Netflix (NASDAQ: NFLX) Archives - Equity Mates Media

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We wrap our bold predictions + Who won stock of the year?

Find out which companies we thought would outperform in the market and who might win Time’s Person of the Year. What did we end up scoring?

11 December
General
Netflix password crackdown drives U.S. sign-ups to highest levels in at least four years

The other big move Netflix made last year was to introduce an ad-supported tier, where users pay a lower subscription price but have to watch ads.

20th Jun, 2023
HBO Max, Netflix, Disney+, and the Day Streaming Died

The streaming industry has been facing a reckoning for a while. This week, it hit.

5 Jun, 2023

SOURCE: WIRED
General
The unified content business model

One of the biggest challenges for all content businesses is the revenue model. Free content and rely on advertising? Or paid content and rely on subscriptions?

8th May, 2023
General
Netflix: Relentless focus on two religions

This article is a deep dive on Netflix the business. The streaming giant is facing more and more competition just as consumers are starting to reduce their number of streaming services subscriptions.

27th Apr, 2023
General
Fox News eats humble pie. Will its business model change?

Fox News eats humble pie. Will its business model change? Will a once in a generation review of the RBA change much? Has Fox news learnt anything from its humiliating loss to Dominion Voting Systems? Why is South Korea paying young people to go outside? And how can Netflix be making so much money and still be sad.

26 April

Sponsored by IG Australia
General
Matthew Ball: The Streaming Book

In this ‘mini-book’ Matthew Ball has put together a full account of the emergence of online streaming. The book is broken into four parts and is all available for free on this website.

12th Apr, 2023
Netflix restructures film group as it scales back movie output- Bloomberg News

Netflix Inc is restructuring its film group, resulting in some layoffs and the departure of two of its most experienced executives, Bloomberg News reported on Thursday.

31 Mar, 2023

SOURCE: Reuters
General
Netflix, Disney, Streaming – and Murdoch

Viewers continue to shift out of pay TV. Streaming is disrupting the way TV is consumed and further changes are imminent – it is likely that within ten years all TV will be streamed.

24th Mar, 2023

Source: Loftus Peak
Headlines: Adani Group loses $50bn after short report | Job losses extending beyond tech | Netflix cracks down on password sharing

Our Headlines today has Bryce and Darcy talking about the Adani Group losing $50bn after the publication of a short report, the job losses sweeping through the wider market beyond tech, and Netflix and chill will never be the same again, after the streamer cracks down on password sharing.

31 January
General
50 Global Investment Opportunities in 2023

Looking for your next investment opportunity in 2023? Look no further! Bloomberg Intelligence has identified 50 companies worth watching in 2023.

30th Jan, 2023
MADOFF: The Monster of Wall Street | Official Trailer | Netflix

With an innovative visual approach, Madoff: The Monster of Wall Street is a four part edge-of your seat financial thriller which reveals the truth behind Ber...

16 Dec, 2022

SOURCE: YouTube
General
Forget Netflix and Disney: A local streaming service is king in Indonesia

Meet Vidio, Indonesia’s answer to streaming and a local player taking it to the global streaming giants. It is the fastest growing streaming platform in Indonesia and in the last quarter was the largest streaming platform in South East Asia.

1st Nov, 2022
What's making headlines - Wednesday October 19, 2022

There's so much happening around the world of business and hopefully this headline companion helps keeps you more informed.

20 October
The Dive: Netflix, Disney, Walmart!? What’s going on in the world of streaming?

wo reports released this week, one from Britain and a second from America, show just how much streaming services have disrupted broadcast TV. The first, from Britain’s Office of Communications shows how viewing time of traditional broadcast TV has dropped off a cliff, especially amongst young people. The second, from Nielsen, found that in July Americans spent more time watching streaming services than cable TV – the first time this has ever happened. But the whole industry is in a state of flux. Disney has just leapfrogged Netflix adding more subscribers while the OG steamer lost more than a million. There’s also been some famous failures: CNN+ and Quibi to name two. But, undeterred, Walmart of all places is looking to start their own streaming service. Heh?

30 August
Netflix, Disney, Walmart!? What's going on in the world of streaming?

Two reports released this week, one from Britain and a second from America, show just how much streaming services have disrupted broadcast TV. The first, from Britain's Office of Communications shows how viewing time of traditional broadcast TV has dropped off a cliff, especially amongst young people. The second, from Nielsen, found that in July Americans spent more time watching streaming services than cable TV - the first time this has ever happened.

20 August
General
Half-year in review: is the worst over?

Loftus Peak provide a half yearly update on how their fund has performed and provide thoughts on some key holdings including Roku, Netflix, Qualcomm and Apple.

2nd Aug, 2022

Source: Loftus Peak
No ad breaks but plenty of ads: Inside the $23 billion business of product placement

Headlines were made around the world last week as Netflix announced Microsoft as their official business partner for their new ad-supported, lower-priced subscription offering. This is the latest step in Netflix’s plans to offer ads on their platform - like the ad breaks we’re used to on TV, or Youtube. There's been a bit of pushback about the fact Netflix is moving to an ad-supported model. Wasn’t on demand, whenever you want, uninterrupted content one of the big problems streaming services were meant to solve? That’s why you pay a subscription fee, to enjoy ad-free content! But here’s the thing - there’s always been ads on Netflix. They’re just not as obvious. Today Alec and Sascha discuss the $23 billion dollar industry of product placement, and how our favourite streaming services are getting involved.

19 July
General
7 Tech Companies - Latest earnings releases review

In this article Loftus Peak provide a snapshot of 7 companies latest earnings releases, highlighting how they are benefiting from key disruptive trends.

31st May, 2022

Source: Loftus Peak
General
Much ado about Netflix: House of Cards, or Queen's Gambit at 17x PE

Netflix has been one of the biggest business stories to start 2022. The streaming giant is down 70% from the start of the year, mainly due to the company reporting that in the first quarter of 2022 they lost more subscribers than they added for the first time ever. This article thinks the market has overreacted to the news and makes the case for Netflix.

13th May, 2022
Get me excited about reporting season

It’s reporting season… again. Christmas may only come once a year but reporting (or earnings season in the US) seems like it never ends. And for anyone who’s thinking... umm what is reporting season? It’s the time when public companies release their most recent quarter's financial information in… a report. Think of it like a school report card for companies. In that, when you do well, the market loves you, and when you’re not doing great… well, it doesn't feel great. But the headlines and reporting around earnings season - percentages, CAGR numbers, market expectations - are full of jargon and in short our host Sascha thinks it's pretty boring.

12 May
The Obamas are splitting up... with Spotify

Streaming services have spent huge amounts locking celebrities and media personalities into exclusive contracts over the last few years. In this episode, Alec and Sascha look at three big deals with Netflix and Spotify - the Obamas, the Sussexes, and Joe Rogan - and why two of these are now coming to an end. With the recent tech sell-off that's seen both of these companies in the red, we're asking the question... are these big celebrity streaming deals worth the money?

7 May
Who’s winning the war for our attention?

The total time we spend on social media and streaming platforms is mind-boggling. Every minute, there are 44 million views on Facebook live. But TikTok smash those numbers with three times that engagement - there's 167 million views every minute. So recently, when Netflix, the previously unrivalled king of content, announced its first drop in subscribers in a decade recently… Darcy and Sascha sat down to discuss: Who’s winning in the war for our attention?

30 April
General
Netflix's bad habits have caught up with it

The biggest news of the week (and the source material for Bryce’s most viewed TikTok ever) was Netflix’s net loss of 200,000 subscribers for the quarter. The streaming giant saw its share price fall 38% over a couple of days, bringing its fall to almost 70% from mid-October.

26th Apr, 2022
Twitter’s hostile takeover & the end of Netflix

It has been a big week in investing news… Elon Musk has launched a hostile takeover (!) of one of the world’s largest social media companies Twitter, and Netflix’s share price plummeted 35% after some disappointing first quarter results. After so much market drama in one week, we just had to jump behind the mics and help break down the who, what, where, when & why.

26 April