Michael Pachter - Wedbush Securities


Last quote by Michael Pachter

One reason advertisers are skeptical of Twitter is they're not sure who is advertising to.feedback
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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 Pachter is associated, including Netflix and Amazon Video. Most recently, Michael Pachter has been quoted saying: “The depressed Twitter share price is solely because of lack of user growth.” in the article Ending fake news means changing how Wall Street values Facebook and Twitter.
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Michael Pachter quotes

Jul 26 2017 - Nintendo

The [Switch] starting price of $300 could eventually become a problem given a light software slate and widespread discounting for the PS4 and the Xbox One. Although the long-term first party slate is promising, third-party support may eventually subside.feedback

Jul 26 2017 - Twitter

People are willing to give them the benefit of the doubt if they start to grow again.feedback

Jul 25 2017 - Twitter

Although the recent reacceleration of user growth and an improving user experience are positive signs, revenue stagnation and variability around results remain limiting factors.feedback

Jul 21 2017 - Nintendo

Nintendo isn't really known for multiplayer games, but Splatoon 2 is 5-on-5 gameplay, Mario Kart has multiplayer, and Smash Bros. should have it, so they need to make this easier for consumers.feedback

Jul 18 2017 - Netflix

Its fine to say the system will change, but it changes gradually over 20 to 30 years, not overnight.feedback

Jul 18 2017 - Amazon

I'm not sure any of this will work, but that's where they are headed.feedback

Jun 27 2017

It isn't clear whether there are experienced people actually running the company.feedback

Jun 24 2017 - Walmart

Walmart customers were late adopters of Amazon Fresh (Amazon's grocery delivery service) and Amazon Prime, so they're going to be late adopters of the Whole Foods premium experience.feedback

Jun 16 2017 - Amazon

I doubt we'll see any change to the culture at WFM. They will continue to manage retail, and their sales should expand dramatically as they add online ordering and delivery capability. Profitability should increase dramatically as well.feedback

Jun 16 2017 - Amazon

The conventional grocery store should feel threatened and incapable of responding.feedback

Jun 12 2017 - PoPro

We expect (Xbox One X) to underwhelm at retail, as has PS4 Pro, which costs $399. The subdued sales numbers for the PS4 Pro since launch are partly a reflection of gamers opting for the older and cheaper hardware (sometimes with a pack-in) in order to save over $100. The potential price delta between Project Scorpio and the Xbox One of $200 or more is even greater than the delta between the PS4 Pro and the PS4 of $100 or more.feedback

Apr 26 2017 - Nintendo

Just seeing the words Zelda and Mario in the same breath, in the same year - I can't remember that ever happening. That's really good, but what are the odds that Nintendo keeps that going with two of the big IPs in the same year. There's no way. They just haven't done that in the past. ... If they don't have three games that everybody wants, it's going to be hard for people to justify buying one.feedback

Apr 26 2017 - Nintendo

I think [Tatsumi Kimishima] has no idea what he's talking about. The Wii sold 100 million units – and sold 14 million the first year. I would really be surprised if this thing sells 14 million this year. But then the Wii sold 19 million the next year. And that's not going to happen [with Switch] unless grandma starts playing [with it]. ... I don't think there's anything about this device that is so novel that grandmas are going to start playing 'Zelda' on it.feedback

Apr 26 2017 - Twitter

But again, one quarter isn't a trend, so let's see if it's sustainable.feedback

Apr 17 2017 - Netflix

We continue to believe that Netflix cash burn is important and is largely overlooked by investors.feedback

Apr 17 2017 - Netflix

And the greater fool has this belief that's wrong that they are going to grow [subscribers] forever and one day jack up price and keep the excess price increase. The truth is their content costs will rise as they choose to raise prices. I think that's going to attract more competition, they are never going to make the profits that justify a $145 stock. As "long as investors will pay for subscriber growth and as long as Netflix delivers it, the stock will go up.feedback

Apr 17 2017 - Netflix

But Netflix clearly had a vision before those devices became so ubiquitous.feedback

Apr 17 2017 - Netflix

The model works from a consumer perspective because it is such a good value.feedback

Apr 13 2017 - Netflix

We continue to believe that Netflix cash burn is important and is largely overlooked by investors. As the cost of content continues to be bid up, we expect Netflix to continue to burn cash to fund its acquisition of original and exclusive content.feedback

Apr 12 2017 - Youtube

Super Chat is probably destined to fail. I think that the business model is flawed, and I think the ability to 'buy' a spot in the queue is going to turn off a lot of fans.feedback

Apr 03 2017 - Amazon

They didn't buy service with Quidsi, they bought domain names and customer lists. It was inevitable that both diapers and soap would be absorbed into Amazon's overall business, as there is no competitive advantage given up by doing so.feedback

Mar 24 2017 - Amazon

This is good for everybody, not just Amazon.feedback

Mar 03 2017 - Nintendo

Supply and demand should be closer to being balanced.feedback

Mar 02 2017 - Nintendo

While we expect the Switch to be successful, we believe that the hardware will require significant third-party software support to remain a hot seller. We won't know too much about third-party support until E3 in June, so we think that it is too early to jump on the Nintendo bandwagon.feedback

Feb 09 2017

There isn't a growth story here. They have to convince advertisers that they will reach an expanding audience. The shocking part is that the Trump effect was zero. Their growth actually slowed during the quarter.feedback

Feb 01 2017

I think the rate of growth will decline, but it will remain very high. They grew 57 percent in 2016, and our current model has 'only' 38 percent revenue growth in 2017. That's still pretty impressive.feedback

Jan 20 2017 - Netflix

He "could say this stock defies logic and it trades on sentiment.feedback

Jan 20 2017 - Netflix

We believe that Netflix's current valuation is unwarranted given the potential for sustained decelerating domestic growth coupled with consistently elusive international profitability, in addition to increased competition.feedback

Jan 20 2017 - Netflix

I'm in my fifth year [of doubting Netflix], so clearly my one-year price targets are not to be relied upon.feedback

Jan 20 2017 - Netflix

It is likely that we will be wrong for a while longer, as there is more quality content than ever before and Netflix has certainly had its share of hits.feedback

Jan 18 2017 - Netflix

As they consolidate those warehouses, the turnaround time is going to be slower. Then, it's not going to take two days for the next DVD to arrive, it's going to be more like six days. Then people will be upset and quit.feedback

Nov 03 2016

Management plans reduced ad load growth rates ahead in order to preserve the user experience, but we expect user growth and advertiser demand around new ad products to offset the impact to revenues, while margins will likely continue to expand.feedback

Nov 01 2016

The SEC isn't doing investors any favors.feedback

Oct 27 2016 - Twitter

But management appears unfocused and complacent, while the narrative has shifted to buyout rumors.feedback

Oct 21 2016 - PoPro

If [Switch's components are] similar to PS4 and Xbox One, porting should be relatively easy and cost-efficient, which will mean that there should be high-profile third-party games available early on, increasing the system's popularity.feedback

Oct 18 2016 - Netflix

Props to them. They're buying subscribers at a clip of negative $2 billion a year? Good for them, but if they don't make money, I don't understand the share price at all.feedback

Oct 18 2016 - Amazon

Amazon can outlast them forever. Bezos is a tough guy. Bezos is Dr. Evil, he intends to take over the world, and he's going to succeed.feedback

Oct 18 2016 - Netflix

They're making a big bet that they are better than Hulu – and Amazon and FX and USA Network and AMC – at developing this stuff. And yet I think they completely lack the internal expertise to compete.feedback

Oct 18 2016 - Netflix

Investors appear laser focused on subscriber growth, and so long as Netflix delivers on that metric, investors will bid its shares up.feedback

Aug 05 2016

Overwatch is a phenomenon that demonstrate's Blizzard's creativity and the audience it has built over the last two decades.feedback

Aug 05 2016

It's fair to presume demand for games will grow by at least 10 percent for the next several years including mobile, desktop free-to-play and console games. There should be a high correlation between job demand and product demand, so if sales grow by 10 percent or more, it is logical that demand for the people who make games will grow by 10 percent or more.feedback

Jul 29 2016 - Netflix

We are confident that once it announced a standalone service, Amazon declared war on Netflix, and intends to back up its new offering with a branding strategy of its own.feedback

Jul 19 2016 - Netflix

The shares are down because their domestic subscriber growth slowed to a crawl … and domestic profits fuel their international losses.feedback

Jun 13 2016

We are not concerned about the decidedly more negative response to the trailer for the latest Call of Duty. Despite this negativity year after year, Call of Duty still sells 25 million units or more on an annual basis, meaning gamer sentiment does not match gamer spending.feedback

May 10 2016 - Youtube

I don't see 50 million Prime users making a huge dent in the 2 billion YouTube user ecosystem.feedback

May 05 2016 - Drones

The biggest surprise is that they delayed Karma. They said they wanted to work on the features... they did not explain the delay and why they did not notice it three months ago.feedback

Apr 27 2016

I honestly don't think anyone cares if he has more power, since he's done everything right since they went public.feedback

Apr 27 2016

The company consistently 'warns' about higher spending, but they consistently manage their spending to deliver earnings upside. They're an impressive company, and they leave very little room for criticism.feedback

Apr 19 2016 - Netflix

Amazon Video will up the ante for acquiring new content. This creates a double-whammy for Netflix–higher content spend and slowing subscriber growth.feedback

Apr 19 2016 - Netflix

I think that people who relied on unbridled international growth are beginning to have second thoughts, and the company now faces domestic competition that may limit its ability to grow domestic profitability.feedback

Feb 11 2016

I think the company is really valuable ... I don't think they (Pandora) will give a deal if they are below $20 a share.feedback

Jan 28 2016 - Facebook

Since Facebook killed it yesterday, the others are enjoying a rally. Facebook use is completely independent of Amazon use, but investors blindly bid up all of them when one does well.feedback

Jan 28 2016

The problem was in the guide for the full year.feedback

Jan 28 2016

The stock is getting killed because the Street is too high on next year.feedback

Jan 20 2016 - Netflix

Take a cue from the deals that aren't being done with Netflix. It is a sign that the content providers are willing to walk away and go elsewhere.feedback

Jan 19 2016 - Netflix

The rollout in 130 countries in early January ensures that they will have no problem hitting their international target.feedback

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