Seeking Alpha
  • Rocco Pendola
    Wow - Faber saying on CNBC his thinks $DIS and $VIAB will pull kids shows from $NFLX ? That would be bad for #Netflix. Real bad.
    4/26/12
    Reply (18)
    • Josh Krause: Agreed. But it is just speculation at this point.
      4/26/12
    • Bret Kenwell: NFLX would be dead, even more than they are now. it's only a matter of time until a BBRY like moment.
      4/26/12
    • Canary Cash: Yup, that would be the end, just for kids is really the only thing it has going for it...
      4/26/12
    • Josh Krause: DO we have any ideas on when either contract is up? I doubt they can arbitrarily pull content with a contract in place.
      4/26/12
    • Bill Maurer: http://bit.ly/Isacst
      4/26/12
    • Canary Cash: Thanks Bill! Unlikely they pull, tho NFLX may balk at a price increase without more cash to burn
      4/26/12
    • Josh Krause: This is content that they can't lose. There is no replacement readily available in the marketplace.
      4/26/12
    • Rocco Pendola: Nick's ratings are hurting... if they think NFLX is the reason or even part of it, the party is over.
      4/26/12
    • Josh Krause: They could just ask for more money for the content but that will have to wait until contract renegotiation time which I will search for
      4/26/12
    • TruffelPig: All of this is just a rumor by one analyst. Analysts in tendency get most wrong, otherwise stock buying would be easy.
      4/26/12
    • SUBGAM: ratings are low, cause kids are not watching television anymore.. they'r all playing games on their xbox...lol.
      4/26/12
    • TruffelPig: ...which now clearly means that DIS and VIAB have to destroy MSFT - lol. AAPL TV next.
      4/26/12
    • Josh Krause: Kids have been playing console games for decades now. NFLX is a newer catalyst and kids programming is one of their major selling points
      4/26/12
    • TruffelPig: @KK Did you find the dates with DIS and VIAB?
      4/26/12
    • TruffelPig: @KK has your nick something to do with Schwarzer Krauser (a Tobacco?)
      4/26/12
    • SUBGAM: that may be tru KrauserK.. but the kids arent buyin it..lol.. they rather play games online with the pals.
      4/26/12
    • Josh Krause: Something is up with NFLX. Just sported a major spike.
      4/26/12
    • screamin187: Sentiment too bearish on NFLX, will go up in near term.
      4/26/12