A survey by investment firm Cowen shows that the expensive bet on original programming by...

A survey by investment firm Cowen shows that the expensive bet on original programming by Netflix (NFLX +2.3%) just might pay off for the company. Of those subscribers polled, 86% said they were less likely to cancel with the new drama House of Cards on Netflix's slate of programming. Also of interest on the Netflix model, 90% of respondents said they like having the ability to watch all the episodes at once.

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Comments (2)
  • ClintH
    , contributor
    Comments (98) | Send Message
    The real question is... how much is NFLX paying for all these deals? Can they bring in more customers to justify the added cost of deals?
    19 Feb 2013, 12:34 PM Reply Like
  • James Sands
    , contributor
    Comments (2635) | Send Message
    I think from a TV show perspective, having the ability to watch shows (one after the other) is an exceptional platform capability. This is far superior than watching regular TV and much better than having to record shows/programs/events, etc.


    Any platform that provides content that consumers want is far more superior than a platform that requires consumers to program/create a process for their preferences.


    Hulu and Netflix are great for our household, we use both, as each has certain content that the other does not. We pay $30/month for 3Mbps so our total cost is $46/month.


    Next year we'll probably do an NBA 5-team package through NBA League Pass: http://bit.ly/131WeJx


    I'm not sure if the price stays at $65 regardless of when you purchase, but if it did, that would be an additional $10/month.


    So for $56/month, I can get what shows I'm interested in with limited to no commercials and the NBA teams I'm interested in watching for a season, that is pretty incredible.


    Once the NFL adjusts to live games and creates a package, we would probably do that as well. CBS, Fox, ESPN, etc. will not be that relevant as professional sports shifts to the Internet/mobile. I watch highlights on NBA.com instead of ESPN because they show longer highlights, and don't have as many commercials, and I don't have to listen to "analysts" talk about stuff more than seeing the content.


    Anyways, major shifts occurring, and investors need to think about big picture changes. I will be a strong buyer when NBA/NFL go public, their businesses are far more valuable than owning CBS, Fox, Disney, etc., from the "sports" angle.
    19 Feb 2013, 12:51 PM Reply Like
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