Netflix projected revenue of $12.9 billion in the current quarter and earnings of 82 cents a share, both a little shy of analysts’ expectations. Second quarter results were in line with Wall Street’s
They’re trying to spend too much money on something outside of what their core customer base wants to watch. They were growing when they make good quality shows like house of cards, stranger things etc. They pay too much for documentaries and reality shows or even sports to attract that 2-3% of the population. Who’s willing to pay $30 a month to watch couple original shows and movies, the core customers who have time and money. And no one will be bingeing documentaries or reality shows or sports, so move that out of the equation completely. Netflix’s management doesn’t even understand why they were successful in the first place, and I guarantee you Disney plus doesn’t gain membership via espn, sports. 80 millions subscribers has already peaked in the US market, the rest of the world doesn’t watch as much sports as the Americans.
i didnt know netflix can be compared with meta and youtube in terms of quality content. so the proposal of the markets is getting into massive debt to get more live events, M&A and more exciting content. no a single mention of the new content with podcasts and short videos, generating engagement in the mornings not just the evenings as it used to do. implementation of AI to shoot new and more complex scenes at lower price and all the cash they have for buybacks.
Here's why the stock is falling what the analysts won't tell you. Failed takeover of WB showed lack of muscle. It's not a giant anymore. Content amortization is running at its highest YoY growth rate of 2026 this quarter (management flagged this back in April). Subscriber count is not being reported anymore (meaning it's not growing fast...). Do't overthink, it's a maturing company. Youtube is the main competitor. That's why you're here reading this now and not on Neflix. Food for thought.
Was faithfully paying for Netflix subscription even though I barely have time to watch it, but I had to unplug from it when I got embushed by their sneaky LGBT content, that wasn't no longer safe for my kids, big NO, had to let it go.
If Netflix is indeed putting out high-quality content, it gets lost in so much mediocrity. Their most-watched shows and movies are rarely their best content. It's bizarre.
Netflix managed to burn through most of their FCF and still not have any original content to show for it. Management is absolutely dreadful.
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