatically and if it is the latter, can tesla and elon say enough about artificial intelligence, autonomous driving, to overcome any financial shortfalls. maria: just to be clear,...
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Jan 25, 2024
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momento: el actor colombiano, christian tappan, para hablarnos de su personaje en la nueva serie de netflixriselda".... aÍ comenzamos... hola que tal, les saludamos con mucho gusto borja voces y carolina sarassa, en este jueves 25 de enero... esta es tu edicÓn digital, tu compaÍa al medioÍa. comenzamos con el reo de alabama a quien solo le quedaÍan pocas horas de vida... el asesino condenado "kenneth smith" se enfrenta a una posible ejecucÓn con gas nitÓgeno esta misma noche, el primero de su tipo en estados unids... alabama ya intenÓ ejecutarlo en 2022 con inyeccÓn letal, pero tuvieron problemas para introducir la aguja en sus venas, lo que se consideÓ un fracaso.... la corte suprema se niega a bloquear el proceso que muchos defensores de derechos humanos califican de que seÍa una tortura... pero ¿Ómo es la ejecucÓn con nitÓgeno? yo te explico... - el reo esÁ atado y es equipado con una mascarilla... - luego y de forma remota, se activa la entrada de nitroÉno .. - cuando el gas Óxico llena las Ías respiratorias impide que el oÍgeno llegue al cerebro... aÍ el reo pierde el conocimiento. - e
momento: el actor colombiano, christian tappan, para hablarnos de su personaje en la nueva serie de netflixriselda".... aÍ comenzamos... hola que tal, les saludamos con mucho gusto borja voces y carolina sarassa, en este jueves 25 de enero... esta es tu edicÓn digital, tu compaÍa al medioÍa. comenzamos con el reo de alabama a quien solo le quedaÍan pocas horas de vida... el asesino condenado "kenneth smith" se enfrenta a una posible ejecucÓn con gas nitÓgeno esta misma...
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Jan 24, 2024
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yes yes, it is scripted live netflix is trying to grow subscribers.is is one way of doing that, after a quarter in which they saw their best subscriber uptick since pandemic that is massively significant news in a deal that could entice further action as well they're not looking at consolidation in this space, so they may not be getting into a little bit more on this front. they are looking to grow the subscribers, as i've spoken about. they're doing away with their lowest ad-revenue, ad space, membership should i say, which in the u.s. is pretty much around 11 bucks. they'll do away with that, so all that will be available, really, is a $6.99 membership an then 16 bucks. >> thank you >>> well, she is everything but an oscar nominee we break down the big academy award snubs that have barbie fans asking what were they made for. asking what were they made for. thunder] sfx: [email notification] ♪ ♪ rich, indulgent chocolate with a luscious caramel filling. discover ghirardelli caramel squares. in a bag and a bar. makes life a bite better. [♪♪] looking f
yes yes, it is scripted live netflix is trying to grow subscribers.is is one way of doing that, after a quarter in which they saw their best subscriber uptick since pandemic that is massively significant news in a deal that could entice further action as well they're not looking at consolidation in this space, so they may not be getting into a little bit more on this front. they are looking to grow the subscribers, as i've spoken about. they're doing away with their lowest ad-revenue, ad space,...
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Jan 22, 2024
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right now it says netflix will move percent on earnings.hen you look past eight quarters, it moves on average nine with some moves as high as 14 or 20%. why are options so cheap ahead of this? this is usually an attractive opportunity. katie: it's relative to its recent history but not necessarily fundamental? netflix is screen cheap compared to implied moves and so too is tesla. you think volatility and typically you think tesla. it sounds that's not the case coming into this earnings cycle. >> when we look at every single stock that will report this week in the s&p 500, tesla is the third cheapest from an applied move perspective on options compared to what we know it historically moves. the way you use this information is it helps you decide whether you want to belong on volatility. equity skew is picking up at tesla is wells so the downside bearish sentiment is picking up of the overall options level are still attractive. if you think about hedging something like tesla, this is something that lines up right now. katie: maybe this is the
right now it says netflix will move percent on earnings.hen you look past eight quarters, it moves on average nine with some moves as high as 14 or 20%. why are options so cheap ahead of this? this is usually an attractive opportunity. katie: it's relative to its recent history but not necessarily fundamental? netflix is screen cheap compared to implied moves and so too is tesla. you think volatility and typically you think tesla. it sounds that's not the case coming into this earnings cycle....
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Jan 23, 2024
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wrestling on netflix.g $5 billion to bring wwe raw to its platform and tko group which owns the wwe is putting dwayne "the rock" johnson on its board. here is the rock, yeah, celebrity on cnbc on the importance of this deal. >> i think that this is an important step for them in their service and in their subscription service. >> when it comes to netflix, i'm excited about it, too. 52 weeks lye. that's a lot of rock raising the eyebrow every week for netflix. >> love it. victoria, netflix reports -- >> i wish i could raise an eyebrow. i wish i could do those eyebrow raise. >> if you're like me, you lay off the botox andall of a sudden your eyebrows are back to moving around like they're supposed to. it's been a while. we look for netflix earnings. what's your trade on netflix? >> i loved this stock for over a year. what they're doing is phenomenal. they keep expanding their offering with ad based tier at $7, basic tier at 15, you want to add a family user, they're at 8. netflix is well positioned and will c
wrestling on netflix.g $5 billion to bring wwe raw to its platform and tko group which owns the wwe is putting dwayne "the rock" johnson on its board. here is the rock, yeah, celebrity on cnbc on the importance of this deal. >> i think that this is an important step for them in their service and in their subscription service. >> when it comes to netflix, i'm excited about it, too. 52 weeks lye. that's a lot of rock raising the eyebrow every week for netflix. >> love...
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Jan 17, 2024
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my number one default choice would be netflix easy. >> it's not even a question. the -- it has something for everybody. it cuts across every demographic. and there are significant growth drivers, including their engagement is so strong. >> their engagement is strong. how is the crackdown on password sharing going? i'm asking for a friend here >> well, you know, it's interesting. they've had really growth since they started cracking down on the password sharing but it feels like there's a long way to go. they've set several quarters most people that we speak to haven't been touched yet, so it feels like there's still a fairly decent runway for password sharing crackdown there's also a runway -- think about how many broad band homes there are in the world and how many connected tvs there are there's a very long runway for subscriber growth, and they have the content. >> a couple of years ago, there was, as i'm recalling, you can correct me on this if i'm incorrect, there was a concern that netflix was spending so much on new content generation some of which has paid
my number one default choice would be netflix easy. >> it's not even a question. the -- it has something for everybody. it cuts across every demographic. and there are significant growth drivers, including their engagement is so strong. >> their engagement is strong. how is the crackdown on password sharing going? i'm asking for a friend here >> well, you know, it's interesting. they've had really growth since they started cracking down on the password sharing but it feels...
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Jan 24, 2024
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so it's just not something we would own. >> how about netflix we made it our chart of the day today. yes, there's the steph move at the top and, yes, there's microsoft hitting $3 trillion. this nasdaq today was coiled because of what netflix delivered yesterday with this massive beat on a subscriber standard, 3.1 million versus 8.8, 8.9, and that's why the stock has shot higher by 12.5% brian belski joins us because he owns the stock what do you make of this >> i think it's amazing. we own it in four different portfolios, last year, midyear of 2022 we added it to our value portfolio and ran it up 200% we've long said the cash, content and consolidation, netflix will win they have the content. and i think that will continue and i think the broader theme of earnings consistency, this is really important because joe talked about '94, '95, '96 the only thing he got wrong the rally had nothing to do with technology it had everything to do with procter & gamble, coca-cola, ge, and greenspan's speech in 1997 of rational exuberance wasn't about the tech stocks. that's the correlation now eve
so it's just not something we would own. >> how about netflix we made it our chart of the day today. yes, there's the steph move at the top and, yes, there's microsoft hitting $3 trillion. this nasdaq today was coiled because of what netflix delivered yesterday with this massive beat on a subscriber standard, 3.1 million versus 8.8, 8.9, and that's why the stock has shot higher by 12.5% brian belski joins us because he owns the stock what do you make of this >> i think it's amazing....