AceInMySleeve’s Activity

Sat Nov 22

NL

Boards Post

AceInMySleeve replied to the Netflix board. 9:26 PM

Re: Netflix gets Tina Fey show

Having the writers/producers of 3rd rock (which is on Netflix and looks to be fairly popular by rating count) is catchy, but lacking Tina Fey and Alec Baldwin (or equal) on the star-power is mildly concerning as in theory is the sketchy reason why [more]

Thu Nov 13

NL

Boards Post

AceInMySleeve replied to the Netflix board. 5:11 PM

Re: Richie Rich -- Reed only has 1 syllable

Good comments Norman. I'm not 100% sure why you expect the majors to be weakened in the future, unless you were simply meaning that maybe one of them 'happens' to be. Content in general is sitting pretty. The major risk areas I would say are [more]

Thu Oct 30

NL

Boards Post

AceInMySleeve posted to the Netflix board. 2:58 PM

Richie Rich -- Reed only has 1 syllable

Variety has the best overall quality coverage of Netflix as a business online that I am aware of.

[more]

Fri Oct 17

NL

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

NL

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.

NL

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

NL

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]

NL

Boards Post

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]

NL

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

NL

Boards Post

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

NL

Boards Post

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

NL

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

NL

Boards Post

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]

NL

Boards Post

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

NL

Boards Post

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

NL

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

NL

Boards Post

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.

NL

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]

NL

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]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 75068
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 2
Total Picks 2
Best Pick NFLX (+1411.25)
Worst Pick BLOAQ (-145.57)
Average Score per Pick 0.00
Charms Earned 5
Highest Rated Favorite No Favorites Selected
Go to AceInMySleeve’s CAPS page

Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 1878
Recs Received 3232
People who have rec'd these posts 424
Recs to Posts Ratio (last 30 days) N/A
Threads Started 599
Threads Started Percentage 31.90 %
Most Frequent Board Netflix
Very First Post Inaccurate Churn Formula (7/8/2004)
Percentage of Posts Rec'd 55.96 %
Show AceInMySleeve’s 10 Latest Posts