{"id":2724,"date":"2022-01-25T15:00:06","date_gmt":"2022-01-25T14:00:06","guid":{"rendered":"https:\/\/monocle.lu\/?p=2724"},"modified":"2022-05-03T16:20:06","modified_gmt":"2022-05-03T14:20:06","slug":"fin-de-seance-pour-netflix","status":"publish","type":"post","link":"https:\/\/monocle.lu\/en\/2022\/01\/25\/fin-de-seance-pour-netflix\/","title":{"rendered":"End Of the Movie For Netflix"},"content":{"rendered":"

The stock drops 22% on the announcement of Q4 results.nd<\/sup>\u00a0trimestre.<\/p>\n

\"Netflix disappoints in terms of new subscribers, raising doubts about its ability to grow.\" This is what we could read on Friday, on the front page of Barron's, a weekly newspaper very followed in the financial community in the United States.<\/p>\n

And for good reason, the company has attracted half as many new subscribers as the previous year. More worryingly, the streaming giant expects just under 3 million in Q1 2022. That's 4 times less than in Q1 2019, before the pandemic. Yet the company has spent heavily on content production: $18 billion this year.<\/p>\n

\"\"<\/p>\n

We follow Netflix very closely. And as you know, we were not very optimistic about the stock. Last October, we hosted a webinar during which we explained in 2 key points why the stock was largely overvalued:<\/p>\n

- First point: a\u00a0coming slowdown\u00a0<\/strong>of growth in developed countries, i.e. those that are profitable for Netflix.<\/p>\n

- Second point: major difficulties in generating margin, as subscriber retention requires\u00a0massive\u00a0<\/strong>and\u00a0ongoing investment\u00a0<\/strong>in content.<\/p>\n

These two points are still relevant, and are materializing: at the end of October, Netflix weighed nearly $300 billion on the stock market. Today, the company is worth $170 billion. A loss of nearly 45% for some investors, which can still get worse.<\/p>\n

170 billion dollars is still very expensive for a company that has to\u00a0invest more than it earns to protect its revenue.<\/strong>.<\/p>\n

Have a great week,<\/p>\n

Pierre<\/p>","protected":false},"excerpt":{"rendered":"

L’action d\u00e9croche de 22% \u00e0 l’annonce des r\u00e9sultats du 4\u00e8me\u00a0trimestre. \u00ab\u00a0Netflix d\u00e9\u00e7oit en termes de nouveaux abonn\u00e9s, ce qui soul\u00e8ve des doutes quant \u00e0 sa capacit\u00e9 de croissance\u00a0\u00bb….<\/p>","protected":false},"author":8,"featured_media":2803,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-2724","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-le-billet-de-monocle"],"acf":[],"yoast_head":"\nMonocle - Fin De S\u00e9ance Pour Netflix<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Monocle - Fin De S\u00e9ance Pour Netflix\" \/>\n<meta property=\"og:description\" content=\"L’action d\u00e9croche de 22% \u00e0 l’annonce des r\u00e9sultats du 4\u00e8me\u00a0trimestre. \u00ab\u00a0Netflix d\u00e9\u00e7oit en termes de nouveaux abonn\u00e9s, ce qui soul\u00e8ve des doutes quant \u00e0 sa capacit\u00e9 de croissance\u00a0\u00bb....\" \/>\n<meta property=\"og:url\" content=\"https:\/\/monocle.lu\/en\/2022\/01\/25\/fin-de-seance-pour-netflix\/\" \/>\n<meta property=\"og:site_name\" content=\"Monocle\" \/>\n<meta property=\"article:published_time\" content=\"2022-01-25T14:00:06+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-05-03T14:20:06+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/monocle.lu\/wp-content\/uploads\/2022\/01\/netflix-off-scaled.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2560\" \/>\n\t<meta property=\"og:image:height\" content=\"1707\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"L'\u00e9quipe Monocle\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"L'\u00e9quipe Monocle\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/monocle.lu\\\/2022\\\/01\\\/25\\\/fin-de-seance-pour-netflix\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/monocle.lu\\\/2022\\\/01\\\/25\\\/fin-de-seance-pour-netflix\\\/\"},\"author\":{\"name\":\"L'\u00e9quipe Monocle\",\"@id\":\"https:\\\/\\\/monocle.lu\\\/#\\\/schema\\\/person\\\/f095305e6c0f0cb67a0905de33670595\"},\"headline\":\"Fin De S\u00e9ance Pour Netflix\",\"datePublished\":\"2022-01-25T14:00:06+00:00\",\"dateModified\":\"2022-05-03T14:20:06+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/monocle.lu\\\/2022\\\/01\\\/25\\\/fin-de-seance-pour-netflix\\\/\"},\"wordCount\":308,\"publisher\":{\"@id\":\"https:\\\/\\\/monocle.lu\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/monocle.lu\\\/2022\\\/01\\\/25\\\/fin-de-seance-pour-netflix\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/monocle.lu\\\/wp-content\\\/uploads\\\/2022\\\/01\\\/netflix-off-scaled.jpg\",\"articleSection\":[\"Les Billets de Monocle\"],\"inLanguage\":\"en-GB\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/monocle.lu\\\/2022\\\/01\\\/25\\\/fin-de-seance-pour-netflix\\\/\",\"url\":\"https:\\\/\\\/monocle.lu\\\/2022\\\/01\\\/25\\\/fin-de-seance-pour-netflix\\\/\",\"name\":\"Monocle - Fin De S\u00e9ance Pour Netflix\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/monocle.lu\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/monocle.lu\\\/2022\\\/01\\\/25\\\/fin-de-seance-pour-netflix\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/monocle.lu\\\/2022\\\/01\\\/25\\\/fin-de-seance-pour-netflix\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/monocle.lu\\\/wp-content\\\/uploads\\\/2022\\\/01\\\/netflix-off-scaled.jpg\",\"datePublished\":\"2022-01-25T14:00:06+00:00\",\"dateModified\":\"2022-05-03T14:20:06+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/monocle.lu\\\/2022\\\/01\\\/25\\\/fin-de-seance-pour-netflix\\\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/monocle.lu\\\/2022\\\/01\\\/25\\\/fin-de-seance-pour-netflix\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\\\/\\\/monocle.lu\\\/2022\\\/01\\\/25\\\/fin-de-seance-pour-netflix\\\/#primaryimage\",\"url\":\"https:\\\/\\\/monocle.lu\\\/wp-content\\\/uploads\\\/2022\\\/01\\\/netflix-off-scaled.jpg\",\"contentUrl\":\"https:\\\/\\\/monocle.lu\\\/wp-content\\\/uploads\\\/2022\\\/01\\\/netflix-off-scaled.jpg\",\"width\":2560,\"height\":1707},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/monocle.lu\\\/2022\\\/01\\\/25\\\/fin-de-seance-pour-netflix\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Rethink the way you train\",\"item\":\"https:\\\/\\\/monocle.lu\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Fin De S\u00e9ance Pour Netflix\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/monocle.lu\\\/#website\",\"url\":\"https:\\\/\\\/monocle.lu\\\/\",\"name\":\"Monocle\",\"description\":\"Asset Management\",\"publisher\":{\"@id\":\"https:\\\/\\\/monocle.lu\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/monocle.lu\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/monocle.lu\\\/#organization\",\"name\":\"Monocle\",\"url\":\"https:\\\/\\\/monocle.lu\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\\\/\\\/monocle.lu\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/monocle.lu\\\/wp-content\\\/uploads\\\/2022\\\/03\\\/logo.svg\",\"contentUrl\":\"https:\\\/\\\/monocle.lu\\\/wp-content\\\/uploads\\\/2022\\\/03\\\/logo.svg\",\"width\":152,\"height\":37,\"caption\":\"Monocle\"},\"image\":{\"@id\":\"https:\\\/\\\/monocle.lu\\\/#\\\/schema\\\/logo\\\/image\\\/\"}},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/monocle.lu\\\/#\\\/schema\\\/person\\\/f095305e6c0f0cb67a0905de33670595\",\"name\":\"L'\u00e9quipe Monocle\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/8f5b1ac2bd644098edce052a3a3d754307488f9a55621278d21120dbcbc7d03f?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/8f5b1ac2bd644098edce052a3a3d754307488f9a55621278d21120dbcbc7d03f?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/8f5b1ac2bd644098edce052a3a3d754307488f9a55621278d21120dbcbc7d03f?s=96&d=mm&r=g\",\"caption\":\"L'\u00e9quipe Monocle\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Monocle - Fin De S\u00e9ance Pour Netflix","robots":{"index":"noindex","follow":"follow"},"og_locale":"en_GB","og_type":"article","og_title":"Monocle - Fin De S\u00e9ance Pour Netflix","og_description":"L’action d\u00e9croche de 22% \u00e0 l’annonce des r\u00e9sultats du 4\u00e8me\u00a0trimestre. \u00ab\u00a0Netflix d\u00e9\u00e7oit en termes de nouveaux abonn\u00e9s, ce qui soul\u00e8ve des doutes quant \u00e0 sa capacit\u00e9 de croissance\u00a0\u00bb....","og_url":"https:\/\/monocle.lu\/en\/2022\/01\/25\/fin-de-seance-pour-netflix\/","og_site_name":"Monocle","article_published_time":"2022-01-25T14:00:06+00:00","article_modified_time":"2022-05-03T14:20:06+00:00","og_image":[{"width":2560,"height":1707,"url":"https:\/\/monocle.lu\/wp-content\/uploads\/2022\/01\/netflix-off-scaled.jpg","type":"image\/jpeg"}],"author":"L'\u00e9quipe Monocle","twitter_card":"summary_large_image","twitter_misc":{"Written by":"L'\u00e9quipe Monocle","Estimated reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/monocle.lu\/2022\/01\/25\/fin-de-seance-pour-netflix\/#article","isPartOf":{"@id":"https:\/\/monocle.lu\/2022\/01\/25\/fin-de-seance-pour-netflix\/"},"author":{"name":"L'\u00e9quipe Monocle","@id":"https:\/\/monocle.lu\/#\/schema\/person\/f095305e6c0f0cb67a0905de33670595"},"headline":"Fin De S\u00e9ance Pour Netflix","datePublished":"2022-01-25T14:00:06+00:00","dateModified":"2022-05-03T14:20:06+00:00","mainEntityOfPage":{"@id":"https:\/\/monocle.lu\/2022\/01\/25\/fin-de-seance-pour-netflix\/"},"wordCount":308,"publisher":{"@id":"https:\/\/monocle.lu\/#organization"},"image":{"@id":"https:\/\/monocle.lu\/2022\/01\/25\/fin-de-seance-pour-netflix\/#primaryimage"},"thumbnailUrl":"https:\/\/monocle.lu\/wp-content\/uploads\/2022\/01\/netflix-off-scaled.jpg","articleSection":["Les Billets de Monocle"],"inLanguage":"en-GB"},{"@type":"WebPage","@id":"https:\/\/monocle.lu\/2022\/01\/25\/fin-de-seance-pour-netflix\/","url":"https:\/\/monocle.lu\/2022\/01\/25\/fin-de-seance-pour-netflix\/","name":"Monocle - Fin De S\u00e9ance Pour Netflix","isPartOf":{"@id":"https:\/\/monocle.lu\/#website"},"primaryImageOfPage":{"@id":"https:\/\/monocle.lu\/2022\/01\/25\/fin-de-seance-pour-netflix\/#primaryimage"},"image":{"@id":"https:\/\/monocle.lu\/2022\/01\/25\/fin-de-seance-pour-netflix\/#primaryimage"},"thumbnailUrl":"https:\/\/monocle.lu\/wp-content\/uploads\/2022\/01\/netflix-off-scaled.jpg","datePublished":"2022-01-25T14:00:06+00:00","dateModified":"2022-05-03T14:20:06+00:00","breadcrumb":{"@id":"https:\/\/monocle.lu\/2022\/01\/25\/fin-de-seance-pour-netflix\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/monocle.lu\/2022\/01\/25\/fin-de-seance-pour-netflix\/"]}]},{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/monocle.lu\/2022\/01\/25\/fin-de-seance-pour-netflix\/#primaryimage","url":"https:\/\/monocle.lu\/wp-content\/uploads\/2022\/01\/netflix-off-scaled.jpg","contentUrl":"https:\/\/monocle.lu\/wp-content\/uploads\/2022\/01\/netflix-off-scaled.jpg","width":2560,"height":1707},{"@type":"BreadcrumbList","@id":"https:\/\/monocle.lu\/2022\/01\/25\/fin-de-seance-pour-netflix\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Rethink the way you train","item":"https:\/\/monocle.lu\/"},{"@type":"ListItem","position":2,"name":"Fin De S\u00e9ance Pour Netflix"}]},{"@type":"WebSite","@id":"https:\/\/monocle.lu\/#website","url":"https:\/\/monocle.lu\/","name":"Monocle","description":"Asset Management","publisher":{"@id":"https:\/\/monocle.lu\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/monocle.lu\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-GB"},{"@type":"Organization","@id":"https:\/\/monocle.lu\/#organization","name":"Monocle","url":"https:\/\/monocle.lu\/","logo":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/monocle.lu\/#\/schema\/logo\/image\/","url":"https:\/\/monocle.lu\/wp-content\/uploads\/2022\/03\/logo.svg","contentUrl":"https:\/\/monocle.lu\/wp-content\/uploads\/2022\/03\/logo.svg","width":152,"height":37,"caption":"Monocle"},"image":{"@id":"https:\/\/monocle.lu\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/monocle.lu\/#\/schema\/person\/f095305e6c0f0cb67a0905de33670595","name":"L'\u00e9quipe Monocle","image":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/secure.gravatar.com\/avatar\/8f5b1ac2bd644098edce052a3a3d754307488f9a55621278d21120dbcbc7d03f?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/8f5b1ac2bd644098edce052a3a3d754307488f9a55621278d21120dbcbc7d03f?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/8f5b1ac2bd644098edce052a3a3d754307488f9a55621278d21120dbcbc7d03f?s=96&d=mm&r=g","caption":"L'\u00e9quipe Monocle"}}]}},"_links":{"self":[{"href":"https:\/\/monocle.lu\/en\/wp-json\/wp\/v2\/posts\/2724","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/monocle.lu\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/monocle.lu\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/monocle.lu\/en\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/monocle.lu\/en\/wp-json\/wp\/v2\/comments?post=2724"}],"version-history":[{"count":0,"href":"https:\/\/monocle.lu\/en\/wp-json\/wp\/v2\/posts\/2724\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/monocle.lu\/en\/wp-json\/wp\/v2\/media\/2803"}],"wp:attachment":[{"href":"https:\/\/monocle.lu\/en\/wp-json\/wp\/v2\/media?parent=2724"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/monocle.lu\/en\/wp-json\/wp\/v2\/categories?post=2724"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/monocle.lu\/en\/wp-json\/wp\/v2\/tags?post=2724"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}