Netflix beats Q4 earnings estimates, reporting revenue of $3.29 billion and an additional 8 million subscribers. Jeff Reeves, analyst and executive editor at InvestorPlace.com, and Tuna Amobi, media and entertainment analyst at CFRA Research, join The Long and The Short to discuss future challenges facing Netflix.
Contrary to what Wall Street thought, Netflix isn't burning through a lot of cash. Reeves says this proves Netflix's decision to raise prices was worth it. However, he predicts that it may continue to raise prices to have that extra cash cushion. Disney's new streaming network could be a big challenge for Netflix. However, Amobi doesn't think Netflix needs to worry about Disney for a while. While there is no question that competition is coming, Amobi doesn't predict Netflix will lose market share anytime soon.
Plus, in 2017 the average streaming hours per membership grew by 9% year-over-year. Amobi and Reeves discuss the company's future marketing plan and how it will capitalize off international growth.
Rich Hill of Principal Asset Management breaks down where real estate capital is flowing, what’s driving returns, and how 2026 could reshape the market.
From surprise celebrity overload to fewer influencers, USA Today's Ralphie Aversa breaks down the biggest Super Bowl 60 ads and why AI quietly stole the show.
Carl Lukach, CFO of Bob’s Discount Furniture, shares insights on the company’s IPO, growth strategy, and what it means for the future of the furniture market.