Another Netflix price hike? Why one analyst says streaming giant is 'substantially underpriced'

Yahoo Finance2021-10-22

Netflix (NFLX) has faced both positives and negatives in Q3 — from beating subscriber growth estimates to battling backlash over the release Dave Chappelle's comedy special "The Closer." But at least ...

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2021-10-22
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Why one analyst says streaming giant is 'substantially underpriced'","media":"Yahoo Finance","content":"<div>\n<p>Netflix (NFLX) has faced both positives and negatives in Q3 — from beating subscriber growth estimates to battling backlash over the release Dave Chappelle's comedy special \"The Closer.\"\nBut at least ...</p>\n\n<a href=\"https://finance.yahoo.com/news/another-netflix-price-hike-why-one-analyst-says-streaming-giant-is-substantially-underpriced-214814990.html\">网页链接</a>\n\n</div>\n","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Another Netflix price hike? 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Why one analyst says streaming giant is 'substantially underpriced'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-22 13:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/another-netflix-price-hike-why-one-analyst-says-streaming-giant-is-substantially-underpriced-214814990.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix (NFLX) has faced both positives and negatives in Q3 — from beating subscriber growth estimates to battling backlash over the release Dave Chappelle's comedy special \"The Closer.\"\nBut at least ...</p>\n\n<a href=\"https://finance.yahoo.com/news/another-netflix-price-hike-why-one-analyst-says-streaming-giant-is-substantially-underpriced-214814990.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AMZN","symbol_name":"亚马逊","start_time":0,"source_url":"https://finance.yahoo.com/news/another-netflix-price-hike-why-one-analyst-says-streaming-giant-is-substantially-underpriced-214814990.html","article_id":"2177462029","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2177462029","pubTimestamp":1634881675,"sourceInfo":null,"weMediaInfo":null,"summary":"Netflix (NFLX) has faced both positives and negatives in Q3 — from beating subscriber growth estimat","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"AMZN":"亚马逊","T":"美国电话电报","NFLX":"奈飞","AAPL":"苹果","DIS":"迪士尼"},"translate_title":"Netflix,Inc.又一次涨价？为什么一位分析师说流媒体巨头“价格被大幅低估”","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NFLX":0.9,"AAPL":0.6,"AMZN":0.6,"DIS":0.6,"T":0.6,"VIAC":0.6,"VIACA":0.6,"VIACP":0.6},"content_text":"Netflix (NFLX) has faced both positives and negatives in Q3 — from beating subscriber growth estimates to battling backlash over the release Dave Chappelle's comedy special \"The Closer.\"\nBut at least one analyst seems to think the streaming behemoth is leaving money on the table, with its content slate drawing massive buzz in the face of fierce criticism. On Thursday, the stock spiked to a new record high at $654, with some on Wall Street expecting a test of levels at or near $700.\n\"Netflix is substantially underpriced versus its value to consumers today,\" LightShed Partners' Rich Greenfield told Yahoo Finance Live during a recent interview.\nHe explained that the average subscription cost — $13.99 for a basic plan (which Netflix upped from $12.99 in February 2021)— is relatively in line with the cost of a movie ticket (a full-price AMC ticket averages $10.50 nationwide.)\n\"That's just one ticket for one movie,\" he said.\n\"When you think about the fact that the average household is watching well over two hours of Netflix a day — enjoyed by the whole family — with a slate of movies combined with TV series from all over the world, there is a huge amount of opportunity on the pricing side that goes far above the subscriber growth,\" Greenfield added.\n\nStill, some analysts are not as bullish on the idea of price increases just yet.\nJon Christian, founding partner at OnPrem — a global technology firm that works with major entertainment networks to drive content performance — told Yahoo Finance that a more cautious approach to subscription pricing is wise, given the competitive landscape.\nHe suggested that Netflix should look at other streaming giants to understand price points relative to content. He suggested that a big question will be \"is the amount of content substantial enough to justify a price raise?\"\nSantosh Rao, Manhattan Venture Partners head of research, agreed, explaining, \"there is a cap now because there is competition.\"\n\"We'll see how much it will stick and how elastic it is...but there is a limit to how much [Netflix] can raise,\" he continued.\nYet Greenfield said that despite the various launches of new streaming platforms — including Paramount+ (VIAC), Peacock (CMCSA) and HBO Max (T) — in addition to the run-up in subscriber figures from Disney+ (DIS) and Hulu, Netflix continues to outperform.\nThe analyst cited new data from LightShed Partners that shows nearly half (47%) of all time spent on connected TVs in June 2021 was between Netflix and YouTube (GOOGL). 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