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Netflix is now worth more than $100B

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Re: Netflix is now worth more than $100B

#31

Post by lev99 »

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.

It is very hard to gather statistics on this, but my intuition (casual observance) is that torrent seeding has been declining for the last 10 years, and I suspect streaming services play a non-trival role in the decline.

Re: Netflix is now worth more than $100B

#33

Post by cm2187 »

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…

That’s n different services just to get a decent coverage of recent releases. As for the back catalogue, I haven’t seen anything that is even close to decent.

Re: Netflix is now worth more than $100B

#34

Post by lev99 »

CobrastanJorji wrote: post #13
toomuchtodo wrote: post #10

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.

Netflix's mail services offers less 1080p material then SD, and (last time I checked) no 2160p material.

Re: Netflix is now worth more than $100B

#35

Post by Fnoord »

ioquatix wrote: post #4
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."

The thing that bothers me is how long it takes for content to come to Netflix. For example, in NZ, I still don't have access to season 2 of The Expanse. Remind me again why I'm paying monthly for this service!?

That's gonna differ per region and series I guess. I am getting the new Good Place episode every friday.

Meanwhile, my Sonarr + NZBGet (+ ...) setup downloads it as well and serves it via Emby. But the Netflix app on Android TV is ace ('cept the suggestions aren't always great) whereas Emby would require using the Chromecast.

Re: Netflix is now worth more than $100B

#36

Post by cm2187 »

nemothekid wrote: post #32
21 wrote: 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.

There's always usenet, with retention rates increasing every day.

Is that still going on? Last time I looked (a while ago) forums where flooded with junk and eveything else was DMCA-ed.

Re: Netflix is now worth more than $100B

#37

Post by samfisher83 »

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…

I don't know why you are being downvoted. At some point you have to generate cash to justify your valuation. However if you look at amazon they have never generated cash relative to their valuation and its been like 20 something years.

It has returned 10x in the last 10 years so I don't think their investors are complaining.

If you look at google, facebook, and apple they are generating cash that would justify their valuations.

Re: Netflix is now worth more than $100B

#38

Post by staunch »

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…

Are you including the cable company's data cap tax of $50-$200+ per month?

These evil megacorps are running people into into the data cap (as streaming quantity/quality increases) and will adjust rates until they're sheering the sheep closer than ever before.

Expect to continue paying more for internet access despite cable company costs plummeting. You can thank the corrupt US gov officials that enable them.

Re: Netflix is now worth more than $100B

#39

Post by aphextron »

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…

I came here to say this as well. The entire market is in a feeding frenzy. Theres simply no way this can continue. I've made 10% returns this year on my whole-market mutual fund since Jan 1.
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