Quote:
Originally Posted by jfman
There’s a difference between building a business model around it and a small proportion of subscribers doing something.
Netflix are going to have a hard time paying their debt mountain, something like $200 per subscriber, if the average subscriber is only taking the service for 2-3 months a year. The bread and butter of all these businesses is all year round subscriptions.
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That maybe the case when Disney and others have launched their services all across the globe, but that's years away. Netflix still has the field largely to itself for the next few years and will have added millions more full paying subs in that time to bring that debt down.
Netflix latest results are tomorrow, so we'll see what growth they've had.
---------- Post added 16-04-2019 at 00:59 ---------- Previous post was 15-04-2019 at 23:58 ----------
AT&T have sold their Hulu stake back to Hulu. Be interesting to see whether Comcast holds on to its 30% stake now, or whether it sells to Disney giving them 100% control.
https://www.reuters.com/article/us-a...mpression=true