Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

Netflix is now worth more than $100B

techcrunch.com

Post reply on HN
Print view View original

71–80 of 321 posts

Re: Netflix is now worth more than $100B

#71

Post by [deleted] »

objclxt wrote: post #66
dvt wrote: post #24

Earlier quoted context omitted.

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…

> Until cable companies wise up (which is probably never), Netflix, Hulu and Amazon Video will continue printing money. Hulu lost over $600 million last year, so they must have a conveyor belt from the printer directly to the toilet. We'll see what happens once Disney takes majority control, but I bet this time next year Hulu's going to be very different.

[deleted]

Re: Netflix is now worth more than $100B

#72

Post by ricardonunez »

joering2 wrote: post #50

How do they make money?? I mean - seriously? And how will they stand up now that NN is gone and any company/website using much more traffic will be force to pay more? Please help me with the math -- at any given day, me, my wife and 2 kids are streaming netflix on multiple devices in HD; most likely pulling tens of gigabytes of data per day. How is that all covered under $10.99 per month?? and on the top - they make…

They used to spend $0.05 per GB more or less per movie. I'm sure it's lower now. You may be a power streamer, but some people don't use it as much. The major cost used to be content licensing, but they are content creators now. Their top shows are becoming classics, drive tons of subscribers, and help with retention. The most important part is that they are still growing.

Re: Netflix is now worth more than $100B

#73

Post by nimos »

dasil003 wrote: post #56
nimos wrote: post #47

Earlier quoted context omitted.

Do they ever actually hire people directly to make any of their content? I assumed it was all contracted out to production companies, I know it is for some shows. They could do the same thing for games just acting like a distributor. I think it's more likely to keep people subscribed then generate new subscriptions. No one person is going to like all the content they make. Personally I'd really enjoy having some fun…

How do they distribute the games?

App store with a Netflix login in front? Same way they distribute their current app.

Re: Netflix is now worth more than $100B

#74

Post by jtmcmc »

joering2 wrote: post #69
spyspy wrote: post #54

Earlier quoted context omitted.

CDNs will reduce bandwidth costs per user to essentially nothing. Content creation is the lion's share of their costs.

Biggest CDN charge $9 per 1TB of transfer... how is watching 20TB per month worth less than netflix fee so that they actually make some profit?

at the scale netflix transfers data they pay much much less than this. They also do direct peering and will put boxes in your ISP datacenter - https://openconnect.netflix.com/en/

Re: Netflix is now worth more than $100B

#75

Post by icedchai »

aphextron wrote: post #62
bufferoverflow wrote: post #48

Earlier quoted context omitted.

> The problem is there's no growth to be found anywhere. Cryptocurrencies and ICOs. Applied neural networks. Automation. Good electric cars. To the point where people are prepaying for something that might be built in a few years. Good cheap batteries.

>Cryptocurrencies and ICOs. What value is being created here, exactly? There's plenty of idealistic notions being thrown around, but I've yet to see a single, real, useful product or service materialize >Applied neural networks. Same. >Automation. This is way too broad to be invested in. Of course the world is automating at a greater rate, but is this a cause for growth? Will automated factories produce more goods fo…

What choice do we have? Keep your money in cash? Invest in bonds for 4% return? No thanks, I'll take my chances, especially with true inflation being higher than people think...

Right now I'm gradually liquidating my crypto stash and buying stocks instead.

Re: Netflix is now worth more than $100B

#76

Post by KaoruAoiShiho »

aphextron wrote: post #62
bufferoverflow wrote: post #48

Earlier quoted context omitted.

> The problem is there's no growth to be found anywhere. Cryptocurrencies and ICOs. Applied neural networks. Automation. Good electric cars. To the point where people are prepaying for something that might be built in a few years. Good cheap batteries.

>Cryptocurrencies and ICOs. What value is being created here, exactly? There's plenty of idealistic notions being thrown around, but I've yet to see a single, real, useful product or service materialize >Applied neural networks. Same. >Automation. This is way too broad to be invested in. Of course the world is automating at a greater rate, but is this a cause for growth? Will automated factories produce more goods fo…

> Again, how is this growth? People will simply replace their existing cars at a known rate with electric cars as they become available/affordable

From investor pov you can short dinos and ride disruptors. ez $$. Not saying tsla isn't overvalued though.

Re: Netflix is now worth more than $100B

#77

Post by nkrode »

Wanna see what a full blown network effect looks like, kidos — check out Netflix earnings.

More Subscribers ⤵️ More Revenue ⤵️ More $$ for Original Content and Licensing ⤵️ More bids won against networks ⤵️ More content on Netflix ⤵️ More Subscribers

Re: Netflix is now worth more than $100B

#78

Post by inventtheday »

adamclayman wrote: post #70
aphextron wrote: post #62

Earlier quoted context omitted.

>Cryptocurrencies and ICOs. What value is being created here, exactly? There's plenty of idealistic notions being thrown around, but I've yet to see a single, real, useful product or service materialize >Applied neural networks. Same. >Automation. This is way too broad to be invested in. Of course the world is automating at a greater rate, but is this a cause for growth? Will automated factories produce more goods fo…

> Again, how is this growth? People will simply replace their existing cars at a known rate with electric cars as they become available/affordable Since driverless vehicles and fleets are arriving roughly concurrent to electric vehicles, they're actually more likely to _reduce_ the volume of cars produced, after accounting for any increased, accelerated "fleet churn" buyers exert via aggregate demand to reach a faste…

Disagree. This is hotly debated, but, i think that the growth in demand for transportation will be so staggering (when AV's are introduced) it will more than offset efficiency for a long while.

Re: Netflix is now worth more than $100B

#79

Post by brucephillips »

nkrode wrote: post #77

Wanna see what a full blown network effect looks like, kidos — check out Netflix earnings. More Subscribers ⤵️ More Revenue ⤵️ More $$ for Original Content and Licensing ⤵️ More bids won against networks ⤵️ More content on Netflix ⤵️ More Subscribers

Strictly speaking, these are scale economies, not network effects.

Re: Netflix is now worth more than $100B

#80

Post by niyazpk »

aphextron wrote: post #62
bufferoverflow wrote: post #48

Earlier quoted context omitted.

> The problem is there's no growth to be found anywhere. Cryptocurrencies and ICOs. Applied neural networks. Automation. Good electric cars. To the point where people are prepaying for something that might be built in a few years. Good cheap batteries.

>Cryptocurrencies and ICOs. What value is being created here, exactly? There's plenty of idealistic notions being thrown around, but I've yet to see a single, real, useful product or service materialize >Applied neural networks. Same. >Automation. This is way too broad to be invested in. Of course the world is automating at a greater rate, but is this a cause for growth? Will automated factories produce more goods fo…

>> Real inflation is 10 times the official rate.

ELI5 please?

Post reply on HN