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  • Will Apple Blow Past Netflix, Amazon and Microsoft With A Fox Deal? [View article]
    Netflix household penetration in northern california
    is nearly 20% and still expanding. this implyies a still growing US opportunity of 22 million households. Now that BBO is retreating....it appears that netflix will go back up to the >80% marketshare it usually has had for several years. at this time NFLX management thinks the opportunity might be 30 million-ish households. With netflix subs around 7.5 million seems like there is room for plenty of upticks in sub count. Also based on Apple's conflict of interest due to hardware sales, it seems Netflix has the Hollywood Studio best interest at heart.
    Dec 30 12:06 pm |Rating: 0 0 |Link to Comment
  • Will Apple Blow Past Netflix, Amazon and Microsoft With A Fox Deal? [View article]
    Netflix is morphing into something very big.
    Dec 28 07:48 am |Rating: 0 0 |Link to Comment
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