Netflix: Bull vs. Bear

Netflix: Bull vs. Bear

Plus a look at recent news from Alphabet and Chipotle.

In this Motley Fool Money podcast, Motley Fool analyst Jason Moser discusses:

Also, Motley Fool analysts Jim Mueller and Bill Mann square off in a “Bull vs. Bear” debate over Netflix ( NFLX 1.75%).

To catch full episodes of all The Motley Fool’s free podcasts, check out our podcast center . To get started investing, check out our quick-start guide to investing in stocks . A full transcript follows the video.

Chipotle’s Future is…?

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Descriptions descriptions off, selected Captions captions settings, opens captions settings dialog captions off, selected en-US Captions Audio TrackFullscreenThis is a modal window. This video is either unavailable or not supported in this browser Error Code: MEDIA_ERR_SRC_NOT_SUPPORTEDTechnical details :The media could not be loaded, either because the server or network failed or because the format is not supported. Session ID: 2022-05-02:d2630dcbd859869d9ae8af21 Player Element ID: vjs_video_3OKClose Modal DialogBeginning of dialog window. Escape will cancel and close the window.TextColorWhiteTransparencyOpaqueBackgroundColorBlackTransparencyOpaqueWindowColorBlackTransparencyTransparentFont Size100%Text Edge StyleNoneFont FamilyProportional Sans-SerifReset restore all settings to the default valuesDoneClose Modal DialogEnd of dialog window.Close Modal DialogThis is a modal window. This modal can be closed by pressing the Escape key or activating the close button. Should you invest in Netflix, Inc. right now? Before you consider Netflix, Inc., you’ll want to hear this.Our award-winning analyst team just revealed what they believe are the 10 best stocks for investors to buy right now… and Netflix, Inc. wasn’t one of them.The online investing service they’ve run for two decades, Motley Fool Stock Advisor , has beaten the stock market by 3X.* And right now, they think there are 10 stocks that are better buys. *Stock Advisor returns as of April 7, 2022 This video was recorded on April 27, 2022. Chris Hill: Today on Motley Fool Money, a Bull vs. Bear debate over Netflix, and I’ll look at Chipotle’s future. I’m Chris Hill, joined once again by Motley Fool senior analyst Jason Moser. Thanks for being here. Jason Moser: Hey, thanks for having me. Chris Hill: We’re going to start today with one of the most consequential companies in the world, and that is Alphabet. And I get that first-quarter profits and revenue were a little lower than expected. I don’t get the hand-wringing that I’m seeing from some corners in the financial media and the analyst community. They had $68 billion in sales in the first quarter. Jason Moser: Yeah. Chris Hill: Which, I guess, technically, that is lower than the expected $68.1 billion, but it’s 23% revenue growth compared to a year ago for a company this size. Come on! Jason Moser: I’m glad you put it that way. It’s often, maybe, pay less attention to those targets that analysts said and pay more attention just to how the business is doing. When you look at how Alphabet’s business is doing, it’s hard to argue that it is not doing well. [laughs] As you mentioned, if you exclude currency effects, revenue growth is 26%, operating margins steady at 30%. I think the attention-getter, probably, and maybe some of the hand-wringing comes from the YouTube segment of the business. The YouTube advertising revenue — that came in at $6.87 billion versus the expected $7.51 billion. That’s what was expected. That’s an arbitrary target. But if you look at the performance of the business from a year ago, that $6.7 billion was up from $6 billion a year ago. So it did grow, it just maybe didn’t grow as quickly as others might have expected, but there were some reasons why.There’s been some modest performance in direct response. They continue to witness some headwinds there in the direct response side of the business. And they have noted that there is some concern out there, some pulling back on advertising budgets. We are seeing a little bit of a slowdown in ad spend, but also part of it was just a really tough comp from a year ago. They made the point in the call that the largest impact from COVID on the business’s results within the second quarter of 2020. Ultimately, what that means is that they’ve set the table here for a relatively tame current quarter as well, as it’s going to be going up against another really tough comp.Now, with that said, we start to see things normalize a little bit more going forward. This is still […]

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