 7/10 Very Good --- networks.feedburner.com http://feeds.feedburner.com/VentureCapital
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Friday, July 25, 2008 --- 73 days ago http://feeds.feedburner.com/~r/typepad/alleyinsider/silicon_alley_insider/~3/345
 A solid Q2 for Netflix , but Q3 outlook looks a bit light -- both revenue and EPS are below consensus. Meanwhile, the company raised full-year EPS guidance, now 2 cents above consensus. More to come. Join us for LIVE coverage of Netflix's (NFLX) call at 8:30 a.m. ET; refresh for the latest. We'll be looking for any update on Netflix's impact from the economy, which could have weakened its Q3 guidance; Netflix's streaming movie business, such as when it expects to add more content and support for Apple (AAPL) Mac computers; and perhaps an update on the advertising environment -- Netflix's subscriber acquisition costs were the lowest in its history as a public company. Is that because it was cheaper than ever to buy Internet ads? Key Metrics: Revenue: $337.6 million , vs. $337.6 million consensus, $334 million to $339 million guidance; up 11% y/y EPS: $0.42 , vs. $0.40 consensus, $0.33 to $0.42 guidance Subscribers: 8.41 million , vs. 8.3 million to 8.5 million guidance, 8.5 million Jefferies est., 8.44 million Lehman est. Guidance: Q3 Revenue: $343 million to $348 million , $345.5 million midpoint, vs. $347.1 million consensus Q3 EPS: $0.26 to $0.34 , $0.30 midpoint, vs. $0.31 consensus Q3 Subscribers: 8.675 million to 8.875 million, 8.78 million midpoint, vs. 8.93 million Jefferies, 8.85 million Lehman 2008 Revenue: $1.364 billion to $1.379 billion , tightened from $1.35 billion to $1.39 billion. Midpoint $1.37 billion, virtually uncha ... |
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Anytime
