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the main hard number i see in there is predicting $10b a year in cash flow for the three eventually surviving platforms
Netflix (i think) is the only one currently actually generating positive cash flow, and only within the last couple years ($2-4b in the two years it's actually been positive). but they already have to spend $17b a year just to keep that much product in the pipeline. not sure it's sustainable at those levels even if the main players get consolidated down to three or four
officer thinking there {nm} Dec 05, 17:14
the main hard number i see in there is predicting $10b a year in cash flow for the three eventually surviving platforms Dec 05, 17:33