HOLLYWOOD STOCK EXCHANGE
THE ENTERTAINMENT MARKET
THE ENTERTAINMENT MARKET
ha ha, not if you're the bondholders when your payments come due. Stein's Law: if a thing cannot go on forever, it will stop
Amazon could probably lose Charles Foster Kane-level money on Prime Video and not feel it on the bottom line. they use it to drive customers over to the shopping side for all the things they do make money on
assuming that Netflix will always grow its subscriber base to pay for the content to lure in new subscribers (when it won't even have its current monopolistic market share for much longer) is like assuming real estate always appreciates in value so why not securitize subprime mortgages for the bond market?
Netflix tweets that Bird Box was watched by a record 45M+ accounts in the first 7 days Dec 28, 18:07
as Franklin Leonard tweets, "So many questions" Dec 28, 21:42
2: about 140M accounts, so almost 1 in 3. (Which seems unrealistic it would be that many) Dec 28, 23:33
There is a zero chance any of this information from Netflix is right. {nm} Dec 29, 23:03
If Roma and Bird Box are Netflix future, that future is relatively dim Dec 29, 11:59
A distinction without a difference. NFLX is a single revenue stream company. Dec 30, 07:16
ha ha, not if you're the bondholders when your payments come due. Stein's Law: if a thing cannot go on forever, it will stop Dec 30, 10:27
Yeah, there are so many assumptions in there that it's ridiculous. Dec 30, 20:42
NFLX debt Dec 31, 05:18
3 of those series are on netflix and amazon prime is a distant third behind Netflix and Hulu in terms of engagement {nm} Dec 29, 20:09
The DTXBroscore for Roma was D. (Which is IMO way too low, but it's his opinion) {nm} Dec 30, 11:35
I've been thinking about it and figured it had to be something like this, especially with all the account sharing {nm} Dec 30, 16:54