...Start compromising on project budgets
or start taking out larger loans as they're stock (valuation) grows (they'll have no problem getting capital if equiuty is used as leverage)...
They have other ways of making revenue besides solely relying on subscritpion fees. Sales of dvds/blu rays/ digital copies. Allowing brands+marketers to product placement (Dell was heavily used in DareDevil along with Maserati, Cadillac, etc...), Licensing to their IP shows (House Of Cards, etc)..., Merhanside affiliated with their original programing (BoJack Horseman could be a cult hit with merchandise products, if your smart about it)...I think they're losing a lot of money on paying for shipping to and from customers, I think they should do the following - severe ties with their largest competitor AMAZON and construct or built out their own servers (they rely on Amazon's servers - how crazy is that...that's like DareDevil taking on Mr.Finsk car service as his personal chauffeur for his defense lawyer practice)...Maybe get into that game - the cloud storage game - to secure the future for their own stroage and also offer the service to others to diversify their revenue streams from)...NetFlix is a brand, they should actually partner with the people your involved with DraftHouse and create some sort of exclusive theatrical release through them - since they offer adult drinks, food, experience and have a bar after the show to mingle and discuss the film and just hang out - great model...And it's not wide release, it's for true film buffs - create an ongoing mini series theatrical+Svod release 1 week straight or something to binge at the theatre (a wide selection of screenings throughout the day and carryover into next day so everyone with a week mini series pass can fit it into their schedule, once again, this is for true fans that want the theatre experience and go out to see "their" film or Netflix mini=Series... that could be another revenue stream... I don't know, I see demand a very good thing for Netflix because unlike HBO they also have a great volume of other tv, doc, feature titles in their cataglog available to anyone at any given time...So, I only see them expanding and there's always something available to find on NetFlix - I've noticed a trend that every weekened something Major has been releasing from them, so that's pretty cool and smart. I'm once again very curious to learn more about these complexities.... Having greater demand than supply is ok...One think I would suggest to Netflix to preserve some viewing time is to not allow binge watching but release fully available series in batches of let's say 3-4 episodes per weekend and spread it out more, create anticipation, collect that awesome free social media Hype/press you'd benefit from by stretching the release and availability of content...I'm curious to read your friends article once again....Keep us all posted on that one!