The list of DVDs that will no longer be available to Netflix
The deals are similar to the one that Time Warner
I don't like this as a Netflix subscriber, but I appear to be in the minority. Right now, Warner's Sherlock Holmes and The Blind Side aren't available through Netflix, though they can be found through Blockbuster
Blockbuster has been hooping it up, with a wave of online display ads promoting how the two films are available through Blockbuster -- in-store, by mail, or streaming -- but not through Netflix and Redbox.
However, if Netflix is able to get through this month without an uptick in churn, then the coast may very well be clear for the company to strike similar deals with all of the major Hollywood studios.
Netflix appears to be weaning its users from new releases, which may be a challenge because it's also the period when studios invest in marketing their retail releases. The push is clearly on expanding its streaming library -- which is a bit of a gamble in the near-term since more than half of the service's subscribers didn't stream Netflix content (for at least 15 minutes) during its most recent quarter.
Netflix will continue to make the migration easier, though. It rolled out a streaming app for Apple's
The digital push has helped deflect concerns that its disc-based subscribers are being sold out in these four-week freezes. As long as Netflix knows its audience -- and its data-mining prowess is committed to exactly that -- the company will be able to silence skeptics like me.
Will this policy come back to haunt Netflix and Redbox? Share your thoughts in the comment box below?
Longtime Fool contributor Rick Munarriz has been a Netflix shareholder -- and subscriber -- since 2002. Rick is also part of the Rule Breakers newsletter research team, seeking out tomorrow's ultimate growth stocks a day early. The Fool has a disclosure policy.