Playing FTSE

Netflix Earnings Deep Dive!


Listen Later

What should investors think of this week's Tesla earnings? Just one of the questions that we're not answering on this week's PlayingFTSE show!  We're actually looking at Netflix, Twitter, and ASML.  

Netflix reported earnings recently. It's a stock we've been looking at closely, so Steve D has the news and the insight. There are four parts to our Netflix breakdown -- subscriber numbers, the capital structure, an ad-supported tier, and some acquisition news.   

The company posted better than expected subscriber numbers, which Steve D called well ahead of time. So is the news surprising to our Netflix shareholder, or what he was expecting? And what does he think of the shift away from US and European users to Asia Pacific ones?  

The introduction of an ad-supported tier looks interesting. Will Netflix be mostly ad-supported with some premium subscribers, or mostly premium with some ad-support. Steve W wants to know the answer and Paul has some interesting ideas for him.  

Meanwhile, like the rest of us, Elon Musk is attempting to avoid owning Twitter stock. Unlike the rest of us, though, he's being pursued through the courts by the company trying to make him. Paul's been looking at the terms of the case and the Steves have some ideas about what might happen. But could there be something underneath the surface here? There usually is with Elon...  

Steve W's been having a difficult time lately, with rising share prices making it harder for him to find things that he wants to buy. But maybe ASML could be the answer. Paul and Steve D both own the stock and their earnings this week were strong. 

ASML makes lithography machines. And they've been shipping them out all over the place. So why aren't their revenues higher? Paul knows why. And is it a problem that their machines are so expensive that only a few customers can afford them? Steve D has the answer.  

Only on this week's PlayingFTSE!

...more
View all episodesView all episodes
Download on the App Store

Playing FTSEBy playingftsepodcast

  • 5
  • 5
  • 5
  • 5
  • 5

5

4 ratings


More shows like Playing FTSE

View all
Money Box by BBC Radio 4

Money Box

42 Listeners

The Meaningful Money Personal Finance Podcast by Pete Matthew

The Meaningful Money Personal Finance Podcast

81 Listeners

The Property Podcast by Rob Bence and Rob Dix from The Property Hub

The Property Podcast

63 Listeners

The Money To The Masses Podcast by Damien Fahy

The Money To The Masses Podcast

11 Listeners

Investors' Chronicle by Investors' Chronicle

Investors' Chronicle

17 Listeners

This is Money Podcast by This is Money

This is Money Podcast

42 Listeners

Cash Chats UK Money & Personal Finance podcast by Andy Webb

Cash Chats UK Money & Personal Finance podcast

6 Listeners

AJ Bell Money & Markets by AJ Bell

AJ Bell Money & Markets

14 Listeners

Which? by Which?

Which?

13 Listeners

On The Money by interactive investor

On The Money

5 Listeners

Switch Your Money On by Hargreaves Lansdown

Switch Your Money On

4 Listeners

Many Happy Returns by PensionCraft

Many Happy Returns

37 Listeners

The Stocks and Savings Podcast by Stocks and Savings

The Stocks and Savings Podcast

1 Listeners

Merryn Talks Money by Bloomberg

Merryn Talks Money

45 Listeners

Making Money by Damien Jordan & Timeyin Akerele from Most

Making Money

11 Listeners