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Netflix: Should Investors Worry?

Published 12/09/2015, 11:40 AM
Updated 05/14/2017, 06:45 AM
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Netflix (O:NFLX) has had a strong bullish run throughout the year. In fact, the stock recently broke its all time high before retreating. However, investors are starting to become concerned. With stiff competition coming into the industry, the question has become, “Can NFLX maintain its position at the top?” Today, we'll talk about the competition in the premium streaming video space and whether or not investors should be worried about what's to come for NFLX.

These New Services Are Seen As The Biggest Problems For NFLX

In the minds of investors, the biggest issue that NFLX faces moving forward is competition. Unfortunately, there are two big players that are making an effort to take the top dog position in the premium streaming video space with new programs. They include...

  • Alphabet Inc. (O:GOOGL) – First and foremost, we have one of the biggest tech giants in the world, Alphabet Inc. The company's streaming video service, YouTube is likely to get a makeover. YouTube Red now allows for subscription-based content and YouTube is in talks with Hollywood studios to license more of this content.
  • Amazon.com Inc. (O:AMZN) – Amazon Prime video has been a player in the industry for quite some time. However, the company is now working on its “Streaming Partners Program”. The new program will allow third parties to reach out to the Amazon Prime Video subscriber base.

Some investors believe that with massive tech giants making a vie for more market share in the premium streaming video space, Netflix is going to have a hard time moving forward, but is this the case?

In My Opinion NFLX Will Stay On Top!

While some may be worried about the competition in the streaming video space, I'm not at the least concerned. The reality is that NFLX has created an incredible brand for itself and is arguably the pioneer in what we now know as premium streaming video. On their brand alone, they are likely to maintain the leadership position in the space for quite some time. However, the Netflix brand isn't the only thing the company has going for it.

While NFLX takes a dominant position in the United States, many people fail to realize that the company is doing big things world wide. Outside of the United States Netflix growth has been exponential. Now, the company is offering videos in other languages and doing more to bring in the foreign audience, a plan that's likely to keep revenue growing and the stock price doing the same. Think about it, in the year 2015 alone, NFLX has expanded to Spain, Portugal, New Zealand, Japan, Italy and Australia. Based on the incredible performance the company has had in these companies, it would be crazy if the expansion were to come to an end. The bottom line is that NFLX wasn't worried about the competition in the beginning because it didn't have any, now, the company isn't worried about the competition because it's already miles ahead!

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