| Date | Name | Role | Type | Security Name | Amount or # of Shares |
| June 1, 2023 | Hastings Reed | Director | Buy |
Non-Qualfied Stock Option (Right To Buy) | 1,292 |
| June 1, 2023 | Hastings Reed | Director | Sell |
Non-Qualified Stock Option (Right To Buy) | 26,012 |
| June 1, 2023 | Hastings Reed | Director | Sell |
Common Stock | 200 |
| June 1, 2023 | Hastings Reed | Director | Sell |
Common Stock | 1,400 |
| June 1, 2023 | Hastings Reed | Director | Sell |
Common Stock | 3,087 |
| June 1, 2023 | Hastings Reed | Director | Sell |
Common Stock | 3,172 |
| June 1, 2023 | Hastings Reed | Director | Sell |
Common Stock | 2,548 |
| June 1, 2023 | Hastings Reed | Director | Sell |
Common Stock | 3,421 |
| June 1, 2023 | Hastings Reed | Director | Sell |
Common Stock | 3,122 |
| June 1, 2023 | Hastings Reed | Director | Sell |
Common Stock | 4,708 |
| June 1, 2023 | Hastings Reed | Director | Sell |
Common Stock | 2,159 |
| June 1, 2023 | Hastings Reed | Director | Sell |
Common Stock | 371 |
| June 1, 2023 | Hastings Reed | Director | Sell |
Common Stock | 1,324 |
| June 1, 2023 | Hastings Reed | Director | Sell |
Common Stock | 100 |
| June 1, 2023 | Hastings Reed | Director | Sell |
Common Stock | 400 |
| June 1, 2023 | Neumann Spencer Adam | Officer: Chief Financial Officer | Buy |
Non-Qualfied Stock Option (Right To Buy) | 3,617 |
| June 1, 2023 | Hastings Reed | Director | Buy |
Common Stock | 26,012 |
| June 1, 2023 | Barton Richard N | Director | Buy |
Non-Qualfied Stock Option (Right To Buy) | 155 |
| June 1, 2023 | Sweeney Anne M | Director | Buy |
Non-Qualfied Stock Option (Right To Buy) | 155 |
| June 1, 2023 | Smith Bradford L | Officer: Executive Vice President | Buy |
Non-Qualfied Stock Option (Right To Buy) | 155 |
| June 1, 2023 | Masiyiwa Strive | Director | Buy |
Non-Qualfied Stock Option (Right To Buy) | 155 |
| June 1, 2023 | Hyman David A | Officer: General Counsel | Buy |
Non-Qualfied Stock Option (Right To Buy) | 3,617 |
| June 1, 2023 | Mather Ann | Director | Buy |
Non-Qualfied Stock Option (Right To Buy) | 155 |
| June 1, 2023 | Karbowski Jeffrey William | Officer: Vp, Chief Accounting Officer | Buy |
Non-Qualfied Stock Option (Right To Buy) | 516 |
| June 1, 2023 | Kilgore Leslie J | Director | Buy |
Non-Qualfied Stock Option (Right To Buy) | 155 |
| June 1, 2023 | Peters Gregory K | Director | Buy |
Non-Qualfied Stock Option (Right To Buy) | 8,954 |
| June 1, 2023 | Haley Timothy M | Director | Buy |
Non-Qualfied Stock Option (Right To Buy) | 155 |
| June 1, 2023 | Sarandos Theodore A | Officer: Chief Content Officer | Buy |
Non-Qualfied Stock Option (Right To Buy) | 10,336 |
| June 1, 2023 | Dopfner Mathias | Director | Buy |
Non-Qualfied Stock Option (Right To Buy) | 155 |
| June 1, 2023 | Hoag Jay C | Director | Buy |
Non-Qualified Stock Option (Right To Buy) | 155 |
| May 30, 2023 | Haley Timothy M | Director | Sell |
Non-Qualfied Stock Option (Right To Buy) | 798 |
| May 30, 2023 | Haley Timothy M | Director | Sell |
Non-Qualfied Stock Option (Right To Buy) | 735 |
| May 30, 2023 | Haley Timothy M | Director | Sell |
Non-Qualfied Stock Option (Right To Buy) | 826 |
| May 30, 2023 | Haley Timothy M | Director | Sell |
Common Stock | 2,359 |
| May 30, 2023 | Haley Timothy M | Director | Buy |
Common Stock | 798 |
| May 30, 2023 | Haley Timothy M | Director | Buy |
Common Stock | 735 |
| May 30, 2023 | Haley Timothy M | Director | Buy |
Common Stock | 826 |
| May 11, 2023 | Barton Richard N | Director | Sell |
Non-Qualified Stock Option (Right To Buy) | 500 |
| May 11, 2023 | Barton Richard N | Director | Sell |
Common Stock | 500 |
| May 11, 2023 | Barton Richard N | Director | Buy |
Common Stock | 500 |
| May 10, 2023 | Haley Timothy M | Director | Sell |
Non-Qualified Stock Option (Right To Buy) | 959 |
| May 10, 2023 | Haley Timothy M | Director | Sell |
Non-Qualified Stock Option (Right To Buy) | 966 |
| May 10, 2023 | Haley Timothy M | Director | Sell |
Non-Qualified Stock Option (Right To Buy) | 868 |
| May 10, 2023 | Haley Timothy M | Director | Sell |
Non-Qualified Stock Option (Right To Buy) | 784 |
| May 10, 2023 | Haley Timothy M | Director | Sell |
Non-Qualified Stock Option (Right To Buy) | 959 |
| May 10, 2023 | Haley Timothy M | Director | Sell |
Non-Qualified Stock Option (Right To Buy) | 1,043 |
| May 10, 2023 | Haley Timothy M | Director | Sell |
Non-Qualified Stock Option (Right To Buy) | 826 |
| May 10, 2023 | Haley Timothy M | Director | Sell |
Non-Qualified Stock Option (Right To Buy) | 742 |
| May 10, 2023 | Haley Timothy M | Director | Sell |
Common Stock | 3,010 |
| May 10, 2023 | Haley Timothy M | Director | Sell |
Common Stock | 4,137 |
| May 10, 2023 | Haley Timothy M | Director | Buy |
Common Stock | 959 |
| May 10, 2023 | Haley Timothy M | Director | Buy |
Common Stock | 966 |
| May 10, 2023 | Haley Timothy M | Director | Buy |
Common Stock | 868 |
| May 10, 2023 | Haley Timothy M | Director | Buy |
Common Stock | 784 |
| May 10, 2023 | Haley Timothy M | Director | Buy |
Common Stock | 959 |
| May 10, 2023 | Haley Timothy M | Director | Buy |
Common Stock | 1,043 |
| May 10, 2023 | Haley Timothy M | Director | Buy |
Common Stock | 826 |
| May 10, 2023 | Haley Timothy M | Director | Buy |
Common Stock | 742 |
| May 1, 2023 | Hastings Reed | Director | Sell |
Non-Qualified Stock Option (Right To Buy) | 26,278 |
| May 1, 2023 | Hastings Reed | Director | Buy |
Non-Qualified Stock Option (Right To Buy) | 1,607 |
| May 1, 2023 | Hastings Reed | Director | Sell |
Common Stock | 400 |
| May 1, 2023 | Hastings Reed | Director | Sell |
Common Stock | 389 |
| May 1, 2023 | Hastings Reed | Director | Sell |
Common Stock | 1,100 |
| May 1, 2023 | Hastings Reed | Director | Sell |
Common Stock | 2,085 |
| May 1, 2023 | Hastings Reed | Director | Sell |
Common Stock | 2,480 |
| May 1, 2023 | Hastings Reed | Director | Sell |
Common Stock | 3,553 |
| May 1, 2023 | Hastings Reed | Director | Sell |
Common Stock | 5,808 |
| May 1, 2023 | Hastings Reed | Director | Sell |
Common Stock | 4,906 |
| May 1, 2023 | Hastings Reed | Director | Sell |
Common Stock | 1,891 |
| May 1, 2023 | Hastings Reed | Director | Sell |
Common Stock | 1,017 |
| May 1, 2023 | Hastings Reed | Director | Sell |
Common Stock | 1,924 |
| May 1, 2023 | Hastings Reed | Director | Sell |
Common Stock | 725 |
| May 1, 2023 | Hastings Reed | Director | Buy |
Common Stock | 26,278 |
| May 1, 2023 | Sarandos Theodore A | Officer: Chief Content Officer | Buy |
Non-Qualified Stock Option (Right To Buy) | 12,855 |
| May 1, 2023 | Peters Gregory K | Director | Buy |
Non-Qualified Stock Option (Right To Buy) | 11,136 |
| May 1, 2023 | Hoag Jay C | Director | Buy |
Non-Qualified Stock Option (Right To Buy) | 193 |
| May 1, 2023 | Hyman David A | Officer: General Counsel | Buy |
Non-Qualified Stock Option (Right To Buy) | 4,500 |
| May 1, 2023 | Haley Timothy M | Director | Buy |
Non-Qualified Stock Option (Right To Buy) | 193 |
| May 1, 2023 | Kilgore Leslie J | Director | Buy |
Non-Qualified Stock Option (Right To Buy) | 193 |
| May 1, 2023 | Barton Richard N | Director | Buy |
Non-Qualified Stock Option (Right To Buy) | 193 |
| May 1, 2023 | Neumann Spencer Adam | Officer: Chief Financial Officer | Buy |
Non-Qualified Stock Option (Right To Buy) | 4,500 |
| May 1, 2023 | Mather Ann | Director | Buy |
Non-Qualified Stock Option (Right To Buy) | 193 |
| May 1, 2023 | Smith Bradford L | Officer: Executive Vice President | Buy |
Non-Qualified Stock Option (Right To Buy) | 193 |
| May 1, 2023 | Masiyiwa Strive | Director | Buy |
Non-Qualified Stock Option (Right To Buy) | 193 |
| May 1, 2023 | Sweeney Anne M | Director | Buy |
Non-Qualified Stock Option (Right To Buy) | 193 |
| May 1, 2023 | Dopfner Mathias | Director | Buy |
Non-Qualified Stock Option (Right To Buy) | 193 |
| May 1, 2023 | Karbowski Jeffrey William | Officer: Vp, Chief Accounting Officer | Buy |
Non-Qualified Stock Option (Right To Buy) | 643 |
| Representative | Committees | Disclosed | Transaction Date | Details | Type | Stock |
Democrat, House
|
Financial Services
Homeland Security
|
April 20, 2023
(45 days after trade)
|
March 6, 2023 |
small
$1,001 - $15,000
|
Buy
|
$NFLX
|
|
Democrat, House
|
Financial Services
Homeland Security
|
March 17, 2023
(24 days after trade)
|
Feb. 21, 2023 |
small
$1,001 - $15,000
|
Buy
|
$NFLX
|
|
Democrat, House
|
Financial Services
Homeland Security
|
March 17, 2023
(39 days after trade)
|
Feb. 6, 2023 |
small
$1,001 - $15,000
|
Buy
|
$NFLX
|
| Alert Date | Alert Algorithm | Price At Alert | Recent Price | Conversation Volume Change | Analysts that triggered alert |
|---|---|---|---|---|---|
|
1681928408
[See Details]
|
Analyst A.I. | $319.86 | $403.54 (+26.2%) | +114% |
|
|
1681844287
[See Details]
|
Analyst A.I. | $333.99 | $403.54 (+20.8%) | +158% |
|
|
1681754769
[See Details]
|
Analyst A.I. | $330.74 | $403.54 (+22.0%) | +174% |
|
|
1681525327
[See Details]
|
Analyst A.I. | $338.63 | $403.54 (+19.2%) | +223% |
|
|
1681399325
[See Details]
|
Analyst A.I. | $344.40 | $403.54 (+17.2%) | +305% |
|
| Published | Author | Title | Symbols |
|---|---|---|---|
| June 10, 2021, 4:50 p.m. |
 |
Another Reorg at Netflix & The Future of Ryan Murphy's $300MM deal
Thesis Applying the Co-opetition framework to the new Google-Roku standoff helps to explain why neither company is incentivized to cooperate towards a resolution, and why Roku’s “win-win” business logic may not be the best model for working with tech giants in streaming. Researc… |
NFLX |
| May 10, 2021, 9:57 p.m. |
|
Roku and Google’s YouTube TV Standoff is Very Much *Not* Co-opetition
Thesis Applying the Co-opetition framework to the new Google-Roku standoff helps to explain why neither company is incentivized to cooperate towards a resolution, and why Roku’s “win-win” business logic may not be the best model for working with tech giants in streaming. … |
NFLX ROKU AMZN GOOG |
| April 28, 2021, 5:39 p.m. |
|
Churn and the Netflix and AT&T Q1 earnings calls
Thesis Q1 streaming audiences numbers suggest Netflix and HBO both navigated similarly flat demand for streaming services, and the only difference between Netflix and HBO Max data in Q1 2021 was audience demand for HBO Max tentpoles. Research The Netflix Q1 earnings and AT&T Q1 earnings last… |
NFLX T |
| April 21, 2021, 10:28 p.m. |
|
Apple TV+ has great content, so why don’t you care?
ThesisApple’s message is it has an exciting line-up of content for consumers, but none of the messaging suggests why consumers should be excited. ResearchIn last week’s Monday AM Briefing, I highlighted Kara Swisher’s interview with Apple CEO Tim Cook on the Sway podcas… |
NFLX AAPL |
| April 15, 2021, 12:37 a.m. |
|
A Short Essay on Two New, Competing Dynamics In The Streaming Marketplace
ThesisThe “pull-forward impact” of the pandemic is a dynamic is playing out at different services across the streaming marketplace. Signs of a “content drought” - a shortage of content due to productions impacted by the pandemic - are also playing out at different services… |
NFLX ROKU VIAC AMZN T CMCSA |
| April 6, 2021, 6:41 p.m. |
|
A Short Essay on “Genre Wars” & AMC’s "Boutique" Streaming Plan
ThesisThe economics of a niche streaming strategy at AMC Networks in this moment of cord-cutting reflects more risks than CEO Josh Sapan is letting on to investors. ResearchThis week a public relations blitz in The Hollywood Reporter from AMC Networks offered new insight into what I have defin… |
NFLX DIS AMZN T CMCSA AMC |
| April 1, 2021, 8:56 p.m. |
|
A Short Essay on NBCU’s Possible New Streaming Service
ThesisRecent reporting from Business Insider and The Information suggesting Peacock is at a crossroads raises two questions:
|
NFLX DIS AMZN T CMCSA |
| March 15, 2021, 7:51 p.m. |
|
A Short Essay on Hulu, ESPN+ & The NHL
ViacomCBS’s stock has had a monster month, shooting up 60%. I keep thinking back to a quote from Chris McCarthy, President of Entertainment & Youth Brands, ViacomCBS Domestic Media Networks, in the ViacomCBS Streaming Event last month:
|
NFLX VIAC DIS |
