Content from Starz (LSTZA -2.3%) accounts for ~8% of streaming activity for Netflix (NFLX...

|By:, SA News Editor

Content from Starz (LSTZA -2.3%) accounts for ~8% of streaming activity for Netflix (NFLX -9.4%), and its loss could be "disastrous," Janney believes; "a loss of subs could leave NFLX struggling to pay the [$2.4B] in off balance sheet content obligations." But Caris thinks investors "should applaud NFLX for exercising a great deal of financial discipline in refusing to bend to Starz’ demand."