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Has anyone been following the Netflix saga lately?
Posted on 9/5/11 at 5:45 pm
Posted on 9/5/11 at 5:45 pm
quote:
There has been speculation that Netflix and Starz might still hammer out a deal, partly because their existing agreement doesn’t expire until the end of February and it’s unclear whether other Internet partners will be willing to spend as much as Netflix for rights to Starz content, which includes movies from the studios of Walt Disney and Sony. Hastings said people shouldn’t hold their breath for such an outcome. He said Netflix and Starz may talk about small licensing deals for individual shows, like the Starz original series “Camelot,” but the chances of resuming conversations about a much broader agreement are “very unlikely on both sides.”
LINK
LINK
Before February does this settle around $100? At that price point would you think about jumping in?
This post was edited on 9/7/11 at 8:45 am
1
Posted on 9/6/11 at 12:40 am to OH 58D
I read an article last week that Netflix marked 250 million for Stars, and if they don't get a deal done they will just spend it on something else.
I'd like to hear what their fallback plan is..
I'd like to hear what their fallback plan is..
Posted on 9/6/11 at 8:59 am to philabuck
Supposedly this fell apart over Starz wanting them to move to a tired pricing structure. HBO is on the record as saying they'd do a deal with NetFlix if they charged at least $20. These premium cable channels don't charge a ton, HBO gets the most at about $7 per month per subscriber. They just need to keep their brands premium which means they can't sell their stuff at the Golden Corral of streaming content. I don't know what NetFlix is doing by resisting, they need to move to a tiered pricing structure. There's already a service for the cheap bastards that want access to every TV show ever made for less than $10, it's called torrents. Let the ones who are comfortable stealing go that direction, let the ones who aren't follow you to your new tiered pricing plans.
Posted on 9/6/11 at 10:33 am to TigerinATL
I'd pay about $40 for a streaming package of most tv and movies ever made.
Posted on 9/6/11 at 8:02 pm to TigerinATL
Yeah my dad is fed up with nflx now. He's dropping it because the streaming options are shite, but if you doubled the price and put new/good stuff on there, he would definitely pay it.
Posted on 9/7/11 at 8:46 am to kfizzle85
Netflix streaming option is great if you have kids...tons of content for them.
Posted on 9/7/11 at 8:56 am to kfizzle85
quote:
eah my dad is fed up with nflx now. He's dropping it because the streaming options are shite, but if you doubled the price and put new/good stuff on there, he would definitely pay it.
Ironically, I think it kind of sucks for movies, but has all the great TV stuff. And like Chicken said, you can pull a kid's flick up any time you want.
Posted on 9/7/11 at 9:15 am to Chicken
quote:
Netflix streaming option is great if you have kids...tons of content for them.
No way. Very weak on Disney animated movies. Only good kids movies that I pull up are Tangled and Toy Story 3. No Lions king, aladin, toy story 1 and 2, Cars, Madagascar, Tarzan, Bugs life....
Posted on 9/7/11 at 9:33 am to Chicken
He has kids, they're just 26 and 21. 
eta: And they just DVR everything they want to watch from TV.
eta: And they just DVR everything they want to watch from TV. This post was edited on 9/7/11 at 9:34 am
Posted on 9/7/11 at 11:22 am to C
quote:
No way. Very weak on Disney animated movies. Only good kids movies that I pull up are Tangled and Toy Story 3. No Lions king, aladin, toy story 1 and 2, Cars, Madagascar, Tarzan, Bugs life....
Sounds like your kids are spoiled. Not to mention the younger kids like watching the same thing over and over and over and over and over and over and over and over...
Posted on 9/7/11 at 11:49 am to TigerinATL
quote:
Sounds like your kids are spoiled. Not to mention the younger kids like watching the same thing over and over and over and over and over and over and over and over...
spot on...
Posted on 9/15/11 at 1:48 pm to C
Between phineas and ferb,plus Dora the explorer, my kids Are satisfied by Netflix.
Besides, we already have all the Disney movies on VHS or DVD
Besides, we already have all the Disney movies on VHS or DVD
Posted on 9/15/11 at 1:53 pm to kfizzle85
They just handled this whole thing wrong. They needed to get a deal done with Starz and add another big provider and then roll out tiered pricing. Instead the headlines read that they raised prices and lost content. I'm sure part of the problem is they aren't sitting on a ton of cash, but if they'd have just kept the plans where they were until 2012 the headlines would be reading a lot differently. Now everyone including former vocal supporters are dog piling the company.
Posted on 9/15/11 at 2:01 pm to TigerinATL
quote:
Netflix CEO Reid Hastings doesn't even own any direct shares explains Tony Wible, an analyst with Janney Capital, to The Wall Street Journal. In fact, all of the company's top employees have been making money "at the expense of shareholders":
Insiders have sold $67.6 million of stock over the past six months with much of this funded by options that were exercised at a $1.50 per share. The CEO has sold $1.0 to $1.5 million of stock on almost a weekly basis (total of $32 million) and continues to not own any direct shares. The Chief Product Officer, Chief Content Office, Chief Marketing Officer, Chief Talent Officer, and various Directors have also sold. We believe this activity is tied to NFLX’s unique compensation policy that minimizes the cost of options on the income statement but essentially allows NFLX to fund some compensation through the balance sheet at the expense of shareholders.
LINK
Posted on 9/15/11 at 2:15 pm to TigerinATL
I don't think cash is an issue. Last BS shows 200M, and they've got long term debt, so they're not averse to borrowing. If they needed the money, they could get it. I think they're suffering from invariable growing pains on both the supply and the demand side.
Posted on 9/15/11 at 2:18 pm to kfizzle85
Oh, I just think it shows that management might not be aligned with shareholders.
Posted on 9/15/11 at 2:22 pm to Tiger JJ
I was responding to TigerATL.
Posted on 9/15/11 at 2:23 pm to kfizzle85
C'monnnnn coinstar
Posted on 9/15/11 at 2:24 pm to Tiger JJ
I would love to know what he means by "minimizing the cost of options on the income statement but essentially allowing compensation through the balance sheet" though.
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