Seeking Alpha
  • Bill Maurer
    NFLX earnings on deck. Will discuss FB later this week.
    10/23/12
    Reply (5)
    • J Mintzmyer: http://seekingalpha.com/a/k78l Thoughts? Had to rush a bit since I mismarked the date.
      10/23/12
    • Bill Maurer: There usually is some info on the billions off-balance sheet liabilities during the conference call.
      10/23/12
    • Bill Maurer: But they've been more stringent on content purchases recently, so we could see a drop in future liabilities.
      10/23/12
    • J Mintzmyer: Bill- I expect a drop in future (1-3,4-5 bracket) liabilities, but the 1-3 will shift to the under 1 and place a lot of pressure on flat rev
      10/23/12
    • Andrew Shapiro: $NFLX letter - Q4 will start gamble on original content being "material use of cash"; This is likely not in the $5 billion
      10/23/12
      From other sites