The problem is actually DVD renting shifts to online video. Netflix has less advantage in online video than its original mail service. It also face much more intensive competition. 好比市区拆迁户,丢了老房子。signal family 换townhouse. 新房是更漂亮,可是位 置就没那么好了,还得跟neighbor share the wall. 你以为新房照给,老房不拆啊. 问问天朝拆迁队答不答应? So what's the excitement?
Don't forget HULU, that will be a strong competitor...
j*3
5 楼
最近投了也没人理,郁闷
r*d
6 楼
As I see it the excitement now lies in the international growth which suites well as the shift from DVDs to streaming. (Domestic growth of course is still the main part but have been priced in. ) The key for netflix management is to manage the content provider relationships and they seem to be doing fine. with the transformation of TV industry, content providers will eventually reduce further control on contents, company like NFLX will benefit. I also think it's overvalued however growth investors or traders don't think so which is enough to send it higher. Next ER will give further directions.
service.
【在 m****a 的大作中提到】 : The problem is actually DVD renting shifts to online video. : Netflix has less advantage in online video than its original mail service. : It also face much more intensive competition. : 好比市区拆迁户,丢了老房子。signal family 换townhouse. 新房是更漂亮,可是位 : 置就没那么好了,还得跟neighbor share the wall. : 你以为新房照给,老房不拆啊. 问问天朝拆迁队答不答应? : So what's the excitement?
International growth is a joke, look at netflix Canada online service. I heard another big joke is netflix is expanding in China, wow! image a 1. 3Billion customer market.
【在 r****d 的大作中提到】 : As I see it the excitement now lies in the international growth which : suites well as the shift from DVDs to streaming. (Domestic growth of : course is still the main part but have been priced in. ) The key for : netflix management is to manage the content provider relationships and : they seem to be doing fine. with the transformation of TV industry, : content providers will eventually reduce further control on contents, : company like NFLX will benefit. : I also think it's overvalued however growth investors or traders don't : think so which is enough to send it higher. Next ER will give further : directions.
【在 m****a 的大作中提到】 : International growth is a joke, look at netflix Canada online service. : I heard another big joke is netflix is expanding in China, wow! image a 1. : 3Billion customer market.
【在 i**y 的大作中提到】 : She has "everyday" in her proposition : You "accidentally" deleted it to make it look funny.
m*a
30 楼
明白,谢了. 但仔细想想这个其实也不矛盾吧. 花钱看片的人assume everyone did the same thing and value the company/ industry too high. 看盗版的人also assume everyone did the same thing and value the company/ industry too low. 在对公司的品估上, 花钱的人并没有任何的优势.
【在 v****e 的大作中提到】 : 我这贴根本没有在谈NFLX的股价,而是在讥讽那些不舍得花钱看片、听音乐还自以为对 : content distribution industry有认识的人。
c*t
31 楼
关键是如果legal content足够低价的话,就没人去take the risk of illegal downloading. NFLX 的cheap membership是个很好的模式。
Yeah, I love enjoying those old catalogs. Something like, Eraserhead, Bluevelvet, Henry: a portrait of serial killer, which you cannot find on pplive or ppstream. NFLX also have a lot of very good documentaries.
I just hope NFLX have online only subscription ASAP. I never use the actual DVD service, always streaming ....
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【在 C****a 的大作中提到】 : Yeah, I love enjoying those old catalogs. : Something like, Eraserhead, Bluevelvet, Henry: a portrait of serial killer, : which you cannot find on pplive or ppstream. : NFLX also have a lot of very good documentaries.
s*r
36 楼
I think google tv will kill all the players in this domain based on what I heard about their plan.