Netflix

Netflix inntekter endte på 2.985 millioner dollar i tredje kvartal, hvilket er en økning fra 2.290 millioner i samme periode året før. Resultatet for perioden ble 130 millioner dollar, opp fra 52 millioner i tredje kvartal i fjor.

Selskapet skriver at det er i rute til å nå 11 milliarder dollar i omsetning for hele året. Det legges ved et komplett sett med guiding, som viser at anslaget for resultat i fjerde kvartal er på 183 millioner dollar.

Guiding fremover.

Q3_17_Shareholder_Letter_COMBINED.pdf (1.5 MB)

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Netflix planlegger å hente 12,8 friske milliarder
44 minutter siden · Eirik Nysveen
Netflix planlegger å hente 1,6 milliarder dollar (12,8 milliarder kroner) ved å utstede obligasjonslån, skriver Financial Times.
Pengene skal gå til å finansiere egenprodusert innhold, både filmer og TV-serier, skriver avisen. Netflix har ifølge rapporter et produksjonsbudsjett på mellom 7 og 8 milliarder dollar (56–64 milliarder kroner) for 2018.
Obligasjonslånene vil løpe til 2028, og settes i stand av denne buketten med investeringsbanker: Morgan Stanley, Goldman Sachs, JPMorgan, Deutsche Bank, Wells Fargo and Allen & Company.

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From a valuation perspective and with a 250 price-earnings ratio NFLX is not cheap. It sells at 32 times book value and its long-term debt is growing fast. Not to mention off-balance sheet commitments that some bears speculate exists.

Har lyst å være med på Netflix reisen, tror dette er et selskap som fremdeles vil eksistere lenge etter min tid, som Cola, Apple osv. - men ikke til prisen der den er nå.

Noen som vet om noen norske aksjer med en p/e på 250?! :smile:

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kanskje selskaper underskudd siden p/e teoretisk sett blir uendelig. :smile:

Tesla, Facebook eller hva med Spotify? Bare tipper her altså

Ryan McQueeney June 23, 2017
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In many ways, there’s been a changing of the guard on Wall Street over the past several years. The transition from on-the-floor traders to algorithm-based digital trading has been well-documented, and even our preferred methods for determining value and growth potential have changed.
With that said, one of the most polarizing new trends on the stock market relates to the use of traditional valuation metrics on tech stocks—or the lack of use, I should say. For better or worse, investors are quick to disregard old-school methods like the P/E ratio in favor of heavy optimism about the future.
It’s the reason that Tesla (TSLA - Free Report) continues to climb despite disappointing earnings reports, and it’s why Amazon (AMZN - Free Report) has become one of 2017’s hottest stocks—even with its “F” grade for Value in our Style Scores system.
Interestingly enough, according to our Zacks Sector Rank data, the broad “Computer and Technology” sector has an average P/E ratio of 23.36, which is significantly “worse” than the S&P 500 average of 18.85.
Of course, a lot of this comes with the territory and is direct result of exposure to certain market conditions that are unique to tech companies. However, that doesn’t mean we can’t have a little fun with it. Check out these three popular tech companies with ridiculous P/E ratios:

  1.   Yelp, Inc. (YELP - Free Report)
    

Trailing 12-Month P/E: 428.0
Despite its power to single-handedly influence where I choose to go to dinner, Yelp hasn’t always been the best performing stock out there. In fact, the stock is down about 20% year-to-date, and with a trailing 12-month P/E ratio of 430, it’s certainly not a value investor’s top choice. What’s worse, our current consensus estimates are calling for full-year earnings to dip about 18%, sending the company into the red and dragging its PEG ratio to -17.16.

  1.   Salesfore.com (CRM - Free Report)
    

Trailing 12-Month P/E: 465.6
Salesforce is one of the most well-respected cloud computing and CRM companies in the world, but it has traditionally struggled to turn profits. It treats its customers like royalty and is consistently rated a top place to work, but that might cut into the bottom line, and its trailing 12-month P/E is uninspiring. However, the company’s Forward P/E of 218.9 is a significant improvement, and our current consensus estimates are calling for full-year and next-year EPS growth of 55% and 71%, respectively, so things could be changing soon.

  1.   GoDaddy Inc. (GDDY - Free Report)	
    

Trailing 12-Month P/E: 862.2
A leader in domain name licensing, GoDaddy skyrocketed to fame thanks to a series of raunchy TV commercials that had very little to do with its business. Regardless, the company is good at what it does. But no, that is not a typo. GoDaddy’s trailing P/E ratio is really that high. However, like Salesforce, things are getting better. The company’s Forward P/E is a slimmed-down 126.4, and on top of that, its P/S ratio—a valuation metric preferred for tight-margin tech companies with strong revenues—is a better-than-industry-average 1.79.

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FB tjener penger :wink:

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Ja men de har ikke alltid gjort det.