Archive for the ‘Netflix’ Category

Memo to Netflix: Password-sharing is a symptom, not the disease.

April 28, 2022

Like cable, you’ve got lots of listings, but relatively few that are worth paying for.

Last week, Netflix announced that it, in its last quarter, lost 200,000 subscribers when analysts were expecting a gain of more than 2.5 million users.

Whoa, Nellie.

That’s a “statistically significant” miss for sure … not a smaller than expected gain, a loss!

And, the company gloomed that it will lose another 2 million in its current quarter.

Understandably, “the market” was “disappointed” and immediately shaved a cool 1/3 off the Netflix market cap.


Hate to pile on, but that’s on top off a prior (and bigger) 1/3 drop earlier in the year.


So, what’s the problem?

NFLX management chalks it up to to password-sharing … to many freeloaders who aren’t paying for the value that they’re getting from the NFLX “product”.

I beg to differ.

I think NFLX has an inflated view of how much continuing value it delivers … and, even if that’s not true, it’s value is eroding by the day.

Let me explain.


Is Mickey positioned to walk all over Netflix?

May 28, 2019

Is the “disrupter” now going to get disrupted?


Interesting opinion piece by investor Stephen McBride in Forbes and channeled through the Daily Wire

With 150 million subscribers, Netflix is the undisputed king of streaming … at least for now.

Netflix understands that content is the name of the game … and has invested more than $12 billion in orignal content … and gets high marks from viewers for having the best original content.


But Netflix has largely financed the new content development with debt … now owing creditors more than  $10 billion … and faces a formidable threat from cash-rich Amazon and recently announced streaming services from  Disney…


Trax: How Netflix knows what to recommend …

August 15, 2013

Consider this …

In March, Netflix shipped its 4 billionth DVD.

In the first quarter of 2013 alone, it streamed more than 4 billion hours.

The company estimates that 75 percent of viewer activity is driven by the company’s algorithmic recommendation.




Here’s some skinny on how Netflix works the numbers  …


%d bloggers like this: