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Netflix Will Be the Largest US, If Not Global, “TV Network” By 2019
ARK believes TV executives should feel paranoid about the rise of Netflix. At the current trajectory, our research forecasts Netflix will become the largest US video network by 2019. With Amazon Prime Video, YouTube, Hulu, and a host of niche players also experiencing rapid growth, streaming is set to become the new TV, with a […]
Netflix Earnings Report: Revisiting Netflix as a Market Leader
On October 20th, we published a piece reaffirming our opinion on Netflix, and offering an alternative view on the companies strategic decisions, original programming approach, and market expansion. (Read Full Article Here). This piece is an update following the Jan 20th earnings call. INTERNATIONAL OPPORTUNITIES Following launches across Europe, Netflix announced during its fourth quarter earnings call that it […]
Why Netflix might be in the best position to be a market leader
UPDATE: Tom Staudt continued his analysis of Netflix following the results of the January 20th, 2015 earnings call. The updated post can be found here. Over the past week, investors’ faith in Netflix has been shaken. Following its earnings announcement on Wednesday, and amidst a tumultuous week on Wall Street, its share price fell almost […]
