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Netflix is now worth more than $100B

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Re: Netflix is now worth more than $100B

#13
post #9

Earlier quoted context omitted.

I feel ya. I'm watching a 2013 TV Series, it's not on Netflix, and I can't find any seeds for it.

Your local library may carry DVDs of it, for free to checkout. Not saying you should rip them. Or seed those rips.

Alternately, Netflix's DVD service is still around and still has a much better selection than Netflix.

Re: Netflix is now worth more than $100B

#16
Surprised Netflix hasn't branched out into more content types or more dynamic content. You now have this two way communication channel seems kind of boring to not try and use it even just for mostly video content.

Some of their shows run 7+ million an episode. If you look at the development costs of simple mobile games and cut out all the stuff related to IAP it seems like they could create a lot of value for customers for pretty cheap by making some simple popular games without the IAP BS.

Re: Netflix is now worth more than $100B

#17
post #3

My only fear: soon there will be no BitTorrent seeders left.

I don't think these services will affect Torrents in a significant way. I know people who have Amazon prime,yet torrent some shows because they are censored heavily in my country.

Also, nflx doesn't offer some movies I want In my country, so I use torrents and haven't had any noticeable problem regarding seeds.

Re: Netflix is now worth more than $100B

#18

Earlier quoted context omitted.

Your local library may carry DVDs of it, for free to checkout. Not saying you should rip them. Or seed those rips.

Alternately, Netflix's DVD service is still around and still has a much better selection than Netflix.

Unfortunately they've been letting their back catalog rot away but I still find a minimal DVD subscription to be a good way to watch both brand new and older films.

Re: Netflix is now worth more than $100B

#19
The entire stock market feels like its in a bubble. Netflix stock gained more than 25% in the past one month. Their free cash flow (FCF) has been negative every single quarter and will be for many quarters to come. Stocks trade based on discounted cash flow(DCF). Netflix however produces no material return for investors and still majority of the analysts keep putting higher and higher price targets, its like they are collectively pushing a hidden agenda. It's as if there is this new way of valuing companies that is not based on DCF.

Re: Netflix is now worth more than $100B

#20
post #11

Wonder why Q4 had such a big bump but Q1 2018 seems to be dropping back down to prior levels. Is this just people purchasing subscriptions at the holiday? Discounts? Special content?

Netflix doesn’t have discount for holidays. They recently up the subscription price. My bet is the increase has to do with the holiday effect (more time at home), and the fact more collections are added. A good number of recent movies are available online (Amazon, YouTube, Netflix) as soon as they leave the box. Though the mote interesting graph would be views. During major sport events I can bet there is a big dip.

The family subscription is a bargain though.

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