michael lantz's blog

Four reasons why Netflix Q4 report is exciting

Netflix released their Q4 report earlier this week and since then the stock has rallied. While the obvious reason is that Netflix beat their earlier subscriber forecasts, which will cause further revision upwards of analyst growth estimates, I see several less obvious reasons, which have impact on most OTT video services. 1. Price sensitivity is lower than expected . Netflix made a much controversial price change earlier in 2014, which was assumed would cause increased...