The quote you referenced was in relation to original shows. So there isn't a real history quite yet as to how shows are really doing. A year from now when a number of originals have been released, the data will probably be 1000 times better.
It all depends on the terms of the contract - which we'll never quite know. They may have "rights" to the DVDs, but if someone else gets the content, they may be prohibited from the DVDs anymore.
For instance, Netflix might have to "re-up" every 6 months on titles. But if someone else gets exclusivity on those titles, NFLX may have to stop those DVDs, sell them back.
In the end, one never knows, because the companies will never go into enough detail to tell you how things really work.
But my point is that AMZN gets streaming exclusivity, and NFLX is killing off the DVD segment.
Well, if you use the Prime service a lot for its free shipping and other benefits, your streaming cost per month for Prime Instant Video could almost be $0, or even "negative" in a sense.
Depending on how the deal is structured, NFLX may lose them on DVD after a given period. But given that DVD is declining and it is all about streaming, AMZN exclusivity is a big deal.
CSTR and VZ have one thing - profits. Redbox Instant is expected to be profitable early in 2014, or so they've said. That's most likely thanks to the DVD business. They may not be able to acquire content at the rate AMZN or NFLX had - but look at my numbers above. AMZN was not getting a lot of content early on. It took a year before they started seriously stockpiling it.
The Momentum Bubble Is Back, But Will It Last? [View article]
It's not as low margin as you think. If you took out the international losses, the bottom line would look very good. Margins will jump in Q2 and Q3 it seems, before heading lower after another international market is entered.
Apple, Zynga Lead Sharp Rise In Short Interest On Tech Names [View article]
I'm guessing some of them did. But I'm also guessing a fair amount came after the earnings report - on the heels of that Q3 guidance. Despite the dividend/buyback news, there are some that are just looking at the revenues/earnings.
Apple, Zynga Lead Sharp Rise In Short Interest On Tech Names [View article]
Well remember here that 4/30 is the settlement date, according to NASDAQ. If they are doing it the way that I think they are, then all of the rally took place after this number above. You would expect to see it come down quite a bit at the next update then.
Amazon Prime Hits New Milestone [View article]
Amazon Prime Hits New Milestone [View article]
For instance, Netflix might have to "re-up" every 6 months on titles. But if someone else gets exclusivity on those titles, NFLX may have to stop those DVDs, sell them back.
In the end, one never knows, because the companies will never go into enough detail to tell you how things really work.
But my point is that AMZN gets streaming exclusivity, and NFLX is killing off the DVD segment.
Amazon Prime Hits New Milestone [View article]
Depending on how the deal is structured, NFLX may lose them on DVD after a given period. But given that DVD is declining and it is all about streaming, AMZN exclusivity is a big deal.
Amazon Prime Hits New Milestone [View article]
Amazon Prime Hits New Milestone [View article]
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Medical Marijuana Inc.: Big Day Passes With More Questions Than Answers [View instapost]
Medical Marijuana Inc.: Big Day Passes With More Questions Than Answers [View instapost]
However, I don't think I saw anything on Yahoo when I got up briefly at 5:30 Eastern - now it shows up as 9am - but having trouble accessing it.
Medical Marijuana Inc.: Big Day Passes With More Questions Than Answers [View instapost]
3 Percent Plus Yielding Cisco Moving Much Higher After Earnings [View article]
The Momentum Bubble Is Back, But Will It Last? [View article]
The Momentum Bubble Is Back, But Will It Last? [View article]
There will eventually be a price raise to pay for some of this content, and that will boost earnings - but I don't see the raise in 2013.
The Momentum Bubble Is Back, But Will It Last? [View article]
Apple, Zynga Lead Sharp Rise In Short Interest On Tech Names [View article]
Apple, Zynga Lead Sharp Rise In Short Interest On Tech Names [View article]