u********e
发帖数: 4950 | 1 以下摘自 2011Q2 report:
Subscribers As of/ Three Months Ended June 30,2011
* Domestic hybrid streaming and DVD by mail:
Net additions: -196
Ending subscribers: 18856
* Domestic streaming only:
Net additions: +1993
Ending subscribers: 5738
是不是意味着 "DVD by mail" 已经没有growth, "stream only" 还有很大potential.
这次事件后会损失多少subscriber?
大牛说说 |
f*********9
发帖数: 1986 | 2 Let's just check what happened with NFLX last few days. There is no rhyme of
reason to panic like this. NFLX took steps to correct the pain caused by
the price increase. Now the customers have the option to keep either the
online streaming or the DVD rental for a smaller price. It's not fair or
financially viable for the company to keep providing both services for $7.99
. Whether you like it or not, that's (low price) not going to happen. btw,
how much do you think you are paying for a starbucks coffee or for a
chipotle burrito? Even a bucket of popcorn costs about that much.
Now, it's a smart idea to focus on the streaming business. Streaming is the
future and with all these big screen TV's at home, customers will prefer the
convenience of the streaming and Netflix is the number one player there.
Bookstores are closing since iPad was launched, Blockbuster is dead because
of Netflix...I can see that DVD will be the next one out in next few years,
just like Kodak films and paper books. Streaming is defintely the future,
Google, Apple， Microsoft都早已开始下手了，Netflix如果再不甩掉利润极低
的DVD业务，总有一天也会变成Blockbuster,成为下一格被淘汰的目标。正所谓壮士断腕，置死地而后生。Netflix的股票纵然不值$200，但也不至于被腰斩一半，客户群还是在的，且其在streaming上早已默默下了很多功夫，很多硬件厂商都已直接包括了netflix的app. 打下了将来大展拳脚的基础，只要在其内容上继续下功夫，增加内容和质量，以及影片更新速度，绝对可以对DVD取而代之，Netflix才真的像它的名字的开头一样进入net时代，Netflix革命性的发扬光大了DVD租赁业务，如果将来也可以革命性的彻底终结DVD租赁业务，那将是多么值得让人玩味的历史事件啊。 |
P*O
发帖数: 4324 | 3 NFLX的management想得太美，以为把自家的business model 优化了，就理直气壮认为
高质高价，完全不为用户考虑。
说DVD利润太低，更是体现了NFLX的management的贪心。呵呵，NFLX要是真的把DVD
spin off 乐，, 俺看丫被Amazon取代的时候指日可数。 |
l******r
发帖数: 1642 | 4 After all it is video streaming, people smart enough to do that normally are
smart enough to find free resource online, why bother to pay 7.99
NFLX is stupid enough to lose these stupid customers who are willing to pay |
u********e
发帖数: 4950 | 5 There is no free lunch.
I doubt those streaming subscriber would cancel the service.
Anyway, we will see the subscriber numbers in the next quarter report.
are
pay
【在 l******r 的大作中提到】
: After all it is video streaming, people smart enough to do that normally are
: smart enough to find free resource online, why bother to pay 7.99
: NFLX is stupid enough to lose these stupid customers who are willing to pay
|
r*m
发帖数: 16380 | 6 跟cable TV比， 每个月8块钱真是很便宜。就冲那么多小孩子的片子，随点随放，就值
了。我肯定不会cancel。
我不觉得subscriber 退出是个问题，关键在于内容供应商和带宽供应商可能要来咬一
口唐僧肉。 |
u********e
发帖数: 4950 | 7 >> 关键在于内容供应商和带宽供应商可能要来咬一口唐僧肉。
Exactly, I guess this is the reason why the management want to seperate the
DVD business and the streaming business. Streaming business has very little
operating cost, all the cost should be the content cost.
And I guess the management is thinking that they could get a better deal
from content providers if they are a stream only business. :)
【在 r*m 的大作中提到】
: 跟cable TV比， 每个月8块钱真是很便宜。就冲那么多小孩子的片子，随点随放，就值
: 了。我肯定不会cancel。
: 我不觉得subscriber 退出是个问题，关键在于内容供应商和带宽供应商可能要来咬一
: 口唐僧肉。
|
f*********9
发帖数: 1986 | 8 Loaded 1000 share NFLX @ 128.65, target selling price 140
of
99
the
the
【在 f*********9 的大作中提到】
: Let's just check what happened with NFLX last few days. There is no rhyme of
: reason to panic like this. NFLX took steps to correct the pain caused by
: the price increase. Now the customers have the option to keep either the
: online streaming or the DVD rental for a smaller price. It's not fair or
: financially viable for the company to keep providing both services for $7.99
: . Whether you like it or not, that's (low price) not going to happen. btw,
: how much do you think you are paying for a starbucks coffee or for a
: chipotle burrito? Even a bucket of popcorn costs about that much.
: Now, it's a smart idea to focus on the streaming business. Streaming is the
: future and with all these big screen TV's at home, customers will prefer the
|
u********e
发帖数: 4950 | 9 Good catch.
I guess it will flirt around 130 zone for a while before the next decisive
movement
【在 f*********9 的大作中提到】
: Loaded 1000 share NFLX @ 128.65, target selling price 140
:
: of
: 99
: the
: the
|
S*******s
发帖数: 10098 | 10 貌似你在故意 promoting NFLX价格， Conflict of interest!
前段时间烧NFLX的人已经cover and take off their profit, 等拉高后， 下面又是一
轮烧。
宵禁期， 看客小心烛火。
of
99
the
the
【在 f*********9 的大作中提到】
: Let's just check what happened with NFLX last few days. There is no rhyme of
: reason to panic like this. NFLX took steps to correct the pain caused by
: the price increase. Now the customers have the option to keep either the
: online streaming or the DVD rental for a smaller price. It's not fair or
: financially viable for the company to keep providing both services for $7.99
: . Whether you like it or not, that's (low price) not going to happen. btw,
: how much do you think you are paying for a starbucks coffee or for a
: chipotle burrito? Even a bucket of popcorn costs about that much.
: Now, it's a smart idea to focus on the streaming business. Streaming is the
: future and with all these big screen TV's at home, customers will prefer the
|
