Seeking Alpha
  • Andrew Shapiro
    total # of $AMZN Prime instant videos now > 12,000 movies & TV shows from partners such as CBS, FOX-RETIRED, PBS, Sony, Warner Bros. etc. $NFLX
    1/31/12
    Reply (9)
    • gdwigan: Good point. They're really positioning for a big fight. How long it lasts is another question. I just can't see NFLX out flanking them.
      1/31/12
    • realornot: NFLX is already on its right flank. too busy focusing on fire... Now they need water!
      1/31/12
    • gdwigan: margins are slim for both though on streaming.
      1/31/12
    • Josh Krause: Streaming profit margin of 8% is high compared to AMZN's other business sectors. Of course NFLX is lying about their 8% streaming margins.
      1/31/12
    • realornot: AMZN is playing with fire. Last CTL was pumping fire and neglecting the rest of the business.
      1/31/12
    • realornot: KK: you cannot say NFLX is lying on its # on SA site. Be careful. You need evidence to do that!
      1/31/12
    • Josh Krause: They are not counting their R&D and SGA expenses in their Domestic streaming expenses. They are carried elsewhere and would make streaming
      1/31/12
    • Josh Krause: unprofitable even at 22 million members if factored into the expenses on a percentage of revenue basis. No marketing for DVD = all SGA for
      1/31/12
    • Josh Krause: streaming both domestic and international. R&D for DVD? Doubtful, those would be more heavily weighted to Streaming as well.
      1/31/12