Seeking Alpha

Netflix’s (NFLX) subscriber debacle may turn a corner this quarter, but Lazard reiterates...

Netflix’s (NFLX) subscriber debacle may turn a corner this quarter, but Lazard reiterates its Neutral rating and advises holding off on the stock, given the company may lose half a billion dollars expanding internationally. A 17% "gross subscriber" addition rate in 2012 would be enough to cover the 70%-80% rise in the cost to NFLX for streaming video content, Lazard says.
Comments (2)
  • Brandon Gibbs
    , contributor
    Comments (225) | Send Message
     
    where in the world is the 70-80% rise in streaming cost coming from? a few seasons of tv shows and a handful of B movies?? (not impressed) double the streaming content and you MIGHT get that 17% increase in subscribers.
    16 Dec 2011, 03:34 PM Reply Like
  • joey554
    , contributor
    Comments (605) | Send Message
     
    That's half the problem.... NFLX cost are going up 70%80% on B Titles. They are losing all the decent content that they we're paying for like Starz and instead paying even more to replace it with content like stuff from CW
    19 Dec 2011, 02:11 PM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Tools
Find the right ETFs for your portfolio:
Seeking Alpha's new ETF Hub
ETF Investment Guide:
Table of Contents | One Page Summary
Read about different ETF Asset Classes:
ETF Selector

Next headline on your portfolio:

|