Seeking Alpha
  • James Sands
    $NFLX Hulu has integrated more commercials into their video platform over the weekend. Netflix remains without commercials.....
    9/29/13
    Reply (12)
    • Philip Saglimbeni: I have not used Hulu, are the commercials intrusive, how do they appear? Do you think it is something Netflix will likely implement?
      9/30/13
    • James Sands: Hulu's commercials used to be about 2 interruptions per episode with around 30-45 seconds. This past weekend it has increased to 3....
      9/30/13
    • James Sands: interruptions for about 30 seconds for the first one and 75 seconds for the last two.
      9/30/13
    • James Sands: I think Netflix will continue to offer no commercial service, which is impressive.
      9/30/13
    • James Sands: If ESPN, HBO, etc. were to be spun-off in the next 10 years and media truly becomes a-la-carte (sports too), then it will be interesting...
      9/30/13
    • James Sands: for Netflix.
      9/30/13
    • James Sands: I'm not certain if a commercial free service will be able to compete with this scenario.
      9/30/13
    • Philip Saglimbeni: thanks James, always appreciate your insight on these matters, how do you feel about NFLX going forward? Ever reconsider it?
      9/30/13
    • Philip Saglimbeni: Also, I forgot to get back to you regarding Apple radio, I've used it on my iPad and I'm assuming it is pretty much the same on iPhone
      9/30/13
    • Philip Saglimbeni: There is a commercial about once every three songs, overall I think the reason I like it is because it creates lists of the all songs
      9/30/13
    • Philip Saglimbeni: which I use to pick out the ones I like and add it quickly to my iTunes library, very seamless experience, I can't compare to Pandora tho
      9/30/13
    • James Sands: Phil, I think I would consider Netflix again, but only during a correction. To be honest I haven't attempted to consider valuation of late.
      9/30/13