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Netflix, Inc. (NFLX) Message Board

  • amat_toast amat_toast Mar 3, 2013 11:40 AM Flag

    NFLX could raise prices

    Great seeking alpha article up.

    What would happen if NFLX increased its streaming price by just $1 a month? In 2012, EPS would have risen from $0.29 per share to $4.27 per share, assuming no churn. Assuming 5% churn, earnings would have increased to $2.23 per share.

    Before shorts attack this post, note that after the quarter in 2011 when prices rose 60% for both services, there was less than 6% churn. Do you think a $1 monthly increase, with all the new content, would result in more churn than this? I think not.

    A price increase may not be on the immediate horizon, but a $1 to $2 monthly increase is inevitable. HBO is $16 a month, and Amazon and Hulu don't come close to measuring up with NFLX content. So to those shorts who are basing all their analysis on $7.99, think again.

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    • Alternatively they could offer a supplemental service (no obligation) to existing streamers with PPV of more current movies - taking out Red Box. That's Amazon's plan. Netflix management is nuts thinking they can pay for premium content without monitizing it.

    • Netflix reported that Q4 sub growth was 41% and that was up from 28% in Q3. At 40% growth Netflix will have 170 million subs in 5 years. A dollar increase at this point would result in a $2.1 billion revenue increase and $38 a share to the bottom line. You can understand why Hastings is focused so much on sub growth, raising prices gradually on a large sub base represents Netflix's next big leg up in revenue growth.

      Sentiment: Buy

    • Round 2 /3 Fraud loot Research reports by same criminal scam gang GOLDMAN SACHS/MORGAN STANLEY/JP MORGAN ......

      ALL FRAUD ESTIMATES FOR SCAM "E' SPINS AND SUBSCRIBER NUMBERS AGAIN

      ONLY POSSIBLE IN USA "FRAUD STREET CASINO"

      60 $300 TARGETS
      $60 TO $215 TARGETS AGAIN

      WHAT NEXT?

      SCAM WILL CRASH AND BURN AND MAKE NEW LOWS IN 2013 AND PINK SHEETS IN 2014

      Sentiment: Strong Sell

    • An Enticing Bundle…

      One of the things that I found really enticing about Redbox Instant is the way that Redbox is bundling the streaming service along with video rentals at the kiosk. My family loves Redbox from the kiosk and we generally get one or two movies a month. So, a combination streaming subscription with kiosk credits from the ‘box’ is a really nice proposition.

      The price of the standard Redbox Instant service is in line with Netflix and Hulu – $8 a month. It makes it a no-brainer to replace one or the other in your monthly budget – and that’s a strong play from Redbox, considering it bundles 4 DVD rentals with the subscription.For movie rentals, $1.20 versus $4.99 is a big difference worth getting in the car to go and pickup. I’m surprised the instant rental prices are so much higher.
      --------------
      Content, content, content is improving fast and Launch in April is coming up..Beta Trial is fun

      --------------------------It is a compelling service for Netflix customers who also use the Redbox occasionally. I hope that the content library grows and the device availability matures, working out the kinks along the way. -------------------------------------------------------------------------------------------------------------

      what about AMAZON PRIME VIDEO SERVICE?

      BEZOS is definitely going to bust scamflix....................

      Sentiment: Strong Sell

    • AND content vanish and why?

      NO funds to pay?lol

      what about $7 earning estimates FOR 2012 by MF CRIMINALS at GOLDMAN SACHS/MORGAN STANLEY/JP MORGAN /CITI AND REST OF MF CRIMINAL BANKSTERS?

      AND LION WARNED THAT THIS MF CRIMINAL THUG WILL BE OUT OF CASH IN 2011 AND LOSSES IN 2012, WHO WAS RIGHT ON?

      What is going on again? DVD byu mail saved this MF for more fraud loot but DVD by b mail will bust this scma next and all FRAUD ESTIMATES by Same MF criminal BANKSTERS will be proven fraud foir FRaud loot in BILLIONS and SCAMFLIX vanish like ENRON

      WHAT ABOUT CONTENT COST AND CASH FLOW?

      WHY NOT FOCUS ON HARSH REALITY FACTS VS FRAUD ESTIMATES AND SPIN SCMA SUBSCRIBERS NUMBERS?

      WHY ABOUT $6B+ OFF BALANCE SHEET COOK BOOK SCAM BILLS?

      Sentiment: Strong Sell

    • If you really want to have fun, use an $8.99 monthly price in combination with 60 million subs, rather than ~30 million.

      Sentiment: Buy

 
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