Michael Olson - Piper Jaffray

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Last quote by Michael Olson

While this will be a negative headline for Netflix, we expect the actual impact on the subscriber base to be minimal. There is no question Disney content was a 'nice to have,' but we believe Netflix can find ways to re-allocate … to create similarly engaging (and more exclusive) content for its subscriber base.feedback
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Aug 09 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 Michael Olson is associated, including Apple and U.S.. Most recently, Michael Olson has been quoted saying: “International growth is clearly the primary focus of NFLX investors; one of the most consistent concerns we hear, regarding ongoing growth potential, is the challenge the service will face gaining adoption in lower income markets. Our analysis suggests that Netflix can reach 100M international subs by 2020, with zero or very minimal penetration in lower income international markets.” in the article Netflix set to dominate the world: International subs to nearly double to 100 million, analyst says.
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Michael Olson quotes

Jan 31 2017 - IPhone

The pessimism among investors is largely based on perception that potential iPhone 7 buyers are holding out for the 10th anniversary device in Sept (iPhone X). Our survey of 1,000 U.S. iPhone owners suggests most are not aware of the potential for a 10th anniversary device with more significant upgrades later this year.feedback

Jan 26 2017

The law of large numbers has caught up to Apple to some degree.feedback

Jan 26 2017

Despite the services revenue – which is a great, high-margin business, growing nicely – we don't have margins expanding. Because we do think there could be increased expenses related to local manufacturing in the U.S.feedback

Dec 16 2016 - IPhone

Our confidence is based on an expectation for growing anticipation around iPhone X (aka iPhone 8) and a favorable long-term trajectory for services growth.feedback

Aug 05 2016

They've had a lot of excitement recently. Overwatch is a huge phenomenon if you look at the revenue it generated.feedback

Jul 12 2016 - Netflix

Based on our survey, we believe un-grandfathering of subscribers on a lower priced subscription will have minimal impact on the overall sub base. Regarding future price increases, while we wouldn't expect another domestic price increase in the next two years, it appears Netflix has runway to push pricing higher.feedback

May 03 2016

Definitely alternative locations are a growing category. However, I think it's still too early to say whether or not it's growing because it's taking share from traditional hotel bookings or whether it's just the overall category of online travel bookings.feedback

Jan 20 2016 - Netflix

We're bumping up against the law of large numbers domestically. Huge international quarter, and international is what investors are most excited about. But at the same time, you can't ignore a saturation point that we may be inching closer to domestically.feedback

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