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January 2012

Recs

13

Don't Believe the Netflix Growth Hype

January 09, 2012 – Comments (0) | RELATED TICKERS: NFLX

It looks like Netflix CEO Reed Hastings affirming *December* guidance and apparently Whitney Tilson using this to project 30%-40% yearly growth rates are now back on track has the momos in  a tizzy over their favorite play thing once again. Actual guidance for streaming sub growth for Q4 was a loss in October, flat in November and strong gains in December. I find it interesting that Hastings is apparently only affirming December which leaves October and November open for disappointments. None the less I'm here to tell you why improvement in December and even for a few more months is a temporary reprieve and nothing to get excited about.  [more]

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