AceInMySleeve’s Activity

Fri Oct 17

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Boards Post

AceInMySleeve replied to the Netflix board. 3:14 PM

Re: The case of the missing free trial subs

space that in the past was sold to advertisers now is often emblazoned with Netflix' own self-promotion.

Good god y'all.

Get on up.

Likely never was a vary high profit stream.

unnnnh.. [more]

Thu Oct 16

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Boards Post

AceInMySleeve replied to the Netflix board. 7:45 PM

Re: The case of the missing free trial subs

I believe it is safe to say Netflix was priced to perfection.

Yes, a long chain of perfect performance doesn't provide you a 'gimme', it only makes a stumble more painful.

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Boards Post

AceInMySleeve posted to the Netflix board. 9:33 AM

The case of the missing free trial subs

Ah the familiar NFLX show returns. Wish I could binge watch all the quarterly releases to 2020. These cliffhangers are a pain. Oh yeah and if anyone has seen it, I have no problem with spoilers.

What I find most interesting about this report [more]

Wed Oct 15

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Boards Post

AceInMySleeve replied to the Netflix board. 2:34 PM

Re: HBO Finally to go Standalone

"The goal," he [Ted Sarandos] says, "is to become HBO faster than HBO can become us."

[more]

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AceInMySleeve replied to the Netflix board. 2:13 PM

Re: HBO Finally to go Standalone

Best article thus far:

http://recode.net/2014/10/15/hbo-says-its-going-to-start-sel...

HBO is more limited than Netflix in going [more]

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Boards Post

AceInMySleeve posted to the Netflix board. 11:39 AM

HBO Finally to go Standalone

I'm gonna go ahead and bet this is more disappointing than people might hope for.


HBO CEO Richard Plepler, speaking at Time Warner’s Investor Day event, announced that the company will offer a standalone HBO streaming service in
[more]

Thu Oct 9

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AceInMySleeve replied to the Netflix board. 8:45 PM

Re: Netflix in China

Seems very high 10% penetration in a few years

Yeah 10% in 2.5 years has to rank pretty well compared to other paid services or new products.

As of Q2 there were ~100M broadband households in the countries that Netflix has [more]

Mon Oct 6

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AceInMySleeve posted to the Netflix board. 3:16 PM

Netflix in China

China seemed like a 'maybe' once, but now seems a lot more certain.

“We hope to be fully global, everywhere in the world, including China.”

-- Hastings in recent interview here [more]

Wed Oct 1

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Boards Post

AceInMySleeve posted to the Netflix board. 12:30 PM

Amazon's original: Transparent

Personally, I think this is a better written, performed, directed show than ANY of Netflix's originals. The critics agree. It will\should win many awards. It should put Amazon Prime on the map.

I see ZERO buzz.

Notice google [more]

Wed Sep 24

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AceInMySleeve replied to the Netflix board. 3:53 PM

Re: Perusing Netflix via VPN

Also seeing UK comments on a show via France site. Do they mix them all in? I don't recall seeing spanish comments ever on the US site which one might have expected if they mixed in South America. Do they detect language? The 'total ratings' seems [more]

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AceInMySleeve posted to the Netflix board. 3:47 PM

Perusing Netflix via VPN

It's reported that 200,000 Australians are signed up to Netflix via VPN (which sends all of their browser requests through a US server). Figured I'd give it a try.

Continental Europe in particular is fond of dubbing over subtitles, so you [more]

Tue Sep 9

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AceInMySleeve posted to the Netflix board. 9:19 AM

Big jump in AT&T and Verizon bandwidth

Finally,

http://ispspeedindex.netflix.com/results/usa/graph

Big jump in some of the others as well, TWC being notable for size of subs. I didn't recall hearing about [more]

Wed Sep 3

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Boards Post

AceInMySleeve posted to the Netflix board. 2:45 PM

What can Netflix afford?

With news about Netflix acquire Gotham international rights for 1.65M$\episode [estimated] one wonders what they could afford.

Well it's quite simple. At 3 Billion dollars a year they could afford 1800 episodes or 5 hours a day of top [more]

Sat Aug 30

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AceInMySleeve replied to the Netflix board. 2:28 PM

Re: Content inflation

It may also be interesting to note that NBC is owned by Comcast.

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Boards Post

AceInMySleeve replied to the Netflix board. 2:26 PM

Re: Content inflation

An important thing to underscore is that at 2M$ per episode, Netflix must be one of the more significant ways that a content provider can achieve a solid return on their investment.

Partnership rather than competition with something like a [more]

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Boards Post

AceInMySleeve posted to the Netflix board. 2:24 PM

Content inflation

A lot of bears pointing at content inflation refer to increasing cost of revenues, but content has inflation and quantity components (how many shows?) and the two are difficult to separate.

Netflix has picked up the show Blacklist for a [more]

Fri Aug 29

NL

Boards Post

AceInMySleeve posted to the Netflix board. 12:39 PM

Netflix claims sub growth harm from peering

http://money.cnn.com/2014/08/29/technology/netflix-comcast/i...

I mentioned several times in the past how Netflix was probably being [more]

Fri Aug 1

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Boards Post

AceInMySleeve replied to the Netflix board. 12:11 PM

Re: Continued issues with AT&T and Verizon

Their fiber networks are performing even worse than DSL which is a very limited and lower-priced tech. I'm not sure how concerned to be about this. It's almost certainly lowering demand for Netflix.

So turns out Netflix cut a deal in [more]

Mon Jul 14

NL

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AceInMySleeve posted to the Netflix board. 6:25 PM

Continued issues with AT&T and Verizon

updated ISP Speed report from Netflix.. continued problems.

http://ispspeedindex.netflix.com/usa

The ISPs are clearly on the wrong side of the argument. They refuse to upgrade the [more]

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Big red star, 1000 posts Old School Fool
Board Posts 1875
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