Netflix vs. Starz and HBO: The Reshaping of American Media

By Eric Bleeker and Jeremy Phillips | More Articles
September 5, 2011 | Comments (3)

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Report this Comment On September 05, 2011, at 11:59 AM, SellbyOctober wrote:

No reason Netflix and Starz can't go back to the table . . . one of the basic maneuvers in negotiations is to walk away. A drop of twenty points on a negotiation move might provide quite the buying opportunity.
Report this Comment On September 05, 2011, at 9:04 PM, MKArch wrote:

Who cares how many devices NFLX is on if they can't afford anything other than tv-reruns and ancient movies. It's all about content, content, content and the Starz news should have driven home the point that NFLX does not charge enough money to get any programming that will keep subs coming back year after year. 50% churn rate and I believe 100% for streaming. This business will implode once they saturate the U.S. and can't make up for the ever increasing hordes of subs walking away. you guys are way over thinking this.
Report this Comment On September 06, 2011, at 9:30 AM, AJermo wrote:

K.I.S.S. - Keep it stupid simple. The majority of consumers will watch/use what the devices they own can access. At this point it appears to me that Hulu and Netflix are out there with a clear and large lead going to Netflix. IMHO there are other providers besides HBO that have much more content but they aren't leading that sector. I'd suggest that perhaps HBO is leading more due to their contracts and partners rather than content. At the end of the day the consumer will go with what's convienant and easy rather than what's best. Remember Betamax vs VHS? remember AOL vs real internet providers?
Some things don't have to make sense to make us money. The consumer is a fickle group that follows the trends/crowd.

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