Seeking Alpha

Netflix (NFLX -5.3%) could lose access to content from A&E Networks as soon a this...

Netflix (NFLX -5.3%) could lose access to content from A&E Networks as soon a this Friday with negotiations still ongoing over a content contract. If a deal isn't struck, look for another major digital player such as Amazon, Time Warner, or Hulu to step in to land an exclusive deal for the stable of channels that include A&E and History.
Comments (4)
  • jbde
    , contributor
    Comments (665) | Send Message
     
    And could retain access with new long term contract and set bar too high for AMZN.

     

    What a crap supposition to inflame markets - buy the heck out of the stock as nesting will be big this winter!
    17 Sep 2012, 10:46 AM Reply Like
  • lorddarley
    , contributor
    Comments (215) | Send Message
     
    What a ridiculous concern. If you have Cable or Satel., you get these channels. I have NFLX, and wouldn't dream of using it for this "content" that I already get.Why bother to pay for its exclusivity?

     

    Just show movies, expand overseas, carry the best Cable content (exclusive or not), and develop content.
    17 Sep 2012, 12:29 PM Reply Like
  • JeffreyLangBoyd
    , contributor
    Comments (645) | Send Message
     
    Funny. Why not say A&E to lose revenues from Netflix?

     

    There was some guy, Rocco something who was predicting bankruptcy for them not too terribly long ago. Not sure why people stopped writing stuff like that. It was entertaining and had some insights. I'd like to hear speculation on the next international market or an article on how much money they are losing internationally. It is pretty breathtaking how much they are losing outside the US.

     

    Here is an article on the topic that is probably pretty accurate:

     

    http://bit.ly/Rkau5Q
    17 Sep 2012, 02:18 PM Reply Like
  • jbde
    , contributor
    Comments (665) | Send Message
     
    When they raise prices [and they will at some point] to say $8.88, that will drop over $5 to the bottom line.
    The naysayers will scream that they will lose customers, but 89 cents is not a killer and customers will welcome a stronger company that can offer even better service and content.
    Then wait for pay-per-view which will pass $ through to content providers. Everyone wins - customers, NFLX and content providers!
    18 Sep 2012, 08:50 AM 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:

|