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Netflix, Inc. (NFLX) Message Board

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  • amsalp1 amsalp1 Dec 5, 2012 10:44 PM Flag

    Pixar Planes (Cars Spinoff) Will be on Netflix in 2013...

    You do realize signing a bigger check to supply more content to streamers and taking out a secondary to pay for it is taking from investors and giving to customers right?

    $350M/yr requires 3.65+ million more streamers just to breakeven, not even accounting for distribution and hosting costs. A company spending money it doesn't have on big deals that really doesn't start for 3 years makes the stock pop 10%? HAHAHAHA.

    All this for movies that play repeatedly on the Disney channel as part of your basic cable package.
    A smart parent has already DVRed this stuff and doesn't need Netflix.

    Sentiment: Strong Sell

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • What horrible logic. Extremely flawed! No secondary has been announced.
      Also, Netflix can increase the monthly costs by one dollar to make up or this.
      No subs are leaving, company is only growing. Subs will stay for a much higher price.
      Cable is very expensive and losing subs consistently every month.
      A Dvr only holds so much.

      Disney moving to Netflix is a historic move and a hug slap in the face for cable companies. Other studios will follow soon. Netflix is the future and perfectly positioned.

      Check your logic and math stupid.

      Strong buy

      Sentiment: Strong Buy

      • 1 Reply to zakwill72
      • So let me make sure I have this right. NFLX is going to increase their sub base by an additional 4M/year above and beyond what they have already projected to pay for this deal that will get user access to some old Disney titles that they either 1) probably have already or 2) don't want to see again. And to further offset the cost they are going to ignore what they just said yesterday and will instead raise prices $1/mo? Dude, you are clueless and a real #$%$ to people...

        Sentiment: Strong Sell

 
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