Andy Foong
reacted to
$Netflix(NFLX.US$ in Los Gatos, Calif., offers TV series, documentaries, feature films, and mobile games across various genres and languages. It recently announced that it had entered a combination agreement to acquire Next Games to expand its internal game studio capabilities. However, the company posted disappointing results, losing 200,000 customers in the first quarter and projecting its subscribers will shrink by another 2 million custo...
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Andy Foong
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$NikkoAM-StraitsTrading MSCI China Electric Vehicles and Future Mobility ETF(EVS.SG$
new low again, crazy, drop 30% from IPO price in 3 months
new low again, crazy, drop 30% from IPO price in 3 months
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Andy Foong
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Netflix subscriptions will only continue to decline, not rise, as TV builds are flooded with too much streaming now, many of which come with inserted ads, free movies and videos, including YouTube, which gives you plenty of live TV channels to choose from.
So when the weather is bad, who subscribes to Netflix, the previous account was shared by five people, so add more views, now you can only watch more than one person. How can unsubscribe be reduced?
The vicious cycle, because it costs a lot of money to film, to buy a drama, and the American salary is so high, what about hiring a team? Place ads to make money, what? I spend money on a subscription and also see ads, this way of killing eggs, the unsubscribe will only increase, not decrease...
And all TV platforms cooperate in selling advertising revenue, and Netflix is like stepping on the Red Line, competing with the platform for ad revenue, and TV platforms are reevaluating Netflix...
No wonder some people say that sooner or later the TV brands ask for Netflix, and then Netflix shares the profits with the TV industry.
So, the market fell apart and it didn't feel like an investable benchmark for long. Everyone loves getting bored, losing freshness, Netflix without new shows, who else watches???
The company needs to think about its business strategy afterwards, whether to cancel the ads and add new shows later to buy or use the right to earn it by way of dividends, rather than using expensive self-filming...
So when the weather is bad, who subscribes to Netflix, the previous account was shared by five people, so add more views, now you can only watch more than one person. How can unsubscribe be reduced?
The vicious cycle, because it costs a lot of money to film, to buy a drama, and the American salary is so high, what about hiring a team? Place ads to make money, what? I spend money on a subscription and also see ads, this way of killing eggs, the unsubscribe will only increase, not decrease...
And all TV platforms cooperate in selling advertising revenue, and Netflix is like stepping on the Red Line, competing with the platform for ad revenue, and TV platforms are reevaluating Netflix...
No wonder some people say that sooner or later the TV brands ask for Netflix, and then Netflix shares the profits with the TV industry.
So, the market fell apart and it didn't feel like an investable benchmark for long. Everyone loves getting bored, losing freshness, Netflix without new shows, who else watches???
The company needs to think about its business strategy afterwards, whether to cancel the ads and add new shows later to buy or use the right to earn it by way of dividends, rather than using expensive self-filming...
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Andy Foong
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$Netflix(NFLX.US$ Oman, this crap, is playing with his routine again. After adding his position, he began praising NFLX for everything. The stock price went up 20% in two days, then began to increase his position drastically. Now the decisive clearance has begun to decline, and he continues to spread panic and smash the stock price. At least his puts have doubled tens of times. His earnings are full, and it's really unsightly to eat.
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$NikkoAM-StraitsTrading MSCI China Electric Vehicles and Future Mobility ETF(EVS.SG$ What stocks came from, continued to decline
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$Futu Holdings Ltd(FUTU.US$ If you don't buy it, it goes up; once you buy it, it falls
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Andy Foong
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Andy Foong
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