View Single Post
Old 07-11-2020, 11:24   #1499
1andrew1
cf.mega poster
 
Join Date: Dec 2013
Posts: 15,384
1andrew1 is cast in bronze1andrew1 is cast in bronze1andrew1 is cast in bronze1andrew1 is cast in bronze
1andrew1 is cast in bronze1andrew1 is cast in bronze1andrew1 is cast in bronze1andrew1 is cast in bronze1andrew1 is cast in bronze1andrew1 is cast in bronze1andrew1 is cast in bronze1andrew1 is cast in bronze1andrew1 is cast in bronze1andrew1 is cast in bronze1andrew1 is cast in bronze1andrew1 is cast in bronze1andrew1 is cast in bronze1andrew1 is cast in bronze1andrew1 is cast in bronze1andrew1 is cast in bronze1andrew1 is cast in bronze1andrew1 is cast in bronze1andrew1 is cast in bronze
Re: Linear is old tech - on demand is the future

Quote:
Originally Posted by jfman View Post
It brings me to what is Netflix’s compelling offer that anyone else - a streamer or otherwise - couldn’t replicate without £20bn of debt to go with?
£20bn of debt is probably a barrier to others replicating Netflix's offering. Another is its strong internationalsim. Rolling out internationally and speedily to avoid me-toos establishing themselves in key countries is a sensible move. As long as it's profitable apart from long-term debt it will be fine. That can be removed via rights issues, sale to another company or worst case scenario, Chapter 11.
It has a narrow one-size-fits-all model, a bit like Wetherspoons, so geographical breadth becomes key here. Confusing this model and adding extra cost to it with PPV and unprofitable music streaming won't add anything.
1andrew1 is offline