Mark Mahaney

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Last quote by Mark Mahaney

This price increase will likely be a revenue growth catalyst for the company. The content, not price, is the leading churn/churn-back factor amongst Netflix subs.feedback
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Oct 05 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 Mark Mahaney is associated, including Netflix P&L and Google. Most recently, Mark Mahaney has been quoted saying: “Netflix has achieved a level of sustainable scale, growth, and profitability that isn't currently reflected in its stock price. In its oldest International markets, it appears [to] be scaling to profitability just as quickly as the U.S. market did. We believe these results highlight that Netflix's foray into Brazil has met with strong success so far. We also believe that this illustrates the potential for Netflix to reach material (~30%) penetration levels in multiple International markets.” in the article Netflix, already up nearly 50% this year, has further to run on UK, Brazil growth, analyst Mahaney says.
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Mark Mahaney quotes

Jun 16 2017 - Amazon

Amazon's been signaling for about one or two years that they're going to make big bets, because they can, because they've got the cash flow to do it, so that makes this less of a surprise. They already do about $5 billion a year in groceries. This is a logistics business, Amazon does logistics, and it's kind of a natural pivot for the company.feedback

Jun 16 2017 - Amazon

Amazon doesn't buy fixer-uppers, they buy assets that they think are high quality that can stand on their own, and then they maybe look for incremental synergies.feedback

Jun 12 2017 - Netflix

I think [it] still gives you more than 20 percent upside between now and the year of the year. I won't want to tell you to back up the truck on Facebook.feedback

Jun 12 2017 - Netflix

Netflix is a stretch valuation. It has been for a long time. We only see small, single-digit upside to the price target.feedback

Jun 12 2017 - Netflix

You've got this sector that's up about 30 percent year to date and trades off 3 percent in one day that does not strike me as a big buying opportunity.feedback

Jun 12 2017 - Netflix

We're at a point where a correction in those stocks would bring the market down.feedback

Apr 28 2017 - Amazon

I think every year that we're talking about Amazon, more and more the conversation will be about cloud and less and less about retail. I heard Jeff Bezos make a comment about seven years ago that one day cloud can be bigger than the retail business and I was shocked by that statement. Both of those segments by the way are nice set-ups for Amazon. Only about 10% of all work loads that could go into cloud are in the cloud, so there's a lot of secular growth there.feedback

Apr 28 2017 - Amazon

Amazon is situated against two very large and still lightly penetrated markets so it means the growth should be premium for Amazon for the next five to ten years.feedback

Apr 24 2017 - Amazon

I remain a long term bull on Amazon. This company is known for investment cycles, and the Street's got only modest margin declines in the June quarter so I think there could be an area of disappointment in that outlook.feedback

Apr 18 2017 - Snapchat

Snapchat showed what you could do with a camera. Now Facebook is going after them hard.feedback

Apr 12 2017

Google was growing approx. 20 percent on a $26 billion revenue run rate biz at the beginning of 2010 and is now growing 20 percent on a $104 billion run rate biz. Very rare. Profit margins are intrinsically high and free cash flow is very strong. [Alphabet] is one of the strongest, most consistent fundamental stories in Tech. Period.feedback

Mar 27 2017 - Snapchat

Snap has become an innovation leader – for both consumers and advertisers – in arguably the single fastest advertising medium today – mobile. We believe that if it sustains its current level of innovation, it can sustain premium growth for a long time and scale to profitability.feedback

Mar 27 2017

We think that's a bullish indicator. If the company continues to innovate – they have out innovated everybody so far – they have to keep doing it.feedback

Mar 27 2017

If they succeed, if they continue to innovate for both consumers and advertisers, we think they can easily sustain triple digit growth for several years.feedback

Mar 17 2017

It's the stumper in the group. Why aren't margins doing a little bit better? I think what they could do is take other bets generating about $4 billion a year in losses and prove that there is some revenue, some metric, some growth out there.feedback

Feb 17 2017 - Netflix

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

Feb 09 2017

We believe that only a radical overhaul of the (user interface) and value proposition could potentially grow its user base, but such a step would carry enormous risk in alienating core users.feedback

Feb 09 2017 - UBS

That problem is probably going to intensify.feedback

Feb 01 2017 - Facebook

We like the setup on Facebook going into this print tonight. We like the stock here also, because this is one of the cheapest entry points you've had on Facebook shares since the IPO.feedback

Jan 27 2017 - IPhone

When the iPhone rolled out in 2007, everyone developed [software] for that. Right now, everyone is developing for the voice-activated Internet.feedback

Jan 18 2017 - Netflix

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

Jan 18 2017 - Netflix

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

Jan 18 2017 - Netflix

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

Jan 04 2017 - Amazon

This will take a while for consumers to change their patterns but this ... we think it's the Trojan horse for Amazon, frankly, into the refrigerator.feedback

Jan 04 2017 - Amazon

That's kind of the long-term win here for Amazon. It's a customer acquisition tool but really it's a customer retention tool and a chance for people to more easily remove the friction, purchase more from Amazon.feedback

Dec 21 2016 - Twitter

One of the challenges of Twitter, really from the beginning, is they've had so much volatility of their management team. At the end of the day you are betting on, or investing in, these individuals, and the individuals keep changing. So I think the narrative unfortunately gets worse.feedback

Nov 18 2016 - Netflix

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

Oct 28 2016

They're going to experiment for a while. Why shouldn't they? They've got a billion people that come to their site on a monthly basis. That core advertising business – that's doing super well for them. I don't think they should steer too far afield from that.feedback

Oct 28 2016

The core advertising business – the real reason that we're still bulls on the stock – remains so consistent. This is now 19 quarters in a row of 20 percent year-over-year growth. For that reason, and almost for that reason alone, this thing remains a long for us. It's our number 2 pick in the space.feedback

Oct 25 2016 - Disney

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

Oct 25 2016 - Netflix

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

Sep 23 2016 - Twitter

We've had three, four, five years of advertisers working with Twitter data and the fact that they're moving away from Twitter has to tell you something about the value of that data to an advertiser. To a tech company, that's something different.feedback

Sep 23 2016 - Twitter

If there's any lesson from Twitter from the last two to three years is that the data to an advertiser has not been that helpful, has not been that useful and that's why advertisers have been leaving Twitter and that's why the revenue growth is decelerating.feedback

Sep 22 2016 - Netflix

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

Sep 22 2016 - Netflix

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

Sep 22 2016 - Netflix

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

Sep 22 2016 - Netflix

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

Sep 22 2016 - Netflix

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

Sep 22 2016 - Netflix

[But] I don't think Amazon is a competitive threat.feedback

Aug 24 2016 - Facebook

There's a deceleration debate on Google, as there is on Facebook, and almost a certainty in the markets that growth rates have to decelerate sharply. We don't think that's the case.feedback

Aug 24 2016 - Facebook

What's good for Google and Facebook has not been good for the Yahoos and the Twitters of the world.feedback

Aug 24 2016

This sustains as a 20 percent revenue grower with expanding margins in the core Google business for their foreseeable future. We like the stock.feedback

Aug 24 2016

We've seen very consistent growth, at least from the leaders in the Internet space.feedback

Aug 12 2016

Since the bottom, we've seen stocks with strong and/or accelerating fundamental trends outperform, while those with business model, product, execution and/or integration risk have materially underperformed.feedback

Jul 28 2016 - Facebook

And FB is extremely well positioned for this.feedback

Jul 18 2016

Investor expectations are fundamentally very low for Yahoo. I'd say fundamentals have been weak for a substantial period of time, i.e. no growth…. The play on the stock is much more focused on the mechanics of the sale.feedback

May 03 2016

Hotel industry data from Smith Travel Research provide an overall negative read-thru for Priceline, with occupancy rate growth and ADR (average daily rate) growth data in both the U.S. and in Europe showing decelerations.feedback

Apr 28 2016 - Facebook

If – it's a big if – if Facebook continues to execute at this level, you could see a tripling in their revenue growth over time, the growth rate is sustainable, and you could buy the stock even today.feedback

Apr 26 2016 - Facebook

This is the highest-bar stock of the internet space. An in-line quarter will not cut it for Facebook, the stock, as a trade.feedback

Apr 22 2016

When the misses are more headline than real. And fundamental trends are intrinsically impressive. And valuation looks compelling. Then that's when you buy.feedback

Jan 19 2016 - Netflix

If they're able to come in line with their guidance ? and they're able to meet their 3 million plus international (subscriber) number ? then the story will be intact. And the stock should go up higher from that.feedback

Jan 19 2016 - Netflix

In terms of long-term valuation, the way we think about the stock is we think this is a company that can generate $10 [annual earnings per share] in long-term earnings power.feedback

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