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Started By
Message
Netflix down 21% this morning
Posted on 1/21/22 at 8:41 am
Posted on 1/21/22 at 8:41 am
Should I be brave and try to profit on a bounce?
6
Posted on 1/21/22 at 8:44 am to Ramblin Wreck
Give it time will probably come down a little more. I'm waiting to cancel mine until the day of the increase for maximum statement impact.
(been wanting to cancel for a while)
(been wanting to cancel for a while)
Posted on 1/21/22 at 8:46 am to Ramblin Wreck
They should have green lit "Young Larry"
Posted on 1/21/22 at 9:05 am to Ramblin Wreck
I bought FB years aback when it got crushed but I think that has different fundamentals and a bit of a trench to protect it (plus it had acquired Instagram at that time).
Netflix...this is an expensive industry with increasing competitive intensity. I don't feel as bullish about it longer term with Apple and Disney making big pushes.
Netflix...this is an expensive industry with increasing competitive intensity. I don't feel as bullish about it longer term with Apple and Disney making big pushes.
Posted on 1/21/22 at 10:40 am to Ramblin Wreck
they have been crushed. Now go look at Peleton. Hovering just above IPO numbers
Posted on 1/21/22 at 10:46 am to lynxcat
Netflix is facing a lot of competition and a good bit of it is coming from its own source suppliers.
Posted on 1/22/22 at 9:10 am to Auburn1968
quote:
Netflix is facing a lot of competition and a good bit of it is coming from its own source suppliers.
I wonder if their run is about to come to an end. I hear they just raised rates and people jumping ship.
Posted on 1/22/22 at 10:00 am to leeman101
quote:
I wonder if their run is about to come to an end. I hear they just raised rates and people jumping ship.
There is always that portion of the memberships that don't really watch Netflix, but joined years ago and just let the membership fee hit their credit card every month because it is too much trouble to cancel. I'm sure most gyms survive that way.
Posted on 1/22/22 at 10:51 am to Ramblin Wreck
Posted on 1/22/22 at 11:08 am to Ramblin Wreck
My gym survives on penalties for people not showing for class. It’s crazy how the model works.
Any time rates are raised, Netflix is going to have an elasticity model for how many users they expect to lose. Wall st should be able to calculate that break even with the publicly available data.
Netflix getting slammed for raising rates like $1.50/month while every CPG firm in country has taken 10-20% rate on everyday goods…I don’t get it.
Any time rates are raised, Netflix is going to have an elasticity model for how many users they expect to lose. Wall st should be able to calculate that break even with the publicly available data.
Netflix getting slammed for raising rates like $1.50/month while every CPG firm in country has taken 10-20% rate on everyday goods…I don’t get it.
Posted on 1/23/22 at 12:16 am to lynxcat
Maybe it’s because their shows are a waste of time. We have had Netflix for 10 years. Don’t think we’ve watch 10 hours for programming.
Like the poster said previously-it’s too much of a hassle to cancel.
Like the poster said previously-it’s too much of a hassle to cancel.
Posted on 1/23/22 at 8:49 am to montana
It literally takes 2 clicks or so. I think they make it too easy. We love netflix
Posted on 1/24/22 at 9:07 am to Ramblin Wreck
Competition like Ted Lasso (Apple TV), Yellowstone (Peacock/Paramount), and Disney+/others must be affecting growth.
Posted on 1/24/22 at 9:11 am to SwatMitchell
It has been mentioned that APPL is interested in PTON. I don't own a Peleton, so I have no interest in this but might be worth the investment at this price.
Posted on 1/24/22 at 9:13 am to montana
quote:
their shows are a waste of time.
quote:
We have had Netflix for 10 years. Don’t think we’ve watch 10 hours for programming.
Posted on 1/24/22 at 9:24 am to oneg8rh8r
quote:
been mentioned that APPL is interested in PTON. I don't own a Peleton, so I have no interest in this but might be worth the investment at this price.
That seems extremely unlikely..pton has basically no value to apple outside of their limited subscriber base. Which probably already owns iPhones. Their equipment could easily be done by apple, they don't own any patents to protect copycats.
Plus they could always wait a few years and get it even cheaper during bankruptcy
Posted on 1/24/22 at 9:30 am to Ramblin Wreck
hope you didnt buy when this was posted 
Posted on 1/24/22 at 9:41 am to SwatMitchell
quote:
Competition like Ted Lasso (Apple TV), Yellowstone (Peacock/Paramount), and Disney+/others must be affecting growth.
Certain shows are in fact hurting their pull. Disney removing all content is devastating for Netflix. Probably the biggest. Also The Office and Parks and Rec getting pulled to Peacock was devastating.
I'm on board with the conspiracy that all the major networks started streaming platforms to make you buy so many subscriptions to watch all your shows that you just give up and go back to cable.
Posted on 1/24/22 at 9:49 am to notiger1997
Netflix should fire the Obamas for the crap they've wasted money on.
Posted on 1/24/22 at 10:45 am to NPComb
Netflix is truly in a dangerous spot. With all the subscriber base segmentation and content removal, there's not much to separate themselves. They're also spending a shite ton of money on their original shows and movies which haven't all been overly successful.
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