Wall Street Oasis - Investment Banking & Finance Community: Streaming Wars

Wall Street Oasis - Investment Banking & Finance Community The Wall Street Finance Community where investment bankers, consultants, traders, private equity and hedge fund professionals come to learn and play.

Streaming Wars Jan 29th 2013, 06:00 Author's Note: This was written before Netflix came out with its most recent earnings, which is pretty big news; right now netflix has built a platform as well as acquired a load of contents AND creating its own shows. so these are all fixed costs that theyre going to spend regardless. if they can show they can grow subscribers (retention of course is important as well) then whatever they make from new subscribers will have very high margin. it's pretty well leveraged and thus i think the run up in its price. I definitely think this is good news for the digital media industry in general. the real game is to see what the big companies do. read more Media files: preview (image/jpeg, 0 MB)

You are receiving this email because you subscribed to this feed at blogtrottr.com. If you no longer wish to receive these emails, you can unsubscribe from this feed, or manage all your subscriptions