Don’t sleep on Redbox, analyst says; upside is possible during second half of ’13
People are underestimating DVD kiosk-rental provider Redbox, according to B. Riley Caris analyst Eric Wold. “What is lost in most arguments against Redbox is that physical rentals are still a $5.3B market – of which Redbox currently only has [an…
Netflix ‘House of Cards’ gambit is ‘great,’ and other thoughts from Time Warner call
A few items from Wednesday morning’s conference call with analysts after Time Warner Inc. reported better-than-expected fourth-quarter results: 1. Time Warner Chief Executive Jeff Bewkes said Netflix‘ release of all 13 first-season episodes of its original series “House of Cards”…
Bewkes is right to emphasize digital by naming Tsujihara CEO of Warner Bros.
Time Warner Inc. has played, for several years, the most conspicuous role in trying to make sure that filmed entertainment isn’t destroyed as the music business was around the turn of the century. Chief Executive Jeff Bewkes underscored that leadership…
Analyst Eric Wold still skeptical of Netflix; maintains sell rating
One of my most reliable Netflix sources has been Eric Wold, analyst at B. Riley Caris & Co. Count Wold among those who still isn’t convinced that Netflix is a smart long-term play. The online video provider reported very strong…
Three takeaways from the Netflix earnings call
Here are three things we found fascinating about Netflix‘s earnings call Wednesday evening. It was a triumphant occasion for the online video provider, which saw its stock climb 30% in after-hours trading on better-than-expected Q4 earnings, subscriber growth, and revenue…
Some highlights from Reed Hastings’ latest letter to Netflix investors
As Netflix stock climbs on news of its better-than-expected fourth-quarter results and an upbeat forecast, Over Most Of These Stations takes a look at some of the highlights from CEO Reed Hastings‘ latest letter to shareholders. Looking forward, we expect…
Two things to watch for when Netflix reports earnings
Two big things to watch for when Netflix reports fourth-quarter earnings Wednesday afternoon: 1) How many subscribers the company added in 2012, and its latest predictions. In October, when Netflix reported third-quarter results, it said it expected to end 2012…