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Netflix (NFLX) where does it go from here?
Posted on 7/11/26 at 10:16 am
Posted on 7/11/26 at 10:16 am
Down 41% the past 12 months. Seems like the subscription prices keep rising. Regardless of how you feel about their content, do you feel they’re becoming a modern version of network television or still the preeminent streaming platform?
8
Posted on 7/11/26 at 10:29 am to Paul Allen
It's all about subscriber growth at 325 million already, how many more can they capture. They have continually shown ways to increase it, but got to imagine they are beating the end of first would country subscribers. The other lever is price per month which they are already the highest around.
Not sure anyone will ever treat Netflix like cable and demand that kind of pricing
Not sure anyone will ever treat Netflix like cable and demand that kind of pricing
Posted on 7/11/26 at 10:33 am to Paul Allen
I really like NFLX right here. I think the profit boost from the password sharing crackdown was a one-off, but still a great strategic success for them. They’ve proven they have pricing power going forward, which is huge…
I think now it’s just a matter of how low will it go before it reverses. Earnings next week also. If it falls further, I’m in
I think now it’s just a matter of how low will it go before it reverses. Earnings next week also. If it falls further, I’m in
Posted on 7/11/26 at 10:37 am to Paul Allen
quote:
do you feel they’re becoming a modern version of network television or still the preeminent streaming platform?
Did you see their latest news?
That’s exactly what it sounds like they’re doing.
Posted on 7/11/26 at 11:55 am to bayoubengals88
And their big shows like stranger things have ended now and that’s what kept people hanging in there until those shows concluded
Posted on 7/11/26 at 12:29 pm to Paul Allen
I almost sunk a large chunk on Monday but glad I didn’t. Trading is very stale right now.
Do not be surprised when they go to a free service with ads (with option to pay)
This is unfortunately the future.
I could see them adding content from creators to compete with YouTube.
Posted on 7/11/26 at 5:31 pm to Revorising
quote:Netflix has decades of opted in identity specific data to deploy against targeted advertising. The scale of that data bank is immense. Subscriber fees funded that data collection, but perpetual escalation will probably stunt future growth. They’ll partner with someone to transition the platform to ad supported with a lower monthly fee and be assured that many will pay a higher fee to watch without ads. I think their revenue is going up up up from here
Do not be surprised when they go to a free service with ads (with option to pay)
Posted on 7/11/26 at 6:16 pm to cgrand
quote:
transition the platform to ad supported
They already have.. they have 250 million subscribers on their ad plans. They are primarily gaining revenue growth through ads. They already built a robust ad platform, they serve more video ads than basically anyone that is not alphabet.
Majority of new subs are ad supported, as many won't pay the high prices for ad free. I see it more likely that completely ad free options will go away
Posted on 7/11/26 at 7:01 pm to Paul Allen
The fact that they are moving to be more like YouTube indicates YouTube is kicking their arse.
Posted on 7/11/26 at 8:28 pm to Boomer Rick
quote:
The fact that they are moving to be more like YouTube indicates YouTube is kicking their arse.
Netflix is the king of their arena, and it ain’t close. They’re just looking for new revenue streams, as any good company should do
Posted on 7/12/26 at 6:16 am to Paul Allen
Own a small amount of shares on this but thinking about dumping. This just seems like dead money but will hold until earnings . If bad will just take the L and move on.
Posted on 7/12/26 at 7:46 am to CecilShortsHisPants
YouTube does over $60B in annual revenue versus about $45B for Netflix. And I’d bet YouTube’s margins are much higher because it doesn’t have to spend billions creating content.
Posted on 7/12/26 at 8:13 am to Paul Allen
I own a ton of Netflix. I feel like it's the last app "cord cutters" would cut and likely the first one they added after cutting the cord.
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