It was a superb move to pivot from distribution to creation. It's like a bonus that their content is so good. Which begs the question: is their original content so much better than everyone else's, or is it also the beneficiary of their distribution method?
My only concern with this trend is that every single network will simply create their own online distribution. So no more Star Wars on Netflix, you need to subscribe to the Disney one. No more Walking Dead, thats only on AMC... Next thing you know, you need to have 3-4 different Netflix's, Hulu's and Disney's or you can't watch the shows you like!
Netflix is spiking after-hours on earnings, up over +10%. Netflix adds 8.3 million subscribers in Q4 vs 7.1M a year ago
We moved to Hulu Live TV + Netflix. We no longer have cable. Hulu Live TV does not carry AMC though (which we were fine with because walking dead is horrible now IMO). We just learned that Hulu Live TV does not have NBC, since we were planning to host a super bowl party and this year it's on NBC of course. Also gonna want NBC for the Olympics. We'll probably do the free trial of Sling during the super bowl and see if we like it as much as Hulu Live TV.
Same, had Sling for a while, got a Roku box which is great. Canceled Sling since I dont seem to use it much, just Netflix, some Hulu and a antenna on the TV. I seem to have all the bases covered. Cable companies see whats coming. I keep getting offers from Spectrum to bundle the internet with their online tv package. Its not a bad deal, but I doubt I will ever watch all the channels they are offering.
NFLX holding the gap nicely at $250 here, looking for some kind of gap fill action, not seeing anything yet.
Nice. I love the Roku box! Streaming Netflix almost on a nightly basis here. Re: Spectrum -- LOL! I can't tell you how many times I keep getting their offers in the mail. Umm...I have Google Fiber guys! Like seriously, I'm going to switch back? I don't care how good of a deal it is. I'll never go back. Wish they'd get a clue and stop sending me their offers.
Roku is definitely onto something. I have a feeling that Roku could even negotiate a package deal, that if you get say Hulu, Netflix and 1 other, you can save $5 through Roku.... that would benefit everybody!
It took about a month for NFLX to even try to fill the gap created by the July 17, 2017 earnings report, and even then the gap was never technically filled even by intraday lows. It's a tough call when to go long or short on this one after earnings. The weekly chart is interesting.
I know what you're saying. We'll end up paying more than we did before. But there will be a difference: cable companies have always stuck to a schedule, the future will be on demand. If that's worth it, I can't say. The big problem that cable companies face is ALL of their shows need to be good, to cover any of the possible times that people want to watch. If I tune in to a station and I'm bored, I'll remember that and learn, and will not watch that station. Unless it's a show that I know is good -- and there you have it folks, new shows are unable to gain traction on cable companies. Whereas if a show on Netflix is bad, I'll just go watch another show...on Netflix. This comes down to trust, in a company that has delivered what I wanted, when I wanted. Not making me jump through hoops just to get access to a show that might suck. That paradigm is dead, time is too important. If you were a new show, where would you want to be on? It's scary that Netflix is even decimating HBO, a real solid channel. Netflix is getting all the standup comics how. lolwut I heard NBC is showing a 2-hour Olympics special on Netflix. Guess they know where the audience is. http://deadline.com/2018/01/nbc-oly...old-and-meet-team-usa-via-netflix-1202243106/ We'll see if they can pull viewers from on demand to their fixed schedule, at least for the Olympics. Can't you use an antenna to get NBC, or is the Super Bowl blacked out?
Hopefully the head start NFLX has will make more deals like this happen. Networks should buy some Netflix space and Ill be happy for them to even show me some ads if it means their content goes on NFLX for free.
Guys, my congrats to all long-term holders! Even people, who underestimated NFLX, now understand how wrong they were.
I think I've told this story before, but I told my dad he should invest in NFLX back when I was in college in 2010 (I had no money). He didn't listen. Not sure what his return on investment would be now, but I'm sure he's kicking himself.
I think investing in Netflix now still makes sense. Recent results show that the company is able to bring success and to develop rapidly. As for the stock, I think it will continue to increase, and repeatedly.
Netflix hired some showrunner named Ryan Murphy away from Fox (being acquired by Disney), giving him a 5 year contract for $300M. That is a big contract. If you're a content creator, including standup comedian/enne, Netflix will treat you right. You get the money, and the exposure. Going to something else like HBO is just relegating yourself to obscurity. Even if you're good, no one will see you.
