Does Netflix’s inclusion in FAANG need to be reevaluated?

like
Posting as :
works at
You are currently posting as works at

Nah

It's still a streaming juggernaut with strong investments and business fundamentals. No reason a 10% drop in stock results in exclusion from FAANG. All of them have gone down more at some points.

I’m not implying it’s just not a strong stock. But they do only have strong exposure to one sector (media) and poor results for their streaming platform had such a large impact on share price.

When was the last time we have seen such a sharp drop with amazon, google, Apple (or even MS)? They have survived multiple market cycles and have diversified offerings as well as significantly higher market caps

A conservative play on streaming is AT&T, Verizon, or Comcast. You’ll always need pipes to stream the data through, whereas the content provider could well evolve

Always needing something doesn’t always equate to where the profit is. I’m not sure I’d even say the players couldn’t change on the pipes, if Google fiber or some other player decided to make it a real competition instead of the semi-monopoly we have now. Maybe even next gen wireless could disrupt the market.

I think there’s a reason places have been snapping up content providers. Owning the content (if done well of course) seems to be where the real money is.

Related Posts

like

What are some racial/gender/age based micro aggressions you’ve experienced in the workplace?

like

What organizations/affiliates do PE companies work with to find diversity hires? SEO? TOIGO? Recruiters? Others?

like

Just got an offer at Deloitte. Feel like comp/rank are too low due to lack of diversity of interviewers. :( Can anyone relate?

Hello everyone,

I'm looking for referrals to any FAANGMULA+ companies.

YOE: 3.5 years in a Project management field. #pm #product #productmanager

Please drop a comment so I can DM you my info.
Thanks!

#swe #engineering #software #referral #hiring #jobhunt

#microsoft
#slack
#paypal
#facebook
#twitter
#dropbox
#amazon
#atlassian
#brex
#google
#instacart
#square
#twilio
#faang
#datadog
#snowflake
#rubrik
#bloomberg
#stripe
#snap
#lyft
#uber
#spotify
#apple
#robinhood

like

did y'all listen to SCOTUS oral arguments today about ending affirmative action?

it was super triggering listening to white conservatives and Clarence say that diversity does not matter.

like

Your only option is to marry someone for a GC. What is the biggest age difference you would consider?
Please reply with your age/gender.

likefunny

Is anyone wondering what life will really be like for all the new Diversity, Equity, and Inclusion executives that many companies are hiring and bragging about now? I wonder how much power they will actually have to effect change. I wonder how long the trend will last.

like

Which big law firms give billable credit for hours spent on diversity and inclusion efforts? And how many hours go towards billable targets?

like
like

Is a TC 160-170k for Amazon BIE L5 in NYC appropriate? I have 1yoe FAANG analyst and 3yoe non-faang mar/consulting roles.
Reg. why leaving, just a personal reason. No pip, no conflict with teams.
Thank you.

I am torn between 2 “offers” - first is MBA (insead - no option to defer unfortunately) vs Amazon - Minimum TC 200k (SGD, incl, RSU) - non tech strategy role, first hire for my team in the region. I have 5.5 yrs exp. I see the later as more practical given I was aiming for FAANG post mba but also fear losing the network of the former.... Grateful for any views ☺️

like

How do you feel about Rwddit asking for one's sexuality as part of the interview application? After this, what else would they need to know I wonder .

Post Photo
likefunnyupliftinghelpful

My company is in need of a update online, could use your opinions! We need to better showcase our culture (caring, supportive, fun, intelligent IT industry leaders) as well as diversity. We are predominantly white still but making strides to improve here. What’s the best way to approach? I don’t want to seem disingenuous or that we are singling out our diverse employees (asking for photos). We have a remote and on-site workforce about 350+ EEs. Non white EEs make up about 35% of the company rn.

like

I am looking for Job referrals for social impact organizations and international development sector . Looking to Provide research, advisory and consulting expertise

I am an international development professional and consultant passionate about increasing access to quality public health globally. I have extensive experience in research, project management and consulting in the Southern Africa non-profit sector with expertise in SHRH, Gender Policy and Violence Against Women.

If you are interested in the referral in Larsen and Toubro infotech for below profiles
Please send me the below details
Full name
Date of birth
Gender
Email id
Skills
Total years of experience
Job id

Post Photo
like

Any suggestions for a walkable dress/office/courtroom shoe? I live in a major city and have to take the train in for work. Recommendations for any gender are welcome. Im sure everyone could benefit.

like

Did anyone else lol at some of the suggestions in that “how to increase diversity in agencies” thread on the main bowl last week?

likefunny

I have often wondered if being honest when I fill out EEOC / diversity forms if that limits me from new work / promotions. I used to be able to hide my disability, but it is progressive so now it's not as easy to hide. Thoughts?

like

How did you begin to implement equity and inclusion into your organization?

like

More Posts

How is OKRP these days?

like

Ok! One week later! The only ad still sticking with me is the Bill Murray Jeep ad. I’d love it if they made a few more of these.... (anyone still here?)

like

Hii.. I am about to join Barclays chennai on October. HR asked to install barclays app for easy onboarding. Tried "Barclays Onboarding" app. It is asking for some instances address. Any idea?

Post Photo
like

What bars do men in their 30s frequent?

like

Is it worth to move from Oliver Wyman to Bain? Is there a big difference? Talking about Europe/Asia

like

To those who applied for and obtained an appellate clerkship *after* clerking at a district court: How many applications did you submit to get your appellate clerkship? Did you have your district court judge advocate on your behalf, and if so, how much of a difference do you feel it made?

like

Does anyone know about the Howard area of Rogers Park? My wife and I are thinking about buying a condo near there. Is it a safe area?

Any suggestions for a good legal software system for combining email threads / documents / file explorer / etc?

Our current system is pretty archaic!

Thanks

like

How important is undergrad GPA for a "top notch" mba, like harbard or mit? I was a different person back then and only managed a 3.5 in an engineering program.

What can I do to make up, stellar GMAT, essay? What else if there's still a chance for me.

like

I’m entering an in-house with a bad Glassdoor rating as my first job in a new place. Please wish me luck as I will need every ounce of it 🥺🥺🥺

like

Is it a good decision to move from IBM to Deloitte India, with same fixed salary, not getting project as per my skill set in IBM

like

Any idea what would be the pay bracket for post merger integration lead In Accenture? Does lead means manager ?

like

Anyone been to or currently go to Alcoholics Anonymous? My sister has been going through some life events that has pushed her to depend on drinking every night in excess. I Have tried to get her involved in exercise classes with me and doing things after work but I can’t always be there. Last night she brought up going to AA - I want to be supportive of her - is it a safe environment for a woman in her early 20s, could I go with her and how can I be supportive?

like

Anyone at UBER willing to provide a referral or recruiter connection for a Senior Strategy & Ops Manager opportunity.

Happy to provide more information via DM.

Background: Strategy Consultant with 8+ YOE.

like

How much amount should I ask my employer if they want me to move to Dubai? I have 8 YOE into Android application development, currently I do get 11.6LPA, have an offer 26Lpa in India.

like

So the former guy called into Fox News to acknowledge Rush’s death and repeated the same old false election claims. Yet you people were crying when he got banned, imagine what he would have done?! Anyway is there a chance this guy is actually mentally ill?

like

Multiple vacancies for CA/CPA/ACCA (0 to 15 years experience) across various locations in EY GDS. If interested send your CV at -

manalrehtal1986@gmail.com



Like, comment, share and spread the word to those in need !

#cafreshers #charteredaccountants #eygds #manager #statutoryaudit #assurance #panindia

like

Recently left job for a Director of Corporate Development role making $230TC in a MCOL city (165 Base; 65 Bonus). I have 7 YOE and a top 15 MBA.

Feeling a bit underpaid but wanted to get insights on how this compares to market comps. Any insight is appreciated!

like

Additional Posts in Personal Investment Chatter

What is a safe website to check your FICO score for free?

How is everyone handling the closure of Roth conversions and Mega Backdoor Roth IRA? Does this render After tax 401k useless?

like

Need some advice..have some money that I want to invest and need a form/person who would do the investments and charge fees based on the profits they get for me..do these exist? If yes, what are they called? Any good orgs that you have used before?

like

Anyone use Merrill Edge and have auto-invest set ? What do you auto-invest into ? I believe you’re limited to mutual funds but just wanted to see if anyone else did anything interesting.

like

I have about $75K cash ready to deploy across 401k, Roth IRA, and Brokerage accounts from recent rollovers. What would you all recommend: DCA over a period of time given current market conditions or invest all at once? If DCA, frequency & time period? TY!

like

which option -new townhouse vs 1990 built single family ,pros and cons for family with 2 kids. in high col city with best school ratings. Single fam unit 560k 3 bed 3 bath and twnhouse 460k 3 stry cnt

Stock futures are going to crash 3-4 % lower on Monday. Nasdaq losses will be more mild though. At this point there will be a few winners and a whole lot of losers. 15 days of protests and corona cases plus shift into q2 forecast will lead to at least 10% pullback. Long live AMazon and Apple
Thoughts?

like

Is anyone else convinced we are headed for a correction in equities, and quickly? The market has been straight up for months, with the exception of a blip around GME week. Seems like everyone is day trading, too, which I take as a sign of froth. I know market timing is typically a bad idea, but talk me out of moving to cash for a few weeks until things get cheap(er).

like

Who got into fb today with new lows? 🙋‍♂️

like

Is costco, clorax, Mastercard, visa still good buy. Any logistic firms to scoop up. People are going to spend online to kill boredom

like

At what age did you reach $1m in total assets?

like

With 7% inflation - have you guys found any higher yield accounts for your emergency fund and spending cash?

I found a new digital bank that is fdic insured and offers 4% returns but I'm still losing 3% a year lol

like

Why can’t there be an ethical way where I pay an investment firm to make me more money?

like

We have saved a healthy 6-9 month emergency fund. Should we focus on saving for investments or paying off low interest debt (2.5-3.5%) or both? We have healthy retirement savings ($500K, mid 30s couple) and max out Roth and traditional iras.

For people who mainly use fidelity, what funds should I be investing in if I want to do the sage VOO/VTI thing? Is putting all my money into FZROX and FXAIX bad?

like

Weekend stock opinions from the stock pro. Contd.

Post Photo
like

Is it just absolutely crazy to think about buying a home right now? Live in Denver and could use some advice!