Comments
"Tech debt"
I voted the unqualified Yes answer because Twitter, of all companies, is still in business. If Twitter can still be around after all this time, Netflix -- which is actually a decent company with a good business model -- is fine taking on all this debt.
Re: Netflix
@Michelle: Hear, hear. If Netflix goes the Hulu route then that will be a big chink in its armor. At that point, it becomes no better than a cable company.
Re: Netflix
@afwriter: To be fair, cable companies' entire traditional business model, pretty much, is making money on subscriptions. Content subscriptions are a sustainable way of doing business. You just have to have content that's worth it. That's why Netflix is ponying up so much capital here.
JohnBarnes
12/31/2017 8:38:39 PM
User Rank Platinum
Calculated risk
It's the conservative right answer evaluating any business decision where the dollars are big but so is the potential reward (unless someone involved appears to be so goofy that it's an uncalculated risk). We don't really know how much room they have to grow into or whether they'll continue to be as attractive to new customers as they have been to the recent ones. But the industry itself is so huge that gaining even a modest slice of it is likely to keep them in business. So there's a good contender in a not-entirely-good situation; that's virtually the definition of calculated risk.
faryl
12/31/2017 8:58:31 PM
User Rank Platinum
Re: Calculated Risk
I’m torn because as customer, I don’t want to see their prices go up.
At the same time, I appreciate the opportunities it provides to content creators who may not have been able to get shows/movies produced by the larger studios.
In a way, it’s become what the independent film industry used to be.
(Though I wonder if, as more & more people become comfortable with technology that allows streaming from browsers & other apps to their TVs, that middle man may become less important. Especially combined with crowdfunding things)
Michelle
1/1/2018 5:09:56 PM
User Rank Platinum
Re: Netflix
Indeed. We pay for commercial-free Hulu and it's nice. Commercials bundled with paid services are no better than cable. You still have to watch commercials when you have cable. I wonder how Netflex could compete if they had commercials. It seems like a tough sell after all this time without...
batye
1/1/2018 5:40:59 PM
User Rank Platinum
Re: Netflix
@Michelle this days I stop watching tv as i could not longer able to to stand constant commercial and prefer reading books... as in my mind it easy this way...
Re: Netflix
Happy 2018 to all here in TT. As I hope all had a fab time and got some downtime--for the record--I was the only one that apparently said "Netflix is toast". There are a few things that led me to it--for starters, I view them as being in Amazon's Crosshairs--and this truly hit home when Amazon "live stremed" the Rose Parade for this year (I am not sure the first time). Hulu is also another one to be aware of--especially with the pending Disney/Fox Marriage that I am sure we all will have plenty to write about!!
It is going to be an interesting year no doubt!!!
batye
1/2/2018 12:08:29 AM
User Rank Platinum
Re: Netflix
@mpouraryan Happy New 2018, the way I see it it gonna be ery interesting year - Amazon and Google everywhere :)
Re: Netflix
Working away as I "drop by briefly" & as I saw this:
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