- Netflix (NFLX +3.5%) moves higher after reports break on the company's efforts to work out an agreement with Pay-TV providers which would allow its service to be easier to access through set-top boxes.
- Though the company struck a similar deal last month with Virgin Media, analysts think it needs to land a deal with one of the U.S. cable majors to swing the pendulum to the side of a friendlier relationship with the industry.
- The take on Pay TV vs. Netflix: If one domino falls, the rest could follow.