HOLLYWOOD STOCK EXCHANGE
THE ENTERTAINMENT MARKET
THE ENTERTAINMENT MARKET
Yeah, there are so many assumptions in there that it's ridiculous.
That's a big if. I'm not a bondholder. Odd perspective to bring in, since, the ONLY way they have to pay bondholders is their subscription income, right? Right?
Again, you're assuming they will lose their monopoly, which I would argue isn't even a monopoly, its just a market that they dominate (there are other subscription streaming services, I think you mentioned a competitor...)
So, my question to you is simple: How will they service the growing debt load (one of many growing expenses) if they do not grow their subscriber base?
I would love to hear your answer.
TY, Moviesnob
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