Scholarship table
They aren't going to pull back very far when Netflix pays as much as $750,000 per episode for streaming rights.And if the networks want to stack shows for bing-watching via Video on Demand, then Netflix lowers their fees for those shows accordingly.In the long run, though, Netflix, Hulu, and Amazon Prime will find a way to work with the networks. They will find a way for all sides to maximize profits.Despite all of CBB's protestations that Netflix was in trouble, they are the driver here.
Wall Street is all about what the dividend growth rate will be in coming years, not the last five years.
And the dividend growth rate in the coming years looks very good, including two payments a year, not an annualized dividend like years in the past.Incidentally, ONE analyst is saying sell. Everyone else, buy, outperform or hold.http://markets.ft.com/research/Markets/Tearsheets/Forecasts?s=DIS:NYQ
Netflix will double its output of original shows to 31 next year
And they all said that when the stock was $120 in August, two week later it was $90.90% of all analyst always have buys on stocks, even in the market panic of 2008 they were all saying buy too.
Netflix will double its output of original shows to 31 next yearhttp://www.businessinsider.com/netflix-will-produce-31-original-shows-in-2016-2015-12Netflix’s head of content, Ted Sarandos said on Monday that Netflix will basically double its output of original shows next year, according to Broadcasting & Cable. Sarandos revealed that Netflix will produce 31 scripted shows next year, up from 16 this year. Netflix also has the following in the pipeline, according to Sarandos: 10 feature films, 30 kids shows, 12 documentaries, and 10 stand-up specials.Are they producing more stuff than Disney/ABC? What about the quality?Streaming titans Amazon and Netflix win big at 2015 Emmys http://www.dailydot.com/entertainment/emmys-2015-winners-amazon-netflix/Netflix and Amazon both marked their territory at the 67th Annual Emmy Awards Sunday, with the streaming titans bringing home five combined, high-profile statues.It was a banner year for Web-based prestige TV, with 46 nominations between them for shows like Transparent, Unbreakable Kimmy Schmidt, House of Cards, and Orange Is the New Black. Netflix's 34 nominations led the pack, and Amazon garnered the remaining 12.How many did Disney/ABC get?
A few things.I have two former Netflix employees on my staff, one former Hulu employee. The dirty little secret is no one watches their originals...well no one is not correct, but not many.Netflix barely makes a profit, they spend a ton of money, and that's why they barely make a profit. Hulu has YET to be profitable...EVER. Amazon Prime...if it were its own P&L...has NEVER made a profit.
I have two former Netflix employees on my staff, one former Hulu employee. The dirty little secret is no one watches their originals...well no one is not correct, but not many.
How many people watched Arliss? How many watched Sex and the City or The Sopranos in the late 1990s? In those days, most people viewed HBO series as novelty shows. The bulk of their programming was movies 24/7. Slowly, the word got around. By the end of its run, Sopranos was near must-watch television (and probably still had far lower ratings than Game of Thrones or True Detective). The same went for Weeds and Dexter when Showtime first started to seriously venture into original programming.Netflix has really only been doing original programming about 2-3 years. House of Cards and Lilyhammer were the first ones I heard about as being worth watching (still haven't seen Lilyhammer), but it amazes me how many people are talking about Orange is the New Black, Daredevil, Jessica Jones, Making a Murderer, and Bloodline. For Netflix, this is what original programming was on HBO about 15 years ago. Of course no one was watching, but that doesn't mean viewers weren't coming.If Netflix and Prime continue winning awards and getting the water cooler talk, people will watch. Maybe Making a Murderer is an exception here in Wisconsin because of the local nature of the story, but it's truly amazing how many people are talking about it. I haven't had a day in the past week where someone didn't talk about it unsolicited, and most people I talk to have already binge watched the entire thing.Maybe not many are watching, but the broadcast model for shows has changed radically since HBO transitioned from movies to original programming as their primary draw, and I've no doubt in 10 years, Netflix will still be going strong with continued quality and vastly more viewers. Wouldn't surprise me to see some of their shows make it to syndication as well.
Absolutely correct on HBO. I ran their business for DIRECTV for 6 years, and the viewership of their originals was often low, nowhere close to the movies product. My point is, people talk about the originals, but few people watch them. And yes, that is why they are doing it. The big difference, however, is HBO is massively profitable, while Netflix is barely profitable. That is a MASSIVE difference.
HBO has been running original programming for over 20 years. Netflix for less than 5 years.There is a MASSIVE difference in how long the companies have been around.
Exactly. Beyond that, HBO has been available as a premium service for 43 years with 20 years of original content. Netflix started out as a DVD delivery service 18 years ago and did that almost exclusively for the better part of a decade. They have been offering streaming for less than 10 years and original programming for less than 5.Comparing the two is somewhat silly because for the most part, HBO has been offering the same type of service for over 40 years, while Netflix almost completely shifted their business model and has been offering this same type of service for 8 years.Netflix may not be profitable now, but if they keep winning awards and earning viewers by word of mouth, then eventually, just like HBO they'll have the audience that follows. It's blatantly obvious that streaming is going to be the future of media delivery. I have to imagine anyone inside or outside the industry can see that. They are at the forefront of the streaming market with the best original content. That will certainly pay off in the long run.
Going back and reading some of the comments in this thread and similar ones. It's amazing that a "broken model" brings in more money than 99.99% of businesses in the United States. Industries would be killing for this broken model. LOL.
5 years of Netflix stock below (black bars). The stock has gone from $5 to $120. How can this be? They are losing money or barely profitable! Wall Street looks forward, current profitability is looking backwards. Investors care about the future, not the past.Wall Street believes in their business model and that is why they have gone up 20 fold in the last five years.
Timing is everything.
I found this article interesting .. written from the "future" of 2026 about how TV is delivered.http://consumerist.com/2016/01/04/a-message-from-the-year-2026-about-the-future-of-your-tv/
Sigh"Despite the mounting worries about ESPN, though, most investors see the diversity of Disney's business units as a big plus. Analysts, on average, think Disney could be worth $119 a share in 18 months, which would be 13% upside from the current price"
Called DTV yesterday and was able to save $25 on my bill, so my costs will go down instead of going up, mainly because I called Time-Warner first and they offered me the same thing for about $44 per month less. If my wife wasn't so adamantly against TWC, I'd probably be switching.
Why would you let her have a say in a man's decision
Interesting article ..https://www.techdirt.com/articles/20160114/06532833339/56-would-drop-espn-heartbeat-if-it-meant-saving-8-month-cable.shtmlWish we'd pass a law .. no quoting of anything in monthly periods.$8 a month is squat. If they phrased it $96/year, that 56% would be 86%.