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Last quote about Netflix

Greg Gudorf
We've been blessed with really strong growth.feedback
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Apr 22 2017
In this page you'll find all points of view published about Netflix. You'll find 373 quotes on this page. You can filter them by date and by a person’s name. The 4 people who have been quoted more about Netflix are: Reed Hastings, Jim Cramer, Michael Pachter and Mark Mahaney. Reed Hastings specifically said: “Everybody watches TV and nearly everybody has the internet, so I don't see anything that's going to stop Netflix from getting to most people in the United States and then eventually hopefully most people around the world. We have YouTube envy.”.
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All quotes about Netflix

Joe Swanberg

I had a profound moment about a year ago. Suddenly the idea that we booked a room with seats fixed to the floor and set screenings at Tuesday at 6:15 p.m. and expected people to come to this room and pay money and sit down seemed so archaic to me. I had this shocking moment of, Oh my God, this doesn't make sense.feedback

Adam Leon

It's far from a slam dunk. There are no known quantities, it's not a horror movie, it doesn't feature the Rock. There are no TV actresses taking off their clothes. But on VOD, someone will buy it.feedback

Willa Paskin

Networks have different demands placed on them than cable and streaming services do – they have to hit multiple demographics; their shows do need to be more broad. Netflix is starting to produce the volume of a network, and their shows don't need to please everybody.feedback

Reed Hastings - Netflix

You know, think about it, when you watch a show from Netflix and you get addicted to it, you stay up late at night. We're competing with sleep, on the margin. And so, it's a very large pool of time. It's really just the beginning. When you look at YouTube having a billion active users and a billion hours every day. When you look at Facebook's, multi-billion numbers, we see that the internet is just a phenomenal opportunity.feedback

Robyn Seiferheld

I had never heard of it, so I assumed Zoe hadn't seen it. I asked her when she got home from school, and she said: 'Mom, I'm almost done with the whole series. All my friends watch it, too.' It just goes to show you how much they do behind our backs. Some of it, I'm worried, is glamorizing of suicide, but if Zoe is talking to me about it, it makes me feel better.feedback

Brenden Urick

We were hate-bingeing the show. I didn't care for it. I yelled at the TV.feedback

Andrea Cerda

This promposal is not causing any harm, just shutup and get over it.feedback

Andrea Cerda

It's entertainment. It's a trend. It's popular. No one really is going to die. It's a promposal.feedback

Daniel Sanchez

I had to. No one really has those things around the house. I didn't anticipate this kind of a reaction. We didn't think of the show as about suicide. We thought of it as entertainment. Then I read an article about how the show didn't do a good job making that clear and that it glorified things. Now I'm thinking about things a little differently.feedback

Steven Leicester

There is a responsibility for broadcasters to know what they are showing and the impact that certain content can have on an audience - and on a young audience in particular.feedback

Lucy Spraggan

13 Reasons Why is an awful, awful portrayal of mental health and suicide. Gutted young people are being told that's how it is. Suicide and suicidal feelings aren't about other people, they are about you and your well-being.feedback

Kristen Douglas - Headspace

We need to talk more about youth suicide, but there's a way of doing that and a way we can raise those concerns and have a range of awareness. But we need to steer clear of really dangerous things like method, or oversimplifying it to one thing like bullying. The content has created a lot of distress in recent weeks. People have disclosed their own distress, and that they're being triggered. It's great that people are talking about being in distress but this is also magnifying those vulnerabilities.feedback

Selena Gomez

There is absolutely nothing wrong with saying that you need help.feedback

Steven Frankel

The company is likely to continue to experience quarter-to-quarter volatility, as both the pace of subscriber additions and the path to respectable profitability remains difficult to determine.feedback

Mark May - Citi

The disclosure that Netflix is going to pass the 100mn subscriber count this weekend suggests it is trending ahead of schedule towards its sub guidance for 2Q17. Considering the new seasons of House of Cards and Orange is the New Black are scheduled for release later this quarter as well, we believe guidance could prove conservative.feedback

Scott Devitt - Stifel, Nicolaus & Company

Netflix ended 1Q:17 with 98.75mm subscribers and noted it expects to eclipse the 100mm subscriber mark this weekend, giving the company around 40% of its expected quarterly net adds in just three weeks.feedback

Michael Pachter - Wedbush Securities

What really did it for Netflix was the explosion of phones and tablets that allowed people to watch video everywhere. But Netflix clearly had a vision before those devices became so ubiquitous.feedback

Travis Kalanick - Uber

Then the person who is in first, or the entity that's in first, then rolls out a ride-sharing network that is far cheaper or far higher-quality than Uber's, then Uber is no longer a thing.feedback

Roger McNamee

I personally would not be a buyer here at the highs, because that's not the way I roll, but if you're going to buy something in this space, this is the one you're going to want to buy.feedback

Roger McNamee

The good news though, is that content wins, and there is more of that coming, and frankly, Netflix is driving that. This management team has understood the streaming market better than anyone else on earth...this is a company that really has delivered.feedback

Roger McNamee

I think Amazon and Apple, the reason they're so scary, is that they're not trying to make money off of the subscriptions. They have a different business strategy. I think there will definitely be too many channels, and I think the proliferation of distribution points is a gigantic threat to the valuations in the sector. But I do not think it's a threat to consumption…I just think as an equity investor, you want to pick your stocks.feedback

Paul Verna - eMarketer

It's becoming an arms race. There's so many more parties that are competing for content and are bidding up the prices.feedback

Paul Verna - eMarketer

The problem that Netflix has compared to other competitors is Netflix doesn't have any other business to leverage against.feedback

Michael Graham

The company is actually trying to manage down the amount of content that it's licensing from other people. The plan there really is to draw subscribers to the service with content that Netflix builds and produces on its own, and that Netflix owns and doesn't have to pay royalties on. So what that does is it enables margins to expand over time.feedback

Paul Verna - eMarketer

It wasn't a strong quarter for Netflix in terms of content. I think this is going to increasingly drive numbers. It's fair to think that those competitors are doing better and better. They largely figured out how to do the whole original series binge viewing thing that Netflix pioneered. Others have got very good at it.feedback

Michael Pachter - Wedbush Securities

We continue to believe that Netflix cash burn is important and is largely overlooked by investors.feedback

Michael Pachter - Wedbush Securities

And the greater fool has this belief that's wrong that they are going to grow [subscribers] forever and one day jack up price and keep the excess price increase. The truth is their content costs will rise as they choose to raise prices. I think that's going to attract more competition, they are never going to make the profits that justify a $145 stock. As "long as investors will pay for subscriber growth and as long as Netflix delivers it, the stock will go up.feedback

Arif Prabowo

If we work together, that means we would know and can be responsible for the content broadcast by Netflix. The choices for our customers will be more varied.feedback

Boyd Hilton

Binge viewing and this idea of cool content, like The OA and Stranger Things, has hit a chord with young people in particular. They are cynical of being told when to watch shows on linear TV. Shows like [teen suicide drama] 13 Reasons Why are very honest and raw and I'm not sure you'd find that on terrestrial TV and old school channels. Netflix has taken the model of [US cable channel] HBO, which revolutionised quality TV drama with shows like The Sopranos, and flown with it.feedback

Adam Leon

For this movie, I really wanted a kind of classical Hollywood romance in terms of beats and structure but also to do it in a way that felt modern and genuine. Certainly I was thinking of 'It Happened One Night,' and also movies where the characters are thrown together for a compressed amount of time – 'Broadway Danny Rose' and, even though it's not a romance, Midnight Run.feedback

Adam Leon

I was literally crying in the hotel room. I was given so much opportunity by the people I worked with, and now it was going to work for them, and for all the people who invested in it.feedback

Adam Leon

I did not want the movie to get made via compromises for a production company. I wanted to make a movie that would work for an audience, obviously. But I didn't want to get involved with things like pre-guarantees relative to ceding casting decisions, which are things that many companies will ask for. There were a lot of distributors, including Netflix, who looked at 'Tramps' in script form. And eventually the decision on our end was to get producers on board who would enable me to make it in an uncompromised way.feedback

Thomas Martin

It's great for everybody to feel good, but if nobody is buying stuff and the companies are reporting disappointing sales and that affects their margins, then you'll be starting to say - wait a second.feedback

Michael Pachter - Wedbush Securities

We continue to believe that Netflix cash burn is important and is largely overlooked by investors. As the cost of content continues to be bid up, we expect Netflix to continue to burn cash to fund its acquisition of original and exclusive content.feedback

Heath Terry - Goldman Sachs Group

We expect Netflix to report subscriber additions above its original guidance ... driven by a strong content slate, stable pricing, and maturing international markets. While investor expectations have followed NFLX's share price higher, we expect 1Q results will be further confirmation of the long-term scale and profitability of the platform.feedback

Piper Chapman

S–, is this a real riot? This is a real riot. If this a real riot, do you think this is a step forwards or backwards for equality.feedback

Jay Asher

Out of seriousness for the issue, we realized we can't go there. No matter that there were missed opportunities for her. Those opportunities aren't there if you do this. Once I realized that the message of the story would be stronger and that it would definitely be more of a cautionary tale. I felt that was definitely the way to go. I'm curious as well. What happens to Clay? How do people react to what Alex did at the very end? What's going to happen to Mr. Porter? I'd thought of a sequel at some point. I'd brainstormed it, but decided I wasn't going to write it. So I'd love to see it.feedback

Selena Gomez

It hits a very important part in me, and I think this is what they need to see.feedback

Katherine Langford

Even though Selena is Selena Gomez and ridiculously busy, Mandy and Selena were always there for us. They sent us emails and checked up on us and made sure we were OK.feedback

Peter Toogood

The lead time for infrastructure projects is two years hence so where's this stimulus coming from?feedback

Cameron Johnson - Netflix

This is the promise of internet TV, that you can choose what you want to watch. With the thumbs up and thumbs down, people intuitively understand that they're teaching Netflix what they like and don't like. It's that simple shift in perception that has lead to a huge shift in usage.feedback

Jeremiah Grossman

The real problem is ads are dangerous. They're fully functioning programs and they carry malware.feedback

Jeremiah Grossman

If I don't have lightning-fast internet 24 hours a day, it inhibits my workflow and affects deadlines. I think I'm accidentally relaxing into that kind of 'What can you do?' mentality. There's no good option.feedback

Rick Schwartz - Jerrick Media

It's a meaty story. The plan is to do it on cable, Amazon, Netflix or somewhere where we can do it uncensored.feedback

Jason Zinoman

He covers the big (religion, politics, love) and the small (a great joke about soup), the mind-bendingly philosophical as well as the description of the start of an erection. This is a complete bag of tricks, and a veteran showing off his range.feedback

Neil Genzlinger

We are forced to ask: Was 'Prison Break' always this silly? The show is so full of cryptic clues preposterously delivered that it's hard to take seriously. In any case, the ingredients that fans of the old show are looking for are certainly here. But once the thrill of getting reacquainted wears off, what you're left with is a somewhat muddled, not at all credible yarn.feedback

Katherine Ryan

I hate to say it but I think that as a lady, you do have to prove yourself a little bit more. When I started open mic-ing, I worked at the Hooters next door to the comedy club. I didn't want to be a comedian at that time but I just thought stand-up would be fun, like a little exercise. So after my shift ended sometimes I would go next door to the comedy club – still in the uniform but with a hoodie – and get on stage for just five minutes. I was awful.feedback

Katherine Ryan

The most attractive thing is not to be just soft and quiet and pretty decoration. That kind of gets boring quickly. The girls who had the most fun at Hooters and were funny and had the most friends were the ones who had some sense of humor about them – some wit – and who, like, cooperated with other women. All of those things have really helped me in my career now.feedback

Jackie Evancho

I [performed] because it's always been about the honor and not about the politics. I try my best to stay out of politics. We go to the mall, hang out with our favorite people, play video games, watch Netflix – mostly shopping.feedback

Sofia Coppola

I hope people see it in the theater, where it was meant to be seen. There was a lot of sexual tension in the south.feedback

Donald J. Trump

Roger is a stone-cold loser. He always tries taking credit for things he never did. He loves the game. He has fun with it. And he's very good with it.feedback

Roger Stone

I was like a jockey looking for a horse. You can't win the race if you don't have a horse.feedback

Jane Fonda

I have an idea for a new business model for Trump: Adult diapers. They could be called Trumpers, to help with all the leaks.feedback

Millie Bobby Brown

Hey guys, I've never had to do one of these videos before but I have had to cancel a Comic Con last minute, which is something I've never, ever done and I'm planning on never doing again. I just think I've worked too hard and I have to rest. I had a really long shoot and I'm still filming [season 2 of] Stranger Things. I'm sorry to everyone who was going and I promise you guys I'm going to get back to you. I love you guys, thank you so much for your continued support.feedback

Neil Genzlinger

Ms. del Castillo isn't given much to do in the opening episodes other than look furtive. Only by the third episode does it begin to demonstrate that it aspires to be something more than just a woman-in-jeopardy thriller.feedback

Dave Chappelle

I don't get mad at a photograph because it's not today. They're fair representation of the night they were shot. The thing is, things change so rapidly now. And the way people listen to things changes so rapidly, so maybe I was a little worried, but not enough to not put them out.feedback

Dave Chappelle

It became a thing where I'd walk onstage and see a sea of cell phones, so I knew that anything I said in the room I was saying to everybody, whether they're in the room or not. Which is not an empowering feeling as a comedian. It's like Fight Club rules apply … Comedians need an element of surprise. So if someone sees a joke that I'm doing before I get to their city, then I gotta do all new jokes, and I can't write fast enough.feedback

Dave Chappelle

I don't understand the philosophy behind the 'flat Earth' theory. First of all, what difference does it make? It could be flat, could not be flat. There could be 12 continents. How would you know?feedback

Lesley Arfin

What does it look like when there is no romance anymore and we're on the couch in our sweats? Because I didn't know. I was figuring out how people got together and stayed together.feedback

Dave Chappelle

The justice system designed for [Avery] to thrive, he's failed miserably twice. I can't even wrap my mind around it.feedback

Kevin Westcott - Deloitte

We've really not seen much in the way of cord cutting. There is some, but consumers who do have these bundled services – internet access is now like any other utility. If they have bundled service, they're much less likely to cut the cord.feedback

Selena Gomez

We were all so nervous. I think Netflix bought it because they could see how passionate we were about it.feedback

Todd Yellin - Netflix

Five stars feels very yesterday. What's more powerful: You telling me you would give five stars to the documentary about unrest in the Ukraine; that you'd give three stars to the latest Adam Sandler movie; or that you'd watch the Adam Sandler movie 10 times more frequently. What you do versus what you say you like are different things.feedback

Jessica Valenti

Men constantly ignore women – but most of the time no one notices it. Except, that is, when it happens on the world stage. A few years ago, my husband and I ran into a mutual acquaintance at a restaurant. This young man - a person who would surely identify as progressive - spent the entirety our interaction completely ignoring me. He spoke only to my husband; he wouldn’t even look at me when I asked a direct question.feedback

Ross Levinsohn

Here's the one statistic I saw that really interested me: Snapchat has about 31 percent of social media users and 2 percent of the advertising dollars. You can't reach my daughter and all of her friends unless you are where they are. That is a really important market. She's on Netflix. She doesn't watch network television as we did, and she is on Snapchat 72 times a day. My own recommendation is take a deep breath. Congratulate Evan and the team on an amazing job.feedback

Finn Jones

We have gone to great lengths to represent a diverse cast with an intelligent, socially progressive story line. I hope people can watch the show before making judgments.feedback

Matt Zoller Seitz

You've probably also heard that 'Iron Fist' is a big bag of Orientalist clichés. This is true. It's far from the worst of its kind, but coming on the heels of 'Jessica Jones' and 'Luke Cage,' both of which took greater risks with both style/mood and cultural point of view, the show feels like a regression.feedback

Richard Lawson - Vanity Fair

Iron Fist' is all the bad things from the other Marvel Netflix shows condensed into one staggeringly incompetent series, one that's so toxically bad that I kind of hope it takes the whole enterprise down with it. Not Netflix itself – just this iteration of Marvel world-building, slapdash and dismal as it is.feedback

Todd Juenger

Our call on the stock, then, depends mostly on our view of: how big a deal is SVOD, generally, and how big a part of SVOD will Netflix be, specifically? Our answer is: very big, and very big.feedback

Todd Juenger

A wise investor once remarked to us: 'If Jesus were a stock, he'd be Netflix. You either believe or you don't.' We think that analogy perfectly captures investor attitudes on this stock. In fact, we would take it even farther. Like any belief based on faith, we don't think there are any arguments based on currently observable, factual evidence that could be made to convert believers into non-believers, or vice-versa. There is no new mathematical algorithm we can put forth, no new way of looking at churn or forecasting content spend or ARPU, that will incontrovertibly solve the debate.feedback

Todd Yellin - Netflix

This is the lingo of the internet now. This is the language people speak. We were inspired by dating sites. We're creating a dating site in a new way between a person and a title. We want to create a great love story. We want you to love what you watch. We put them in communities based on others who watch what they tend to watch and it helps us percent match what kind of titles. It's not about social sharing.feedback

Amy Schumer

I want to thank them. It makes me feel so powerful and dangerous and brave. It reminds me what I'm saying is effective and bring more interest to my work and their obsession with me keeps me going.feedback

Amy Schumer

I am only alarmed by the people printing their organized trolling as 'news,' . This is what the current administration wants. So journalists – do better, it's embarrassing. Trolls, see you on the next one!feedback

Jean M. Twenge

Some of this is due to age - people get married later now. But even when we take age into account, the marriage advantage in sexual frequency is smaller than it once was. That might be because smartphones premiered in 2007, Netflix streaming video in 2007 and YouTube in 2006. Our entertainment is more entertaining, and more on-demand than it once was. There are a lot more things to do at 10 p.m. at home than there used to be.feedback

Filip Jan Rymsza

In order to make a step forward, we had to take a step back.feedback

Filip Jan Rymsza

That's the beauty of Netflix. We can now take our time.feedback

Frank Marshall

I'm not going to be defeated here. We're going to get this made.feedback

Billy Pisano

What storm? I guess I'm going to stay home in the rain. I think it's going to be a Netflix day.feedback

Holly Williams

Even while capturing the imagination of its audience, this film lays the groundwork for the theme-park rides, sequels and souvenirs that ensure the 'Jurassic Park' experience will live on.feedback

Andy Yeatman - Netflix

One of the things that attracted us was not so much that Julie was attached, but that this was a topic she cared a lot about: building a love for the performing arts in kids.feedback

Andy Yeatman - Netflix

Children's content is important, because it's our first opportunity to build brand love for Netflix that we hope will last a lifetime.feedback

Guy Adami

Opinions expressed by David Seaburg are solely his own and do not reflect the views and opinions of Cowen Group, Inc. David Seaburg and Cowen have a financial interest in EDIT. Diamond Offshore: an employee of Cowen and Company, LLC serves on the Board of Directors of Diamond Offshore.feedback

Ava DuVernay

After I started it, I realized that it needed to be about more than the immediate situation, and I wanted to add historical perspective. That meant an expanded budget, and expanded time.feedback

Ava DuVernay

Lisa told me, It can be two and a half hours.' The 100-minute length was something I wanted.feedback

Lisa Nishimura

Television ratings exist because of ads, which we're free of, and box office has become so reliant on Friday night returns that it's warped perceptions of what audiences want. Just because a person doesn't go see a documentary on a Friday night, it's not a reflection on the film; it's just a reflection that maybe a documentary isn't a film that a couple is going to want to see on date night. What we've discovered is that we can elevate storytelling and bring it to a global platform and create a cultural moment.feedback

Lisa Nishimura

When we created it, we wondered whether or not it was a uniquely American story. Really it's a story of 'the other,' and how we treat each other as humans, and what can happen when that goes awry. And so it did get a response from a global audience. And will continue to. The docs live on our service forever. We're allowing stories to continue to find their ceiling over time.feedback

Matt Duffer

In season 1, Will is in danger. And season 2, it's the town. The stakes escalate in that way.feedback

John Petter

There are two games playing back-to-back so for the customer that gives him the opportunity for binge viewing. Yes, it was intense but the important thing is that BT stayed financially disciplined.feedback

Margaret Lyons

Greenleaf' is set within a black megachurch in Memphis and focuses on the Greenleaf family, which runs the church, and the prodigal daughter, who has just returned to the fold after the mysterious death of her sister. The standout of the series is Keith David, who plays the family patriarch and bishop of the church. The scenes in which he preaches work better than most actual religious services I have attended.feedback

Chi-Hua Chien

Look at 2024 to 2027, when the company is generating significant EBITDA and cash flow. What you'd need to believe is that Snap has built a very substantial defensible position as a mobile media company among millennials. That's a generation that doesn't watch linear TV, doesn't listen to the radio, but uses Netflix and Spotify. Advertisers say look, I cannot get these people anywhere else, I need to buy somewhere. I can't let the business die with people over 30. That's a big bet. Snap is going straight up for that. Major high-quality broadcast-quality content. Not user-generated content.feedback

Phil Spencer

Every month new games will cycle into the subscription with some cycling out, giving you a constantly-updating library of games. Xbox Game Pass is your ticket to endless play.feedback

Ben Schachter

We simply do not have confidence that [Gamestop] or anyone can accurately forecast console market growth in 2017 and beyond. We remain open to the potential for [Gamestop] to rebound on a faster than expected shift to new businesses and business models, but given management's recent track record and our own uncertainty around forecasting core console gaming, we simply want to see better execution before we can recommend the stock.feedback

Reed Hastings - Netflix

We had Iranian and Iraqi employees who were unable to come to work. Maybe someday, but it's better to make a show about things in the past so you can have some perspective. We let the news channels do the things that are current, while hoping to provide a relief from politics to people on both sides. We would like to continue to improve the mobile plans in order for everybody to enjoy unlimited video viewing. I think it's possible because we are getting more efficient at video data, so that the networks are not congested. That would be a big breakthrough.feedback

Reed Hastings - Netflix

We are focused on international expansion, mainly in Europe and Asia. It's just the beginning of the Internet. We are producing all over the globe with great success, now also in Spain, France, Germany, the U.K., Turkey, India, and even Japan, with anime shows.feedback

Reed Hastings - Netflix

I think broadcast television is really going to move to the Internet, so that current TV networks will offer their videos online, just the same as Netflix and YouTube.feedback

Reed Hastings - Netflix

So we are getting more and more efficient at using operators' bandwidth. In exchange what they are doing is trying to figure out … is how can we offer … unlimited video. It's a very compelling proposition.feedback

Reed Hastings - Netflix

What we are going to see is I think, a number of companies pioneering new ways of offering services … where it's unlimited video data but it's limited to say one megabit speed, it's a lower speed but you get unlimited data at that. That turns out to be really efficient on the networks, so the operator can offer unlimited viewing and what we've done is invest in the codecs, the video encoders, so at half a megabit you get incredible picture quality on a four or five inch screen.feedback

Reed Hastings - Netflix

It turns out that's a very high speed network. When a friend told me about DVDs and I realized, well that's 5 gigabytes of data and you know you can mail that very inexpensively, I realized that is a digital distribution network. And from that original exercise, it made me think we can build Netflix first on DVD and then eventually the internet would catch up with the postal system and pass it.feedback

Paolo Pescatore - CCS Insight

I'm sure there are plentiful discussions going on behind the scenes, but telcos and Netflix need each other.feedback

Paolo Pescatore - CCS Insight

Netflix is doing what it needs to do, solely focused on content. But it needs scale, and this is where the telcos come in, especially those that do not want to invest sums in securing costly content rights.feedback

Reed Hastings - Netflix

You can enjoy it and not be worried about data caps. That's where I think it is going now. We are investing at many levels ... to ensure the experience on mobiles, desktops and the internet is just instant. A number of pioneering players will start providing unlimited data at lower speed.feedback

Paul Dergarabedian - comScore

It will make them a must-subscribe destination for film fans.feedback

Mark Mahaney

I wouldn't say Netflix is obvious. I think it's still one of the most controversial names in large-cap tech. That's almost unheard of, especially for a company of that scale. That's the new wrinkle for investors.feedback

Brian Robbins - AwesomenessTV

Obviously YouTube was built on [user generated] content. I know it's a big ship to turn around but I don't quite understand why they don't give premium content a better home, a better place to be discovered. Look at it like a Netflix homepage.feedback

Jim Cramer

This is the real enemy of retail and restaurants. You need to be very careful with this cohort because the forces against retail traffic are numerous, they are powerful, they are not going away and they can only rarely be defeated.feedback

Leslie Moonves - CBS Corporation

We are going to own a piece of everything that Aaron does, whether it is for CBS, or for HBO or for whoever. This wouldn't work with a normal writer, producer who does one or two shows a year.feedback

Andrus Ansip

It "brings concrete every day benefits to people all over Europe.feedback

Ross Gerber

Apple TV is like off the radar now. Using an Apple TV is actually worse than using cable used to be, and I thought the whole goal was to make it better. Really it's become just a Netflix portal. Apple absolutely needs to find direction with Apple TV and some sort of purpose. I don't know if original content is the solution. I look at acquisitions at the solution, but they just seem like they're not willing to make one. Apple "missed the boat. We were really frustrated with the iPhone. We don't see any path for growth for Apple in the future right now.feedback

Ingo Uytdehaage

We have a lot of traction in retail (and) new customers like Burberry and Tory Burch are rolling out with us in the physical point-of-sale.feedback

Jim Cramer

This is a company that may have the most powerful subscribers in the world with 150 million strong. Maybe we don't need to buy Netflix.feedback

Daniel Ives - FBR Capital Markets

There is increasingly more value around the software ecosystem to help drive the next upgrade cycle.feedback

Mark Cuban

I think we're going to go through the biggest technological revolution we've ever seen over the next 10 years. You want the CEO that is going to do what's right for his company and his shareholders. That type of uncertainty is not good for anybody.feedback

Reed Hastings - Netflix

Trump's actions are hurting Netflix employees around the world, and are so un-American it pains us all. Worse, these actions will make America less safe (through hatred and loss of allies) rather than more safe. It is time to link arms together to protect American values of freedom and opportunity.feedback

Christopher Coby

Comedy accounts for the most streams of any TV genre. Hulu must defend against Netflix and Amazon. For Hulu, continuing to build on a core of library TV is an important part of the growth picture.feedback

Dana Loberg

Everyone is on the go, mobile and super busy, people do a lot of communication on the fly because we're very inundated with communication when it comes to this era. We've had over 10,000 emojis submitted within three months. Now we're starting to import their sticker packs into Line, Messenger and Telegram.feedback

Dana Loberg

In general, I think things are moving to shorter form content, very visual images.feedback

Dana Loberg

We've already started to do some payouts with some of them on our platform.feedback

Brian L. Roberts - Comcast

Our performance at Comcast Cable was exceptionally strong. We grew operating cash flow 5.6%, added 161,000 video subscribers, the best video customer results in a decade, and delivered our best high-speed Internet customer results in nine years.feedback

Charlie Bobrinskoy - Ariel

It always makes you feel good when the executives are doing what you have been doing yourself. Banks and investment banks are a class of stock where the managers are pretty good at valuing their own stock. This is not Netflix or Amazon, where the insiders have no idea how to value their stock.feedback

Ellie Wheeler - Greycroft Partners

I think why people are freaking out is because what we all hope for – those of us that invest in technology – is for the same opportunity for the next Google and the next Netflix. So that in the next 20 years, all of those companies that are upstarts have the same access, and the same ability to reach the end users. The big concern, theoretically, is that taking this away, and taking these protections away, make it that much harder to for the next wave of innovation.feedback

Brian Fitzgerald

For online advertising companies, we think the ones with strong mobile businesses ... look best positioned in 4Q [fourth quarter].feedback

Todd Gordon

You can see we have a really nice sort of bull flag that's formed following the gap up in earnings.feedback

Todd Gordon

Being that implied volatility is so expensive here, we'll receive fairly decent premium for the sale of the 100-puts.feedback

Michael Pachter - Wedbush Securities

We believe that Netflix's current valuation is unwarranted given the potential for sustained decelerating domestic growth coupled with consistently elusive international profitability, in addition to increased competition.feedback

Michael Pachter - Wedbush Securities

I'm in my fifth year [of doubting Netflix], so clearly my one-year price targets are not to be relied upon.feedback

Ted Sarandos - Netflix

We acquired films ahead of Sundance so that we could really showcase them at the festival.feedback

Ted Sarandos - Netflix

An Oscar would be really great for the filmmakers. We've campaigned four times and it'd be really great to see it through to the finish line.feedback

Amir Bar-Lev - Amazon.com

We showed this film to a number of people and everyone was excited, but the guys from Amazon really understood the film on a level I hadn't really experienced.feedback

Liesl Copland - Amazon.com

Amazon is very much a pro at integrating the theatrical release, Netflix is very much doing things for their large, international subscriber base, and now Hulu is working more like a paid television network.feedback

Tom Ascheim

There are moments when it's really hard to make a decision about a pickup. This is not one of those moments.feedback

Andy Donchin - Dentsu Aegis Network

If people want to binge view like that and they seek it out, they are probably highly engaged viewers. If you're engaged in the programme, hopefully you'll be just as engaged with the commercials.feedback

Jim Cramer

That's lunacy. I am waiting for Netflix to get to 200 million viewers … If they can get to 200 million, then the stock is a bargain even up here at $138.feedback

Jim Cramer

Both Netflix and Tesla, like Amazon, require you to think outside the box of traditional fundamental analysis in order to accurately value their stocks.feedback

Jim Cramer

This was a joyous note to shareholders. And then a fabulous arc of an interview that he does with the Q&A. I urge anyone who owns Netflix and owns it because they think it's terrific read his note.feedback

Michael Pachter - Wedbush Securities

It is likely that we will be wrong for a while longer, as there is more quality content than ever before and Netflix has certainly had its share of hits.feedback

Michael Graham

Investments in local content internationally are complementing Netflix's Hollywood-focused library and helping the platform gain share abroad.feedback

Reed Hastings - Netflix

There was just the steady discipline of staying on our game of great shows, great movies and the enjoyment continues to increase.feedback

Jim Cramer

I say let it happen. There is room for banks to fall. And then there is room to buy, but not yet.feedback

Jim Cramer

Banks remain a great place to be after people ring the register.feedback

Reed Hastings - Netflix

The basic demand is increasing as people get more comfortable and more aware of Internet television where you don't get the commercial interruptions, where you get to watch where and when you want.feedback

James Nail - Forrester Research

Their original content and doing it at such a high level of quality really takes Netflix out of that comparative decision [against other entertainment providers].feedback

Mark Mahaney

When the year is all said and done, we think [subscribers] are going to be higher this year than last year, and that's what takes the shares higher.feedback

Mark Mahaney

Expectations are highest with this name of all the large cap internet names.feedback

Mark Mahaney

But just keep in mind, we're going through this seismic shift away from paid TV subscribers to streaming subscribers, and that's why Amazon and other companies are spending so much time on this space. Ithink Netflix is far and away the leader in this space.feedback

Reed Hastings - Netflix

We have a long way to go when you think about all the movies and TV shows that we don't have.feedback

Anne Marie Squeo - Netflix

We've never discussed shutting down DVDs since there are still lots of folks who subscribe, often to both streaming and DVD by mail.feedback

Michael Pachter - Wedbush Securities

As they consolidate those warehouses, the turnaround time is going to be slower. Then, it's not going to take two days for the next DVD to arrive, it's going to be more like six days. Then people will be upset and quit.feedback

David Einhorn

Bubble basket stocks mostly don't have profits, which makes them unlikely to benefit from corporate tax cuts. Further, an accelerating economy should allow investors to find growth without needing to pay nosebleed prices for a narrow group of profitless top-line growth stocks.feedback

James Nail - Forrester Research

They are very close to that day when the focus shifts from the revenue or subscriber growth to [more] profitability.feedback

Neil Doshi

We believe there is material room for international subscriber growth and contribution profit growth, even without material gains in Asian markets. Furthermore, we like the moats around original content, and as cord-cutting increases, we see NFLX as a beneficiary. We like the setup for 2017 and beyond.feedback

Jim Cramer

I love the company, I love the stock, but at this point I think you have to say you missed it, simply because so many analysts have already pushed Netflix up. No, I don't think Apple will buy them.feedback

Bryan Kraft - Deutsche Bank

Valuation is still aggressive, but 4Q [fourth quarter] results are likely to exceed guidance. The key driver of the stock price around earnings reports has predominantly been subscribers.feedback

Neil Campling - Northern Trust

The increasingly overcrowded market is an intense environment in which to succeed. I mean, Netflix have done very well to move into the offline market but I do expect them to struggle in 2017, particularly in the second half of the year.feedback

Neil Campling - Northern Trust

In my view, Netflix's momentum in terms of its stock value is overdone in the short term. The investments they are making into new projects are so vast that the returns will struggle to match the output… I worry it's becoming a vicious circle.feedback

Colin Gillis - BGC Partners

It remains to be seen whether this is a meaningful move into original content, a space where you've already got firm No. 1, Netflix, and Amazon pouring in billions of dollars. Apple clearly is late.feedback

Doug Anmuth - JPMorgan Chase & Co

We believe Netflix is on track toward significantly disrupting the linear TV market through strong subscriber growth, content differentiation, and a better consumer proposition. We believe NFLX sets up as a cleaner story into 2017 with pricing changes behind, revenue accretion from higher ASPs [average selling prices], stronger content, & increased global profitability.feedback

Jee-hyun Moon

Netflix wants to generate other revenue streams including that from content licensing to the Chinese platforms. If Netflix gains some brand awareness in China and other Asian countries through licensing content, they can get other opportunities in the future.feedback

Jee-hyun Moon

In the Hallyu (Korean Wave) trend, the major genre is drama. Films and variety shows can be popular, but the lifespans of these shows are shorter.feedback

Vivek Couto - Media Partners

The Korean content category is becoming vital…it has high production value and the content travels.feedback

Rich Ross - Evercore ISI

We have this well-defined trading range, this pullback into the 100-week moving average, and a strong move coming out. So I think we're going to take out the high end of this trading range and move significantly higher for the stock.feedback

Andy Wigmore

We have three interested parties in the rights to the book and we will be meeting representatives from three studios including a Netflix representative on Jan. 19 in Washington DC. We have invited all of them (the studio representatives) to our pre-inaugural drinks party ... We have also invited many of Trump's team to the event.feedback

Neil Doshi

They haven't really shown much in the way of some of the new countries like Japan and India, these are very big markets and our concern if you can't get these right, it could limit the total addressable market.feedback

Neil Doshi

I think the competitive environment is getting very stiff, Amazon is investing heavily in original content … Netlfix has been lucky to have the string of hits but you have players with deep pockets and the potential to outbid Netflix for some content. That is the concern we have on Netflix.feedback

Neil Doshi

We don't have good insight to what's happening there if you think about areas where they are investing … I think if they are able to show good leverage on their margin side then I think the stock will show good appreciation in 2017.feedback

Neil Campling - Northern Trust

Alphabet is more tied to the ad cycles and there is nothing to suspect that Q4 will be strong, but early in the year, expectations are to set conservatively. Perhaps the reason why there is less attraction in January is simply because it is not effected by the western holiday season, but more focused around the Chinese new year in February.feedback

Neil Campling - Northern Trust

Facebook's biggest quarter of the year tends to be Q4 and on a quarterly basis we are expecting over 20 percent revenue growth for the quarter. Facebook will be a solid performer in the period.feedback

Vikram Gandhi

It's good to remember that he was a guy named Barry who grew up in Hawaii. His mother was a bit of hippie, he didn't know his father. The guy is incredibly relatable. What drew him to make these big leaps into becoming a leader just came from a drive to make sense of everything.feedback

Vikram Gandhi

This is an incredibly unique American story and it's stranger than fiction. When we think about Barack Obama's story – it's about what it means to be an American.feedback

Vikram Gandhi

He was to the world a symbol of 'this is our future.' There is a little bit of everybody in this story.feedback

Richard Cooper

They are pricing it extremely competitively with Netflix and the low pricing is something which we observe with Amazon's retail offering. They are definitely looking at a market share grab early on.feedback

Ted Sarandos - Netflix

We're keeping an eye on it. We are great partners with Apple on all their other initiatives and we're just trying to see how that's (TV app) going to roll out.feedback

Neil Campling - Northern Trust

Media companies have been more nervous about getting into collaboration with Apple which is why you have not seen many deals with Apple to create TV deals or content.feedback

Paolo Pescatore - CCS Insight

This is an indication perhaps Apple want to know more about consumers because it gives them a degree of confidence to invest in original content knowing that consumers will be interested in that content which is what has been behind the success of Netflix to date.feedback

Tracee Ellis Ross

I'm 44 years old, third series in. This is a thrilling moment, and I couldn't be prouder that it's because of 'black-ish.feedback

Ken Sena - Evercore ISI

We find that much of the competition we feared seems to be gaining little traction, at least not to the degree necessary to merit the same level of concern. While the number of OTT SVOD services has grown rapidly, something we suspected would happen when downgrading, the traction that most of these have had has been mixed to poor.feedback

Lars Petersson

We want them to take time off. The home is our arena. We think the home is the most important place for people.feedback

Silvio Berlusconi

Vivendi caused us a very serious damage. The projects we proposed to the French were ours, we're still working on them. Creating a pan-European platform is the only way to fend off competition from Netflix or web companies such as Amazon.feedback

David Goldstein

We started by wanting to become the Netflix of Asia, but then we learned that we had to adjust greatly to make it compatible with each of the target Asian markets. We had to be highly localized with local payment capabilities, subtitles, and the key is local content for each market.feedback

Jeff Bezos - Amazon.com

The guys are back, doing what they do best - the chemistry between Jeremy, Richard and James is what makes 'The Grand Tour' so entertaining.feedback

Ted Sarandos - Netflix

That's an under-reported number. It was about a quarter of a billion dollars. We'll be able to figure out later what it was that made the show the show. It'll be interesting with [The] Grand Tour to see how much of that is the players, who in many cases are big personalities, but what elements of Top Gear will people miss?feedback

Alan Gould - Brean Capital

The concern would be what happens in some of the markets where you have endemic programming, something like Japan. Or India, where the [average revenue per user] is $2 to $3 currently – you have all the Bollywood programming.feedback

David Seaburg - Cowen and Company

It's absolutely expensive, but they addressed this in their earnings call, when they had their call last quarter, so I look at it and say, this is just another page out of the Netflix playbook, if you will.feedback

Alan Gould - Brean Capital

We believe NFLX has created an unstoppable lead in the internet TV business and is positioned to dominate the business long term.feedback

Mark Mahaney

Most of [the] money they're spending goes on content and marketing. The infrastructure costs, the bandwidth costs, it's like 3 or 4 percent of their total cost structure. So it's pretty small. It probably wouldn't materially impact the Netflix P&L [profit and loss statement] or the Google or the Facebook P&Ls.feedback

Neil Campling - Northern Trust

For unlimited use of 'Super Mario Run' it is the price of a just one month of a Netflix subscription, or one month of Spotify premium or a fraction of a traditional game ASP (average selling price).feedback

Peter Boockvar - The Lindsey Group

These are expensive stocks that don't like higher interest rates. These have been the leaders and the leaders are getting whacked…the FANG (Facebook, Amazon.com, Netflix, Alphabet) are expensive stocks that don't like higher interest rates because higher interest rates expose things that are overvalued.feedback

Art Hogan

It's hard to make sense out of the technology space. To the extent you look at this and say. if you're going to take profits in technology stocks, IBM is not one of them. But Microsoft has had a great run, and Facebook, Amazon, Netflix, Google (Alphabet).feedback

Ted Sarandos - Netflix

We have talked a lot about this over the years, and our belief is that broadband and Wi-Fi become more and more ubiquitous, available in more and more places that you are, more and more minutes of the day.feedback

Ted Sarandos - Netflix

We are producing original shows in local languages … But I think it's a local flavor for a global product. So I think what people really love universally is great storytelling and big production value. We see that in the way American films travel around the world. Our goal is not to export American television around the world, our goal is to export great storytelling from everywhere in the world, to everywhere else in the world.feedback

Claire Foy

I think you already know what the limits are and what you have to achieve in a way. I felt that I had to get certain things right in order to allow for the more creative and sort of interpretive side to be legitimate really.feedback

Claire Foy

You couldn't have made a show about this family... without spending money on it.feedback

Matt Smith

(Morgan) allows you to peak behind this royal veil that we all are aware of... and that's really engaging emotionally and interesting.feedback

Andy Hargreaves - Pacific Crest Securities

I think the challenge that Apple has here is it's really hard to become the front end when you don't have the services that people watch. And without Netflix and Amazon ... as part of that app, I don't think anybody's going to tune in.feedback

Jim Cramer

But I say if they weren't interested in Netflix at $25 billion, I can't imagine them wanting it at $70 billion.feedback

Mark Mahaney

Probably the biggest reason is just the size of the asset. With $56 billion market cap, there are very few names who could actually make that deal even plausibly work – maybe a Disney, maybe a Google, maybe an Amazon, maybe an Apple.feedback

Mark Mahaney

Can you actually show that you're leading people to takeouts, to doing restaurant reservations, to actually lining up directly with plumbers in the area? Not just advertising, but can you show transactions revenue? If they prove that, I think they become more viable as a takeout candidate.feedback

Reed Hastings - Netflix

It definitely helps to make Netflix convenient and accessible. For a cable company what it does is it gets consumers to stay on their set top box as opposed to switch to an Apple TV or smart TV.feedback

Reed Hastings - Netflix

That's one more channel. If you don't watch Netflix some night what do you do? Sometimes you watch a movie, sometimes you watch sports, sometimes you're on YouTube or Facebook or Snapchat. We compete broadly for screen time-- that's not just against a TV provider it's against all the things you do with that screen.feedback

Reed Hastings - Netflix

We compete with FX, with AMC, with HBO, with so many networks, even with the broadcast networks for new shows and Amazon is one of those bidders, they're not even the biggest of those bidders. So it's one more bidder and they're doing some great work.feedback

Reed Hastings - Netflix

I think everybody looks at a business like ours and says, Are they going to be able to finance all those great investments?' But we have a market cap over $50 billion and $3 billion-$4 billion of debt. So it's like having a million dollar house and having $50K of debt on it.feedback

Reed Hastings - Netflix

That's what made us successful for the last 14 years is we've done no M&A. We've stayed out of all those discussions. We don't do bankers meetings. We're very old school in that way. Let's just build the greatest service on earth, and again, it's done very well for our shareholders.feedback

Reed Hastings - Netflix

There's a lot of AT&T investment in content, that could make things tougher. On the other hand it's probably going to get easier for us to recruit Time Warner executives, which are a very talented bunch.feedback

Reed Hastings - Netflix

We want to require that for AT&T customers, that HBO and Netflix are treated the same. Now that they're going to own HBO we think that any special treatment for HBO data would be inappropriate, but I think that's pretty basic.feedback

Reed Hastings - Netflix

I can't tell you how many bankers have called this week. We don't take any of the calls.feedback

Reed Hastings - Netflix

The key thing is whether there is going to be net neutrality, which hasn't been AT&T's favorite topic. If they got there...then good things might happen.feedback

James Nail - Forrester Research

AT&T needs Time Warner more than vice versa. The Netflix example shows us that content is more powerful than distribution. With all the good content that Time Warner has, they'll be able to get better distribution [on their own] than AT&T.feedback

Dan Nathan

The likelihood of this deal getting done is not particularly great.feedback

Annabel Jones

The show touches on a lot of themes but I don't think there's ever a resounding moral. They're often very ambiguous and sometimes, the endings are quite gray, which I think, sometimes, is quite unsettling for people.feedback

Jim Cramer

For investors, unlike politicians, flip-flopping is a virtue, not a vice. When the facts about a stock change, you have to change your mind, too, otherwise you're likely to lose a lot of money and miss out on a ton of opportunities.feedback

Jim Cramer

When I saw the number I realized, OK, I had overstayed my welcome on the negative side of the story and it was time to switch directions.feedback

Charlie Brooker

I'm not anti-technology, but I'm a neurotic worrier and it amuses me, or liberates me in a way to think of worst case scenarios.feedback

Dennis Davitt - Harvest Volatility Management

The professionals were in there buying this stock before the market opened, hoping to get in front of whatever mistake they had made.feedback

Dennis Davitt - Harvest Volatility Management

It's not very well liked by a lot of people. There's a good amount of short covering going on.feedback

Rich Ross - Evercore ISI

If we are able to surmount that $130 high-end resistance of that well-defined trading range, you could project another $50 of upside for that stock. I'm not telling you it goes there overnight, I'm just saying above $130, this stock can go meaningfully higher, and we do think in the short- to intermediate-term, you do get a test of that $130 level.feedback

Jim Cramer

Amazon Prime is one of the great bargains of all time and it is winning the war of retail.feedback

Jim Cramer

I believe that fear of an actual terror attack is playing a role in staying at home … I think that staying at home has become something people would rather do if they have a choice.feedback

Michael Pachter - Wedbush Securities

Reed [Hastings, Netflix CEO] keeps giving investors what they want, which is subscriber growth. Props to them. They're buying subscribers at a clip of negative $2 billion a year? Good for them, but if they don't make money, I don't understand the share price at all.feedback

Michael Pachter - Wedbush Securities

Amazon can outlast them forever. Bezos is a tough guy. Bezos is Dr. Evil, he intends to take over the world, and he's going to succeed.feedback

Michael Pachter - Wedbush Securities

They're making a big bet that they are better than Hulu – and Amazon and FX and USA Network and AMC – at developing this stuff. And yet I think they completely lack the internal expertise to compete.feedback

Doug Anmuth - JPMorgan Chase & Co

The benefits of NFLX-produced original content including attractive economics and greater control are clear and we believe returns on original spend are high.feedback

Andy Hargreaves - Pacific Crest Securities

This is unprecedented growth that should drive a substantial improvement in the breadth and depth of content on the service, which should provide a tailwind to subscriber growth in 2017.feedback

Reed Hastings - Netflix

Then it's available to everyone, which is clearly what consumers want.feedback

Reed Hastings - Netflix

I think we've been very successful in finding technological ways of inhibiting the cross-border VPNs. Like I had mentioned, we didn't win the bidding for the [rights to] the Disney movies in the U.K., so it's clearly not fair to allow our U.K. subscribers to watch the Disney from Canada or the U.S. So we've found, with the help of the studios, some more technology to enforce their rights.feedback

David Seaburg - Cowen and Company

But they bolted on some strategic initiatives that have allowed this company to sort of have a second life.feedback

Tien Tzuo - Zuora

There's no reason why everyone inside a household can't have their own Netflix account. I think if Netflix rethinks what they do, they have plenty of room to grow.feedback

Tien Tzuo - Zuora

Every subscription industry, once it matures pricing and packaging becomes the primary battleground. I think it's something Netflix is underinvested in and something it needs to think about going forward.feedback

Trip Miller

Now that Netflix has got more and more into this [content production] and away from being a content distribution – and they were a first mover and had some advantages – it gets more and more difficult.feedback

Paul Verna - eMarketer

They're in the more unpredictable business of making programming that people love.feedback

Anthony DiClemente

They don't have a legacy business to protect the way traditional media companies do.feedback

Anthony DiClemente

The world is shifting to internet video; this is the market leader.feedback

Anthony DiClemente

You're factoring in the new investments that have yet to yield a return.feedback

Reed Hastings - Netflix

With more revenue, we can reinvest to further improve Netflix to attract new members from around the world, while continuing to delight our existing customers.feedback

Michael Pachter - Wedbush Securities

Investors appear laser focused on subscriber growth, and so long as Netflix delivers on that metric, investors will bid its shares up.feedback

Andre Swanston

I just don't think it's a viable bet that the market is large enough to justify the expenditure of producing original content [for these markets].feedback

Andre Swanston

TV everywhere apps don't need validation from major networks, and straight to OTT [over-the-top] services like Sony Crackle now have millions and millions of viewers. … There's a tremendous amount of growth that has been happening across the OTT and connected TV ecosystem.feedback

Andy Hargreaves - Pacific Crest Securities

We continue to recommend buying NFLX. ... Continued reactions to Netflix's price increase and distraction from the Olympics should restrain sub growth in Q3. However, both of these factors should begin to wane in Q4, which, along with growing local language support, could drive upside to international subs in Q4 that continues into 2017.feedback

Benjamin Swinburne - Morgan Stanley & Co. International

Netflix will see 'peak un-grandfathering' in 3Q, leading to risk [subscriber] net adds come in below guidance. However, this year's large reset lower in growth expectations, continued supply of content from the major TV studios and competitors closing shop leave us bullish long term.feedback

John Zimmer - Lyft

Over the last couple of years as we have been our business, we have been talking to all of the major auto companies. And when we spoke to General Motors at the end of last year, they agreed with our vision in that consumers will move towards more of a Netflix or Spotify model where they buy a subscription for transportation.feedback

Mario Gabelli - Viacom

Whoever is elected we know that you are going to have infrastructure spending.feedback

Hamid Hashemi - iPic Entertainment

We are very excited to announce this significant game changer for consumers and fans, paving way for a new frontier in shared experience viewing of Netflix entertainment.feedback

Brian Hann - Morningstar

The Australian SVOD market was always going to be consolidated.feedback

Brian Hann - Morningstar

The likes of Netflix have opened our eyes to how much we were paying for a packaged channel, 90 percent of which we don't even watch, (and) forced the hand of Foxtel.feedback

Youssef Squali - Cantor Fitzgerald

I don't think it's up for sale, we've seen many rumors. At one point Apple was interested, at one point Amazon was interested. I think it's a very valuable asset, but I do think it's an asset that will continue to grow on its own for the next several years.feedback

Mark Mahaney

We think it's going to double to be 150 to 160 million [global] subscribers in a couple of years.feedback

Mark Mahaney

Amongst the FANG names, this is the one that's most underperformed.feedback

Mark Mahaney

The closest company would be Hulu, with about 10 million paid subscribers. I think one of those five mini-bundles in the future will be Netflix.feedback

Mark Mahaney

It could be a double in three years. We think this thing can generate $10 in earnings [per share], GAAP earnings, by 2020. We think the market would put a 20 [price-earnings] multiple on something like this. We think it could be a $200 stock.feedback

Mark Mahaney

If they can make sub numbers, there's a lot of upside movement in this stock. We still think they have pricing power.feedback

Mark Mahaney

The biggest push back I probably get [is] ... isn't Amazon Prime going to dislocate, dislodge, destroy Netflix. [But] I don't think Amazon is a competitive threat.feedback

Rich Greenfield - BTIG Research

Just a few years ago, the industry was adding video subs at a 1-2 percent rate.feedback

Mike Vorhaus

When you think about the fact that there's an even higher number in the younger generation that's never had cable outside of their parents' home, not only do I think this is going to continue, but I think it's going to continue to rise in absolute numbers.feedback

Mike Vorhaus

I think this is part of the solution; it's going to keep some people that would have left otherwise.feedback

Reed Hastings - Netflix

If I look at other markets it has been three years, so hopefully before then.feedback

Reed Hastings - Netflix

We are continuing to work on it. Same (problem) as it has always been - government permissions, we have to get a specific licence in China.feedback

Tim Richards - Netflix

And everybody predicted the ultimate demise of the industry, the Netflix approach, and everything else. (But) it was bad movies, and 2015 came back, rebounded, record-breaking year in almost every market in the world.feedback

Eric Franchi

The odds are against a telecommunications company creating a scaled media entity and doing so quickly. We've seen a few examples like Netflix. The quickest path is through acquisition. Number two, if they buy a significant media asset they are going to be buying the ad sales expertise and talent and the agency and brand contacts.feedback

Maurits Heldring - ABN AMRO

Prices are not high in the sector if you compare to the past with the late 90's dotcom bubble. That is not the situation we are in right now.feedback

Andrew Keene

Netflix has been in a range here, as the S&P has hit an all-time high. We see every time it sells off, and gets to the $85 level, it finds buyers. When we get to that $100 level, we find sellers. So, what to make of it? The next catalyst will be earnings.feedback

Barton Crockett - FBR Capital Markets

You kind of see a company with decelerating subscriber growth. You have a company where they drink the Kool-Aid internally and that drives them to spend a lot more on content. In that environment, I think there's risk that they get overly ambitious. They spend more based on anticipation of growth that they're not able to get because the market is getting saturated.feedback

Dana Brunetti - Relativity Media

I'm long right now on CBS, even [with] the craziness that's happening with that.feedback

Dana Brunetti - Relativity Media

Our industry is an industry of a lot of dinosaurs, unfortunately. You have to adapt or die.feedback

Dana Brunetti - Relativity Media

It's not between Netflix and Amazon anymore – it's the dark horse we haven't seen yet. That's what's really going to change the game.feedback

Laura Ricciardi - Netflix
Moira Demos - Netflix

Today there was a major development for the subjects in our story and this recent news shows the criminal justice system at work. As we have done for the past 10 years, we will continue to document the story as it unfolds, and follow it wherever it may lead.feedback

Paul Verna - eMarketer

People want their live sports content, but they don't care how they get it.feedback

David Wells - Netflix

So with an assumption of a hit from the Olympics which largely affects us in the past on gross adds, or on new subscribers coming in, that's going to affect in terms of a year-over-year trend. We expect that to be a meaningful – a small but still meaningful – impact on the quarter. Negative impact.feedback

Ben Schachter

We think you see both massive investments as well as massive profits. More and more people are using the internet more and more often.feedback

Michael Pachter - Wedbush Securities

We are confident that once it announced a standalone service, Amazon declared war on Netflix, and intends to back up its new offering with a branding strategy of its own.feedback

Ross Gerber

We have to address Apple TV, which is still a mess of apps and the easiest way to do it is by using the cash balance. We're very very unhappy with this cash sitting here with so many opportunities to buy Tesla and to buy Netflix and master the universe of technology in the future ... I would like to see Tim go out there and do something bold, otherwise, it's going to be tough to keep growing.feedback

Rich Greenfield - BTIG Research

Quarterly subscriber volatility is nothing new to Netflix, nor are management excuses that are often difficult to digest.feedback

Rich Greenfield - BTIG Research

When you cut $80 down to $40 or even to nothing, there's a lot of money to go around that you're going to spend on HBO Go, that you're going to spend on Hulu, that you're going to spend on Netflix.feedback

Rich Greenfield - BTIG Research

Despite the continued subscriber volatility vs. investor expectations, the question remains, is Netflix poised for meaningful global growth over the next several years? We remain confident they are.feedback

Reed Hastings - Netflix

We apologize for the volatility. I know it's not easy on everyone. The big picture is very much intact, and we're very excited about it, and so we're continuing to execute on growing the business.feedback

Jim Cramer

If you weren't dazed and confused, too, then you obviously weren't on the Netflix conference call.feedback

Jim Cramer

Perhaps you were listening to an old call, when the idea that someone wouldn't pay up for Netflix was inconceivable. Not anymore.feedback

Jim Cramer

Now, I am not so sure. You just shouldn't be getting this level of Netflix cutting. And the lack of domestic growth isn't being made up overseas, like it used to be.feedback

Andre Swanston

Media companies are thinking a lot more about what the real value of their content is and what they should be getting to license it to Netflix. That is going to make content licensing a lot more expensive for them.feedback

Jim Cramer

Something happened here where people decided that content wasn't worth paying for. I would never in a million years say I'm not paying the additional couple [of dollars].feedback

Reed Hastings - Netflix

People don't like prices increases. We know that. It's a necessary phase for us to get through. And with the increases revenue, we're continuing to invest in better and better content. That's what makes us feel strong and positive about the long term. This is a short-term phenomenon.feedback

Jim Cramer

I think this was a quizzical call. I think they are busy trying to figure out what really went wrong.feedback