ST Alpha - "Unless they wanted to be NFLX. But if they want to be NFLX then they have to compete with NFLX -- nm" (Reading a Post)

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In response to "From an ROI perspective it's a no-brainer -- nm" by rollo

Unless they wanted to be NFLX. But if they want to be NFLX then they have to compete with NFLX -- nm

Posted by rollo Nov 29 '22, 09:51

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right, but as pixie said not many have the money OR time to burn to keep up with them -- nm - Beaker Nov 29, 09:53 6
- COVID, ironically, didn’t help in the long run. added to the reality distortion field that the binge watching lifestyle would carry over afterward -- nm - hollywood big shot Nov 29, 10:10
- And honestly, it’s not a guarantee Netflix is going to succeed either. - Will Hunting Nov 29, 10:03 3
  - NFLX has a market cap of $125Bn and makes $10 / share in EPS. They have already won -- nm - rollo Nov 29, 10:13 2
    - They nosedived stock wise on a slight fade on subscriber count. They’re peak at the moment. -- nm - Will Hunting Nov 29, 10:21
    - but all their eggs (for now) are in the subscriber basket. cord cutting for streaming is likely to occur exponentially faster than it did for cable -- (edited) - hollywood big shot Nov 29, 10:18
- Which is why it was dumb -- nm - rollo Nov 29, 09:56

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