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A survey by investment firm Cowen shows that the expensive bet on original programming by...
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Tuesday, February 19, 12:07 PM ETA survey by investment firm Cowen shows that the expensive bet on original programming by Netflix (NFLX +2.3%) just might pay off for the company. Of those subscribers polled, 86% said they were less likely to cancel with the new drama House of Cards on Netflix's slate of programming. Also of interest on the Netflix model, 90% of respondents said they like having the ability to watch all the episodes at once.
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Any platform that provides content that consumers want is far more superior than a platform that requires consumers to program/create a process for their preferences.
Hulu and Netflix are great for our household, we use both, as each has certain content that the other does not. We pay $30/month for 3Mbps so our total cost is $46/month.
Next year we'll probably do an NBA 5-team package through NBA League Pass: http://bit.ly/131WeJx
I'm not sure if the price stays at $65 regardless of when you purchase, but if it did, that would be an additional $10/month.
So for $56/month, I can get what shows I'm interested in with limited to no commercials and the NBA teams I'm interested in watching for a season, that is pretty incredible.
Once the NFL adjusts to live games and creates a package, we would probably do that as well. CBS, Fox, ESPN, etc. will not be that relevant as professional sports shifts to the Internet/mobile. I watch highlights on NBA.com instead of ESPN because they show longer highlights, and don't have as many commercials, and I don't have to listen to "analysts" talk about stuff more than seeing the content.
Anyways, major shifts occurring, and investors need to think about big picture changes. I will be a strong buyer when NBA/NFL go public, their businesses are far more valuable than owning CBS, Fox, Disney, etc., from the "sports" angle.