Netflix earnings in the spotlight
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 20 January 2025
⏱️ 8 minutes
🧾️ Download transcript
Summary
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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Transcript
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street Brunch, our Sunday look ahead to this week's market-moving events, along with the weekend's top news and analysis. |
| 0:14.5 | Hello, today is Monday, January 20th, and I'm your host, Kim Kahn. |
| 0:18.2 | This is a special long weekend edition of Wall Street brunch. |
| 0:24.7 | The stock and bond markets are closed for the Martin Luther King Jr. Federal holiday. |
| 0:28.7 | In addition, Donald Trump will be inaugurated as president at noon Eastern time. |
| 0:33.5 | The swearing-in ceremony has been moved indoors due to the cold. While it is a market holiday, |
| 0:38.1 | there is some trading activity. Stock index futures are active and currently slightly higher. |
| 0:42.4 | There is more action in the cryptosphere, though. Bitcoin has hit a fresh record high, |
| 0:49.4 | touching $109,340, before easing back, as traders anticipate a more friendly crypto administration. |
| 0:55.8 | Wall Street is in the thick of Q4 earning seasons now, and Netflix is the big name on the calendar reporting Tuesday. |
| 1:02.4 | The streamer has topped EPS estimates in six of the past eight quarters, beating revenue expectations in five of those reports. |
| 1:08.3 | This time around, analysts expect a profit of 421 per share on revenue of 10.1 billion. |
| 1:11.9 | Wedbush said in a note earlier this week that he expects the streamers advertising model to drive revenue growth for several years, lowering pressure on adding |
| 1:16.8 | new subscribers, with at least 30 million accounts converting to the ad tier in the past six months. |
| 1:22.8 | It added that Netflix expected to increase revenue from ads amid more live events, |
| 1:27.2 | improved ad targeting, |
| 1:28.2 | and new partnerships. They said, we expect the ad tier to become the primary revenue growth |
| 1:33.0 | driver by 26. The stock is up more than 75% over the past 12 months. S.A. analyst Noah's |
| 1:39.4 | Art Capital Management rates it as a strong buy, arguing that while the company has a high forward PE |
| 1:44.6 | ratio, its strong EPS growth justifies the premium. They note that there are risks, |
| 1:49.8 | such as the potential underperformance of new content, that the company's AI-driven strategies |
| 1:54.2 | should provide benefits. Still in the bear camp, though, analyst Vladimir Demetrov |
... |
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