Comments
Ariella
7/20/2016 12:35:09 PM
User Rank Author
Re: Net Flix Business model
@vnewman excellent point! A lot of companies boast a great deal of growth when they're starting out but have very little revenue. A business also needs money to come in to sustain itself and, of course, make money for the shareholders.
Adi
7/20/2016 12:53:40 PM
User Rank Author
Re: Net Flix Business model
@vnewman - Absolutely; net income grew and EPS were well above expectations. They are doing a fantastic job controlling costs, and seem genuilnely optimistic about ramping up profitability sharply next year. But I think top line revenue was below analyst expectations. That may have contributed to the share price falling, though I think investors were more concerned with the subscriber growth numbers. That net adds number is seen as the engine for future growth and if investors believe it is starting to lose steam...
elizabethv
7/22/2016 9:50:01 AM
User Rank Platinum
Re: Net Flix Business model
@vnewman - you're right, they are still bringing in a pretty penny. At some point they had to expect growth would slow and potentially even stagnate. I'm sure there are a few smaller OTT services that would love to be in the position Netflix is in right now.
faryl
7/24/2016 9:44:53 PM
User Rank Platinum
Re: The King Doesn't Want to Become the President
I wonder how much of the production cost is covered by the production company and how the value of Netflix's audience plays into it all.
(I have no idea how that all works!)
dcawrey
7/25/2016 3:13:02 PM
User Rank Platinum
Re: The King Doesn't Want to Become the President
I know Netflix is expected to gain significant growth via overseas markets. I would argue the only way it's going to succeed is via aggregation. It's too hard for a company like Netflix to know right away what shows certain markets will like – it will need data first.
faryl
7/25/2016 6:39:14 PM
User Rank Platinum
Re: Shared accounts
I wonder how many of the users who do that would actually pay for a subscription otherwise.
There were articles floating around a few years back talking about HBOs views on account sharing & people pirating Game of Thrones in particular. I don't remember how it played into their business strategy, but I remember that HBO wasn't overly concerned about it.
(I'm pretty sure it limits the amount of devices that can access Netflix at once from each account, which probably helps keep the amount of account/password-sharing to a controllable amount)
faryl
7/25/2016 6:40:45 PM
User Rank Platinum
Re: The King Doesn't Want to Become the President
I wonder if that's information the content owners are able to provide.
dlr5288
7/26/2016 12:07:37 PM
User Rank Platinum
Re: Net Flix Business model
I agree!
I understand that they want to gain more subscribers and reach more people, but they're doing great!
freehe
7/31/2016 2:50:44 PM
User Rank Platinum
Netflix Need a New Model
Nothing lasts forever. I think it is something that Netflix needs to monitor and they need to being implementing a plan for capacity management and future growth.
Althogh the market is satured Netflix is a leader and many of their customers are loyal despite prices changes and feature changes just like Comcast. Customers may complain about their service but remain as customers.
dlr5288
7/31/2016 5:46:44 PM
User Rank Platinum
Re: Netflix Need a New Model
YOu make good points!
I personally like Netflix, although nothing last forever and it wouldn't kill them to try something new. Especially with the new services coming out that grant things as Netflix does.
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