Wonder why NFLX didn't PR about the deal made with the Norwegian ISP. Shouldn't CableVision and other OpenConnect ISPs be crying foul?
Even in fantasy land where NFLX achieves its full potential of 90M domestic sub, with content publishers and ISP yielding and bowing in deference, all competitors withered away, and returns a venerable $12 EPS, it still doesn't worth $400/shr
If they had structured to own exclusive rights, they would have to write down the expense right away. It's good for business, but bad for stock price, just to show where the management put its emphasis, which is rational, since the management nets more in stock sales each quarter than the net profit of the business itself.
Get the feeling Amazon is tightening the noose on NFLX
So can Amazon, so can HBO, AMC, so can Verizon, Comcast, TimeWarner. NFLX is just a 99cent store for mediocre videos that doesn't have any moat against content providers, ISPs, or subscribers.
You don't expect UPS to charge the same fees for 1LB and 50LB. packages.
Is it likely Amazon will offer free set-top box for Prime members? This would reduce the effect of drastic fee hike and also lure in new subscribers.
Are they not allowed to amortize contents earlier? Most businesses would like to recognize expenses earlier to pay less tax, no?
I suspect Amazon wants to own your living room. VOD, Prime, Music, Shopping, Gaming all rolled into one box. It would be a super plus for me if they rolled Aereo in it too.
yes, definitely feeling the desperation for cash. Can't even wait a few weeks for people to forget Moody's upgrade?