Netflix disappoints the market

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thewanderingv

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Topic # 198704 19-Jul-2016 17:39

Netflix subscriptions are slowing - they had a Q2 global subscription growth estimate of 2.5m vs an actual of 1.54m.

I'm sure that the geoblock rampage has contributed. They need to start seed funding DNS unblocker services, not shutting them down.

ockel

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Reply # 1595187 19-Jul-2016 17:48

Associated press article posted on the NZHerald site this morning.

But, unlike quarters where Netflix has been growing strongly and the NZ media trumpet the results..... this time nary a whisper. Ironic huh?

MikeB4

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Reply # 1595189 19-Jul-2016 17:52

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They have to comply with the conditions the rights owners impose and the permissions granted when selling to Netflix. The rights owners decide where their works are broadcast and by whom not Netflix or the DNS unblockers.

Mike
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tdgeek

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Reply # 1595193 19-Jul-2016 18:00

Markets expect stocks to grow and grow and grow at an ever increasing rate. Like Apple, sales growth has eased, but it still grew. Underneath that growth is revenue that will keep on keeping on. NF stock price was down 14%. Yet it increased its subscriber numbers. The days of investing in stocks for medium and longer term gain seems over. I guess if NF growth slows, in a few years the stock price will be 25c, yet the subscriber numbers will be higher than now and increasing a bit every year for a while. Then comes a hit show, and the stock prices jumps 30%, I can see it.

Lias

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Reply # 1595326 19-Jul-2016 21:58

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ajw

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Reply # 1595328 19-Jul-2016 22:03

MikeB4:

They have to comply with the conditions the rights owners impose and the permissions granted when selling to Netflix. The rights owners decide where their works are broadcast and by whom not Netflix or the DNS unblockers.

And Sky Tv has long term agreements with rights holders and controls those rights until they are up for renegotiation.

ockel

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Reply # 1595335 19-Jul-2016 22:09

ajw:

MikeB4:

They have to comply with the conditions the rights owners impose and the permissions granted when selling to Netflix. The rights owners decide where their works are broadcast and by whom not Netflix or the DNS unblockers.

And Sky Tv has long term agreements with rights holders and controls those rights until they are up for renegotiation.

As do TVNZ, Mediaworks, Lightbox and anyone else owning broadcast or streaming rights in NZ. What that has to do with Netflix missing its numbers baffles me.

MikeB4

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Reply # 1595337 19-Jul-2016 22:11

ajw:

MikeB4:

They have to comply with the conditions the rights owners impose and the permissions granted when selling to Netflix. The rights owners decide where their works are broadcast and by whom not Netflix or the DNS unblockers.

And Sky Tv has long term agreements with rights holders and controls those rights until they are up for renegotiation.

Sky TV doesn't control the rights the owners retain control, Sky purchases the right to use in accordance with the owners terms and conditions.

Mike
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MikeB4

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Reply # 1595338 19-Jul-2016 22:13

I suspect the price increases and seasonal programme changes has more to do with it.

Mike
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tdgeek

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Reply # 1595399 20-Jul-2016 07:36

MikeB4:

I suspect the price increases and seasonal programme changes has more to do with it.

Yes, and thats crazy. How much did the price increase? From US$55 to US$85??? No, it went from cheap as chips to still cheap as chips.

robjg63

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Reply # 1595405 20-Jul-2016 07:51

MikeB4:
They have to comply with the conditions the rights owners impose and the permissions granted when selling to Netflix. The rights owners decide where their works are broadcast and by whom not Netflix or the DNS unblockers.

As has been mentioned before, the prospect of Netflix being able to sell in China will most likely be the main driver of their regional lock Downs. Proving they can secure 'regions' proves they can also provide a China approved Netflix without consumers getting to unapproved content.
How many billion live in China now?
Pretty sure they are just testing their regional restrictions with an eye to the bigger goal.

Nothing is impossible for the man who doesn't have to do it himself - A. H. Weiler

ockel

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Reply # 1595436 20-Jul-2016 08:40

robjg63:
MikeB4:

They have to comply with the conditions the rights owners impose and the permissions granted when selling to Netflix. The rights owners decide where their works are broadcast and by whom not Netflix or the DNS unblockers.

As has been mentioned before, the prospect of Netflix being able to sell in China will most likely be the main driver of their regional lock Downs. Proving they can secure 'regions' proves they can also provide a China approved Netflix without consumers getting to unapproved content.
How many billion live in China now?
Pretty sure they are just testing their regional restrictions with an eye to the bigger goal.

While China might be a long term goal I'd speculate that its not the reason for regional DRMs. Other providers have been in China and kicked out despite better controls than Netflix. I'd speculate that if Netflix wasnt seen to be managing DRMs better then there is no way that the Disney deal would have been completed - Disney would have used it as an out to retain the rights they signed away prior to these significant market developments.