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How To Use Google To Predict Netflix's Customer Growth

Joe Weisenthal

Cool chart from Raymond James' Aaron Kessler:

Our analysis of Google search data indicates while Google searches for “Netflix” were up strongly since 2008, 1Q12 data indicates searches are approximately flay y/y. Historically, we have seen a 95% correlation in gross sub growth and search activity. For 2012 and 2013, we currently expect Netflix to add 5.1 million and 5.6 million paid streaming subs, though incremental adds could prove more challenging given increasing competition and rule of large numbers.

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Netflix Shares Tank To Start The Day
CHART OF THE DAY: Netflix's Bad Stock Timing
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source: www.businessinsider.com

27 Feb 2012

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aol networks

consensus number

nbsp nbsp nbsp nbsp nbsp

victor anthony

sequential reduction

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fun thing

competitive environment

amazon

last quarter

horace

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correlation causation

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hedge fund managers

grand scheme of things

small victory

dan loeb

google yahoo

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pandora station

mike herring

online streaming music

marissa mayer

yahoo ceo

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sophisticated investors

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electronic health records

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national association of realtors

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