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re: What's going on with NFLX?
Posted on 3/28/14 at 8:56 am to saintforlife1
Posted on 3/28/14 at 8:56 am to saintforlife1
No idea, but NFX appears to be doing well.
1
Posted on 3/28/14 at 9:21 am to schexyoung
Trailing P/E of 195.71; forward P/E of 54.77.
In other words, if you bought the company today and they have had as good a business as they currently have and don't have any growth, it would take you almost 55 years to earn back that money.
Looking at their subscriber base, they grew 20% overall on a unique HH basis to 23M customers. To compare, that is roughly 1/5 of the digital TV subscribers from 3 years ago, and about the same size as Time Warner Cable. How much more growth is possible for them?
The other headwind NFLX faces is in terms of being a burden on broadband services; I think I read somewhere that they are 1/3 to 1/2 of the evening traffic for any given ISP. The ISP's bear significant costs of delivery and it's hard to believe that they will simply allow NFLX to continue to be a burden on their networks and product performance without figuring out a way to get NFLX or NFLX subscribers to pay for it.
Just one man's $0.02.....
In other words, if you bought the company today and they have had as good a business as they currently have and don't have any growth, it would take you almost 55 years to earn back that money.
Looking at their subscriber base, they grew 20% overall on a unique HH basis to 23M customers. To compare, that is roughly 1/5 of the digital TV subscribers from 3 years ago, and about the same size as Time Warner Cable. How much more growth is possible for them?
The other headwind NFLX faces is in terms of being a burden on broadband services; I think I read somewhere that they are 1/3 to 1/2 of the evening traffic for any given ISP. The ISP's bear significant costs of delivery and it's hard to believe that they will simply allow NFLX to continue to be a burden on their networks and product performance without figuring out a way to get NFLX or NFLX subscribers to pay for it.
Just one man's $0.02.....
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