Friday
Periodicals
Web-tracking data…
Web-tracking data suggests Netflix usage continued to climb internationally during Q4, while North American usage dipped, Business Insider reports, citing exclusive data. Reference Link
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01/11/21 Netflix signs exclusive four-film production deal with Kevin Hart 01/06/21 Nintendo says Netflix apps on Wii U, 3DS to shut down June 30, 2021 12/30/20 Kerrisdale Capital says FuboTV trades at valuation 'unmoored from reality' 11/30/20 FCC Chairman Ajit Pai to leave agency on January 20 01/15/21 Citi Citi cuts Spotify to Sell with no benefit seen on podcast investments 01/15/21 Piper Sandler Netflix search index suggests in-line Q4 subscriber results, says Piper Sandler 01/14/21 Barclays Netflix could add 90M Asia-Pacific subs in five years, says Barclays 01/14/21 Citi Netflix price target raised to $580 from $450 at Citi 10/20/20 Netflix sees Q4 EPS $1.35, consensus 94c 10/20/20 Netflix reports Q3 EPS $1.74, consensus $2.13 10/20/20 Notable companies reporting after market close 07/16/20 Netflix sees Q3 EPS $2.09, consensus $2.00 01/06/21 Netflix raising prices for some UK subscription plans, BBC reports 12/15/20 Netflix streaming experiences outage for over 1,000 users, Reuters says 12/07/20 Netflix sued by Activision over allegedly poaching former CFO, WSJ reports 11/16/20 Hulu to increase price of live TV service on December 18th, TechCrunch says 01/15/21 Spotify plunges after downgrade, report of Apple podcast ambitions 01/15/21 Accolade upgrade, Spotify downgrade among today's top calls on Wall Street 12/09/20 Disney rises as Wall Street analysts get more bullish ahead of investor day 12/09/20 Disney upgrade, Zoom Video downgrade among today's top calls on Wall Street 12/31/20 Early notable gainers among liquid option names on December 31st 10/26/20 Early notable gainers among liquid option names on October 26th 10/21/20 Notable open interest changes for October 21st 10/20/20 Netflix options imply 11.9% move in share price post-earnings
On The Fly
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$320.00 / -22.22 (-6.49%)
01/11/21 Spotify Kids adds Shared Playlists feature 12/17/20 Spotify to launch in South Korea in first half of 2021 12/15/20 Spotify announces partnership with Duke, Duchess of Sussex's Archewell Audio 12/02/20 Spotify up 11% to $316.83 in afternoon trading 01/07/21 Sirius XM sees non-cash impairment charge of ~$1B associated with Pandora 01/07/21 Sirius XM finishes 2020 with approximately 30.9M self-pay subscribers 01/07/21 Sirius XM sees 2021 self-pay net subscriber additions of about 800,000 01/07/21 Sirius XM announces launch of SportsGrid Radio Channel 01/14/21 Roku, Philco announce new partnership to bring TV models to Brazil 01/08/21 Roku says Roku OS number one smart TV OS sold in U.S., Canada in 2020 01/08/21 Roku acquires Quibi global content distribution rights 01/06/21 Roku CEO says streaming here to stay, still 'a lot of room' to grow 01/11/21 Netflix signs exclusive four-film production deal with Kevin Hart 01/06/21 Nintendo says Netflix apps on Wii U, 3DS to shut down June 30, 2021 12/30/20 Kerrisdale Capital says FuboTV trades at valuation 'unmoored from reality' 11/30/20 FCC Chairman Ajit Pai to leave agency on January 20 01/15/21 VirnetX jumps after court denies Apple motion for new patent trial 01/14/21 Abbott launches NeuroSphere myPath digital health app 01/13/21 Southern Company, Apple partner to launch the Propel Center 01/11/21 Biogen study to develop biomarkers of cognitive health using Apple devices $320.00 / -22.22 (-6.49%)
01/15/21 Fly Intel: Top five analyst downgrades 01/15/21 Citi Citi cuts Spotify to Sell with no benefit seen on podcast investments 01/15/21 Citi Spotify downgraded to Sell from Neutral at Citi 01/04/21 Barclays Spotify assumed with an Overweight at Barclays 01/15/21 Goldman Sachs Goldman Sachs raises short-term forecasts for Apple, maintains Sell rating 01/15/21 Loop Capital Apple price target raised to $155 from $131 at Loop Capital 01/14/21 Barclays Apple price target raised to $116 from $100 at Barclays 01/12/21 Wells Fargo Apple price target raised to $155 from $140 at Wells Fargo 01/15/21 MoffettNathanson Roku price target raised to $365 from $180 at MoffettNathanson 01/12/21 Macquarie Roku price target raised to $460 from $275 at Macquarie 01/11/21 Citi Roku price target raised to $460 from $375 at Citi 01/06/21 Barrington Imax and Sirius XM among Barrington's best ideas for 2021 12/17/20 Morgan Stanley Sirius XM price target raised to $7.50 from $6.75 at Morgan Stanley 12/17/20 Morgan Stanley Liberty SiriusXM price target raised to $52 from $45 at Morgan Stanley 01/15/21 Piper Sandler Netflix search index suggests in-line Q4 subscriber results, says Piper Sandler 01/14/21 Barclays Netflix could add 90M Asia-Pacific subs in five years, says Barclays 01/14/21 Citi Netflix price target raised to $580 from $450 at Citi $320.00 / -22.22 (-6.49%)
10/29/20 Spotify sees Q4 revenue EUR 2B-EUR 2.2B, total MAUs 340M-345M 10/29/20 Spotify reports Q3 EPS (EUR 0.58) vs. EUR 0.36 last year 10/28/20 Notable companies reporting before tomorrow's open 01/07/21 Sirius XM sees FY21 adjusted EBITDA approximately $2.575B 10/22/20 Sirius XM raises FY20 revenue view to $7.85B, consensus $7.78B 10/22/20 Sirius XM reports Q3 EPS 6c, consensus 5c 10/21/20 Notable companies reporting before tomorrow's open 11/05/20 Roku reports Q3 EPS 9c, consensus (40c) 11/05/20 Notable companies reporting after market close 08/05/20 Roku sees total TV ad spend not recovering to pre-COVId levels until 2021 08/05/20 Roku reports Q2 EPS (35c), consensus (50c) 10/20/20 Netflix sees Q4 EPS $1.35, consensus 94c 10/20/20 Netflix reports Q3 EPS $1.74, consensus $2.13 10/20/20 Notable companies reporting after market close 07/16/20 Netflix sees Q3 EPS $2.09, consensus $2.00 10/29/20 Apple says Q4 results were ahead of expectations 10/29/20 Apple reports Q4 Services revenue $14.55B vs. $12.51B last year 10/29/20 Apple reports Q4 iPhone revenue $24.44B vs. $33.36B last year 10/29/20 Apple reports Q4 EPS 73c, consensus 70c
On The Fly
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$856.16 / +11.67 (+1.38%)
01/14/21 Tesla director sells 10K shares of common stock 01/14/21 DPW Holdings subsidiary announces acceptance of pre-orders for EV charger 01/13/21 Tesla Model Y achieves 5-Star overall safety rating from NHTSA 01/11/21 Tesla's Andy Hamilton leaves car maker to join Redwood Materials 01/11/21 Spotify Kids adds Shared Playlists feature 12/17/20 Spotify to launch in South Korea in first half of 2021 12/15/20 Spotify announces partnership with Duke, Duchess of Sussex's Archewell Audio 12/02/20 Spotify up 11% to $316.83 in afternoon trading 01/07/21 Sirius XM sees non-cash impairment charge of ~$1B associated with Pandora 01/07/21 Sirius XM finishes 2020 with approximately 30.9M self-pay subscribers 01/07/21 Sirius XM sees 2021 self-pay net subscriber additions of about 800,000 01/07/21 Sirius XM announces launch of SportsGrid Radio Channel 01/14/21 Roku, Philco announce new partnership to bring TV models to Brazil 01/08/21 Roku says Roku OS number one smart TV OS sold in U.S., Canada in 2020 01/08/21 Roku acquires Quibi global content distribution rights 01/06/21 Roku CEO says streaming here to stay, still 'a lot of room' to grow 01/11/21 Netflix signs exclusive four-film production deal with Kevin Hart 01/06/21 Nintendo says Netflix apps on Wii U, 3DS to shut down June 30, 2021 12/30/20 Kerrisdale Capital says FuboTV trades at valuation 'unmoored from reality' 11/30/20 FCC Chairman Ajit Pai to leave agency on January 20 01/15/21 3D Systems falls -9.9% 01/14/21 3D Systems rises 19.6% 01/12/21 3D Systems falls -11.1% 01/12/21 3D Systems falls -5.2% 01/14/21 Accolade jumps almost 13% after announcing acquiring 2nd.MD 01/14/21 Accolade confirms to acquire 2nd.MD for $460M 01/15/21 Los Angeles Police Department renews contract with Axon 01/12/21 DEA to negotiate on sole source basis with Axon for body worn cameras 12/16/20 Axon to equip Green Bay police with body and in-car cameras and Taser devices 10/29/20 Justice Department permits officer use of body cameras on federal task forces 01/15/21 BTIG Accolade price target raised to $60 from $55 at BTIG 01/15/21 Baird Accolade price target raised to $55 from $50 at Baird 01/15/21 Credit Suisse Accolade upgraded to Outperform from Neutral at Credit Suisse 01/15/21 Credit Suisse Accolade upgraded to Outperform from Neutral at Credit Suisse 01/15/21 Fly Intel: Top five analyst downgrades 01/15/21 JPMorgan 3D Systems downgraded to Underweight from Neutral at JPMorgan 01/08/21 B. Riley Securities 3D Systems price target raised to $21 from $8 at B. Riley Securities 01/08/21 Craig-Hallum 3D Systems price target raised to $27 from $11 at Craig-Hallum $856.16 / +11.67 (+1.38%)
01/15/21 Wedbush Tesla price target raised to $950 from $715 at Wedbush 01/13/21 Fly Intel: Top five analyst initiations 01/13/21 Edward Jones Edward Jones starts Tesla at Hold, sees leadership balanced by competition 01/13/21 Edward Jones Tesla initiated with a Hold at Edward Jones 01/15/21 Fly Intel: Top five analyst upgrades 01/15/21 Morgan Stanley Axon upgraded to Overweight on new market penetration at Morgan Stanley 01/15/21 Morgan Stanley Axon upgraded to Overweight from Equal Weight at Morgan Stanley 12/16/20 JMP Securities Axon cut to Market Perform at JMP Securities, sees stock as fairly valued 01/15/21 Citi Citi cuts Spotify to Sell with no benefit seen on podcast investments 01/15/21 Citi Spotify downgraded to Sell from Neutral at Citi 01/04/21 Barclays Spotify assumed with an Overweight at Barclays 01/15/21 MoffettNathanson Roku price target raised to $365 from $180 at MoffettNathanson 01/12/21 Macquarie Roku price target raised to $460 from $275 at Macquarie 01/11/21 Citi Roku price target raised to $460 from $375 at Citi 01/15/21 Piper Sandler Netflix search index suggests in-line Q4 subscriber results, says Piper Sandler 01/14/21 Barclays Netflix could add 90M Asia-Pacific subs in five years, says Barclays 01/14/21 Citi Netflix price target raised to $580 from $450 at Citi 01/06/21 Barrington Imax and Sirius XM among Barrington's best ideas for 2021 12/17/20 Morgan Stanley Sirius XM price target raised to $7.50 from $6.75 at Morgan Stanley 12/17/20 Morgan Stanley Liberty SiriusXM price target raised to $52 from $45 at Morgan Stanley $856.16 / +11.67 (+1.38%)
10/21/20 Tesla reports Q3 non-GAAP EPS 76c, consensus 56c 10/21/20 Notable companies reporting after market close 07/22/20 Tesla reports Q2 adjusted EPS 50c, consensus (11c) 07/22/20 Notable companies reporting after market close 10/29/20 Spotify sees Q4 revenue EUR 2B-EUR 2.2B, total MAUs 340M-345M 10/29/20 Spotify reports Q3 EPS (EUR 0.58) vs. EUR 0.36 last year 10/28/20 Notable companies reporting before tomorrow's open 01/07/21 Sirius XM sees FY21 adjusted EBITDA approximately $2.575B 10/22/20 Sirius XM raises FY20 revenue view to $7.85B, consensus $7.78B 10/22/20 Sirius XM reports Q3 EPS 6c, consensus 5c 10/21/20 Notable companies reporting before tomorrow's open 11/05/20 Roku reports Q3 EPS 9c, consensus (40c) 11/05/20 Notable companies reporting after market close 08/05/20 Roku sees total TV ad spend not recovering to pre-COVId levels until 2021 08/05/20 Roku reports Q2 EPS (35c), consensus (50c) 10/20/20 Netflix sees Q4 EPS $1.35, consensus 94c 10/20/20 Netflix reports Q3 EPS $1.74, consensus $2.13 10/20/20 Notable companies reporting after market close 07/16/20 Netflix sees Q3 EPS $2.09, consensus $2.00 01/07/21 3D Systems sees Q4 revenue $170M-$176M, consensus $139.91M. 11/05/20 3D Systems reports Q3 EPS (3c), consensus (8c) 08/05/20 3D Systems reports Q2 EPS (13c), consensus (10c) 01/07/21 Accolade sees FY21 revenue $162M-$165M, consensus $159.78M 01/07/21 Accolade sees Q4 revenue $51M-$54M, consensus $51.6M 01/07/21 Accolade reports Q3 EPS (32c), consensus (35c) 10/14/20 Accolade raises FY21 revenue view to $159M-$162M from $158M-$161M 11/05/20 Axon raises FY20 revenue to $630M-$640M from $625M-$635M, consensus $611.77M 11/05/20 Axon sees Q4 revenue $175M-$185M, consensus 08/06/20 Axon reports Q2 non-GAAP EPS 1c, consensus 16c
Downgrade
Citi analyst Jason…
Citi analyst Jason Bazinet downgraded Spotify Technology (SPOT) to Sell from Neutral with a $310 price target. Among the four subscription based stocks, Spotify, Roku (ROKU), Netflix (NFLX) and SiriusXM (SIRI), Spotify is the only company where the Street's long-terms forecasts "do not comport to the prevailing valuation," Bazinet tells investors in a research note. The analyst suspects "this disconnect stems from recent enthusiasm around Spotify's recent podcast pivot." However, its premium gross additions through Q3 and app download data through Q4 do not show any material benefit from recent podcast investments, says Bazinet. As such, the analyst downgrades Spotify to Sell.
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01/11/21 Spotify Kids adds Shared Playlists feature 12/17/20 Spotify to launch in South Korea in first half of 2021 12/15/20 Spotify announces partnership with Duke, Duchess of Sussex's Archewell Audio 12/02/20 Spotify up 11% to $316.83 in afternoon trading 01/07/21 Sirius XM sees non-cash impairment charge of ~$1B associated with Pandora 01/07/21 Sirius XM finishes 2020 with approximately 30.9M self-pay subscribers 01/07/21 Sirius XM sees 2021 self-pay net subscriber additions of about 800,000 01/07/21 Sirius XM announces launch of SportsGrid Radio Channel $418.60 / +10.06 (+2.46%)
01/14/21 Roku, Philco announce new partnership to bring TV models to Brazil 01/08/21 Roku says Roku OS number one smart TV OS sold in U.S., Canada in 2020 01/08/21 Roku acquires Quibi global content distribution rights 01/06/21 Roku CEO says streaming here to stay, still 'a lot of room' to grow 01/11/21 Netflix signs exclusive four-film production deal with Kevin Hart 01/06/21 Nintendo says Netflix apps on Wii U, 3DS to shut down June 30, 2021 12/30/20 Kerrisdale Capital says FuboTV trades at valuation 'unmoored from reality' 11/30/20 FCC Chairman Ajit Pai to leave agency on January 20 01/15/21 Citi Spotify downgraded to Sell from Neutral at Citi 01/04/21 Barclays Spotify assumed with an Overweight at Barclays 12/30/20 Monness Crespi Spotify price target raised to $380 from $310 at Monness Crespi 12/17/20 Morgan Stanley Spotify price target raised to $350 from $300 at Morgan Stanley 01/15/21 Piper Sandler Netflix search index suggests in-line Q4 subscriber results, says Piper Sandler 01/14/21 Barclays Netflix could add 90M Asia-Pacific subs in five years, says Barclays 01/14/21 Citi Netflix price target raised to $580 from $450 at Citi 01/13/21 Canaccord Netflix expected to report strong Q4 results, says Canaccord $418.60 / +10.06 (+2.46%)
01/15/21 MoffettNathanson Roku price target raised to $365 from $180 at MoffettNathanson 01/12/21 Macquarie Roku price target raised to $460 from $275 at Macquarie 01/11/21 Citi Roku price target raised to $460 from $375 at Citi 01/07/21 Needham Roku price target raised to $400 from $315 at Needham 01/06/21 Barrington Imax and Sirius XM among Barrington's best ideas for 2021 12/17/20 Morgan Stanley Sirius XM price target raised to $7.50 from $6.75 at Morgan Stanley 12/17/20 Morgan Stanley Liberty SiriusXM price target raised to $52 from $45 at Morgan Stanley 10/27/20 Fly Intel: Top five analyst upgrades 10/29/20 Spotify sees Q4 revenue EUR 2B-EUR 2.2B, total MAUs 340M-345M 10/29/20 Spotify reports Q3 EPS (EUR 0.58) vs. EUR 0.36 last year 10/28/20 Notable companies reporting before tomorrow's open 01/07/21 Sirius XM sees FY21 adjusted EBITDA approximately $2.575B 10/22/20 Sirius XM raises FY20 revenue view to $7.85B, consensus $7.78B 10/22/20 Sirius XM reports Q3 EPS 6c, consensus 5c 10/21/20 Notable companies reporting before tomorrow's open $418.60 / +10.06 (+2.46%)
11/05/20 Roku reports Q3 EPS 9c, consensus (40c) 11/05/20 Notable companies reporting after market close 08/05/20 Roku sees total TV ad spend not recovering to pre-COVId levels until 2021 08/05/20 Roku reports Q2 EPS (35c), consensus (50c) 10/20/20 Netflix sees Q4 EPS $1.35, consensus 94c 10/20/20 Netflix reports Q3 EPS $1.74, consensus $2.13 10/20/20 Notable companies reporting after market close 07/16/20 Netflix sees Q3 EPS $2.09, consensus $2.00
Recommendations
Piper Sandler analyst…
Piper Sandler analyst Yung Kim says the firm's December quarter "Netflix Navigator" search index points to Q4 subscriber growth in-line with consensus for both U.S. and Canada as well as international. The search index analysis suggests Q4 U.S. and Canada subscriber growth of 8.5% year-over-year, versus the consensus at 8.3%, and international growth of 29.1%, versus the consensus at 28.7%. Kim remains comfortable with estimates of 8.7% and 28.7%, respectively, driven by the ongoing stay-at-home environment. Despite increasing competition, Netflix continues to capture a significant share of content consumption dollars, Kim tells investors in a research note. The analyst keeps an Overweight rating on the shares with a $643 price target.
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01/11/21 Netflix signs exclusive four-film production deal with Kevin Hart 01/06/21 Nintendo says Netflix apps on Wii U, 3DS to shut down June 30, 2021 12/30/20 Kerrisdale Capital says FuboTV trades at valuation 'unmoored from reality' 11/30/20 FCC Chairman Ajit Pai to leave agency on January 20 01/14/21 Barclays Netflix could add 90M Asia-Pacific subs in five years, says Barclays 01/14/21 Citi Netflix price target raised to $580 from $450 at Citi 01/13/21 Canaccord Netflix expected to report strong Q4 results, says Canaccord 01/13/21 Bernstein Netflix widespread pricing increases could be coming in 2021, says Bernstein 10/20/20 Netflix sees Q4 EPS $1.35, consensus 94c 10/20/20 Netflix reports Q3 EPS $1.74, consensus $2.13 10/20/20 Notable companies reporting after market close 07/16/20 Netflix sees Q3 EPS $2.09, consensus $2.00 01/06/21 Netflix raising prices for some UK subscription plans, BBC reports 12/15/20 Netflix streaming experiences outage for over 1,000 users, Reuters says 12/07/20 Netflix sued by Activision over allegedly poaching former CFO, WSJ reports 11/16/20 Hulu to increase price of live TV service on December 18th, TechCrunch says 12/09/20 Disney rises as Wall Street analysts get more bullish ahead of investor day 12/09/20 Disney upgrade, Zoom Video downgrade among today's top calls on Wall Street 11/30/20 Fly Intel: What to watch in Zoom Video earnings report 11/09/20 Pfizer, BioNTech lift market as COVID vaccine shows effectiveness 12/31/20 Early notable gainers among liquid option names on December 31st 10/26/20 Early notable gainers among liquid option names on October 26th 10/21/20 Notable open interest changes for October 21st 10/20/20 Netflix options imply 11.9% move in share price post-earnings
Thursday
Recommendations
The Asia-Pacific region…
The Asia-Pacific region is likely to be the biggest growth driver for Netflix and could be the second biggest region by subscribers in the five to six years, Barclays analyst Kannan Venkateshwar tells investors in a research note. Netflix has the potential to "conservatively" add 60M-90M subscribers in the region over the coming five years, which could account for 45% of total net adds over this period, says the analyst. Venkateshwar believes lower average revenue per user in the region will be balanced by lower costs. The analyst keeps an Overweight rating on Netflix with a $550 price target.
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$507.78 / +13.53 (+2.74%)
01/11/21 Netflix signs exclusive four-film production deal with Kevin Hart 01/06/21 Nintendo says Netflix apps on Wii U, 3DS to shut down June 30, 2021 12/30/20 Kerrisdale Capital says FuboTV trades at valuation 'unmoored from reality' 11/30/20 FCC Chairman Ajit Pai to leave agency on January 20 $507.78 / +13.53 (+2.74%)
01/14/21 Citi Netflix price target raised to $580 from $450 at Citi 01/13/21 Canaccord Netflix expected to report strong Q4 results, says Canaccord 01/13/21 Bernstein Netflix widespread pricing increases could be coming in 2021, says Bernstein 01/12/21 KeyBanc Netflix 2021 film slate a 'pronounced shift toward quality,' says KeyBanc $507.78 / +13.53 (+2.74%)
10/20/20 Netflix sees Q4 EPS $1.35, consensus 94c 10/20/20 Netflix reports Q3 EPS $1.74, consensus $2.13 10/20/20 Notable companies reporting after market close 07/16/20 Netflix sees Q3 EPS $2.09, consensus $2.00 $507.78 / +13.53 (+2.74%)
01/06/21 Netflix raising prices for some UK subscription plans, BBC reports 12/15/20 Netflix streaming experiences outage for over 1,000 users, Reuters says 12/07/20 Netflix sued by Activision over allegedly poaching former CFO, WSJ reports 11/16/20 Hulu to increase price of live TV service on December 18th, TechCrunch says $507.78 / +13.53 (+2.74%)
12/09/20 Disney rises as Wall Street analysts get more bullish ahead of investor day 12/09/20 Disney upgrade, Zoom Video downgrade among today's top calls on Wall Street 11/30/20 Fly Intel: What to watch in Zoom Video earnings report 11/09/20 Pfizer, BioNTech lift market as COVID vaccine shows effectiveness $507.78 / +13.53 (+2.74%)
12/31/20 Early notable gainers among liquid option names on December 31st 10/26/20 Early notable gainers among liquid option names on October 26th 10/21/20 Notable open interest changes for October 21st 10/20/20 Netflix options imply 11.9% move in share price post-earnings
Recommendations
Citi analyst Jason…
Citi analyst Jason Bazinet raised the firm's price target on Netflix (NFLX) to $580 from $450 and keeps a Neutral rating on the shares. The analyst increased price targets on both but continues to prefer Disney (DIS) to Netflix. As a late entrant, Disney has a "quicker and easier path" to subscriber growth over the next three years, Bazinet tells investors in a research note. Second, the analyst suspects Netflix "may have some hiccups" over the next few quarters as price hikes potentially dampen quarterly net additions, "tactically disappointing" the Street. "Disney, on the other hand, is apt to keep prices relatively stable," says Bazinet.
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$507.78 / +13.53 (+2.74%)
01/11/21 Netflix signs exclusive four-film production deal with Kevin Hart 01/06/21 Nintendo says Netflix apps on Wii U, 3DS to shut down June 30, 2021 12/30/20 Kerrisdale Capital says FuboTV trades at valuation 'unmoored from reality' 11/30/20 FCC Chairman Ajit Pai to leave agency on January 20 01/13/21 Ubisoft confirms collaboration with Lucasfilm on open-world 'Star Wars' game 01/08/21 Epic Games acquires RAD Game Tools, terms not disclosed 01/06/21 Digital video game sales rose 12% y/y to $126.6B in 2020, says SuperData 01/03/21 Fly Intel: Top five weekend stock stories $507.78 / +13.53 (+2.74%)
01/13/21 Canaccord Netflix expected to report strong Q4 results, says Canaccord 01/13/21 Bernstein Netflix widespread pricing increases could be coming in 2021, says Bernstein 01/12/21 KeyBanc Netflix 2021 film slate a 'pronounced shift toward quality,' says KeyBanc 01/11/21 Credit Suisse Netflix Q4 results tracking in line with guidance, says Credit Suisse 01/13/21 KeyBanc New 'Star Wars' game 'certainly a boost' for Ubisoft pipeline, says KeyBanc 01/11/21 JPMorgan Disney price target raised to $210 from $175 at JPMorgan 01/08/21 Fly Intel: Top five analyst upgrades 01/08/21 LightShed Partners Disney upgraded to Neutral from Sell at LightShed Partners $507.78 / +13.53 (+2.74%)
10/20/20 Netflix sees Q4 EPS $1.35, consensus 94c 10/20/20 Netflix reports Q3 EPS $1.74, consensus $2.13 10/20/20 Notable companies reporting after market close 07/16/20 Netflix sees Q3 EPS $2.09, consensus $2.00 11/12/20 Disney sees FY21 results continuing to be affected by COVID-19 11/12/20 Disney reports Q4 EPS ex-items (20c), consensus (71c) 11/12/20 Notable companies reporting after market close 08/04/20 Disney sees FY20 CapEx roughly $700M lower than last year $507.78 / +13.53 (+2.74%)
01/06/21 Netflix raising prices for some UK subscription plans, BBC reports 12/15/20 Netflix streaming experiences outage for over 1,000 users, Reuters says 12/07/20 Netflix sued by Activision over allegedly poaching former CFO, WSJ reports 11/16/20 Hulu to increase price of live TV service on December 18th, TechCrunch says 01/13/21 Lucasfilm partners with Ubisoft to make open-world 'Star Wars' game, Wired says 01/12/21 Walmart, Disney halt donations to lawmakers against Biden win, Bloomberg says 01/12/21 Disneyland to serve as mass vaccination site in Orange County, CA, Reuters says 01/02/21 Coca-Cola, Disney among value stocks deserving a fresh look, Barron's says $507.78 / +13.53 (+2.74%)
12/09/20 Disney rises as Wall Street analysts get more bullish ahead of investor day 12/09/20 Disney upgrade, Zoom Video downgrade among today's top calls on Wall Street 11/30/20 Fly Intel: What to watch in Zoom Video earnings report 11/09/20 Pfizer, BioNTech lift market as COVID vaccine shows effectiveness 01/12/21 Game On: Roblox files for direct listing as GameStop adds new directors 12/22/20 FuboTV jumps as analysts up targets on 'strong upside momentum' 12/14/20 Fly Intel: Wall Street's top stories for Monday 12/14/20 Fly Intel: Wall Street's top stories at midday $507.78 / +13.53 (+2.74%)
12/31/20 Early notable gainers among liquid option names on December 31st 10/26/20 Early notable gainers among liquid option names on October 26th 10/21/20 Notable open interest changes for October 21st 10/20/20 Netflix options imply 11.9% move in share price post-earnings 12/29/20 Unusual call flow in option market yesterday 12/28/20 Disney call volume above normal and directionally bullish 12/14/20 Notable open interest changes for December 14th 12/11/20 Early notable gainers among liquid option names on December 11th
Wednesday
Recommendations
Canaccord analyst Maria…
Canaccord analyst Maria Ripps expects Netflix to report strong Q4 results as the recent price hikes have enabled ongoing investments while the competitive landscape evolves. She believes estimates for the company could be conservative depending on the timing of billing increases and potential price hikes in other markets. Rips has a Buy rating and $630 price target on Netflix shares.
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01/11/21 Netflix signs exclusive four-film production deal with Kevin Hart 01/06/21 Nintendo says Netflix apps on Wii U, 3DS to shut down June 30, 2021 12/30/20 Kerrisdale Capital says FuboTV trades at valuation 'unmoored from reality' 11/30/20 FCC Chairman Ajit Pai to leave agency on January 20 01/13/21 Bernstein Netflix widespread pricing increases could be coming in 2021, says Bernstein 01/12/21 KeyBanc Netflix 2021 film slate a 'pronounced shift toward quality,' says KeyBanc 01/11/21 Credit Suisse Netflix Q4 results tracking in line with guidance, says Credit Suisse 01/11/21 JPMorgan Disney price target raised to $210 from $175 at JPMorgan 10/20/20 Netflix sees Q4 EPS $1.35, consensus 94c 10/20/20 Netflix reports Q3 EPS $1.74, consensus $2.13 10/20/20 Notable companies reporting after market close 07/16/20 Netflix sees Q3 EPS $2.09, consensus $2.00 01/06/21 Netflix raising prices for some UK subscription plans, BBC reports 12/15/20 Netflix streaming experiences outage for over 1,000 users, Reuters says 12/07/20 Netflix sued by Activision over allegedly poaching former CFO, WSJ reports 11/16/20 Hulu to increase price of live TV service on December 18th, TechCrunch says 12/09/20 Disney rises as Wall Street analysts get more bullish ahead of investor day 12/09/20 Disney upgrade, Zoom Video downgrade among today's top calls on Wall Street 11/30/20 Fly Intel: What to watch in Zoom Video earnings report 11/09/20 Pfizer, BioNTech lift market as COVID vaccine shows effectiveness 12/31/20 Early notable gainers among liquid option names on December 31st 10/26/20 Early notable gainers among liquid option names on October 26th 10/21/20 Notable open interest changes for October 21st 10/20/20 Netflix options imply 11.9% move in share price post-earnings
Recommendations
Bernstein analyst Todd…
Bernstein analyst Todd Juenger notes that Netflix's general approach to pricing in its recent era is hiding obviously in plain sight - raise prices in most markets roughly every 2 years, and raise price aggressively on the Premium plan, moderately on the Standard plan, and rarely on the Basic plan. After very little pricing activity in 2020, the analyst believes "evidence is growing that we will see widespread pricing increases in 2021." In the quarter, two significant price hikes took place, he points out, namely the previously announced increases in U.S. and Canada, and an increase in Ireland, bringing its pricing in line with Austria. Juenger believes Austria and Ireland seem to be serving as "trial markets," leading indicators of future broader increases across Europe.
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