JinkR
2021-09-03
Nice
[Miser]
Netflix gains 2.6% as Citi raises target on pricing power
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From 2017 to 2020, average revenue per user contributed more than 50% of revenue growth in the U.S. and Canada (where subscription growth has slowed down against international).</li>\n <li>\"As NFLX transitions from a net add to a (free cash flow) story, ARPU is likely to become more important for topline growth,\" analyst Jason Bazinet says.</li>\n <li>But he joins in the chorus of analysts who have sharply lowered expectations for subscriber growth as a driver. For years, net subscriber adds were correlated to content spending - and while that relationship has faltered in the COVID-19 pandemic, if it reasserts itself, \"consensus estimates for content spending will need to rise, or net add forecasts will need to moderate.\"</li>\n <li>The Street is expecting 20 million-25 million net adds from 2022-2024, but 16 million may be more reasonable, Citi says. Meeting that Street consensus may require an additional $3 billion in content spending.</li>\n <li>And analysts value each subscription around $1,100, Bazinet says, while using 2023 unit economics he estimates it at $725 - a 1.6x multiple that he says will mostly be closed through price hikes instead of sub growth.</li>\n</ul>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix gains 2.6% as Citi raises target on pricing power</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix gains 2.6% as Citi raises target on pricing power\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-02 22:57 GMT+8 <a href=https://seekingalpha.com/news/3736773-netflix-stock-gains-2-as-citi-raises-target-on-pricing-power><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix(NASDAQ:NFLX)is 2.6% higher today and tagged its all-time high, on the cusp of crossing $600/share, after Citi boosts its price target to $595 from $570.\nThat's due to confidence in the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3736773-netflix-stock-gains-2-as-citi-raises-target-on-pricing-power\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://seekingalpha.com/news/3736773-netflix-stock-gains-2-as-citi-raises-target-on-pricing-power","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1137889591","content_text":"Netflix(NASDAQ:NFLX)is 2.6% higher today and tagged its all-time high, on the cusp of crossing $600/share, after Citi boosts its price target to $595 from $570.\nThat's due to confidence in the streamer's pricing power, which is leading to higher revenue estimates. From 2017 to 2020, average revenue per user contributed more than 50% of revenue growth in the U.S. and Canada (where subscription growth has slowed down against international).\n\"As NFLX transitions from a net add to a (free cash flow) story, ARPU is likely to become more important for topline growth,\" analyst Jason Bazinet says.\nBut he joins in the chorus of analysts who have sharply lowered expectations for subscriber growth as a driver. For years, net subscriber adds were correlated to content spending - and while that relationship has faltered in the COVID-19 pandemic, if it reasserts itself, \"consensus estimates for content spending will need to rise, or net add forecasts will need to moderate.\"\nThe Street is expecting 20 million-25 million net adds from 2022-2024, but 16 million may be more reasonable, Citi says. 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