An analysis of the Netflix stock Q2 2022 earnings call. Netflix lost customers and continues to have negative cash flow, but NFLX stock has jumped regardless.
In this video I share some thoughts on the numbers and the warning flags about future performance based on the Q2 results.
$NFLX #nflx #netflix #netflixstock
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In this video I share some thoughts on the numbers and the warning flags about future performance based on the Q2 results.
$NFLX #nflx #netflix #netflixstock
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This is the tool I personally use to get data on stocks for analysis.
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https://lightyear.app.link/sasha-yanshin
You need to sign up and make a deposit to get the $10 bonus.
GET A FREE SHARE WORTH UP TO $150 WITH STAKE (UK, Australia, NZ)
https://hellostake.pxf.io/qnA3xq
You will get a free share if you sign up using this link and deposit a minimum of £50.
DISCLAIMER: Your capital is at risk.
DISCLAIMER: Some of these links may be affiliate links. If you purchase a product or service using one of these links, I will receive a small commission from the seller. There will be no additional charge for you.
DISCLAIMER: eToro is a multi-asset platform which offers both investing in stocks and cryptoassets, as well as trading CFD assets. CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 68% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work, and whether you can afford to take the high risk of losing your money.
DISCLAIMER: I am not a financial advisor and this is not a financial advice channel. All information is provided strictly for educational purposes. It does not take into account anybody's specific circumstances or situation. If you are making investment or other financial management decisions and require advice, please consult a suitably qualified licensed professional.
Obviously, no company is gonna admit to looking down the abyss and about to plunge to their death. Let’s pretend it’s raining and hope nobody notice. But what confuses me, and pardon my poor English, Im only a Swedish nobody and doesn’t understand economy buuuuut somehow i do get 1+1=2. So far so good. But I wanna know how my fellows investors reward Netflix’s not so very good numbers with a rise in stock price 🤔 what am I missing???? Why does people invest in companies with so many competitors and is reliable on subscribers? Hot today is very cold tomorrow on the market. I hope you understood what I’m trying to say.
That’s weird. I thought spray and pray content development was definitely gonna work.
Like I said on someone else's video, I believe that they threw out some arbitrarily high number of expected sub losses so they could say "see? This isn't so bad!".
Netflix is still the best overall streaming platform in my opinion from cobtebt variety to UI it is better than the other options. Another thing to consider is the international markets and how development of different countries and their markets could impact the % of the population subscribed to Netflix as those nation's develop and become richer.
Buying game companies? Wtf!
Another trying to beat PlayStation and Nintendo… good luck with that, they gonna need it.
Let's assume Netflix spends 17 billion on content each year. They have to produce in advance. Do you think it's fair to say that they have to pay 1 year of production cost in advance? That would mean that everything they produce today is released in exactly one year afterwards. And this would mean that they have at least 17 billion in unreleased content assets. In addition to that it might be fair to assume that their current content assets are worth 15,5 billion dollar and most likely more. Is it right that Netflix pays taxes on their net profits? And therefore it is in their interest to show a net profit as low as possible?
This is great for me Netflix isn’t going anywhere I don’t plan to go any yet give it 3 years it’ll be at a price it’ll never come back to
Ppl that want to watch ads to get cheaper access probably aren’t going to convert well from the ads
Still at it with your fire thumbnail, it feels like you’re always burning 🥵
Sucks to see but they did this to themselves. Only love on show on Netflix and if that show wasn't in there I wouldn't ever use it
Hmm, no video on Elon's pullout of the Twitter? Every other video of yours over the last few months was about how Elon was playing 4D chess against the Twitter execs. Suddenly, silence.
Sasha are you still loading on Fiverr stock?
gooey fudgy numbers busted by Sasha!
Amazing analysis. I struggle to understand how so many people on Wall Street are obsessed with this stock.
Another problem with producing more and more content is that, the more content exists, the less every new piece is worth. People's total watchtime is limited.
I enjoy your content
Great analysis.
Thank you, Sasha!
Never understood why people pay for streaming services. VPN + torrents all the way for me, costs me a whopping £1.99 / month for a decent VPN
I missed you man ! I never bought the notion that Netflix was the Tesla of video streaming, that they were « clearly » years ahead and that they’d maintain said lead. It’s been evident for some time that competition is very solid while Netflix’s prices are too high and rising, their content is often mediocre or even freaking bad, often riddled with identity politics which I don’t think speaks to an effective company culture, and paralysis by excessive choice of content is an actual issue for most people I know and myself. Cheers.
Stranger things broke viewership records. I wonder how their earnings report would look without that? How Bout next quarter?
Netflix doesn't let you delete your payment information when you cancel your subscription, and they restarted my canceled subscription in Q2 without my permission. They blamed it on hackers. I called to discuss it and customer service did not offer to remove the payment so I paid for one month of premium before cancelling again. At that time I added a phone number and change the password to a very secure password. I also was able to disconnect payment from the paypal side (good on paypal!). Today I've been alerted by netflix there was a suspicious login for my account. F you netflix. Just let me delete the account for godsake. I'm not going to look into it bc I know they can't use my payment info.
Effing hate netflix for not allowing me to delete my payment info, let alone my account.
are you going to cover TSLA live later on ?
You're back! Cool.
I agree with your analysis and I think its a sh*te investment right now, but I think you are too harsh on them regarding cheap plan. Even if they make less money on those, its still additional income and demand curve in lower prices usually becomes lower tail (way more poor people). So it might play quite well.
Sasha I haven't seen you for while, made me worried that we will stop getting your valuable content! Good to see you back!
Yu, where have you been bro?
Many thanks for your info Sasha.
All the best.
Jake. 👍🏻
Why so much indignation, Sasha? It's not a scam. I get it when you rant against con-men like.. you know.
I agree with what you said, think it's point on, just don't get thw rage.
Nice video anyway, good to have you back.