svosavvy

Tough Times for Netflix - Barron's

Oh yeah, and using nflx and bbi in the same sentence isn't cool. nflx is a stock, bbi is something that should be put in a paper bag, lit on fire, and put on someones doorstep.

Tough Times for Netflix - Barron's

My local redbox is usually surrounded by woodchucks and techneandrethals. That population is contracting from what I can see. Nflx is a solid performer, imho there are still new subscribers (growth) to be had. Those subscribers may just cost more to get. nflx has already threatened share buyback with some of that 6$ a share in cash if they get cheap again. A real headwind from what I can see is the broadband cable putting a squeeze on bandwidth users to fund their lagging cable unit. I doubt you will see nflx at a 15 multiple anytime soon. This is a growth player and definitely not a value play, be careful when you fly with Icaurus.

Redbox: New Video Rental Competition for Blockbuster and Netflix

oh yeah, long nflx I own a small position about as much as a months groceries, but, I love their service. Imagine that, a company that actually makes customers happy and turns a profit.

Redbox: New Video Rental Competition for Blockbuster and Netflix

How about a profit margin number for bbi instead of revenue. How much profit are they spending keeping up their little strip mall stores. Oh, and earlier in this thread their stores were supposed to be an asset, but, now kiosks are the way? It's one or the other. BTW when I put yet to be released movies in my queue I usually have them the day of the release, so much for your "oldflix" idea. I Like the service so much I cancelled cable. My subscription is also cheaper than bbi's online offer.

Redbox: New Video Rental Competition for Blockbuster and Netflix

I find bbi's brick&mortar stance to be a real hindrance than a positive. People aren't afraid of their computers anymore. While on bbi's balance sheet these buildngs probably look like solid gold assets, they are money pits that become ever more worthless in the strip mall landscape.

Redbox: New Video Rental Competition for Blockbuster and Netflix

is going to be the Leggs of our time. LOL

long nflx

Redbox: New Video Rental Competition for Blockbuster and Netflix

Funny, I see the exact opposite out of nflx than what dvdfan sees. I personally have had a nearly seamless renting experience with nflx, I cancelled my bbi online due to their lack of hard to find titles. The instore swap was nice with bbi until they imposed multiple restrictions which was a main reason why I left a year ago. I do not own a roku box, I stream content from my pc to my tv and it has been fabulous. Direct from the last nflx quarterly report, the redbox is going to deal a more significant blow to the likes of bbi than nflx (summarized).
To the author you think redbox