$13 billion EV. 23 million subscribers expected to be announced.
About $580/ subscriber to buy this company stock. In return you get $120/year in revenue from each subscriber. How much of that is cash flow. As of now, it is negative and not looking like NFLX is able to negotiate cheaper renewels on content. They will have to raise monthly fees before long (part of this temporary inflation phenomenom)
These suckers need a secondary quick. Looks like FMR reduced it's holdings from 8% to 2.5% as of 4/8/11. By now they are probably going short. Fidelity is the most ruthless hedge fund I've seen. When they buy, you should buy. When they sell, you should sell.