Re: nincs cím

Remélem a Netflix-et hamar zártad, most néztem hogy 532 dollárnál jár az árfolyam AH-ban, ismét jót jelentett a cég, de akkor is 109-es a P/E-je, sőt holnap még nagyobb lesz, nekem nem szimpatikus még mindig, túlárazottnak tartom:

Netflix jumps 12.7% on strong subscription growth • 4:18 PM

Jason Aycock, SA News Editor

Netflix (NASDAQ:NFLX) is up 12.7% after hours on a Q1 report where it beat earnings expectations and pointed to total global streaming membership of 62.3M.

Netflix notes it added 2.3M new members, above its guidance of 1.8M, and added 2.6M new international members vs. guidance of 2.25M. Members streamed 10B hours in Q1.

Contribution margin for total streaming rose to 17.7% in Q1, up from a year-ago 15.6% and Q4's 13.6%. U.S. contribution margin ran to 31.7% from Q4's 28%. Content spending was lower than forecast.

The company expects to run ahead of U.S. margin growth of 200 bps/year in 2015 as costs are spread more globally. Netflix will shift some U.S. marketing budget to international, to play on growth opportunities.

Q2 forecast: 2.5M net adds (1.9M international, 0.6M in U.S.) and total streaming contribution margin of 15.4% (32% in U.S., -22.4% international).

CEO Reed Hastings, CFO David Wells and Chief Content Officer Ted Sarandos will do a live video interview at 6 p.m. ET, conducted by RBC's Mark Mahaney and MoffettNathanson's Michael Nathanson.

Q1 shareholder letter