Netflix Earnings Call Nuggets

Netflix just released it's quarterly earnings and here's interesting nuggets:

▶︎ The exec team seemed pretty excited about the following upcoming original content:

- 13 Reasons Why (new season)

- Luke Cage

- Glow

- The Week Of(featuring Chris Rock & Adam Sandler)

- 3% (Brazilian original series, new season)

- The Rain (Danish original series), super excited about this one.

▶︎ There's an ongoing theme here that a lot of the regional content plays really well globally. They mentioned that the viewing numbers on regional shows like Dark (German) and 3% (Brazilian) would be considered cable hits in the US.

▶︎ They are not watering down content to make it travel well. The content just has global appeal. Really played up the globalization card.

▶︎ They still only have a fraction of the viewing hours of YouTube or Linear TV, so still plenty of room to grow. 

▶︎ They are all in on original content. Per Reed Hastings, their spending pattern makes them more of a media company and not a tech company (basically aiming to isolate themselves from the recent negative chatter around tech)

▶︎ Overall they are firing on all cylinders and investors should expect them to continue to do so. The stock has had quite a run up so I would wait till a broader market pull back to initiate a position. (Disclaimer: I own Netflix stock)

App Pitch:

While we are on the subject of investing, here's an iphone/ipad app to help you easily keep track of earnings:

Knotifi

The Indomitable Elon Musk

is at it again...

Not fazed by the setbacks with increasing the Model 3 production volume, Elon Musk's Tesla is set to reveal their Semi Truck: An efficient long haul truck to enter a new market for Tesla. The event occurs on Thu, Nov 16th at 5:00 pm PT.

From an investor perspective, look for the following:

1. What will be the unique value proposition aside from the environmental benefits ? Especially what will be in it for the industry to buy this over regular trucks ?
2. I am sure the vision will be huge but pay attention to the timeline.

I am expecting some amount of stock movement on how this goes but it feels like Tesla's stock will be kind of in holding pattern till the Model 3 ramp issues are figured out.

App Pitch:

In fact here's a handy little app to help you track product events like these and understand their impact on stocks. 

Knotifi

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• The contents of this blog are the personal opinions and investment choices of the writer. Please don't treat them as investment recommendations.
•  I have a long position in TSLA.

SNAP Earnings today

SNAP reports earnings today after the close. Here's my investing thesis on them:

The ongoing thinking is that Facebook owned Instagram is basically out executing Snapchat by copying it's features and adding more features at a faster clip. Thus they are basically taking more of the users in the younger category.

There's some truth to this, but I feel like there is space for both Snapchat and Instagram to exist. Snapchat could continue to be popular amongst the younger population, with Instagram being more popular in the young adult segment.

Additionally, I personally think Snapchat has the hip, fun (maybe silly to some of us adults) product thinking that they continue to surface in Snapchat.

Finally, they are also investing heavily in the business infrastructure side to make it easier for advertisers to advertise on their platform.

So, overall, as long as they continue to show progress on the product/business front, I am going long on them.

Here's a screenshot from my app Knotifi (please see below) that shows the product launches for Snapchat in the last 3 months.

In fact here's a handy little app to help you navigate the busy earnings season. You can also see recent product releases for a lot of the tech stocks like FB, SNAP, etc.

Knotifi

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• The contents of this blog are the personal opinions and investment choices of the writer. Please don't treat them as investment recommendations.

• I have a long position in FB, SNAP.

BIG day of earnings!

Facebook, Tesla and more report earnings Wednesday:

▸ FB Wed Nov 01 After Close.

Instagram is doing great. They keep enhancing their app with viral features like SuperZoom. Messenger and Instagram are #1 and #3 top free apps on the AppStore. This should be a solid report from them.

▸ TSLA Wed Nov 01 After Close.

Hard to call how the earnings report will be. What will be interesting to hear is the production ramp for the Model 3. I think this is a revolutionary company longer term, so am going to hold through tomorrow.

▸ GPRO Wed Nov 01 After Close.

No views on this.

▸ QCOM Wed Nov 01 After Close.

Oh man, another interesting one. Their legal battle with Apple is really costing them. Unless there are signs of this resolving, I expect the stock to keep underperforming.

▸ FIT Wed Nov 01 After Close.

They had a relatively successful launch of the Ionic smartwatch. Having said that, this stock will struggle with competing against Apple, Samsung and others with many more resources. My sense is that it get acquired at some point by a giant that wants to buy their way into wearables.

In fact here's a handy little app to help you navigate the busy earnings season. You can also see recent product releases for a lot of the tech stocks like FB, SNAP, etc.

Knotifi: Track Earnings & More.

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• The contents of this blog are the personal opinions and investment choices of the writer. Please don't treat them as investment recommendations.

• I have a long position in FB, TSLA, QCOM.

Warming up tomorrow!

If you thought last week was big, start warming up for this week, starting with earnings on deck tomorrow:

▸ UA Under Armor Tue Oct 31 Before Open - Tomorrow.

▸ SNE SonyTue Oct 31 Before Open - Tomorrow.

▸ EA Electronic Arts Tue Oct 24 After Close - Tomorrow.

▸ ECON Consumer Confidence numbers.

In fact here's a handy little app to help you navigate the busy earnings season. You can follow stocks to get earnings reminders.

Knotifi: Track Earnings & More.

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• The contents of this blog are the personal opinions and investment choices of the writer. Please don't treat them as investment recommendations.

• I have a long position in EA.