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Netflix, Inc. Message Board

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  • zakwill72 zakwill72 Nov 4, 2012 12:05 AM Flag

    Isn't the point of running a business to make money?

    Wow, people on these boards are extremely dumb. Netflix has over 30 million happy paying customers and 2013 is going to be netflixs best streaming year yet. Facebook has repeat visitors who pay, what, oh yah, zero for their service. Recently, Hulu was bought for $200 million, nearly, $1000 per sub. Do the math, idiot. Netflix is worth at least three times what it's Market cap is. Quit losing money on your pathetic tiny amount you short. Read what's going on.

    Sentiment: Strong Buy

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    • Why do you feel the need to get nasty? Is it because you are offended by the truth? Their PE is massive. Both TTM and forward. This is based on company supplied guidance, out of the horses' mouth. I suggest you do the math sir. Because if you are expecting NFLX to grow into a 160 fwd PE in one year then I've got a bridge I want to sell you. NFLX has stopped growing in the US, and there is no barrier to entry worldwide. Anyone can set up and provide this service. Many are ramping theses services up as we speak. So go ahead and continue the name calling. I'll just take your money. Nobody is buying this company at a premium to the stock price you now see. I'll make one more prediction. NFLX is going to do a stock sale in the near term to raise cash. Watch and see.

      Sentiment: Strong Sell

      • 1 Reply to tagetlocman
      • but you happen to be wrong. They are growing at 12%-15% a year. The fact that others are trying to enter the field is testament to the validity of the business model. That means they all believe there is plenty of growth to come in the future. Barriers to entry are high enough - you need billions of dollars and you need to attract customers and you need the infrastructure and you need to negotiate deals with the studios. New comers to the field are not trying to steal NFLX customers - they would need to offer at least what NFLX does and convince people to change, no small feat. No sir, they are simply trying to get a share of future growth. NFLX will also get a share of future growth. This business is e very young. How many subscribers to some kind of flat-rate stream service will there be in 5 years? In 10 years? This has tremendous growth potential. What NFLX has going for it is that it is neutral. They take no sides and that allows them to be totally portable. It is available on almost any device, gameconsole, computer, tablet or phone. You can take it on the road with you and log in and watch it anywhere. Most of the competitors do not have this advantage. But one thing competition will do is help flatten out the cost curve. Because until now,NFLX was the only one negotiating for content. As others come in a more standard cost structure will evolve and this could benefit NFLX because everyone will be sharing the same % of revenues the way they do now with iTunes, but only NFLX will be able to offer total portability. That's a long term advantage.

        It is funny to see shorts and bashers argue because they so often contradict themselves without even reallzing it. If the business is attracting a lot of competitors that means NFLX is doing something right. The barriers to entry are not as low as you think when you consider you could burn $500 million, as HULU has, without gaining much traction in subscriber growth or that Blockbuster video DISH guy with 14 million dish subscribers couldn't make a streaming model work even with the Blockbuster brand behind it.And of course if the market draws competitors that means it has room for growth, and the market leader NFLX stands to gain the most from that growth. If you look you will see only 2 main companies growing, AMZN and NFLX. They are growing at a very fast pace, with NFLX growing a lot faster and at 12%-15% a year in the US. Internationally it is still in its infancy, but with their ties to the studio and a worldwide brand they should do well over there too.

    • "Wow, people on these boards are extremely dumb" do you even realize that you're the perfect exemple of what you're saying !!!!!!

 
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