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Netflix (NFLX) is a "frenemy" of the cable industry, Cox CEO Patrick Esser maintains. While...

Netflix (NFLX) is a "frenemy" of the cable industry, Cox CEO Patrick Esser maintains. While admitting Netflix is a content rival, Esser also notes 40% of Cox's broadband customers streamed Netflix content in March. Netflix content chief Ted Sarandros (previous) admits his company is cannibalizing some cable viewing, while adding Netflix's investments in original programming are due to its inability to license content from the likes of HBO and Showtime.
Comments (4)
  • pd58
    , contributor
    Comments (26) | Send Message
     
    40% of Cox's broadband customers! Could Netflix be reaching saturation?
    24 May 2012, 12:19 PM Reply Like
  • Windsun33
    , contributor
    Comments (4265) | Send Message
     
    Not likely. Cox only has about 9% of the total Netflix downloads if I recall correctly. More and more is from direct internet connections from "not totally stupid" TV's.
    24 May 2012, 12:25 PM Reply Like
  • pd58
    , contributor
    Comments (26) | Send Message
     
    Thanks. How do you track the data?
    25 May 2012, 08:38 AM Reply Like
  • Windsun33
    , contributor
    Comments (4265) | Send Message
     
    A few weeks ago I ran across a chart about who the major revenue streams were for NetFlix, but don't recall where.
    25 May 2012, 09:53 AM Reply Like
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