Seeking Alpha

What could be better for Internet content providers such as Hulu and Netflix (NFLX +3.1%) than a...

What could be better for Internet content providers such as Hulu and Netflix (NFLX +3.1%) than a bitter battle between satellite companies, cable outlets, and broadcast networks over fees that escalates to the point that major networks actually go dark? The answer of course is higher ratings, but a cannibalization of pay-TV companies is a decent start. (Ongoing battles: Dish Network, DirecTV, Time Warner).
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Comments (2)
  • James Sands
    , contributor
    Comments (2431) | Send Message
    Cable/satellite do not offer programs in preference-oriented fashion. They need to pay for complete access to channels form the best content owners and reestablish agreements for lesser viewed content.


    All in all, more platforms benefits the primary content owners rather than the hybrid distribution/content owning companies.


    I see CVC, CHTR, DISH, and DTV exposed the most as they don't have strong diversified revenue streams. Companies like TWX, CMCSA, DIS, etc. would be better suited spinning off their media/entertainment content (similar to the print/media businesses).


    I would be looking at companies like DISCA, SNI, the spin-off of NWS, VIA, AMCX for long positions. I like DISCA and SNI the best and am waiting for them to test their lower levels over the summer.
    11 Jul 2012, 10:58 AM Reply Like
  • jisp
    , contributor
    Comments (8) | Send Message
    tHE WAY OF THE FUTURE IS NETFLIX OR NETFLIX LIKE PROVIDERS.... EVENTUALLY THE cable, satellite and others will go the way of the tape , discs and 8 tracks. They are much too expensive for what they provide. Netflix at $9.00 a month entertains my grandkids for hours... and now that they have added Spongebob they would burnup my TV or their eyes...I started in computer as a Computer Manager (?) knew nothing about computer never seen one and I was the proud Manager of an IBM 1620 "complex" (card reader wired printer and one keypunch operator) the language was FORTRAN. I finished my career as DBA on 4th generation machine using RDSBMS.... Lets say I've seen it all and Netflix is the way to go, the machines are ready but and its a big BUT the software still need a lot of attention and it is expensive and we have thru high specialization in the computer field discouraged many of bright students who could have done fantastic things if left on their own (a la FB)... but it will change I was hoping for a more rapid development but since I am near 80 now I am still fully aware of how fascinating the computer field can be. When I finally got a degree it was called a MA in computer and the 2 primary languages were fortran and cobol SQL was available...What a life I've lived
    14 Jul 2012, 09:03 PM Reply Like
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