What’s Driving These Estimates-To The Moon - Tiger Brokers Online Investing Community - To The Moon

What’s Driving These Estimates

💡 A) Subscriber Base & Pricing Power

• Subscriber growth — especially internationally — remains a top revenue driver. Netflix reported strong membership gains earlier in the year and expects steady additions into Q4.

• Strategic price increases on key tiers (Standard/Premium) have boosted ARPU (average revenue per user), which supports margin expansion.

📺 B) Content Strength & Engagement

• Streaming hits like Stranger Things and global originals drive engagement and reduce churn.

• Live sports and event programming have improved stickiness and broadened appeal.

📊 C) Advertising Monetisation

• Netflix’s ad-supported tier has become a meaningful revenue stream (with rapid subscription growth).

• Ad revenue is expected to roughly double in 2025, playing a key role in revenue acceleration and margin support.

• Analysts watch whether ad growth offsets any churn from higher-priced subscription plans.

📦 D) Pricing & Currency Effects

• Pricing changes and a favorable foreign-exchange backdrop are helping revenue on both a nominal and FX-neutral basis.

Netflix +13%: $2.8B Breakup Win for Further Rally?

Netflix surged 13% after walking away from a bidding war and restarting share buybacks. By refusing to raise its offer for Warner assets, the company avoids higher leverage, regulatory drag, and integration risk — while potentially pocketing a $2.8B breakup fee, more than last quarter’s net profit. During deal uncertainty, NFLX had fallen roughly 20%, reflecting merger-risk discounts. With that overhang lifted, valuation compression begins to unwind. Is this just phase one of a 15–25% valuation recovery? Or has the market already priced in the breakup premium and buyback boost?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

2

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":522951167516744,"tweetId":"522951167516744","gmtCreate":1768708730608,"gmtModify":1768711680291,"author":{"id":3579998898288031,"idStr":"3579998898288031","authorId":3579998898288031,"authorIdStr":"3579998898288031","name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.07","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":74,"starInvestorFlag":false},"themes":[{"themeId":"df9b84ddfed0495f999bab5a2bb50177","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Netflix +13%: $2.8B Breakup Win for Further Rally?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":df9b84ddfed0495f999bab5a2bb50177}&rnconfig={\"headerBarHidden\": true}","description":"Netflix surged 13% after walking away from a bidding war and restarting share buybacks. By refusing to raise its offer for Warner assets, the company avoids higher leverage, regulatory drag, and integration risk — while potentially pocketing a $2.8B breakup fee, more than last quarter’s net profit.\n\nDuring deal uncertainty, NFLX had fallen roughly 20%, reflecting merger-risk discounts. With that overhang lifted, valuation compression begins to unwind.\n\nIs this just phase one of a 15–25% valuation recovery?\nOr has the market already priced in the breakup premium and buyback boost?","image":"https://community-static.tradeup.com/news/f78012ad46d9d1eda325d71861833899"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>What’s Driving These Estimates</p>\n<p>💡 A) Subscriber Base &amp; Pricing Power</p>\n<p>• Subscriber growth — especially internationally — remains a top revenue driver. Netflix reported strong membership gains earlier in the year and expects steady additions into Q4. </p>\n<p>• Strategic price increases on key tiers (Standard/Premium) have boosted ARPU (average revenue per user), which supports margin expansion. </p>\n<p>📺 B) Content Strength &amp; Engagement</p>\n<p>• Streaming hits like Stranger Things and global originals drive engagement and reduce churn.</p>\n<p>• Live sports and event programming have improved stickiness and broadened appeal.</p>\n<p>📊 C) Advertising Monetisation</p>\n<p>• Netflix’s ad-supported tier has become a meaningful revenue stream (with rapid subscription growth). </p>\n<p>• Ad revenue is expected to roughly double in 2025, playing a key role in revenue acceleration and margin support. </p>\n<p>• Analysts watch whether ad growth offsets any churn from higher-priced subscription plans. </p>\n<p>📦 D) Pricing &amp; Currency Effects</p>\n<p>• Pricing changes and a favorable foreign-exchange backdrop are helping revenue on both a nominal and FX-neutral basis.&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>What’s Driving These Estimates</p>\n<p>💡 A) Subscriber Base &amp; Pricing Power</p>\n<p>• Subscriber growth — especially internationally — remains a top revenue driver. Netflix reported strong membership gains earlier in the year and expects steady additions into Q4. </p>\n<p>• Strategic price increases on key tiers (Standard/Premium) have boosted ARPU (average revenue per user), which supports margin expansion. </p>\n<p>📺 B) Content Strength &amp; Engagement</p>\n<p>• Streaming hits like Stranger Things and global originals drive engagement and reduce churn.</p>\n<p>• Live sports and event programming have improved stickiness and broadened appeal.</p>\n<p>📊 C) Advertising Monetisation</p>\n<p>• Netflix’s ad-supported tier has become a meaningful revenue stream (with rapid subscription growth). </p>\n<p>• Ad revenue is expected to roughly double in 2025, playing a key role in revenue acceleration and margin support. </p>\n<p>• Analysts watch whether ad growth offsets any churn from higher-priced subscription plans. </p>\n<p>📦 D) Pricing &amp; Currency Effects</p>\n<p>• Pricing changes and a favorable foreign-exchange backdrop are helping revenue on both a nominal and FX-neutral basis.&nbsp;</p></body></html>","text":"What’s Driving These Estimates 💡 A) Subscriber Base & Pricing Power • Subscriber growth — especially internationally — remains a top revenue driver. Netflix reported strong membership gains earlier in the year and expects steady additions into Q4.  • Strategic price increases on key tiers (Standard/Premium) have boosted ARPU (average revenue per user), which supports margin expansion.  📺 B) Content Strength & Engagement • Streaming hits like Stranger Things and global originals drive engagement and reduce churn. • Live sports and event programming have improved stickiness and broadened appeal. 📊 C) Advertising Monetisation • Netflix’s ad-supported tier has become a meaningful revenue stream (with rapid subscription growth).  • Ad revenue is expected to roughly double in 2025, playing a key role in revenue acceleration and margin support.  • Analysts watch whether ad growth offsets any churn from higher-priced subscription plans.  📦 D) Pricing & Currency Effects • Pricing changes and a favorable foreign-exchange backdrop are helping revenue on both a nominal and FX-neutral basis.","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/522951167516744","repostId":0,"isVote":1,"tweetType":1,"viewCount":469,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NFLX"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":936,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/522951167516744"}