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Comments on news posted 2013-04-23 08:37:55: Reed Hastings has long believed that HBO is Netflix's primary competitor, and even though HBO has stubbornly refused to offer a standalone streaming video product (one that doesn't require a cable connection), Hastings believes they ultimately will. ..

page: 1 · 2 · next

rradina

join:2000-08-08
Chesterfield, MO

NetFlix International Subscribers

Are NetFlix's international subscriber challenges more the result of content licensing challenges or insufficient HSI infrastructure/penetration (or something else entirely?)


inteller
Sociopaths always win.

join:2003-12-08
Tulsa, OK
that would be a good guess, but Always On Microsoft will tell you just don't live in those places
--
"WHEN THE LAUGH TRACK STARTS THEN THE FUN STARTS!"


psilocybin

join:2007-07-19
Monroe, NY

Apples vs. Oranges

It's comparing two different things. If you were to take into account the hours per month that Netflix is streaming it would top all tv channels, but that's streamed content. (Which is still very interesting)


Karl Bode
News Guy
join:2000-03-02
kudos:39
reply to rradina

Re: NetFlix International Subscribers

They really only just started building the International presence a year or two ago. Think they just need time.


buzz_4_20

join:2003-09-20
Limestone, ME

I find the fun part...

Is that at least we are now comparing two ad free services.

Comparing Netflix to TV isn't Apples to Apples. At least with HBO it's closer.


cableties
Premium
join:2005-01-27

I am dropping NETFLIX!

How dare they charge more for DVDs and streaming!
And raising their rates $2 !!! Outrage!

LOL!!! Yeah, all those that left, THANK YOU!

Like I posted years ago, Netflix needed its own content and tada! House of Cards is rated VERY well. And now the Hemlock Grove appears to be getting decent reviews. Too bad I didn't join Carl Icahn in stock buy in...


Ok. Netflix still needs to have more streaming content... but they are always adding.
(PS, if you like mystery, WWII, I recommend Foyle's War)
--
Splat

rick0204

join:2009-05-20
North Bergen, NJ

Glad to hear this.

I have always said that my Netflix subscription is the best value in pay TV. HBO is almost double the cost and has many movies that I do not want to see. GOT is not enough to justify the entire cost of HBO. But Netflix always has content that I want to see. And I can always watch old episodes of my favorite shows anytime I want. The perfect combo for me is Netflix streaming and Redbox for new movies. In a typical month both services cost me about $14.00 and I always have something to watch.


csiemers

join:2000-09-16
Portland, OR
Reviews:
·Comcast

Wasted Opportunities

If I was a shareholder of HBO I'd be upset that they have wasted all these years in avoiding and fighting on-line streaming when HBO could have done it themselves or partnered with NetFlix. Just think of the millions that would have been made!

Of course you couple replace HBO with any of the big entertainment houses that haven't embraced on-line streaming.
--
»www.caryontech.com

ju1ce

join:2012-09-09
Richmond Hill, ON
Reviews:
·TekSavvy Cable
Actually as a shareholder I would be upset if they decided to go to a lower revenue earning alternative because it would devalue the current offering which brings in more revenue. Short-Mid term this is still a money maker.

The problem I would gather is.. How do we transition to online while ensuring our revenue has been impacted little. That's the problem with all these companies and I agree with it. As a shareholder I wouldn't want to see my shares drop a huge amount of value while the company is going through transition. Most people (including probably you) are concerned that your investments are continuing to make money.. Otherwise why would you invest?


shdesigns
Powered By Infinite Improbabilty Drive
Premium
join:2000-12-01
Stone Mountain, GA
Reviews:
·EarthLink
·Comcast
·Atlantic Nexus
reply to cableties

Re: I am dropping NETFLIX!

said by cableties:

(PS, if you like mystery, WWII, I recommend Foyle's War)

Yes, excellent series and interesting view of home life during the war. You'll probably also like George Gentley.

Netflix is a bit hit-and miss, they'll get the first year or two of a series then never get the rest.

I gave my folks a years subscription to NF for Christmas. They are hooked on it.

I'm thinking of Amazon Prime or Hulu Plus as a companion to NF. No cable or sat here, just not worth the cost and constant commercials. I never thought HBO or Showtime were worth the cost when I had cable or sat.
--
Scott Henion

Embedded Systems Consultant,
SHDesigns home - DIY Welder


tshirt
Premium,MVM
join:2004-07-11
Snohomish, WA
kudos:5
Reviews:
·Comcast
reply to csiemers

Re: Wasted Opportunities

said by csiemers:

If I was a shareholder of HBO I'd be upset that they have wasted all these years in avoiding and fighting on-line streaming when HBO could have done it themselves or partnered with NetFlix. Just think of the millions that would have been made!

What YOU fail to recognize is the value of all those international customers, where profits are likely higher per sub, and much greater numbers exist.
Expand your moderator at work


morbo
Complete Your Transaction

join:2002-01-22
00000
Reviews:
·Charter
reply to ju1ce

Re: Wasted Opportunities

HBO can still make it, but they better hurry. Their indecision is costing them dearly.

As a shareholder, you want them to survive, even if they take risk transitioning to a new hybrid model and that results in short term price drop. If HBO continues down their current path, they are doomed.

patt2k

join:2009-01-16
kudos:1
reply to Anon
I saw sellers selling 12 month netflix access or accounts for 20$ on eBay if you find such it is worth it otherwise I would never even consider netflix.

Kearnstd
Space Elf
Premium
join:2002-01-22
Mullica Hill, NJ
kudos:1

1 recommendation

reply to ju1ce
actually selling their service for $15/mo devalues nothing.

Short-Mid thinking is why American business is falling to Asia and has been for years.
--
[65 Arcanist]Filan(High Elf) Zone: Broadband Reports


ITALIAN926

join:2003-08-16
kudos:2
Reviews:
·Verizon FiOS
reply to cableties

Re: I am dropping NETFLIX!

How does offering an entire season of a show, that can be watched in a couple days help grow and keep subscribers? I dont understand this at all. If I want to watch this show, I can subscribe and finish the season over a weekend, then cancel, right?

Kearnstd
Space Elf
Premium
join:2002-01-22
Mullica Hill, NJ
kudos:1

1 recommendation

reply to cableties
Content is content that is how it adds subs.

Also the Netflix system is the future, Scheduled TV is a relic that needs to go away. Outside of live events or limits in production time there is no reason for a schedule any more, Everything should be On Demand and available globally without any limits.
--
[65 Arcanist]Filan(High Elf) Zone: Broadband Reports


ITALIAN926

join:2003-08-16
kudos:2
reply to morbo

Re: Wasted Opportunities

Lets stop talking about HBO "surviving" with close to 30 million subs. Even AOL still has millions of dialup customers. LOL


ITALIAN926

join:2003-08-16
kudos:2
reply to Kearnstd

Re: I am dropping NETFLIX!

Approximately 100million pay TV subscribers in this country, 30million netflix. You might be wishing it away, but the current model will be here a LONG time. There is just way too much money at stake in a variety of industries.


PaulHikeS2

join:2003-03-06
Fitchburg, MA
Reviews:
·Comcast
reply to Kearnstd
said by Kearnstd:

Content is content that is how it adds subs.

Also the Netflix system is the future, Scheduled TV is a relic that needs to go away. Outside of live events or limits in production time there is no reason for a schedule any more, Everything should be On Demand and available globally without any limits.

One interesting thing that is not just a minor abberation is how the internet is actually HELPING fuel interest in traditional scheduled TV - that would be the advent of Twitter. While this may not include me and you, there is a definate boom in live TV viewing of certain "watercooler" programming because of live Twitter updates.
--
Jay: What the @#$% is the internet???

elefante72

join:2010-12-03
East Amherst, NY
reply to rradina

Re: NetFlix International Subscribers

It's definitely a challenge for content licensing. My inlaws in Canada subbed then they came here and were shocked at how much more content is available in the US versus Canada. They went home and cancelled, and I got an extra Roku

HBO has no such limitations since they are the content provider they can control distribution.

That is the downside of distribution that as an aggregation you are beholden to the content provider. Netflix is a competitor to the content provider, time warner, comcast, at&T, etc are a channel for HBO.

So this is a channel conflict, nothing more. The traditional channel will survive, however there will be a growing channel conflict in the non-traditional (streaming) venue.

bklass
Premium
join:2012-02-06
Canada
kudos:2
reply to rradina
My guess would be the former, as HSI penetration is relatively high in Europe and Asia compared to the US and Canada. I think Netflix has started streaming in England and Ireland, and some other places in South America if I remember correctly it's extremely expensive to start these services so I think they're trying not to stretch themselves too thin at this point. Maybe the big stock boost today will give them some leeway to speed that up.

bklass
Premium
join:2012-02-06
Canada
kudos:2
reply to Karl Bode
And capital. It's expensive to buy content rights. More exclusive programming should help allay those types of costs and make Netflix more attractive to international customers.

JoeSchmoe007
Premium
join:2003-01-19
Brooklyn, NY
Reviews:
·Optimum Online
reply to Kearnstd

Re: I am dropping NETFLIX!

said by Kearnstd:

... Scheduled TV is a relic that needs to go away. Outside of live events or limits in production time there is no reason for a schedule any more, Everything should be On Demand and available globally without any limits.

I personally agree with you. And IMO each program should be made available in 2 versions - free to view with ads or paid without. However, I think there was a study (I can't find link to it) that showed majority of people don't want to have to make a choice and/or effort to find something specific to watch. They basically WANT to watch whatever is on now.

Kearnstd
Space Elf
Premium
join:2002-01-22
Mullica Hill, NJ
kudos:1
reply to elefante72

Re: NetFlix International Subscribers

This is why current licensing schemes are flawed and strictly designed to screw customers.

Netflix is allowed show x in the US but has to license and pay again in every country. That is just plain illogical in a global market where data is moved in seconds not days.

Same thing with DVDs when you think about, Unless you have a region-0 DVD player you cannot play a DVD from outside North America.

Regional licensing is one reason why US shows are so pirated overseas, Many times the licensing either takes forever to work out or requires built in delays that it is easier to pirate the stuff than it is to sit out of internet discussion forums for several weeks.
--
[65 Arcanist]Filan(High Elf) Zone: Broadband Reports

elefante72

join:2010-12-03
East Amherst, NY
reply to ITALIAN926

Re: Wasted Opportunities

I'm sure when you would get AOL discs in the mail 3x a week, nobody ever thought they would become so irrelevant so fast. There's a difference between survival and irrelevance.

Buckle up, HBO needs to adapt or they will die. The traditional channel is a dead man walking. They are in death row. It won't happen tomorrow, but it's coming.

Time Warner already amputated AOL (if you recall AOL was the buyer with that pumped up stock), no reason why HBO can't end up waste down the sewer Just keep watching that Netflix market cap boys.

They can end up in streaming syndication just like Gilligan's Island was on TV...


Brian_M

join:2004-06-19
Manchester, GA
Reviews:
·Charter
·Windstream
reply to shdesigns

Re: I am dropping NETFLIX!

We're zero-broadcast (no cable/sat and OTA not available), Netflix is the meat of what we watch with Amazon filling in the rest (not much honestly, they've made it very difficult to find/browse relevant content). This was after a 6-month free Hulu+ trial as well... Hulu+ just failed on all counts for us.

We also use individual broadcast web pages for streaming (HTPC, not sure if it can be done on Roku/similar streaming devices) as most have the latest 5 episodes of the vast majority of their content.

elray

join:2000-12-16
Santa Monica, CA

To become HBO

Hastings would have to actually offer first-class content.