Comments by "Plato\x27s Cave alum" (@platoscavealum902) on "CNBC Television" channel.

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  307. Does Netflix Have a Competitive Advantage? 🔻 ...after the latest report, there are a number of clear signs that Netflix does have an economic moat. Even better, it is widening. Pricing Power: • Netflix prices its service to optimize its content spend, and that strategy and the quality of its content has allowed it to charge more than its peers, giving it a competitive advantage. • It's worth noting also that Netflix as the streaming pioneer has a much larger subscriber base than any of its rivals, giving it another advantage as it can allocate its content spend across more members. Increasing Profitability: • Cash burn has long been a problem for Netflix, but the company just told investors that it was very close to being sustainably free cash flow positive, forecasting break-even free cash flow for 2021. • That along with its pricing power also indicates an economic moat in streaming. The debutantes are still trying to figure out a way to build out audience and generate a profit. Netflix, with the help of a long first-mover advantage, has been there for a while, and is pressing its foot on the gas pedal at will. • In addition to those strengths, the company's local content focus and global strategy also separates it from the streaming wannabes as it already has a large library of original foreign language content that drives international growth. Video entertainment is a huge industry and it won't be monopolized. There's room for more than one winner in streaming, especially as the cable ecosystem continues to weaken, but Netflix remains the leader, setting the pace in the industry. Its competitive advantages are clear. 🔺 read full article here: https://www.fool.com/investing/2021/01/24/does-netflix-have-a-competitive-advantage/ January 24, 2021 | Jeremy Bowman (TMFHobo)
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  327. Does Netflix Have a Competitive Advantage? 🔻 ...after the latest report, there are a number of clear signs that Netflix does have an economic moat. Even better, it is widening. Pricing Power: • Netflix prices its service to optimize its content spend, and that strategy and the quality of its content has allowed it to charge more than its peers, giving it a competitive advantage. • It's worth noting also that Netflix as the streaming pioneer has a much larger subscriber base than any of its rivals, giving it another advantage as it can allocate its content spend across more members. Increasing Profitability: • Cash burn has long been a problem for Netflix, but the company just told investors that it was very close to being sustainably free cash flow positive, forecasting break-even free cash flow for 2021. • That along with its pricing power also indicates an economic moat in streaming. The debutantes are still trying to figure out a way to build out audience and generate a profit. Netflix, with the help of a long first-mover advantage, has been there for a while, and is pressing its foot on the gas pedal at will. • In addition to those strengths, the company's local content focus and global strategy also separates it from the streaming wannabes as it already has a large library of original foreign language content that drives international growth. Video entertainment is a huge industry and it won't be monopolized. There's room for more than one winner in streaming, especially as the cable ecosystem continues to weaken, but Netflix remains the leader, setting the pace in the industry. Its competitive advantages are clear. 🔺 read full article here: https://www.fool.com/investing/2021/01/24/does-netflix-have-a-competitive-advantage/ January 24, 2021 | Jeremy Bowman (TMFHobo)
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  347. Does Netflix Have a Competitive Advantage? 🔻 ...after the latest report, there are a number of clear signs that Netflix does have an economic moat. Even better, it is widening. Pricing Power: • Netflix prices its service to optimize its content spend, and that strategy and the quality of its content has allowed it to charge more than its peers, giving it a competitive advantage. • It's worth noting also that Netflix as the streaming pioneer has a much larger subscriber base than any of its rivals, giving it another advantage as it can allocate its content spend across more members. Increasing Profitability: • Cash burn has long been a problem for Netflix, but the company just told investors that it was very close to being sustainably free cash flow positive, forecasting break-even free cash flow for 2021. • That along with its pricing power also indicates an economic moat in streaming. The debutantes are still trying to figure out a way to build out audience and generate a profit. Netflix, with the help of a long first-mover advantage, has been there for a while, and is pressing its foot on the gas pedal at will. • In addition to those strengths, the company's local content focus and global strategy also separates it from the streaming wannabes as it already has a large library of original foreign language content that drives international growth. Video entertainment is a huge industry and it won't be monopolized. There's room for more than one winner in streaming, especially as the cable ecosystem continues to weaken, but Netflix remains the leader, setting the pace in the industry. Its competitive advantages are clear. 🔺 read full article here: https://www.fool.com/investing/2021/01/24/does-netflix-have-a-competitive-advantage/ January 24, 2021 | Jeremy Bowman (TMFHobo)
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  406. Does Netflix Have a Competitive Advantage? 🔻 ...after the latest report, there are a number of clear signs that Netflix does have an economic moat. Even better, it is widening. Pricing Power: • Netflix prices its service to optimize its content spend, and that strategy and the quality of its content has allowed it to charge more than its peers, giving it a competitive advantage. • It's worth noting also that Netflix as the streaming pioneer has a much larger subscriber base than any of its rivals, giving it another advantage as it can allocate its content spend across more members. Increasing Profitability: • Cash burn has long been a problem for Netflix, but the company just told investors that it was very close to being sustainably free cash flow positive, forecasting break-even free cash flow for 2021. • That along with its pricing power also indicates an economic moat in streaming. The debutantes are still trying to figure out a way to build out audience and generate a profit. Netflix, with the help of a long first-mover advantage, has been there for a while, and is pressing its foot on the gas pedal at will. • In addition to those strengths, the company's local content focus and global strategy also separates it from the streaming wannabes as it already has a large library of original foreign language content that drives international growth. Video entertainment is a huge industry and it won't be monopolized. There's room for more than one winner in streaming, especially as the cable ecosystem continues to weaken, but Netflix remains the leader, setting the pace in the industry. Its competitive advantages are clear. 🔺 read full article here: https://www.fool.com/investing/2021/01/24/does-netflix-have-a-competitive-advantage/ January 24, 2021 | Jeremy Bowman (TMFHobo)
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