l*s
16 楼
that's the current situation.
NFLX can't be evaluated based on DVD renting business...
NFLX's current price is not based on CURRENT old catalog.
It's already priced in a huge online stream empire, which will be another
media (alternative to Cable/Satelite/IPTV).
And only Hulu is the real threat to Netflix, which also compete on the
online streaming based program delivery model. And Hulu is backed up by so
many content providers....
NFLX vs Hulu, it's the ultimate competition...
【在 C****a 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: their focus are different. Hulu focus more on new/recent TV series, and
: netflix has a lot of old catalogs.
: No real competitors out there.
NFLX can't be evaluated based on DVD renting business...
NFLX's current price is not based on CURRENT old catalog.
It's already priced in a huge online stream empire, which will be another
media (alternative to Cable/Satelite/IPTV).
And only Hulu is the real threat to Netflix, which also compete on the
online streaming based program delivery model. And Hulu is backed up by so
many content providers....
NFLX vs Hulu, it's the ultimate competition...
【在 C****a 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: their focus are different. Hulu focus more on new/recent TV series, and
: netflix has a lot of old catalogs.
: No real competitors out there.
j*h
17 楼
spt
【在 l******s 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: that's the current situation.
: NFLX can't be evaluated based on DVD renting business...
: NFLX's current price is not based on CURRENT old catalog.
: It's already priced in a huge online stream empire, which will be another
: media (alternative to Cable/Satelite/IPTV).
: And only Hulu is the real threat to Netflix, which also compete on the
: online streaming based program delivery model. And Hulu is backed up by so
: many content providers....
: NFLX vs Hulu, it's the ultimate competition...
【在 l******s 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: that's the current situation.
: NFLX can't be evaluated based on DVD renting business...
: NFLX's current price is not based on CURRENT old catalog.
: It's already priced in a huge online stream empire, which will be another
: media (alternative to Cable/Satelite/IPTV).
: And only Hulu is the real threat to Netflix, which also compete on the
: online streaming based program delivery model. And Hulu is backed up by so
: many content providers....
: NFLX vs Hulu, it's the ultimate competition...
C*a
20 楼
streaming hurt NFLX's profit. The renting business is much more profitable
(based on their plan structure)
More and more users just subscribe to the 8.99/mon plan, that is why people
sell it off after Q2 ER.
If NFLX is priced as only a "online streaming empire", its price would not
be as high as now.
【在 l******s 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: that's the current situation.
: NFLX can't be evaluated based on DVD renting business...
: NFLX's current price is not based on CURRENT old catalog.
: It's already priced in a huge online stream empire, which will be another
: media (alternative to Cable/Satelite/IPTV).
: And only Hulu is the real threat to Netflix, which also compete on the
: online streaming based program delivery model. And Hulu is backed up by so
: many content providers....
: NFLX vs Hulu, it's the ultimate competition...
(based on their plan structure)
More and more users just subscribe to the 8.99/mon plan, that is why people
sell it off after Q2 ER.
If NFLX is priced as only a "online streaming empire", its price would not
be as high as now.
【在 l******s 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: that's the current situation.
: NFLX can't be evaluated based on DVD renting business...
: NFLX's current price is not based on CURRENT old catalog.
: It's already priced in a huge online stream empire, which will be another
: media (alternative to Cable/Satelite/IPTV).
: And only Hulu is the real threat to Netflix, which also compete on the
: online streaming based program delivery model. And Hulu is backed up by so
: many content providers....
: NFLX vs Hulu, it's the ultimate competition...
g*1
22 楼
a few analysts says target 160 medium term.
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