Benjamin Graham's Rules For The Common Stock Component: Hasbro Inc. [View article]
Thanks kids indeed. Hasbro is in many ways a mini-Disney. Fantastic brands with staying power, it's own network to broadcast them, feature films coming out every few years, more toys sold and a nice dividend to boot.
Have been long HAS for 5 or 6 years now with no plans of selling anytime soon.
Hulu In The Hands Of The Cable Companies Would Negatively Impact Netflix [View article]
Hulu's already in the hands of cable companies - Comcast has been a part owner since 2011 through its majority ownership (and now complete ownership) of NBC universal. Hulu was created as a co-ownership media conglomerate to assuage the almost non-existent piracy fears with the major networks (5 years ago they believed everyone would simply pirate their content on Youtube).
But most problematic was the case of the right hand not talking to the left. In this case the right hand was the Hulu group directing what and what could not be on Hulu and trying to keep the cover on something that had a small effect on the bottom line (piracy), while the left hand essentially giving away legacy content to competitor companies like Netflix and Amazon.
Netflix Moves To Become The HBO Of The Internet [View article]
No, I don't know that anymore than you know they're going to spin off ESPN. They could spin off everything tomorrow (or two months from now) but I don't expect it.
Netflix Loses Movies From Time Warner, MGM; Viacom Could Be Next [View article]
Boshie, I know full well how many subscribers Netflix has but they can't simply go splitting off their brand and charge double. They tried that once and it failed miserably. And they don't really need to do Netflix TV since the majority off stuff viewed on Netflix today is already TV. BTW, Amazon already has that baked into their UI.
HBO programs will NEVER be available for streaming on Netflix because they have their own streaming platform that subscribers pay $10-20 a month for. There is simply no way will dilute their brand to be part of some all inclusive plan for a fraction of what they get now.
Regarding HBO subscribers: You either didn't read what I wrote or misinterpreted Netflix' hype. The world doesn't begin and end in the USA, which is why I quoted HBOs international footprint - a footprint that is 3-fold larger than Netflix'. Netflix has surpassed HBO subscribers in the USA only, not worldwide. HBO has 100 million subscribers worldwide, a number that is featured prominently in TWCs (owners of HBO) latest earnings release. I suggest you read it.
Hulu In The Hands Of The Cable Companies Would Negatively Impact Netflix [View article]
Gary, you're refuting points I'm not even making. They don't have 100K movies available for streaming, they have approximately 100K titles total in the streaming world and in that world, there is no balance shifting because it's already happened. Users of Netflix stream TV shows more often and more frequently than movies. Difficult concept indeed.
Netflix Moves To Become The HBO Of The Internet [View article]
You're missing the forest through the trees by picking a single point in time. Theme park revenue tends to be seasonal (go look at any historical EPS chart, its up-down-up-down-up-down) while ESPN provides a steady increase in the bottom line (ESPN also grew revenues 6%) that masks a lot of the swings from theme park seasonality.
Hulu In The Hands Of The Cable Companies Would Negatively Impact Netflix [View article]
No, you misunderstand.
In Netflix streaming world pre-2011, Netflix streamed more movies than TV shows - a lot more but they saw how quickly people were shifting to TV streaming and in 2011 TV streaming overtook feature film streaming and hasn't looked back since. Their strategy post-Qwikster fiasco has been to aggressively go after TV content at the expense of feature films. They wouldn't have done that if they didn't see the shift in viewer tendencies.
You're right. It's been long established in copyright law that once you purchase physical media, it's yours to rent or sell - about the only things you can't do are copy the material or publicly broadcast it. The first sale doctrine applies.
Netflix Moves To Become The HBO Of The Internet [View article]
Yes, but I would argue that this isn't the case here. Disney is getting excellent value out of ESPN and ESPN is central in Disney's emerging role (over the past decade) as a media conglomerate. A Disney without ESPN is a Disney many investors would flee from.
Hulu In The Hands Of The Cable Companies Would Negatively Impact Netflix [View article]
If we're talking everything yes, movies and box office still make up a big chunk of change but a lot of that comes from ever increasing gate prices.
If you look at Netflix as an example of what's trending and look at streaming content today vs. 2008, the balance has shifted in favor of TV, in fact it's been that way since 2011.
Hulu In The Hands Of The Cable Companies Would Negatively Impact Netflix [View article]
A rather odd report seeking alpha article considering Hulu is already owned by Comcast (via NBC Universal) and Newscorp (via Fox) as well as Disney (via ABC).
It goes both ways. Netflix streaming exclusivity of House of Cards, and other 'originals' doesn't extend to DVDs because they don't actually own any content rights.
Benjamin Graham's Rules For The Common Stock Component: Hasbro Inc. [View article]
Have been long HAS for 5 or 6 years now with no plans of selling anytime soon.
Hulu In The Hands Of The Cable Companies Would Negatively Impact Netflix [View article]
But most problematic was the case of the right hand not talking to the left. In this case the right hand was the Hulu group directing what and what could not be on Hulu and trying to keep the cover on something that had a small effect on the bottom line (piracy), while the left hand essentially giving away legacy content to competitor companies like Netflix and Amazon.
Netflix Moves To Become The HBO Of The Internet [View article]
Amazon Prime Hits New Milestone [View article]
Agreed and that's what makes Netflix a great product for some. But all you can eat buffets aren't typically valued at 80X their future earnings.
Netflix Loses Movies From Time Warner, MGM; Viacom Could Be Next [View article]
HBO programs will NEVER be available for streaming on Netflix because they have their own streaming platform that subscribers pay $10-20 a month for. There is simply no way will dilute their brand to be part of some all inclusive plan for a fraction of what they get now.
Regarding HBO subscribers: You either didn't read what I wrote or misinterpreted Netflix' hype. The world doesn't begin and end in the USA, which is why I quoted HBOs international footprint - a footprint that is 3-fold larger than Netflix'. Netflix has surpassed HBO subscribers in the USA only, not worldwide. HBO has 100 million subscribers worldwide, a number that is featured prominently in TWCs (owners of HBO) latest earnings release. I suggest you read it.
Netflix Moves To Become The HBO Of The Internet [View article]
The spinoff has been speculated by the investment community for years only to be knocked down by Disney every time.
2006 - ttp://http://bit.ly/12rFxU1
2008 - http://seekingalpha.co...
Late 2012 - http://bit.ly/17YQhzC
They're not selling their most valuable asset.
Hulu In The Hands Of The Cable Companies Would Negatively Impact Netflix [View article]
Netflix Moves To Become The HBO Of The Internet [View article]
Hulu In The Hands Of The Cable Companies Would Negatively Impact Netflix [View article]
In Netflix streaming world pre-2011, Netflix streamed more movies than TV shows - a lot more but they saw how quickly people were shifting to TV streaming and in 2011 TV streaming overtook feature film streaming and hasn't looked back since. Their strategy post-Qwikster fiasco has been to aggressively go after TV content at the expense of feature films. They wouldn't have done that if they didn't see the shift in viewer tendencies.
Amazon Prime Hits New Milestone [View article]
You're right. It's been long established in copyright law that once you purchase physical media, it's yours to rent or sell - about the only things you can't do are copy the material or publicly broadcast it. The first sale doctrine applies.
Netflix Moves To Become The HBO Of The Internet [View article]
Hulu In The Hands Of The Cable Companies Would Negatively Impact Netflix [View article]
If you look at Netflix as an example of what's trending and look at streaming content today vs. 2008, the balance has shifted in favor of TV, in fact it's been that way since 2011.
http://bit.ly/17Vqok3
Hulu In The Hands Of The Cable Companies Would Negatively Impact Netflix [View article]
Amazon Prime Hits New Milestone [View article]
Netflix Moves To Become The HBO Of The Internet [View article]
Yes, Disney's going to divorce itself from an $8.2 Billion revenue stream. Sheesh.