Can 'Squid Game' and videogames be game-changers for Netflix?

MarketWatch2021-10-18

Earnings preview: 'Squid Game' is already the most viewed Netflix original ever, with 111 million viewers world-wide since its Sept. 17 debut, which could boost subscriber numbers ahead of larger push...

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精彩评论

replaygoh
2021-10-19
replaygoh
haha
MHh
2021-10-18
MHh
Netflix has been having original content for some time? Pandemic is the catalyst
- MHh:
  Their subscription price increased for Singapore [Sad]
woonws
2021-10-18
woonws
Strong pipeline of programmes required, not just a Squid Game and sequels
StarLuck
2021-10-18
StarLuck
Nice to watch
JGSC
2021-10-18
JGSC
Nice to Watch
- K20:
  entertaining
BrianLTS
2021-10-18
BrianLTS
Netflix [Sly]

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148

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Netflix\nA year ago, Netflix Inc. investors were losing sleep over a raft of competition and a cooling of net subscriber growth following a torrid spurt of new subscriptions from homebound consumers.\nNow, sleep is coming easier for those with a piece of Netflix, and their dreams are about \"Squid Game\" and videogames.\n\"Squid Game,\" a dystopian drama set in South Korea that examines how the global wealth gap is widening, could play an outsize role when Netflix $(NFLX)$ reports fiscal third-quarter results on Tuesday. The Korean drama series has attracted 111 million viewers world-wide since its Sept. 17 debut, blowing past the previous record of 82 million people who watched \"Bridgerton,\" according to Netflix.\nLike most Netflix analysts, Jefferies analyst Andrew Uerkwitz is keen on \"Squid Game,\" and its ability to both attract new subscribers and demonstrate the company's capacity to produce compelling content. The reopening of production schedules and premieres of original content is clearly a godsend for Netflix , which reported a dramatic slowdown in new subscribersat this time last year amid a paucity of fresh programming and lagging subscriber growth after a turbocharged COVID bounce.\nNetflix stock bogged down after that report for about nine months. But it has picked up in the past three months, gaining 15.7% in that time -- for the past year, shares are up 15.9%, showing how much the recent excitement has changed the trajectory.\nThings could get even better in the current quarter, with the return of four of Netflix's most popular series, including \"Bridgerton\" and \"The Witcher,\" and the growing popularity of \"Squid Game,\" which is must-see viewing in nearly 100 countries. Evercore ISI analyst Mark Mahaney is looking at fourth-quarter subscriber-growth guidance of between 8 million and 9 million net additions.\nIt's enough to assuage investors eyeing a marauding lineup of media competition from Walt Disney Co., Apple Inc., Amazon.com Inc., Comcast Corp., AT&T Inc., and others.\nBut the game-changer -- literally -- could still be in the future. In July, Netflix announced its first major videogame hire as it attempts to move beyond its streaming-video roots and diversify revenue. Mike Verdu was named vice president of game development, following stints at Facebook Inc. FB and Electronic Arts Inc. EA, where he was responsible for game franchises like \"The Sims,\" \"Plants vs. Zombies\" and \"Star Wars: Galaxy of Heroes.\"\nUerkwitz, who lifted his price target to $737 from $620 this week and has a buy rating on the stock, is bullish on Netflix's recent acquisition of developer Night School Studio, and believes Netflix can fetch a higher multiple as its videogaming push crystallizes.\nNot all is hunky dory with Netflix, though. A transgender-employee group at the company is encouraging staff to stage a walkout next Wednesday to protest co-Chief Executive Ted Sarandos's recent defense of Dave Chappelle's special that some employees said was offensive to the transgender community. Expect Sarandos and co-CEO Reed Hastings to address that, as well as coming content and videogame plans, when they speak to investors on Tuesday.\nWhat to expect\nEarnings: Analysts on average expect Netflix to report earnings of $2.57 a share, up from $1.74 a share a year ago. Analysts were projecting $2.20 a share at the end of June. Netflix forecast earnings of $2.55 a share, and 3.5 million net subscriber adds. The street consensus projects 3.8 million net adds.\nContributors to Estimize -- a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others -- are just as optimistic, projecting earnings of $2.57 a share on average.\nRevenue: Analysts on average expect Netflix to report $7.48 billion in third-quarter revenue, up from $6.44 billion a year ago. Netflix guided for revenue of $7.48 billion, and Estimize contributors also predict $7.48 billion on average.\nStock movement: Netflix's stock is up 15.9% so far this year, while the S&P 500 index has increased 16%. Shares of Netflix are up 15% since the company announced second-quarter results on July 20.\nWhat analysts are saying\nNetflix's fourth-quarter subscriber forecast could be the biggest detail to watch, with all the content landing in the second half of the year. Stifel's Scott Devitt is expecting blockbuster fourth-quarter net additions of 10.1 million subscribers, leapfrogging street estimates of about 8.4 million, as Netflix \"successfully releases compelling original content, broadens its international penetration, and enters a seasonally favorable period for sub adds.\"\n\"We believe Netflix has entered a favorable setup following the sub add pull-forward-induced trough,\" Devitt said in an Oct. 11 that rated Netflix shares as buy with a target of $650.\nBaird analyst William Power anticipates subscriber growth, leading to solid results and guidance, based on Google search data and app download activity late in the quarter.\n\"We had expected a stronger second-half content slate to benefit subscriber growth, which we believe is playing out,\" said Power, who issued an outperform rating and raised his target to $680 from $650. \"We remain positive on the long-term position, though with strong stock performance since Q2 and the 'Squid Game' release, [we] would be more aggressive on any weakness.\"\nNoting a 7% increase in sequential quarterly downloads, Truist Securities analyst Matthew Thornton raised his target on Netflix's stock to $690 from $600 and maintained a buy rating.\n\"The content slate is strong (Witcher, La Casa De Papel, Cobra Kai, Tiger King, You, Emily In Paris, several star-studded films),\" he wrote in an Oct. 12 note.\n\"Acquisitions, Gaming, 'Squid Game' and Emmy Domination\" are the winning formula that Monness Crespi Hardt analyst Brian J. White cited in an Oct. 15 note that predicts Netflix will achieve third-quarter revenue of at least $7.47 billion (up 16% year-over-year) and earnings of $2.51. 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Pandemic is the catalyst","listText":"Netflix has been having original content for some time? Pandemic is the catalyst","text":"Netflix has been having original content for some time? Pandemic is the catalyst","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/850890091","repostId":2176449471,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6252450,"gmtCreate":1634638895309,"gmtModify":1634638895339,"authorId":4091758936365950,"author":{"id":4091758936365950,"idStr":"4091758936365950","authorId":4091758936365950,"name":"MHh","avatar":"https://static.tigerbbs.com/54b2feced9ef5dcc9e95997d1f4db280","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":850890091,"type":1,"supId":0,"prevId":0,"content":"Their subscription price increased for Singapore [Sad]","text":"Their subscription price increased for Singapore [Sad]","html":"Their subscription price increased for Singapore [Sad]"}],"langContent":"CN"},{"id":850100058,"gmtCreate":1634562088339,"gmtModify":1634562295746,"author":{"id":"3581999478634265","authorId":"3581999478634265","name":"woonws","avatar":"https://static.tigerbbs.com/f26ed1a10ee84ab97229aad191ef3133","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581999478634265","authorIdStr":"3581999478634265"},"htmlText":"Strong pipeline of programmes required, not just a Squid Game and sequels","listText":"Strong pipeline of programmes required, not just a Squid Game and sequels","text":"Strong pipeline of programmes required, not just a Squid Game and sequels","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850100058","repostId":2176449471,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":850372436,"gmtCreate":1634561490342,"gmtModify":1634561490438,"author":{"id":"4096861291958630","authorId":"4096861291958630","name":"StarLuck","avatar":"https://static.tigerbbs.com/68dadbe13922423705b61d7955659ae4","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"4096861291958630","authorIdStr":"4096861291958630"},"htmlText":"Nice to watch","listText":"Nice to watch","text":"Nice to watch","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850372436","repostId":2176449471,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":850344098,"gmtCreate":1634560488435,"gmtModify":1634560927711,"author":{"id":"3581552263709086","authorId":"3581552263709086","name":"JGSC","avatar":"https://static.tigerbbs.com/d85c58d7259e16d4b57d054ad46f832b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581552263709086","authorIdStr":"3581552263709086"},"htmlText":"Nice to Watch&nbsp;","listText":"Nice to Watch&nbsp;","text":"Nice to Watch","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/850344098","repostId":2176449471,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6242225,"gmtCreate":1634564598351,"gmtModify":1634632217190,"authorId":3583284147557843,"author":{"id":3583284147557843,"idStr":"3583284147557843","authorId":3583284147557843,"name":"K20","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":850344098,"type":1,"supId":0,"prevId":0,"content":"entertaining","text":"entertaining","html":"entertaining"}],"langContent":"CN"},{"id":850349294,"gmtCreate":1634559635157,"gmtModify":1634559635600,"author":{"id":"3572236737712328","authorId":"3572236737712328","name":"BrianLTS","avatar":"https://static.tigerbbs.com/ec1e776b8113215c077b67791e4f544c","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3572236737712328","authorIdStr":"3572236737712328"},"htmlText":"Netflix [Sly]&nbsp;","listText":"Netflix [Sly]&nbsp;","text":"Netflix [Sly]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850349294","repostId":2176449471,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":148,"commentSize":16,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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