Netflix, Comic-Con, and the Streaming Wars
Motley Fool Hidden Gems Investing
The Motley Fool
4.3 • 3.1K Ratings
🗓️ 19 July 2019
⏱️ 40 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | This week's Motley Full Money is brought to you by Molecule. Molecule is reimagining the future of clean air starting with the air purifier. |
| 0:07.0 | You can get $75 off your first order by going to Molecule.com. That's mole.kule.com and use the promo code full75. |
| 0:22.0 | Everybody needs money. That's why they call it money. |
| 0:26.0 | I'll best stay there like my three, but you can get them to the present. Be the new from full global headquarters. This is Motley Full Money. |
| 0:36.0 | It's the Motley Full Money Radio show. I'm Chris Hill, joining me in studio this week's senior analyst Jason Moser, Emily Flippin and Ron Gross. Good to see you as always. |
| 0:44.0 | Hey, we're recording this week's show a little early. We've got the latest headlines from Wall Street. We've got a report on this year's San Diego Comic Con. |
| 0:51.0 | And as always, we'll give you an insight. Look at the stocks on our radar. But we begin with the battle for the living room. |
| 0:57.0 | Shares of Netflix fell more than 12% Wednesday evening after the company's second quarter report came out with 2.7 million global subscribers added. |
| 1:07.0 | That's nice Jason. That's also a couple million short of Netflix own guidance. |
| 1:13.0 | Yeah, that's certainly something that doesn't happen all that often. I mean, if you go back to 2016, essentially it happens once a year where they missed their own projections. |
| 1:22.0 | I mean, to their credit, they typically follow it up with a nice beat the next quarter. I'd say, certainly in this case, they better hit that 7 million number here. They're forecasting for quarter three or else. |
| 1:33.0 | There could be perhaps some concerns there as far as how far they can grow the subscriber base. |
| 1:38.0 | They offered a few different possible reasons for the miss there, possibly pulling forward from a very strong first quarter, possibly some areas where they saw the price increase. |
| 1:49.0 | There was maybe a little bit of a wane in demand there, possibly content related to. I mean, I think it makes sense to put all of those together. |
| 1:55.0 | And ultimately, I think from the investor's perspective, at least goes back to my question now as how much further can they raise prices? |
| 2:04.0 | I mean, I'm not looking at Netflix as a, oh my god, this is the end of Netflix situation. But if you're an investor, you have to ask yourself how much can they raise prices? |
| 2:13.0 | Because now we're talking about how far can they actually grow the subscriber base? I mean, sequentially North America was essentially flat. |
| 2:21.0 | That's got to be concerning because that's one of their most lucrative markets. International was good, but clearly not good enough. |
| 2:27.0 | So a lot of questions yet to be answered. One question that was definitely answered, they will not be incorporating advertising into their business model. It sounds like ever. |
| 2:36.0 | Yeah, I mean, I think the market is relatively negative on Netflix after this report, but we can't forget the landscape at which the second quarter was. |
| 2:44.0 | Netflix really didn't have any big launches. Meanwhile, the very final season of Game of Thrones, HBO's Game of Thrones was coming out. |
| 2:51.0 | So it probably wasn't going to be a good quarter for Netflix in general. The fact that they said it was slightly down in places where they had a race prices was concerning. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

