Netflix, Inc. · NASDAQ:NFLX
Netflix — Citi 26th Annual Global Internet, Media and Telecommunications Conference (January 2016)
16 slides from Netflix's conference presentation, Jan 6, 2016
Slide 1: David Wells, Chief Financial Officer
David Wells Chief Financial Officer JANUARY 2016 © 2015 Netflix Inc.
Slide 2: World's Leading Internet TV Network
World’s Leading Internet TV Network 60+ COUNTRIES 69MM GLOBAL MEMBERS 43MM DOMESTIC MEMBERS 26MM INTERNATIONAL MEMBERS
Slide 3: Lighting Up 130+ Countries
Lighting Up 130+ Countries ● A Global library ü Netflix Original Series & Films ü Globally acquired series ü Globally acquired feature films ● Pricing comparable to existing 1S, 2S, #netflixeverywhere and 4S plans ● Adding some localization ü Korean, Arabic, Simplified/Traditional Chinese ● Not
Slide 4: A Growing Footprint
A Growing Footprint Global Broadband Households (~730M) US Source: SNL Kagan
Slide 5: A Growing Footprint
A Growing Footprint Global Broadband Households (~730M) US Pre 2014 Expansion (Canada, LatAm, UK, Ireland, Nordics, Netherlands) Source: SNL Kagan
Slide 6: A Growing Footprint
A Growing Footprint Global Broadband Households (~730M) US Pre 2014 Expansion (Canada, LatAm, UK, Ireland, Nordics, Netherlands) 2014 Expansion (France, Germany, Switzerland, Belgium, Luxembourg, Austria) Source: SNL Kagan
Slide 7: A Growing Footprint
A Growing Footprint Global Broadband Households (~730M) US Pre 2014 Expansion (Canada, LatAm, UK, Ireland, Nordics, Netherlands) 2014 Expansion (France, Germany, Switzerland, Belgium, Luxembourg, Austria) 2015 Expansion (Australia/NZ, Japan, Spain/Portugal, Italy) Source: SNL Kagan
Slide 8: A Growing Footprint
A Growing Footprint Global Broadband Households (~730M) US Pre 2014 Expansion (Canada, LatAm, UK, Ireland, Nordics, Netherlands) 2014 Expansion 2016 Expansion (France, Germany, Switzerland, Belgium, (Rest of World x-China) Luxembourg, Austria) 2015 Expansion (Australia/NZ, Japan, Spain/Portugal, Ita
Slide 9: A Growing Footprint
A Growing Footprint Global Broadband Households (~730M) US Projected 2016 Expansion (China) Pre 2014 Expansion (Canada, LatAm, UK, Ireland, Nordics, Netherlands) 2014 Expansion 2016 Expansion (France, Germany, Switzerland, Belgium, (Rest of World x-China) Luxembourg, Austria) 2015 Expansion (Austral
Slide 10: Outlook for Global
Outlook for Global ● Big secular tail winds ü Increasing broadband penetration ü Ongoing shift from linear to on demand viewing ü Global appetite for high quality entertainment ● Netflix well-positioned to capitalize ü Streaming delivery platform ü Process know-how launching new markets ü Stro
Slide 11: Start of a Long Journey
Start of a Long Journey ● We are just getting started ● Lots of hurdles ü Mixed awareness of Netflix ü Broadband speeds ü Payments infrastructure ü Local regulations and culture ● Continuous improvement
Slide 12: 600+ Hours of Original Content in 2016
600+ Hours of Original Content in 2016 ● 31 new and returning series ● Two dozen original feature films and documentaries ● A wide range of stand up comedy specials ● 30 series for kids
Slide 13: A Global Entertainment Platform
A Global Entertainment Platform ● Produced by a French studio (Gaumont) ● Brazilian director and star ● Shot in Colombia ● 75% in Spanish, 25% in English ● Streamed & viewed across entire footprint
Slide 14: Summary
Summary ● Leadership position in large and growing global market for Internet TV ● Sustainable competitive advantages ü Subscriber scale ü Compelling and differentiated content library ü Outstanding member experience ü Brand that stands for high quality, on demand streaming entertainment ● Consi
Slide 15: The Virtuous Cycle
The Virtuous Cycle Increase Revenue and Profits Grow Invest in Grow Value member More/Better & ASP base Content Improve Member Experience
Slide 16: Thank You!
‘Thank You! NETFLIX