Michael Olson - Piper Jaffray

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Last quote by Michael Olson

While our Netflix EPS estimate is above consensus for 2020, it implies market penetration and contribution margin levels well below where domestic was at that stage in its lifecycle, suggesting we, and the Street, may be modeling 2020 profitability too low.feedback
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May 25 2017 Netflix
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Michael Olson is associated, including Apple and U.S.. Most recently, Michael Olson has been quoted saying: β€œIt's highly unlikely that Netflix will be at 51% int'l (penetration of broadband HHs) share by end of 2020, but we would also argue that a 35ppt difference in penetration between the two markets at that point in their respective life-cycles appears large. While int'l may not attain similar margin & penetration levels by 2020, we increasingly believe assumptions appear overly conservative.” in the article The rest of Wall Street is really underestimating Netflix's future earnings, one analyst says.
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