Geopolitics Alpha

Netflix Is Great at Making Money. Its Problem Is Keeping Viewers Hooked.

Published . Updated .

The streaming service reported a 12 percent increase in quarterly revenue, but acknowledged that stagnant viewership, particularly in the U.S. and Canada, was a major concern.

Directly affected

  • NFLX Netflix

    Named in this report.

Indirectly affected

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson

    Container lines are exposed when a shipping lane is disrupted

  • DAC Danaos

    Ship owners earn more when vessels are tied up longer

  • GSL Global Ship Lease

    Ship owners earn more when vessels are tied up longer

  • SBLK Star Bulk Carriers

    Dry-bulk carriers move with commodity shipping demand

  • GOGL Golden Ocean

    Dry-bulk carriers move with commodity shipping demand

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NFLX———————
ZIM———————
MATX———————
DAC———————
GSL———————
SBLK———————
GOGL———————

The streaming service reported a 12 percent increase in quarterly revenue, but acknowledged that stagnant viewership, particularly in the U.S. and Canada, was a major concern.

Source: The New York Times

How solid the shipping case looks

12 out of 100

“Netflix Is Great at Making Money. Its Problem Is Keeping Viewers Hooked.” scores 12 out of 100. The score uses 1 sources.