tag:blogger.com,1999:blog-14963913.post71181675099492639..comments2023-10-27T20:27:57.900-04:00Comments on Kid Dynamite's World: Netflix and the Paradigm Shift in Media ConsumptionKid Dynamitehttp://www.blogger.com/profile/17475987512856310577noreply@blogger.comBlogger35125tag:blogger.com,1999:blog-14963913.post-31649079206969803212010-12-01T20:33:32.943-05:002010-12-01T20:33:32.943-05:00We bought our parents (early 80's) an Apple TV...We bought our parents (early 80's) an Apple TV. The usage over the past month has been 100% netflix.<br /><br />And yes to the comment up above about different business models. Netflix is the video store of the online world. Amazon, iTunes, and other pay per view sites are the movie theatres of the online world.<br /><br />Content releasing windows online already exist that mimic the old brick and mortar release windows with pay per view first (esp. iTunes) and netflix later.<br /><br />As it should be. <br /><br />For content owners, you want to monetize on pay per view first and then on a shared-rental agreement later.Oren Jacobhttps://www.blogger.com/profile/07521433853864161983noreply@blogger.comtag:blogger.com,1999:blog-14963913.post-67893515544603948322010-12-01T16:57:14.370-05:002010-12-01T16:57:14.370-05:00Hopefully by now you all KNOW why netflix has had ...Hopefully by now you all KNOW why netflix has had a low price....it was only to gain as many as customers as they could before the net meterering/tolling of data came into play. its NOW in play and you are witnessing the realization that people like Denniger have pointed out- that the Netflix Streaming Movie plan is seriously flawed in the end and can't last. NFLX will be 100 in 12 months easy as people wake upAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-14963913.post-21940159193157146822010-11-30T16:59:39.741-05:002010-11-30T16:59:39.741-05:00The problem for NFLX is that most of their streami...The problem for NFLX is that most of their streaming movies are really old ones. I signed up a few weeks ago, glanced at what they offer, and decided to cancel. Most of new movies are only available through DVD,Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-14963913.post-24053030275687721742010-11-30T16:20:56.073-05:002010-11-30T16:20:56.073-05:00wow Anon. You should consult with her and start a ...wow Anon. You should consult with her and start a Facebook for the Elderly... or even better - Grandma's Groupon! (did you see that Groupon is in talks to sell itself to google for $5+ BILLION dollars - after only a few years? unreal)<br /><br />I have no idea how big the "techno-savvy grandma" market segment is. probably not very big.<br /><br />I'm willing to bet that even awareness of the meaning of 1) Netflix 2) Streaming media or 3) wireless connectivity is extremely low amongst that segment.<br /><br />Your mother is at the top of the octogenarian tech pyramidKid Dynamitehttps://www.blogger.com/profile/17475987512856310577noreply@blogger.comtag:blogger.com,1999:blog-14963913.post-83015739537982832412010-11-30T16:14:02.568-05:002010-11-30T16:14:02.568-05:00Kid:
She lives in South Carolina in the same home...Kid:<br /><br />She lives in South Carolina in the same home she's had for the past 50 years. I will say that she is probably an outlier in this context; she also surfs the web with a laptop every day, reads the Drudge report, watches Fox news every night, forwards emails with sappy jokes and thoughts to friends, etc. But she also now streams Netflix on a $125 blu ray player that links to a wireless network and maintains that a number of her older friends do it as well. I wonder how big that market segment is?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-14963913.post-18113278157612200932010-11-30T16:09:11.340-05:002010-11-30T16:09:11.340-05:00Competitors probably don't compete on price be...Competitors probably don't compete on price because you can't make money in the long term at those prices.. netflix used to get all it's content on the cheap.. now that it's gaining attention, content providers are going to charge a lot more, just look at the EPIX deal..Unknownhttps://www.blogger.com/profile/02856090645388849194noreply@blogger.comtag:blogger.com,1999:blog-14963913.post-88508899523136154392010-11-30T16:02:06.978-05:002010-11-30T16:02:06.978-05:00I'm shocked. I am still pretty confident in m...I'm shocked. I am still pretty confident in my claim that 85 year old grandmothers are not going to be a big demographic for NFLX's streaming plan. <br /><br />where does your mother live?<br />what device does she access NFLX streaming through?Kid Dynamitehttps://www.blogger.com/profile/17475987512856310577noreply@blogger.comtag:blogger.com,1999:blog-14963913.post-62034573045851646532010-11-30T15:52:32.948-05:002010-11-30T15:52:32.948-05:00Kid:
She's streaming. It's one of those...Kid:<br /><br />She's streaming. It's one of those flash signals (like my son's) that says there's a new market segment opening up for Netflix and it's older folks who can now get to that nostalgic, rusty old content that they can't find anywhere else. And they don't even have to get up to insert a VHS diskette (my mom has hundreds of those as well).Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-14963913.post-28734303099831802492010-11-30T15:46:20.992-05:002010-11-30T15:46:20.992-05:00really Anon? Your 85 year old mom uses NFLX? Tell...really Anon? Your 85 year old mom uses NFLX? Tell me she's streaming NFLX content and I'll be really impressed!Kid Dynamitehttps://www.blogger.com/profile/17475987512856310577noreply@blogger.comtag:blogger.com,1999:blog-14963913.post-25904113288868595282010-11-30T15:42:13.325-05:002010-11-30T15:42:13.325-05:00So about a year ago I'm having dinner with my ...So about a year ago I'm having dinner with my 20-year old, college junior son who's come home to visit with his dear old dad. I ask him what he and his buddies do in their spare time these days, and he says that, among other things, they watch Netflix movies. "I didn't know you had an account" I said. He replies that he's had one for the past 10 months and that every one of his friends has one. I asked why Netflix. They like to be able to stream to their phones, ipods, and TV's with the same service and the cost is fixed each month. "Everybody does it". So I buy the stock the next day and it's up 5x in a year. <br /><br />Least week, I asked my 85-year old mom what she wants for Christmas . "I'd like a Netflix subscription---they have all the old shows I used to watch". So Mom, do your other friends use Netflix? Why yes they do--that's how I heard about it.<br /><br />I'm buying some more Netflix tomorrowAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-14963913.post-77113647331888001382010-11-29T22:16:40.280-05:002010-11-29T22:16:40.280-05:00Brian -
I saw that post on Denninger's. It...Brian - <br />I saw that post on Denninger's. It's exactly what he's been saying would happen, and it's the beginning of the bandwidth pricing wars.<br /><br />I think Comcast went about that HORRIBLY. If they actually said what LVLT claimed they said - that they'd charge LVLT more for streaming, then they come off looking like the bad guy. they should cap and charge bandwidth PERIOD - not specific kinds of bandwidth.<br /><br />as for me, I'm hosed. I have comcast, and no choices. I can't even get an over-the-air antenna - I'd be lucky to get PBS from 40 miles away. I'm Comcast's bitch. I looked into trying to reduce my bill, but i didn't really have any options. Amazingly, they have me over a barrel.<br /><br />I basically pay $45 for internet (good, fast) and $95 for cable including HBO, MAX, STRZ, SHO. I could dump the movie channels and save $25 a month, but after adding NFLX for $10, it's not a big savings. totally hosed.Kid Dynamitehttps://www.blogger.com/profile/17475987512856310577noreply@blogger.comtag:blogger.com,1999:blog-14963913.post-62829070750794726052010-11-29T19:58:58.377-05:002010-11-29T19:58:58.377-05:00Just saw this on Denninger's website:
http://...Just saw this on Denninger's website:<br /><br />http://finance.yahoo.com/news/Level-3-Communications-Issues-bw-346802933.html?x=0&.v=1<br /><br />KD how do you get your internet up in BFE? Would you switch providers if they start blocking/charging for NFLX,Vudu or AOD?Unknownhttps://www.blogger.com/profile/11552651364016310445noreply@blogger.comtag:blogger.com,1999:blog-14963913.post-12703933508812633462010-11-29T17:21:53.260-05:002010-11-29T17:21:53.260-05:00OMG somebody who actually videotapes the news for ...OMG somebody who actually videotapes the news <b>for the weather</b>. That may be the single saddest thing I have read in this short week so far.Hammer Player a.k.a Hoyazohttps://www.blogger.com/profile/17031535857121915911noreply@blogger.comtag:blogger.com,1999:blog-14963913.post-41048789487369490752010-11-29T15:57:20.658-05:002010-11-29T15:57:20.658-05:00you can get netflix (us) in canada using an IP spo...you can get netflix (us) in canada using an IP spoofer like usvideo.ca. I just did it and now enjoy netflix.com on my wii in Ontario. This is not spam; just another angry old man tired of cdn content rules and "the man" giving me the BOHICA (Bend Over, Here It Comes Again).Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-14963913.post-43756530926280027502010-11-29T13:53:56.223-05:002010-11-29T13:53:56.223-05:00Under 60, still taping the local evening news, pri...Under 60, still taping the local evening news, primarily for the weather (their explanation of the "why" is still better than the web). I'm close enough to Boston to get 12 (mostly HD) channels over the air with a set-top antenna. Yes, I did get a modern TV, but still use a VCR and converter box to time-shift.<br /><br>Look, I'm old enough to resent having to pay for basic TV. Geography prevents me getting satellite TV, and even local-only cable + DVR would run around $40/month.Unknownhttps://www.blogger.com/profile/01036238965633336728noreply@blogger.comtag:blogger.com,1999:blog-14963913.post-68613318779679773722010-11-29T10:53:56.142-05:002010-11-29T10:53:56.142-05:00As bad as NFLX is for streaming content in the US,...As bad as NFLX is for streaming content in the US, come to Canada and get screwed over even more.<br /><br />Canadian content is part of the issue. The other is that the broadcasters in Canada buy not only broadcast rights but also distribution rights. Therefore, any American show sold to a Canadian network will not be available on NFLX Canada unless they are willing to sell it. Since the "major" Canadian networks have their own on-line viewing capabilities, it seems unlikely that Canadians will see a majority of the content Americans can see. <br /><br />Sometimes I wonder if the only reason to stay in this country is for the free health care...<br /><br />However, I still have a subscription because it's only 8 bucks. Watch two movies and it pays for itself. I just wish it was streaming 5.1 sound.<br /><br />PS: I still have cases full of recorded mixed tapes on Maxell XLII's. And I gave 200 movies on VHS to my 60 yo+ parents to sell at their church rummage sales. They got at least a buck for some of them. $5 for Showgirls!!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-14963913.post-72648277599169769892010-11-29T10:46:26.246-05:002010-11-29T10:46:26.246-05:00I'm actually surprised you spent money on DVDs...I'm actually surprised you spent money on DVDs. I love the show Breaking Bad(Top 5 show right now), but I can't imagine ever buying another DVD. I can't remember the last time I went into my drawer of 150+ DVDs and watched one of them. Just subscribe to Netflix and have them send the DVD to you if they don't stream it yet.BigShownoreply@blogger.comtag:blogger.com,1999:blog-14963913.post-70239747954091347362010-11-29T09:48:15.638-05:002010-11-29T09:48:15.638-05:00I use Netflix DVDs for the enormous library relati...I use Netflix DVDs for the enormous library relative to their streaming. I consider the streaming to be a plus to the long tail offerings from Netflix. I pay $ for the DVDs.<br /><br />ps I'm old, so I need less formulaic stuff. Did you and Lady Dynamite see Terribly Happy or $5 a Day, yet?<br /><br />pps Watch the TV news for any other reason than to wonder what the citizens are being spoon fed? Bwaahahhahah!!!!<br /><br />ppps Over the holiday I heard from my Bro-in-law(this is reliable) that Lehrer Newshour is stuck in radio mode due to a top heavy staff of 70 year olds with no kids, no life, and no intention to leave.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-14963913.post-4503858520944740772010-11-29T08:22:07.170-05:002010-11-29T08:22:07.170-05:00Anon @ 4:22 am nails it. duh - of course - I don&...Anon @ 4:22 am nails it. duh - of course - I don't know why I couldn't explain that. Thanks for that clarification. Also, it's widely known that NFLX basically picked off STARZ on their last contract, and the renewal will cost NFLX much more.<br /><br />anon re: MAXELL tapes: I'm actually surprised they're readily available - I would have thought that analog audio was an even more antiquated technology than analog video.Kid Dynamitehttps://www.blogger.com/profile/17475987512856310577noreply@blogger.comtag:blogger.com,1999:blog-14963913.post-1408900715029811682010-11-29T04:22:14.759-05:002010-11-29T04:22:14.759-05:00The reason why NFLX are able to offer unlimited st...The reason why NFLX are able to offer unlimited streaming is that NFLX is prepared to write a big check upfront to license the content from rights owners---$200m per year for 5 years for the Starz deal.<br /><br />Amazon, CinemaNow are basically distribution platform --they sell the content and and pass-through the revenues to rights owners(after taking a cut).<br /><br />So you can see that NFLX is more like a cable channel and Amazon, CinemaNow more like Walmart without the inventory. <br /><br />So yeah, all are doing online streaming but with different business model.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-14963913.post-30852711253568625212010-11-29T03:41:55.643-05:002010-11-29T03:41:55.643-05:00Still using VHS to tape a few programs. Works grea...Still using VHS to tape a few programs. Works great. Maxell blank tapes are readily available. And yes, I am under 60!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-14963913.post-49497338914698787612010-11-29T01:51:11.102-05:002010-11-29T01:51:11.102-05:00bottom line:
first run content will never subject...bottom line:<br /><br />first run content will never subject themselves to Netflix style discount pricing. thus, netflix's content quality will always suffer, as good as a concept as the distribution may be.<br /><br />He who pays the piper calls the tune.<br /><br />Pay per view will still be here 500 years in the future..<br /><br />The other bottom line:<br /><br />Don't fuck around with Andre Johnson.scharfyhttps://www.blogger.com/profile/18309882331114382248noreply@blogger.comtag:blogger.com,1999:blog-14963913.post-48313140692034434622010-11-28T22:42:02.333-05:002010-11-28T22:42:02.333-05:00did some modeling,
It cost about $0.20 to stream ...did some modeling,<br /><br />It cost about $0.20 to stream a 90min HD movie.<br /><br />Based on $200m licensing fee for current library and that the average watches 16 movies per month, NFLX will be more profitable with their unlimited streaming plans. Mgmt also indicated that customer churn for streaming plans is lower. <br /><br />NFLX is screwed if their average customer watches 36 movies a month (1 movie per weekday and 4 over the weekend).<br /><br />But current library sucks, so that's unlikely to happened.<br /><br />NFLX needs to acquire better content and that will make the low price $7.99 unlimited streaming <br />plan unsustainable --- subs watch more with better content.<br /><br />So yeah, the $7.99 price point is definitely a reflection of subpar content. The price point will start to rise when NFLX acquires better content.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-14963913.post-7067357829559345152010-11-28T17:51:14.817-05:002010-11-28T17:51:14.817-05:00brian - thanks for that legwork. I'm shocked ...brian - thanks for that legwork. I'm shocked that AMZN hasn't gotten their ass in gear and made it easier to watch their VOD content. I don't get it....<br /><br />I feel like AMZN and GOOG are spread too wide on too many different projects. If either of them put their mind to it, they could destroy NFLX - it would seem.Kid Dynamitehttps://www.blogger.com/profile/17475987512856310577noreply@blogger.comtag:blogger.com,1999:blog-14963913.post-67123547944998504242010-11-28T17:31:28.524-05:002010-11-28T17:31:28.524-05:00here you go, its amazon's fault:
http://forum...here you go, its amazon's fault:<br /><br />http://forums.cnet.com/7723-13973_102-395557.html<br /><br />also note nflx insider selling recently:<br />http://finance.yahoo.com/q/it?s=NFLX+Insider+TransactionsUnknownhttps://www.blogger.com/profile/11552651364016310445noreply@blogger.com