avatar
w*a
1
It's a no brainer. I just cancelled my NFLX membership. Did not see any
reason why it was evaluated at this high.
avatar
e*y
2
nflx streaming的话电影选择不多,尤其是新点的,电视剧还行。我也很久没看了,准
备取消之。不过valuation这个,即使你我觉得不值花街可不是那么想,都是资本的游
avatar
g*g
3
It's 1/10 of average pay TV subscription. US has about 100M pay TV
subscription. The question you want to ask is, does it have more than 1/10
to watch than pay TV? Ad free and works everywhere is just bonus.

【在 w*********a 的大作中提到】
: It's a no brainer. I just cancelled my NFLX membership. Did not see any
: reason why it was evaluated at this high.

avatar
w*z
4
I can't watch live sports, like mlb, NBA, NCAA on Netflix. that is the
reason I have cable and I am petty sure that I am not alone.

【在 g*****g 的大作中提到】
: It's 1/10 of average pay TV subscription. US has about 100M pay TV
: subscription. The question you want to ask is, does it have more than 1/10
: to watch than pay TV? Ad free and works everywhere is just bonus.

avatar
g*g
5
Netflix is like HBO. It wont replace pay TV.

【在 w**z 的大作中提到】
: I can't watch live sports, like mlb, NBA, NCAA on Netflix. that is the
: reason I have cable and I am petty sure that I am not alone.

avatar
g*g
7
It's a high Commission, high competition, low international appeal business.
You don't hear ESPN doing well internationally.
The point is Netflix doesn't need to have everything to do well and have a
huge market. There are 1B broadband household, Netflix captures half of it
in US. If it can capture 20% over all, it will have 20B revenue and worth
twice today's price.

already.

【在 w**z 的大作中提到】
: Sports is an enormous market.
: http://www.businessinsider.com/netflix-live-sports-2015-5
: The price to get in is too high and there are a lot of players there already.

avatar
a*5
8
刚想呼唤好虫,好虫就来了
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