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.
w*z
4 楼
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.
g*g
5 楼
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.
【在 g*****g 的大作中提到】 : Netflix is like HBO. It wont replace pay TV.
g*g
7 楼
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.