HBO/Netflix

[SquidPuppet]

Originally Posted by KilloWertz

I figured I'd get that sort of a reaction from you.

Baby steps with Breaking Bad. Baby steps...

For me, Breaking Bad is like crack cocaine. Disc goes in, disc comes out, disc goes in, disc comes out, repeat until finished.

Oh, is that the sun coming up?

[seeweda]

Originally Posted by SleeperAgent

LOL.

All these big companies (HBO, Showtime) thinking that they will get people to pay them instead of Netflix are crazy. Netflix brings together hundreds (if not thousands) of shows from networks who WANT people to watch their shows.

It's more likely to see a big shift or collapse from cable/satellite than Netflix.

That's the problem though HBO, Showtime are losing subscribers because of their deals with Netflix. People are waiting until it hits Netflix rather than subscribing to HBO or Showtime with their cable provider. It's killing their bargaining chips when they negotiate with the cable companies which is where they make their money. It's why both HBO and Starz are pulling the plug on Netflix. Having their own services adds value to the cable service and adds a bargaining chip when working their deals with cable providers.

If Netflix is going to keep current content on their streaming service it will cost them a ton of money to renew these deals, money they don't have at the moment. To survive past the next 2 years they will basically need to become a streaming cable service and have multiple packages and price points. The contracts they've had with the networks since they started streaming are very much in Netflix's favor as the networks didn't think much of at the time. All or most of those deals expire this year and next and the cost to renew is going to double at least.

This article does a good job of explaining the trouble Netflix is in. http://news.cnet.com/8301-13506_3-57...-analyst-says/

[SquidPuppet]

Originally Posted by seeweda

That's the problem though HBO, Showtime are losing subscribers because of their deals with Netflix. People are waiting until it hits Netflix rather than subscribing to HBO or Showtime with their cable provider. It's killing their bargaining chips when they negotiate with the cable companies which is where they make their money. It's why both HBO and Starz are pulling the plug on Netflix. Having their own services adds value to the cable service and adds a bargaining chip when working their deals with cable providers.

If Netflix is going to keep current content on their streaming service it will cost them a ton of money to renew these deals, money they don't have at the moment. To survive past the next 2 years they will basically need to become a streaming cable service and have multiple packages and price points. The contracts they've had with the networks since they started streaming are very much in Netflix's favor as the networks didn't think much of at the time. All or most of those deals expire this year and next and the cost to renew is going to double at least.

This article does a good job of explaining the trouble Netflix is in. http://news.cnet.com/8301-13506_3-57...-analyst-says/

That analyst, Michael Pachter, is a short. He makes money if the stock price goes down, hence his negative "predictions" and overly dramatic estimates about poor performance.

I love this 11/30/11 prediction...

Shareholders seem to have little faith in Netflix's ability to repair itself. Over the past six months, the company's stock is down 75 percent. As of this writing, Netflix is trading at $65.86, and Pachter believes it could hit $45 per share within the next year.

The stock is at $95 bucks as we speak.

The streaming deals are tough. But, Netflix can always abandon that part of their business and simply rent Blu-rays and DVDs through the mail. They successfully built a profitable billion dollar busines using that model and can return if they choose to. I see changes on the horizon, but I dont see them going belly up.

[KilloWertz]

Originally Posted by SquidPuppet

For me, Breaking Bad is like crack cocaine. Disc goes in, disc comes out, disc goes in, disc comes out, repeat until finished.

Oh, is that the sun coming up?

Wait, that's how everyone watches shows on Blu-ray. I know that's how I do it at least.

The good news is that I give Boardwalk Empire a so far.

[SquidPuppet]

Originally Posted by KilloWertz

The good news is that I give Boardwalk Empire a so far.

How many episodes in?

[KilloWertz]

Originally Posted by SquidPuppet

How many episodes in?

4 episodes. I'm going to try to get most of the rest of the season done this week, even with 4 shows premiering this week.

I hear it gets even better in the second half of the season, so I'm in good shape already then.

[tablo]

Originally Posted by Wally Q

There's only two shows I can think of that I looked for to watch: Entourage because I lost interest but now that it's finished, I figured I'd start from the beginning and work my way up; and In Treatment.

I was more disappointed that I couldn't get the latter.

I'm waiting on Entourage to come to Netflix as well! Well on streaming

I don't want to finish discs then have to wait a few days. I usually like marathoning entire seasons (of half) at a time)

[supersix4]

Originally Posted by SquidPuppet

The streaming deals are tough. But, Netflix can always abandon that part of their business and simply rent Blu-rays and DVDs through the mail. They successfully built a profitable billion dollar busines using that model and can return if they choose to. I see changes on the horizon, but I dont see them going belly up.

This is a very good point, I honestly think the people in charge would rather blow up the business then go back and win with DVD/BD. But thats what I'd do if streaming started failing.

[SquidPuppet]

Originally Posted by supersix4

This is a very good point, I honestly think the people in charge would rather blow up the business then go back and win with DVD/BD. But thats what I'd do if streaming started failing.

I just read today that the anticipated 4th quarter subscriber loss didnt occur. In fact they added a lot.