Seeking Alpha
  • Bill Maurer
    Just submitted $AAPL earnings write up. $NFLX one to come tomorrow, if I can get their IR site to work.
    1/23/13
    Reply (10)
    • J Mintzmyer: Yes, it was lagging bad for me too... $NFLX is all about the cashflow. Notice the sneaky bs about issuing more debt?
      1/23/13
    • Bill Maurer: More debt could mean more content if results improve.
      1/23/13
    • J Mintzmyer: They won't be able to afford keeping the current level of content at the current level of subs.
      1/23/13
    • J Mintzmyer: Yes, more debt could buy more content, but not sustainable until 50M+
      1/23/13
    • J Mintzmyer: $NFLX will never 'win' unless they make their own content and license secondary like HBO.
      1/23/13
    • Bill Maurer: if they stop international expansion, profits will jump.
      1/23/13
    • realornot: J: that same assumption was given back in 2012. He has learned and got in with Disney. More rocking up results will come. Look to the future
      1/23/13
    • James Sands: What will kill Netflix, is when the best content begins to stream directly, moreso for sports, NBA, NFL, NASCAR, etc. but content producers.
      1/23/13
    • James Sands: like Discovery with wide global reaches may eventually be tempted to follow suit.
      1/23/13
    • James Sands: I'm with J Mintzmyer, content will rule the day as platforms evolve.
      1/23/13
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