Analyse aandeel Netflix - Aanbevolen Aandeel

Morningstar verwacht dat Netflix verder expandeert buiten de Verenigde Staten. De komende jaren zal de onderneming verlies maken. Maar de technische expertise, de bibliotheek met series en films en het merk van Netflix geven een positieve doorslag. (rapport Engelstalig)

Morningstar Equity Analysts 13 november, 2014 | 11:52
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INVESTMENT THESIS

From its origins as a DVD rental by mail service, Netflix has morphed into a pioneer in streaming video on demand and the largest online video provider in the United States. We have raised our economic moat rating to narrow based on intangibles and a network effect resulting from the use of Big Data stemming from the firm’s massive subscriber base in the U.S.

Already the largest provider in the U.S., Netflix is expanding rapidly into markets abroad with the belief that its experience and expertise will help overcome any hurdles. The firm has used its scale to construct a massive data set that tracks every customer interaction. It then leverages this customer data to better purchase content and produce original material such as "House of Cards" and "Orange Is the New Black." We believe that this data and ability to leverage will help Netflix to remain the largest provider in the U.S. and enjoy success in many of the newly entered and potential expansion markets across the globe.

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Effecten genoemd in dit artikel

Naam effectPrijsChange (%)Morningstar Rating
Netflix Inc628,29 USD-0,87Rating

Over de auteur

Morningstar Equity Analysts  Morningstar stock and fund analysts cover 2,000 mutual funds, 2,100 equities, and 300 exchange-traded funds.

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