Analysis of Netflix Stock: Ads. New Chapter of Streaming


Analysis of Netflix stock need to consider the ads-supported plan.
image sources: freepik.com

Analysis of Netflix Stock is focused on answering this question: It loses 200 million subscribers in the first quarter of 2022. The streaming giant plan to launch an ad-supported program to cut the expense and offer lower subscription fees for the customer. Will this decision help company to regain or at least retain its customer?

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Netflix’s Competitive Advantage is Losing?


Netflix's Competitive Advantage is decaying due to the competitors don't need to make money.
Source: Freepik

If we inspect carefully the number of subscribers lost, actually Netflix is just fine. The streaming giant only lost 200 thousand subscribers from a total of 221 million. It is a tiny fraction, less than 0.1%. It is no big deal. Netflix said that number comes from 700 thousand losses due to Russian things. If we neglect Russia – Ukraine number, Netflix has an additional 500 thousand subscribers. Not bad. Far from it. Case closed. So, why we are here? To address a more important issue: Netflix’s Competitive Advantage.

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Competitive Advantage of Tesla: Chapter II


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The third quarter of 2021 illustrates the competitive advantage of Tesla due to its integrated business. In the midst of a chip shortage that trims the production of almost all automakers, Tesla still breaks the record in terms of production units. This article is the sequel to talk about Tesla’s economic moat that discussed brand power, direct sales, and low-cost producer.

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Competitive Advantage Analysis of Differentiation


Competitive Advantage Analysis of Differentiation in Samsung Mobile. The Company differentiation doesn't prevent competitors to come
Samsung’s approach to harsh competition

Some investors may confuse differentiation products with a durable competitive advantage. They assume that the production and fixed costs could be distributed among different kinds of products, thus could sell their product lower than competitors. Well, is it true? Starting from this, we are going to develop some competitive advantage analysis of differentiation.

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Moderna Stock Analysis: Boost Your Portfolio?


Moderna Stock Analysis by Looking at Competitor progress
Vaccine Progress by Company

Moderna is one of the most discussed companies in 2021 due to its COVID-19 vaccine. What makes it more special is, it is not a conventional one like AstraZeneca or SINOVAC. It is RNA – based. A messenger of life. And the potential expansion of this new kind of biotechnology is almost limitless. Through this Moderna stock analysis post, we bring you to reality.

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Intuitive Surgical Business Model: Da Vinci Code


Intuitive Surgical Business Model: How Robotic Manufacturer become Services Oriented Company.
Figure 1: Intuitive Surgical Business Model

Leonardo da Vinci is the first who performs an autopsy on the human body. That brave – and maybe a blasphemous decision by religion was taken in 1490. Hundreds of years later, the Da Vinci robot, under the Intuitive Surgical company, becomes the first robot that delivers surgery (with the man behind of course). We invite you to get closer to the Intuitive Surgical Business Model through this article. Spoiler alert: we love its recurring income.

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