Netflix to Launch Curated Video Service Next Month
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Netflix (NFLX) said in a blog post, "Starting next month, you'll be able to watch some of your favorite videos from around the Internet without having to leave Netflix to find them. On Aug. 3, curated videos from top digital media brands will be available for Netflix members at all subscription levels in the United States, Canada, the United Kingdom, Ireland, Australia, and New Zealand. Spanning food, travel, fashion, entertainment, design, wellness, and more, these franchises and series range from three-minute quick-hits to 20-minute episodes and will offer new ways to discover travel inspiration, cooking ideas, fashion trends, celebrity profiles, home and gardening tips, and more. They'll include videos from: BuzzFeed (BZFD): A*Pop, BuzzFeed Celeb, Cocoa Butter, Pero Like, Tasty; Conde Nast: Allure, Architectural Digest (AD), Bon Appetit, Conde Nast Traveler, Epicurious, Glamour, House & Garden, Self, Teen Vogue, Vanity Fair, Vogue, Wired, The World of Interiors; Hearst Magazines: Cosmopolitan, Elle, Harper's Bazaar, Seventeen, Women's Health, Town & Country, Delish, Good Housekeeping; PMX, a subdivision of Penske Media: Billboard, Eater, Indiewire, Rolling Stone, The Hollywood Reporter, Variety; People Inc.: Entertainment Weekly, Food & Wine, InStyle, People, Travel + Leisure; Tastemade: Tastemade. You can expect a mix of licensed past videos and new ongoing series like AD's "Open Door"; BuzzFeed's "I Draw, You Cook"; Elle's "Where is the Lie"; People's "My Life in Pictures"; Tastemade's "Struggle Meals"; and many more."
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Analyst Views on NFLX
Wall Street analysts forecast NFLX stock price to rise
38 Analyst Rating
27 Buy
10 Hold
1 Sell
Moderate Buy
Current: 75.590
Low
92.00
Averages
114.18
High
150.00
Current: 75.590
Low
92.00
Averages
114.18
High
150.00
About NFLX
Netflix, Inc. is a provider of entertainment services. The Company acquires, licenses and produces content, including original programming. It provides paid memberships in over 190 countries offering television (TV) series, films and games across a variety of genres and languages. It allows members to play, pause and resume watching as much as they want, anytime, anywhere, and can change their plans at any time. The Company offers members the ability to receive streaming content through a host of Internet-connected devices, including TVs, digital video players, TV set-top boxes and mobile devices. It is engaged in scaling its streaming service, such as introducing games and advertising on its service, as well as offering live programming. It is developing technology and utilizing third-party cloud computing, technology and other services. The Company is also engaged in scaling its own studio operations to produce original content.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Stock Underperformance: The stock has fallen 41% over the past year while the market has risen 20%, reflecting poor performance in an ascending market; however, with current P/E ratios near historical lows, this may present a buying opportunity for investors.
- Content Value Rising: With approximately 325 million paying households, Netflix commands the largest premium audience in the streaming market, making its content more valuable than ever, despite acquisition competition, highlighting its strategic importance in media exposure and connected TV opportunities.
- Acquisition Dynamics: Earlier this year, Netflix secured a $2.8 billion buyout termination fee, showcasing its competitive strength in the industry; while unlikely to be acquired, its leadership in content and user base positions it advantageously for future market opportunities.
See More
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- Partnership Strategy: The collaboration with Condé Nast, People, and Penske Media will offer a variety of video content ranging from 3-minute shorts to 20-minute episodes, expected to improve user experience and increase subscriber satisfaction.
- Rich Program Variety: New offerings will include series like BuzzFeed's '30 Questions', Architectural Digest's 'Walking Tour', and Travel + Leisure's 'Travel Unfiltered', showcasing Netflix's innovation and diversity in content creation.
- User Demand Response: Netflix VP John Derderian noted that viewers want to continue exploring stories and personalities after the credits roll, a strategy that not only meets audience demand but may also drive long-term growth for the platform.
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- Exploring Live Channels: Netflix is considering adding live television channels to combat low engagement and plans to sell third-party services like NBCUniversal's Peacock directly through its app, aiming to attract more users and boost revenue.
- Advertising Business Expansion: Netflix's advertising unit generated approximately $1.5 billion last year and is projected to double this year, with plans to selectively bid for FIFA World Cup streaming rights in 2030 and 2034 to enhance ad revenue and attract viewers.
- Market Adaptation Pressure: The strategic shift at Netflix contrasts sharply with co-founder Reed Hastings' historically focused approach, highlighting the company's adaptability amid increasing competition in the media landscape.
See More
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- Key Call Options: The $35 strike call option expiring on July 17, 2026, has seen a trading volume of 3,807 contracts today, translating to about 380,700 shares, indicating an increase in investor confidence regarding Lincoln's future performance.
See More
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- Financial Pressure on Comcast: Comcast's Q1 revenue stood at $31.46 billion with an EPS of $0.79, but adjusted EBITDA fell by 16.8%, and Peacock's EBITDA loss widened to $432 million, reflecting challenges in its streaming competition.
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