Netflix Inc.

The Technology Changing the World

Written by Ophir Gottlieb, 01-11-2016

PREFACE
The Consumer Electronics Show (CES) just wrapped up and we discovered a huge amount of information that the main stream media simply missed and doesn't understand.


NETFLIX
Of all the companies at CES, Netflix may have made the biggest splash, when in real time CEO Reed Hastings announced significantly expanded reach to 190 countries, making its Internet TV service available in 130 new markets including India -- but not China. "Today you are witnessing the birth of a new global Internet TV network."

The stock rose 10% as he spoke in a tumbling overall market. Here's a great chart from Statista that demonstrates the Netflix reach as of right now:



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The bright green areas are the newest additions to the Netflix family of nations.

BREAKING
But, we also just learned something unbelievable about Netflix's original content, which is not just astonishing, it means that the company's conversion from content distributor to content creator and distributor is working on a scale simply no one in the world, even Netflix, could have imagined.

The CML Pro research dossier on CES The Breaking Technology That Everybody Missed discusses exactly this momentous reality for Netflix.

TESLA
Tesla announced Sunday, January 3rd that it shipped 50,580 cars in 2015, hitting the lower range of its target for the year of between 50,000 and 52,000 cars for 2015.

Wall Street hit the stock hard but the media missed everything. Tesla reported total deliveries of 17,400 for the quarter, representing 78% year-over-year growth. But, that isn't the story either.

THE MEDIA TOTALLY MISSED THIS
Tesla's total revenue in the trailing-twelve-months is $3.8 billion and the company reported a backlog of 33,000 Model X reservations. That's $4 billion in order backlog.



Yes, the company has a larger backlog in one product than all of its revenue in the last year. And friends, that doesn't include the Model S, which is its best selling car (Source: Benzinga).

More
Tesla has market moving news coming on several fronts:

I. The company will give the world a preview of its Model 3 car -- this is the vehicle that is supposed to take the company from 50,000 unit sales in 2015, to 500,000 by 2020. Yes, a 1,000% sales increase in five years.

II. The second market moving news we will get is larger than even the first above. It is the seminal moment for Tesla as a company. Get the full research report, The Breaking Technology That Everybody Missed, in CML Pro to find out what's coming within three-months.

This is the time to watch Tesla -- it could very well detach from any market noise, and trade on its own news entirely, and that is looking more and more bullish by the day.

APPLE
It's been long rumored and discussed, but the next huge product for Apple seems to be coming, and it's going to be the Apple Car. We just did a search on 'Who Is' to search for domain owners and what we found was stunning.

First, on September 21st the Wall St. Journal reported: "Apple Inc. is accelerating efforts to build an electric car, designating it internally as a "committed project" and setting a target ship date for 2019, according to people familiar with the matter" (Source: WSJ).

On Friday we published this:



We can see that the domain name https://www.apple.car is now owned by Apple. We can see this with https://www.apple.auto as well.

Whether or not Apple gets into car manufacturing, or an installable dashboard, at this time doesn't really matter. The smart-car and self-driving car markets will take a few years to materialize, but if you're looking for another "iPhone" size product, this is it, possibly several-fold over.

Believe it or not, this is the beginning of the breaking news, not the end. We just published the CML Pro research Dossier, "How Apple Will Leave a Bumbling Wall Street in the Stone Age" that describes in detail and with fact how Wall Street and the media just missed everything about Apple's future.

PALO ALTO NETWORKS
The company CML Pro has earmarked as the soon to be crowned champion of cyber security has seen its stock drop hard in the market correction and is now trading below its price before its last release, which was a blowout quarter.

The full research dossier for PANW: "Why Palo Alto Networks May be the Best Cyber Security Stock," is available in CML Pro.

Like Tesla, Palo Alto Networks (PANW) could also start to decouple from the market's noise because its growth opportunity is so large, that even a recession might not stop it. Check this image out.



There's just no stopping the growth in the need for cyber security and we are right at the beginning. Market correction or not, recession or not, the growth in this area is a near certainty, even if projections come down, this is happening.

MORE
There was enormous news from NVDA, AMBA and FB that we also learned last week that is included in the CML Pro research report on CES.

WHY THIS MATTERS
Headlines miss everything but, the top analysts, asset managers and hedge fund managers are keenly aware of the data that will move markets and they know exactly when retail traders are selling everything they own. This is how they pick their stocks even if the market goes sideways or down.

The information asymmetry that exists between pros and non-pros has transferred massive wealth to the top 1%. That information asymmetry is no longer acceptable to us. In fact, it infuriates us.

This is just one of the fantastic reports CML Pro members get along with all the charting tools, top picks for 2016, research dossiers and alerts. For a limited time we are offering CML Pro at a 90% discount for $10/mo. with a lifetime guaranteed rate. Join Us: Get the most advanced premium research delivered to your inbox along with access to visual tools and data that until now has only been made available to the top 1%.

Thanks for reading, friends.