Netflix Crushes Expectations (Again)
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 23 January 2018
⏱️ 23 minutes
🧾️ Download transcript
Summary
Netflix soars after 4th-quarter subscriber growth surprised even them. Jim Mueller and Abi Malin analyze Netflix’s potential (and perils) over the next couple of years. Plus, we discuss Tesla’s new compensation plan for CEO Elon Musk, Johnson & Johnson’s not-as-bad-as-it-seems 4th-quarter loss, our listener meet-up in San Francisco, and movie recommendations!
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Transcript
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| 0:00.0 | Thanks to Harries for supporting this episode of Market Foolery. |
| 0:02.2 | Harries is so confident you're going to love their blades. |
| 0:04.8 | They'll give you their trial shave set for free when you sign up at Harries. |
| 0:09.1 | Com slash Fool. |
| 0:10.7 | Just pay for shipping. |
| 0:16.0 | It's Tuesday, January 23rd, welcome to market foolery. I'm Chris Hill joining me in studio today. |
| 0:18.0 | From Stock Advisor and Motley Fool options, Jim Miller, and from Hidden Gems, Abby Malon. |
| 0:23.2 | Happy Tuesday. |
| 0:24.2 | Hey, Chris. |
| 0:24.9 | Thanks for having us. |
| 0:26.1 | Thanks for being here. |
| 0:27.7 | It's Academy Award Nominations Day. |
| 0:30.3 | So I spent at least a little bit of my morning watching the Academy Award nominations and it's appropriate |
| 0:37.1 | that Netflix |
| 0:39.4 | reported and so that's what we're going to lead with. We're also going to get into an interesting new compensation plan for Alan Musk and some news out of Johnson and Johnson. |
| 0:48.8 | But let's start with shares in Netflix up more than 10% this morning. |
| 0:53.0 | Fourth quarter profits in revenue gym came in about as expected, |
| 0:56.6 | but Netflix, I mean, this is one of those companies |
| 0:59.9 | where it's clear that subscriber growth is the number one metric and they kind of crushed it. |
| 1:04.5 | They did crush it. |
| 1:05.9 | They guided for about 6.3 million subscribers growth year over year in Q4 and they came in with like, they beat that by about 2 million so like a 33% |
| 1:15.1 | beat on this number and and management for Netflix has been really good about |
... |
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