Wold concedes that content costs are increasing, but says the factor is already in his model.
FORBES: Netflix: Stop Worrying About Valuation, Analyst Urges Investors
Wold also points out that a slew of sequels are about to hit theaters.
Wold believes that the poor first quarter box office will hurt consensus estimates on the company.
Wold was the only vocal sell-side analyst to downgrade Netflix right before its collapse (on July 6).
Merriman Capital analyst Eric Wold this morning cut his rating on Netflix to Neutral from Buy.
We tend to agree with Wold, but we are content to leave our rating unchanged at Undervalued.
Wold notes that there is still risk in the stock, despite the upgrade.
Wold believes that the theater chains could really benefit from better rental terms.
FORBES: Theater Owners Fight Back Against Early Video on Demand
Stefan Oschmann, who has served in various marketing capacities since 1989, will take over for Wold-Olsen and report to Loescher.
With 2014 Wold Cup I think we might get some more development time to be able to do some new things.
Wold says there are reasons to expect more earnings misses from Netflix, but those reasons are more than baked into the stock.
Merriman Capital analyst Eric Wold this morning suggests the 3D movie technology company could be a potential strategic acquisition or go-private candidate.
Both Wold-Olsen and Sheares were suddenly reporting to Loescher, not to Clark.
The name of the game wold be to please consumers, not employers.
Per Wold-Olsen, a 30-year Merck veteran who ran the pharmaceutical company's European drug operations, has informed the company of his decision to retire.
It took place for the first time at Cotswold Farm Park near Stow-on-the-Wold in October 2011 and is now planned to become an annual event.
Eric Wold at Merriman Capital estimates that if Q1 2010 had been more normalized the box office would actually only be down about 8%.
Dr Wenneras and Dr Wold found that women received lower than average scores on all three criteria, but especially low scores for scientific competence.
Raymond Gilmartin, both Wold-Olsen and Sheares reported directly to the CEO.
But Merriman Capital analyst Eric Wold thinks that if the studios establish an eight week window for theaters, the chains might be willing to play ball.
FORBES: Movies Coming to Your Home Six Weeks After They Hit Theaters
Every Tuesday for the last three weeks the 40 pupils at Swell Primary School in Stow-on-the-Wold have walked to the Golden Ball Inn for a pub lunch.
BBC: Stow-on-the-Wold schoolchildren go to local pub for lunch
Dr Wenneras and Dr Wold found that she would need to be, on average, 2.5 times as good on their measures to be rated as highly by reviewers.
According to Eric Wold of Merriman Capital, AMC has announced that it will try to negotiate lower rental costs for movies that are going to appear on early VOD.
FORBES: Theater Owners Fight Back Against Early Video on Demand
Wold says a higher price point would provide a positive offset to increasing costs, in particular for any shift in what it pays the studios for access to their content.
FORBES: Coinstar Testing 20% Price Hike On Redbox DVD Rentals
Wold notes that three factors could push 2012 EPS below current expectations: the loss of DVD only subscribers, international operating losses and competition pushing up the cost of customer acquisition.
Wold says the news that the company is moving into Latin America opens a new area of growth: he estimates there are more than 40 million broadband subscribers in the new territory.
Per Wold-Olsen, a 30-year Merck (nyse: MRK - news - people ) veteran who ran the pharmaceutical company's European drug operations, has informed the company of his decision to retire.
Merriman Capital analyst Eric Wold pointed out in a research note this morning that he discovered over the weekend that the company is testing the higher price from kiosks in the Austin, Texas market.
FORBES: Coinstar Testing 20% Price Hike On Redbox DVD Rentals
Wold projects that Netflix will have no problem ending the year with 32.4 million subscribers, finally beating the benchmark for the peak of subscriber-based content, HBO, which has a slightly smaller base this year.
FORBES: Netflix Climbs And Dips: Dish Network Wins Blockbuster Bid
He would be wearing a phosphorescent suit and he would surround himself in a ring of fire and he wold play one scary, honking note for about 30 or 45 minutes with a scorching rhythm section behind him.
应用推荐