HSX Forum

Movies

NFLX debt

Posted by: tradermark on Dec 31, 05:18 in response to professor zovek's post yes and no. more accurately, they have to service $20b...

I see 10.445B with a weighted  average  of 5.08%.  About 7B due  2027 and  later la the runway is  long.

Netflix tweets that Bird Box was watched by a record 45M+ accounts in the first 7 days warcraft86 Dec 28, 18:07

as Franklin Leonard tweets, "So many questions" professor zovek Dec 28, 21:42

2: about 140M accounts, so almost 1 in 3. (Which seems unrealistic it would be that many) islndr Dec 28, 23:33

There is a zero chance any of this information from Netflix is right. {nm} LaForza Dec 29, 23:03

What a joke. This makes me sick. More "facts" from these film clowns, this time about how Birdbox is bigger than Aquaman. OK, sure. goodvibe61 Dec 29, 00:43

If Roma and Bird Box are Netflix future, that future is relatively dim DTXbro Dec 29, 11:59

All they have to do is get subscribers. If what they produce brings in more subscriptions, they could care less what studios do. {nm} ndmaster Dec 29, 19:18

yes and no. more accurately, they have to service $20b in outstanding and ongoing debt issuances to finance their content expansion {nm} professor zovek Dec 29, 22:21

A distinction without a difference. NFLX is a single revenue stream company. ndmaster 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 professor zovek Dec 30, 10:27

They are aware there's a finite number if subscribers they can get with this model they haven't gotten close to it yet so they spend {nm} Moviesnob Dec 30, 12:46

Yeah, there are so many assumptions in there that it's ridiculous. ndmaster Dec 30, 20:42

NFLX debt tradermark 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} Moviesnob Dec 29, 20:09

I’m confused. I’ve heard mixed things about Bird Box but Roma is one of the best films in years. How is your statement meant to be read? {nm} MiyazakiFan Dec 30, 05:55

The DTXBroscore for Roma was D. (Which is IMO way too low, but it's his opinion) {nm} RogerMore Dec 30, 11:35

Netflix followed up to media press, that they counted 75% or more of the film viewed by any household account as a viewing. {nm} notfabio Dec 30, 13:31

I've been thinking about it and figured it had to be something like this, especially with all the account sharing {nm} OdysseusG Dec 30, 16:54





Post a Reply

To post to the forums you must first login!


Tuner (TUNER) 150000 4.46 (-0.12)          O Horizon (OHORZ) 150000 0.01 (-0.02)          Dwayne Johnson (TROCK) 25000 144.68 (+0.10)          Dwayne Johnson (TROCK) 25000 144.68 (+0.10)          This Tempting Madness (TTMAD) 150000 0.06 (-0.03)          Olivia Wilde (OWILD) 25000 35.40 (-0.59)          Olivia Wilde (OWILD) 25000 35.40 (-0.59)          In the Hand of Dante (ITHOD) 150000 0.23 (-0.05)          John Slattery (JSLAT) 25000 53.54 (-1.76)          John Slattery (JSLAT) 25000 53.54 (-1.76)          Super Troopers 3 (STRO3) 4085 22.86 (+0.24)          Jude Law (JLAW) 25000 20.09 (+0.27)          Jude Law (JLAW) 25000 20.09 (+0.27)          Paranormal Activity 8 (PNAC8) 3339 31.04 (-0.03)          Daveed Diggs (DDIGG) 25000 89.90 (+1.84)          Daveed Diggs (DDIGG) 25000 89.90 (+1.84)          Girls Like Girls (GRLGR) 150000 4.19 (-0.11)          Olivia Wilde (OWILD) 25000 35.40 (-0.59)          Hadestown: The Musical (HDSTW) 149999 20.09 (-0.02)          Perfect (PFECT) 150000 0.04 (0.00)          Couture (STCHS) 150000 0.57 (-0.01)          Jean Reno (JRENO) 25000 2.91 (+0.02)          Ice Cream Man (ICREM) 150000 9.56 (-0.61)          Ice Cream Man (ICREM) 150000 9.56 (-0.61)          Mary Oliver: Saved by the Beauty (MOSBW) 150000 0.63 (0.00)          Evil Dead Wrath (EVLD7) 144000 35.82 (-0.04)          Paul Dano (PDANO) 25000 56.58 (+0.91)          Resident Evil (RESE8) 145000 72.26 (+0.17)          Tomorrow, and Tomorrow, and Tomo (TATAT) 142825 39.89 (+0.06)          Company (COMPN) 150000 8.23 (+0.23)          Company (COMPN) 150000 8.23 (+0.23)          Penelope Cruz (PCRUZ) 25000 10.95 (+1.48)          Ali G: Who Iz I? (ALIG2) 149999 21.38 (+0.03)          Maddie's Secret (MADDS) 150000 1.24 (+0.04)          Maddie's Secret (MADDS) 150000 1.24 (+0.04)          Five Nights at Freddy's 3 (5NAF3) 149999 85.22 (+1.22)          Insidious: Out of the Further (NSID6) 130000 56.84 (-0.18)          Alicia Vikander (AVIKA) 25000 0.50 (-1.70)          Kelly Marie Tran (KMTRA) 25000 73.08 (-15.84)          Mary Oliver: Saved by the Beauty (MOSBW) 150000 0.63 (0.00)          Daveed Diggs (DDIGG) 25000 89.90 (+1.84)          Kelly Marie Tran (KMTRA) 20000 73.08 (-15.84)          Daveed Diggs (DDIGG) 25000 89.90 (+1.84)          Jeffrey Wright (JWRIG) 25000 63.86 (-0.67)          Havana Rose Liu (HRLIU) 25000 4.76 (+0.30)          Havana Rose Liu (HRLIU) 25000 4.76 (+0.30)          Minions & Monsters $155M Blo (MNIO3.BW) 25000 11.14 (+0.54)          John Slattery (JSLAT) 25000 53.54 (-1.76)          Zoey Deutch (ZDEUT) 25000 34.89 (+2.74)          Zoey Deutch (ZDEUT) 25000 34.89 (+2.74)