Seeking Alpha

Comcast likely to box out Netflix

  • Negotiations to add Netflix (NFLX) to the set-top boxes of Time Warner Cable subscribers stalled after Comcast (CMCSA) bought the cable operator, according to Bloomberg.
  • The development isn't a surprise as Comcast has seen increasing demand for movie purchases and rentals through its X1 platform.
  • What to watch: Comcast doesn't have the library of content to take on Netflix directly, but could play a waiting game to see how the Pay-TV landscape progresses before inviting the service inside its set-top boxes, predict analysts.
Comments (22)
  • Mark Krieger
    , contributor
    Comments (3765) | Send Message
     
    paly the waiting game? That might make NFLX investors nervous.
    17 Feb, 07:47 PM Reply Like
  • cruzn59
    , contributor
    Comments (21) | Send Message
     
    Please, somebody kick Comcast's @$$. They have been robbing customers for too long.
    17 Feb, 08:02 PM Reply Like
  • King Rat
    , contributor
    Comments (564) | Send Message
     
    Cable is completely discretionary actually. You don't like it, you don't buy it. Now if Comcast had a monopoly of food distribution and Netflix offered all products with Vitamin C, thus not getting Netflix meant scurvy for everybody, sure.
    Yet even in that scenario, this is not a ban on Netflix to internet subscribers. It is only a ban on Netflix on TV cable boxes. You can still use other boxes, tablets, or computers to get Netflix.

     

    Back to "been robbing customers for too long."
    I thought that about my previous cable subscriber. No matter how much I reduced my service my bill kept going up. In the end I just canceled service. They got greedy and killed the golden goose. If other people acted proactively like I did, the cable company would either go bankrupt or give customers better deals. Instead, most people act like you. They passively pay, then aggressively complain after the fact.
    17 Feb, 10:00 PM Reply Like
  • chopchop0
    , contributor
    Comments (3122) | Send Message
     
    and they've been making shareholders rich doing it!!!!

     

    Long CMCSA.
    17 Feb, 10:38 PM Reply Like
  • User 17202062
    , contributor
    Comment (1) | Send Message
     
    Comment of the year right there! This needs to be printed on a billion pieces of paper and dropped from the sky over America.
    18 Feb, 02:04 AM Reply Like
  • pirate21
    , contributor
    Comments (2) | Send Message
     
    21 Million customers obviously have voted that they are not being robbed!!
    18 Feb, 02:14 PM Reply Like
  • bradsiff
    , contributor
    Comments (4) | Send Message
     
    Anyone interested in watching House of Cards will find whichever way is most convenient to access Netflix whether through an Apple TV device, xbox or some other manner. I think this has little bearing on Netflix.
    17 Feb, 08:03 PM Reply Like
  • alan ljl
    , contributor
    Comments (249) | Send Message
     
    NFLX has every right to be concerned. Their days of free rides (bandwidth hogs} at the expense of others are numbered. Very soon this net neutrality issue which has already been decided in court against NFLX will be evident in the pricing going forward.
    Where else in this country can you use as much as you want and not pay additionally for the service??
    The next series of "House of Cards" will be from an autobiography of NFLX itself.
    17 Feb, 08:33 PM Reply Like
  • JohnBinTN
    , contributor
    Comments (3573) | Send Message
     
    Much like everything else, Netflix will not pay. The consumer will pay. I vote 'no' for metered internet usage as the standard.
    17 Feb, 08:52 PM Reply Like
  • LoveShorting
    , contributor
    Comments (312) | Send Message
     
    I vote yes.
    But let me be the first to thank you for all the fiber optic lines you have strung from poles and all the large servers and electricity to run them that you have contributed so that the rest of us can enjoy free internet.
    Nothing is free.
    18 Feb, 09:19 AM Reply Like
  • JohnBinTN
    , contributor
    Comments (3573) | Send Message
     
    No kidding. That's why the send me something called a bill every month.
    18 Feb, 09:23 AM Reply Like
  • genomegk
    , contributor
    Comments (439) | Send Message
     
    Not free just not metered. Many things are not metered.
    18 Feb, 10:22 AM Reply Like
  • DanoX
    , contributor
    Comments (2577) | Send Message
     
    ?? Amazon, Google, Facebook, Twitter, free and rewarded by Wall Street.
    18 Feb, 07:58 PM Reply Like
  • jefferylhenry
    , contributor
    Comments (24) | Send Message
     
    Does Netflix sell it's original content to competitors? Netflix doesn't have the margins to offer a traditional wholesale retail model like ESPN or other cable programming. So what does this have to do with competition?
    17 Feb, 09:16 PM Reply Like
  • bobelouis
    , contributor
    Comments (47) | Send Message
     
    Netflix does not own the content (House of Cards). Their "original content" is first exclusive rights, though in HoC's Sohu.com is showing it now in China. Media Rights Capital owns House of Cards.

     

    Lionsgate owns Orange is the New Black and it apparently is also being broadcast in China too. All of these will have to continued to be licensed if they continue to play on Netflix beyond the original runs.
    26 Feb, 09:28 PM Reply Like
  • LoveShorting
    , contributor
    Comments (312) | Send Message
     
    did not know this. thanks for giving a little hope to a negative view on this stock.
    27 Feb, 08:07 AM Reply Like
  • alan ljl
    , contributor
    Comments (249) | Send Message
     
    Again, not having a metered internet usage makes no sense. Do you go to the gas pump with your VW beetle and pay the same as the Semi, no matter how many gallons your vehicle takes???
    People are not stupid, the NFLX longs have a real problem coming up.
    17 Feb, 10:09 PM Reply Like
  • JohnBinTN
    , contributor
    Comments (3573) | Send Message
     
    Please state it correctly - if what you want comes about, the people who use/enjoy Netflix have higher bills coming up. Cable bills are high enough for them to support the increased bandwidth requirements.
    17 Feb, 10:45 PM Reply Like
  • taxman100
    , contributor
    Comments (244) | Send Message
     
    I do not have cable, and run Netflix thru my wireless router. If internet service becomes metered, I'll just spend as little time as possible on the Internet reading, and/or posting to Internet boards.

     

    It will probably lead to me getting more sleep, and wasting less time.
    17 Feb, 11:36 PM Reply Like
  • Sakelaris
    , contributor
    Comments (1224) | Send Message
     
    Concerning the end of negotiations over a Netflix space on a Time-Warner set top box, I take that as good news for Netflix. If Netflix were to become too cozy with the cable/satellite industry, the long-term result could be Netlfix being restricted from carrying programming that would conflict with what is being carried in the channel bundles.
    18 Feb, 06:20 AM Reply Like
  • DanoX
    , contributor
    Comments (2577) | Send Message
     
    Government granted monopolies by the people (Cable and Cell/Phone service).
    The Information Highway should be clear of greedy gate keeper's.
    18 Feb, 08:01 PM Reply Like
  • theo_rhetoric
    , contributor
    Comments (127) | Send Message
     
    Probably screwed Apple's deal with TWC too.
    19 Feb, 07:44 AM Reply Like
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