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Old 11-11-2018, 13:47   #410
Horizon
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Join Date: Feb 2006
Location: Essex
Services: Sky, Cable & Freeview
Posts: 2,410
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Re: Linear is old tech - on demand is the future

Quote:
Originally Posted by jfman View Post
Oh I agree the revenue and growth are staggering, but when these tail off prices will go up and much like everyone else it’ll be about how much the subscriber base will take in terms of price rises.

As for investments I’d snap up property in the post Brexit market collapse.
Yes, Netflix could crash and burn and I recall saying as much a year ago in this very thread, but I'm not so sure now.

For the full year 2018, Netflix is predicted to have 150m customers, currently it's 130m. At the beginning of 2018, they had something like 120m and the beginning of 2017 it was something like 90m.

If they keep growing for a few more years at a rate of 20-30m customers per year and then control their costs at that point, they should be awash with profits by the mid 2020s and will have enough of their own content to offset all of Hollywood leaving their platform, if that happens, as they won't have to pay for all the expensive licensing deals.

If they do crash (a stock market crash won't help here) then simply someone like Apple or Mircosoft will gobble them up.

Just as an aside, how far do you see the property prices falling by? It's something I'm closely watching, as my circumstances might dictate that I need to might need to look out for property deals in the next year or so.

---------- Post added at 12:47 ---------- Previous post was at 12:43 ----------

Quote:
Originally Posted by Hom3r View Post
I will choose physical media over digital anyday.

Case in point I wanted to get Forza Horizon with the VIP pace for my nephew and myself.

But the Deluxe Ed (£60) didn't have a Disc.

So I bought 2 Ultimate Ed at £80 each.

I will do the same again.
But as DVD players stop being sold by the shops and physical media in terminal decline, we will have no choice but to go down the streaming route in the future for all entrainment needs.
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Last edited by Horizon; 11-11-2018 at 13:46.
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