Analyst: Netflix Facing Uncertain Environment: Pricing Subscriber Loss International

[MrAngles]

From the article it seems the analyst is saying the increased costs for the international roll out may limit Netflix's flexibility in some manner.

Maybe we can get some more information from the source analyst report?

Right, I read that, but that's just a logical assumption based on the fact that any increased costs result in a lack of flexibility. The article doesn't even make a guess at how successful the push into latin america will be, that would have been interesting, but commenting that rolling service out to a new market will cost the company money is not.

[Sbert]

AFAIK Kosty always has had good contacts in the industry. Perhaps not a straight up insider himself, but pretty damn close.

Kosty's actions over the years really hasn't made me question his integrity much if any at all. I know where he stands on OD and quite frankly, I take that into account when I read his stuff.

I find his stuff perhaps sometimes a bit sunnier than usual, but I don't find malice or any desire to deceive willingly.

Of course, from my stand point the line has been drawn at failure or not failure as opposed to doing extremely well to doing okay. I stand at okay, and acceptable under the circumstances.

Once the word of failure gets into the accessment, I agree on certain issues but don't feel that the format has failed in the general sense.

So when it comes down to it, the line in the sand is fail/not fail akin to niche/not niche. If there were sides, it would be on that line itself.

The only person that I find to be really closest to being ON the line would be Bruceames. Everyone is on either side.

[PSound]

Right, I read that, but that's just a logical assumption based on the fact that any increased costs result in a lack of flexibility. The article doesn't even make a guess at how successful the push into latin america will be, that would have been interesting, but commenting that rolling service out to a new market will cost the company money is not.

Especially since the expansion (and the fact that investment is required for that expansion) was already disclosed by Netflix in their latest earnings.

Again, there is nothing new in that article.