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

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

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

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.

"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

Great article @[David Vomund](user:47328), but I'm not giving up my #FANG stocks just yet. $FB $AMZN $NFLX $GOOGL

I had the same issue. Plus it was the same commercials over and over and over again. I was literally going batty. You really can't binge watch on #DirectTvNow the way you can on Netflix $NFLX.

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

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 is definitely going to give #Netflix a run for its money with this expansion!! $NFLX $AMZN