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NFLX  // Posts tagged as "NFLX"

Spotify Won’t See Big Revenue From Podcasts or Artist Services (SPOT)

Research Question: Will podcasts and artist services give Spotify revenue upside and set it apart from competitors? Companies: AAPL, AMZN, GOOG/GOOGL, NFLX, SIRI, SNE, SPOT, TME, VIVHY By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Spotify Technology S.A. (SPOT) hugely overpaid in its recent acquisition spree for podcast assets, and […]

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Observers See an Ad-Supported Tier in Netflix’s Near Future (NFLX)

Research Question: What impact will competition from Disney, Apple, HBO, and others have on Netflix in 2020? Companies: AAPL, AMZN, DIS, GOOG/GOOGL, NFLX, ROKU, T, VIAC By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Netflix Inc. (NFLX) may not be able to rely on a strictly subscription-based model for much […]

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Roku At Risk of Getting Steamrolled by Amazon and Comcast (ROKU)

Research Question: Will competition from Apple, Comcast, and others drive down Roku’s device prices and ad revenue growth? Companies: AAPL, AMZN, CHTR, CMCSA, DIS, DISH, EXPGY, FB, GOOG/GOOGL, KRX:005930, KRX:034220, NFLX, RAMP, ROKU, T, TIVO, TRU, VIAC By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Roku Inc. (ROKU) has only […]

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Record Labels Still Have the Upper Hand in Talks with Spotify (SPOT)

Research Question: Does Spotify have the leverage to get lower royalty rates or a bigger share of music label ad budgets? Companies: AAPL, AMZN, BABA, EPA:VIV, FB, GOOG/GOOGL, NFLX, NSE:RELIANCE, NTES, SIRI, SPOT, T, TME, TYO:6758 By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Spotify Technology S.A. (SPOT) has not […]

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Netflix Challengers Are Ramping Up But Not a Threat in 2019 (NFLX)

Research Question: Will Netflix’s subscriber growth be slowed in 2019 by new content options such as Disney+ or by platforms like Roku that make competing content easier to find? Companies: AAPL, AMZN, BABA, CBS, CMCSA, DIS, DISH, FB, FOX, GOOG/GOOGL, NFLX, ROKU, T, TCEHY, TMUS, TYO:6758, VIA, VZ By: Seth Agulnick Click here to download […]

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Spotify Is No Netflix But Has a Chance to Soar Beyond Pandora (SPOT)

Research Question: Is Spotify the next Netflix or the next Pandora? Companies: AAPL, AMZN, EPA:VIV, GOOG/GOOGL, HKG:0700, NFLX, P, SPOT, TYO:6758 By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Spotify Technology S.A. (SPOT) will never become the runaway dominant force in music streaming that Netflix Inc. (NFLX) has become in […]

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Update: Nielsen’s Measurement of Netflix Audiences Not Delivering the Big Picture (NLSN)

Research Question: Is Nielsen’s system for measuring Netflix audiences giving the firm a new competitive advantage? Companies: CMCSA, DIS, FOX, NFLX, NLSN, SCOR By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Nielsen Holdings plc’s (NLSN) latest attempt at measuring Netflix Inc. (NFLX) audiences is a largely insignificant step forward. Content […]

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Report Update: Netflix Delivers Blow to Fox with Murphy Deal, But Is It Spending Recklessly? (NFLX)

Research Question: What does Netflix’s deal with Ryan Murphy signal about the competition for original content with Disney, Fox and others? Companies: AAPL, AMZN, CBS, CMCSA, DIS, DISH, FOX, NFLX, TWX, TYO:6758 By Seth Agulnick Click here to download report (.pdf)   Summary of Findings Netflix Inc.’s (NFLX) deal with TV show creator Ryan Murphy […]

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Neither Price Hikes Nor Competitors Will Slow Netflix This Year (NFLX)

Research Question: Will Netflix’s price increase open the door for a growing set of competitors to steal subscribers? Companies: AAPL, AMZN, CBS, CHTR, CMCSA, DIS, DISH, ERIC, FB, FOX, GOOG/GOOGL, LON:SKY, NFLX, RLJE, ROKU, T, TMUS, TWX, VZ By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Netflix Inc.’s (NFLX) recent […]

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Oct 20 2017 Media & Print, Services

Nielsen Can Rest Easy on the Throne As the King of TV Ratings (NLSN)

Research Question: Is there a credible threat to Nielsen’s stranglehold on the TV ad buying process? Companies: ADBE, AMZN, CBS, CHTR, CMCSA, CRM, DIS, DISH, FB, FOX, GOOG/GOOGL, NFLX, NLSN, ORCL, ROKU, SCOR, T, TWX, VIA/VIAB, VZ By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Nielsen N.V. (NLSN) is as […]

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