Two different subjects.
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Two tour de forces.
Netflix is a plain-English company that has figured out that conference calls shouldn't be just about analysts trying to get help on their models. This is a much bigger-thinking company than that. Netflix is trying to explain why, if you offer a superior product, be it Time Warner's (TWX) HBO or Amazon (AMZN) or anyone else, even Comcast (CMCSA), people will take it. But it has to be genuinely superior.
I love that Netflix goes into the viewing habits of customers. This company has actually thought about customers like good retailers do. It recognizes that people prefer to have all the content at once if they would like that content. Netflix also knows the foreign markets will work because, well, they already work. Witness the comments about how The Mentalist is the No. 1 show in France. I am surprised Netflix didn't mention that the French always loved Jerry Lewis. My favorite line: "The total addressable market over time are human beings that enjoy TV shows and movies, because everybody is going to be on the Internet."
Amazing, but these guys really get what we love, and they know that they offer something for everyone that is smart and tailor-made. The fact that Orange Is the New Black is theirs, and that it is huge, should not be lost on people. Netflix has the pick of the shows they want now. The only controversy I heard on the call had to do with why it didn't get True Detective.
I know: What does an oil-services company have to do with Netflix? How about that Halliburton is operating at the top of its game and scoring points everywhere domestically and internationally because it has the best technology and offers the best customer service? How about the fact that it is taking business from others simply because it offers a better suite of products for less?
When you hear the moaning that there isn't any revenue growth -- a constant refrain -- think of these two companies. Netflix and Halliburton are two gems that stick out in an earnings season that is justifying this run in the major stock averages.
Oh yeah, I forgot, it is all Fed-induced.
At the time of publication, Action Alerts PLUS, which Cramer co-manages as a charitable trust, had no positions in the securities mentioned.
Editor's Note: This article was originally published at 6:42 a.m. EDT on Real Money on April 22.