TalkMarkets Comments | #Netflix - Page 1


Netflix’s Race Against Time
Marcy Brown 8/16/2018 12:41:10 AM

Very well done. Though I will say that #Netflix has high customer loyalty which should be factored in. I remember when #Amazon was losing money like crazy in it's early years but look at it now.

Should Cable TV Fear AT&T DirecTV Now?
Bruce Powers 6/8/2018 1:29:51 PM

#Netflix is the real threat. $NFLX

Disney Trying To Woo Fox - Technology Stocks
Ayelet Wolf 5/24/2018 4:30:45 PM

Unless #Disney terminates it's agreements with other streaming providers like #Amazon and #Netflix, I don't see the value in having a standalone product featuring their films. Most are already available elsewhere, why would I sign up for yet another service $DIS

Netflix, Inc. 3Q 17 Earnings Send Shares Higher After Hours
Black Widow 10/17/2017 6:14:33 PM

I always had the sense you thought #Netflix was a bubble that would eventually burst? $NFLX

Netflix’s Price Increase Signals Original Content Isn’t Enough
Justin Vargos 10/9/2017 7:59:17 PM

That's a really great idea. But if #Netflix really wants to generate more revenue, all they have to do is stop letting people share accounts with others who don't even live with them. Almost everyone I know has #Netflix. Virtually none of them pay for it themselves. Either they share an account with friends, or just use a relative's login. I don't get why #Netflix allows this to continue.

Netflix’s Price Increase Signals Original Content Isn’t Enough
Michele Grant 10/9/2017 7:56:41 PM

I think #Netflix users are a bit like #Apple fan boys. They love the product so much, they are blind to any detractions, even when valid and critical to the company's long term health. I think we can all agree, Netflix has a wonderful product with many satisfied users. But the financials don't lie and can't be ignored.

Netflix’s Price Increase Signals Original Content Isn’t Enough
BreakingBad News 10/9/2017 7:53:55 PM

Good comment thread. Yes, #Netflix has much to offer and a rabidly loyal customer base. But the financials can't be ignored either. And unlike TV networks, they can't make up additional revenue in advertising without alienating the very customers whose loyalty the company relies on to survive.

I believe the solution is to take a page from #Disney's book and focus more on licensing. Sure Disney made billions of people paying to see it's lovable princesses, and other cartoon characters, not to mention the Star Wars franchise. But they've many more billions off the licensing of these characters.

Netflix has come up with some really top tier original content for both adults and kids. Not to mention brought over some cancelled shows which already had cult followings. They should leverage these character with licensing opportunities and bring a much needed additional revenue stream. $NFLX $DIS

Netflix’s Price Increase Signals Original Content Isn’t Enough
Bruce Powers 10/9/2017 7:41:58 PM

Not just persevere, but excel and obliterate the competition. Don't forget that many said #Netflix's days were finished when #Walmart, #Blockbuster and others tried to compete with them. Which of those other companies are still standing? Only one! $NFLX

Netflix’s Price Increase Signals Original Content Isn’t Enough
Frank Underwood 10/9/2017 7:39:26 PM

I think #Netflix is the clear leader in the streaming space and even the major competitors like the #Amazon powerhouse with it's edge in compatible hardware or extra benefits (like Prime shipping) or companies like #Sony with it's vast libraries of videos can't compete.

Netflix has the largest offering, the most critically acclaimed original content, the best tech and the most loyal fanbase. While the companies financials could be better, the fact that they've been able to take it's first mover advantage and persevere despite the intense competition shouldn't be so quickly dismissed.

Unlike most products they can continue to raise prices and I and many others would continue to pay. $NFLX $AMZN $SNE

Netflix’s Price Increase Signals Original Content Isn’t Enough
Danny Straus 10/9/2017 12:49:43 PM

I don't think that's so clear cut. #Netflix hasn't raised it's prices much and is still a bargain for what it offers. Netflix is still much cheaper than #Hulu which charges $11.99 per month (for no commercials, like Netflix). On the contrary, I think that this increase is meant to fuel a greater investment in it's original content since this is one area where others can't compete (at least not without investing billions themselves). And even then, loyal fans will stay with Netflix for it's original shows which they have come to love. $NFLX.

Netflix’s Price Increase Signals Original Content Isn’t Enough
Moon Kil Woong 10/6/2017 8:33:12 PM

"As we have written for some time, investors will not tolerate huge cash flow losses forever." Sadly #Netflix and others have so far proven this thesis incorrect. I do however agree that they should not. The simple fact is, although the stock price rises, their model is becoming more unsustainable, not less. $NFLX

Should Cable TV Fear AT&T DirecTV Now?
Frank Underwood 5/10/2017 4:54:38 PM

I think cable should be more concerned with streaming services like #Netflix or #Amazon. But yes, I think #DirecTV could hurt them as well. $NFLX $AMZN

Screens Outstrip Content
Derek Snyder 4/23/2017 3:57:46 AM

I learned this about #4Ktvs the hard way. Was in the market for a new TV and was blown away by the 4K demos in store. Got the TV home and found I literally had no 4K media to watch. Figured I'd buy some DVDS.... nope, no 4K dvds/dvd players are out yet.

Well, at least I could upgrade #Netflix to get at least SOME content in 4K. Oh wait, that costs more than the standards $NFLX plan. Oh well, took the plunge only to see no difference. Contacted Netflix to find out why and they said I'd need to upgrade my HDMI cable and upgrade my cable internet plan to get more bandwidth. What a waste.

Amazon Says Prime Video Now Available In Over 200 Countries Around The World
Cynthia Decker 12/16/2016 4:00:08 AM

It was my understanding that with #Netflix's global expansion, the majority of their offerings were not available outside the US. I wonder if that's the same with #Amazon or not.

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