The Netflix takes a short-term hit as the streaming wars heat up, and our guest this week has

a stock he believes could be one of the defining companies of the next decade.

All that and a lot more coming up right now.

It's the Modeling Film Money Radio Show, I'm Chris Hehl, joined by senior analysts Andy

Cross and Ron Gross.

Good to see you as always gentlemen.

Chris, we got the latest headlines from Wall Street, we've got a deep dive into the

video game industry and as always we've got a couple of stocks on our radar, but we begin

with Netflix, fourth quarter profits and revenue came in higher than expected for the streaming

giant and they added more than 8 million subscribers in the quarter. But that

grows a little bit lower than it was a year ago and shares of Netflix fell

more than 20% on Friday. Andy, a few things to get to here including the fact

that Wall Street kind of freaked out over the fact that Netflix made a

reference to competing streaming services in their shareholder letter.

Yeah, Chris, we've been talking about the competitive landscape with

streaming for a while and clearly Netflix. They're not, I mean, read hasteings

and Ted Miranda's that, you know, they're not idiots, right? So they know the

environment. What really got people, I think, essentially freaked out and

it was a very drastic reaction I got to say was with the guidance Chris. So the

quarter was actually pretty good. As you mentioned, they added almost 8.3

million new paid additions. I was a little bit lighter than the estimate at

8.5 million revenue was up 16% global paid memberships total global paid

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