Netflix, Inc. (NASDAQ:NFLX)
CAPS Rating:
Netflix delivers its comprehensive library of movies and TV shows online and through the mail in their ubiquitous red envelopes.
Netflix delivers its comprehensive library of movies and TV shows online and through the mail in their ubiquitous red envelopes.
BATS data provided in real-time. NYSE, NASDAQ and AMEX data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates and Analyst Ratings provided by Zacks.
SEC Filings and Insider Transactions provided by Edgar Online.
Powered and implemented by Interactive Data Managed Solutions. Terms & Conditions
Recs
Netflix is a very well-run business, a leading and innovating company, and they really have no serious competition (Blockbuster poses a short-term threat, but the company cannot figure out how to become profitable, and they won't shut down their stores, so I don't see them being a serious threat in five years). Add in the excellent financials, and a long-term winner is here. The worries about VOD are overdone, as always. Let's keep watching movies on a TV, shall we? VOD may be something larger in 10 years or so, but if Netflix needs to enter the market, they certainly will. Right now they don't need to, and management is smart enough to know that. Believe me, management will know the right time to enter new markets. Why? Because Netflix understands the DVD market more than any other business out there, and how to be profitable with it.