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Netflix is now worth more than $100B

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Re: Netflix is now worth more than $100B

#21

Post by evilantnie »

Spivak wrote: post #5
amelius wrote: post #3

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

It's really a boom and bust. As Netflix's 3rd party library continue to be siphoned off more people will turn to piracy because they're not going to subscribe to n different services.

It's possible, but they're still cheaper than HBO Now, Showtime Now, etc. I found myself spending more time in Netflix watching their exclusively produced content than from their 3rd party library over the last year. As long as they can keep producing quality content to add to their library, I think they're in good shape.

Re: Netflix is now worth more than $100B

#23

Post by jimbokun »

ebbv wrote: post #2

Can we infer from this that at the end of Q3 they had ~25 million subscribers? I am not planning to cancel Netflix but I am frustrated at how terrible most of the content is, and how hard it is to find anything with the current interface. I hope they're rethinking their UX and reconsidering their current approach of "License a bunch of really cheap awful content to make it seem like there's a lot of stuff to watch."

If you don't care about their original content, you should probably drop the service. No secret that is the direction they are heading.

Re: Netflix is now worth more than $100B

#24

Post by dvt »

Spivak wrote: post #5
amelius wrote: post #3

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

It's really a boom and bust. As Netflix's 3rd party library continue to be siphoned off more people will turn to piracy because they're not going to subscribe to n different services.

N different services still come out cheaper than cable. I pay for Netflix, Hulu, and Amazon Prime (which comes with Video) so let's say ~ $30 a month. Compared to Cox Cable, it's not even close -- $30 is Cox' entry level cable offering (and I can't share it with my family, nor watch shows at my own leisure).

My bet is that there's plenty of cash still left. Until cable companies wise up (which is probably never), Netflix, Hulu and Amazon Video will continue printing money.

Edit: almost forgot that with cable you still get ads lol.

Re: Netflix is now worth more than $100B

#25

Post by mschuster91 »

dvt wrote: post #24
Spivak wrote: post #5

Earlier quoted context omitted.

It's really a boom and bust. As Netflix's 3rd party library continue to be siphoned off more people will turn to piracy because they're not going to subscribe to n different services.

N different services still come out cheaper than cable. I pay for Netflix, Hulu, and Amazon Prime (which comes with Video) so let's say ~ $30 a month. Compared to Cox Cable, it's not even close -- $30 is Cox' entry level cable offering (and I can't share it with my family, nor watch shows at my own leisure). My bet is that there's plenty of cash still left. Until cable companies wise up (which is probably never), Net…

> N different services still come out cheaper than cable.

For the US which is used to pay triple digit sums a month for basic TV yes, but for Europeans? No way. For Germans, for example, it's the (mandatory) public-broadcast fee of 18€/month/household and maybe 20-30€ if you really really want pay TV (add another 30-40€ for the premium sports but these can be streamed all over the net). So basically the delta between public TV only (which covers private channels, too! Lots of stations here are OTA) and pay-TV is Netflix+Spotify+maaaybe one additional service, that's it.

Re: Netflix is now worth more than $100B

#26

Post by tajen »

65934 wrote: post #17
amelius wrote: 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.

In France Netflix acts as a limited 1-season preview to tease me into torrenting the full series. House of Cards only had season 1 when the 4th was out in the USA.

Re: Netflix is now worth more than $100B

#27

Post by dasil003 »

nimos wrote: post #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 custome…

Are more people going to subscribe to Netflix because of this? Will they be distracted from the core business? Building a streaming video service is very different from building games of any sort, do they want to dilute their talent by going out and hiring for this?

Sorry but I just don't see how this in any makes sense other than, "hey Netflix is doing really well, why don't they pull a Google and start throwing spaghetti at the wall".

Re: Netflix is now worth more than $100B

#28

Post by spyspy »

anilshanbhag wrote: post #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…

> Netflix however produces no material return for investors

Speak for yourself. My brokerage account looks much greener since I bought it.

Re: Netflix is now worth more than $100B

#29

Post by 33W »

yeukhon wrote: post #20
kosei wrote: 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.…

It could be people receiving netflix capable devices (smart TV, appleTV, etc) and deciding that the cost is now worth it.

Re: Netflix is now worth more than $100B

#30

Post by icedchai »

anilshanbhag wrote: post #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…

Buy high, sell higher. Some stocks trade purely on growth and momentum.
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