amazon vs netflix, page-2

"Just a couple of ideas of mine... But nothing too far-fetched. "

You reckon?

"Alpha House", lol

Did you check the reviews? Is rating as below average at best compared to "House of Cards" which was a huge ratings success. Watch the trailer of Alpha House or some segments on you tube easy to see why.

Amazon are going to need a lot more content then just a few sitcoms and movies before they are any domestic threat to Netflix revenues.

Plus they restrict the android play back to just the Kindle Fire,iPads,iPhones, consoles and a few specific TV models.

They don't support Android or Win7,Win8 etc in any way other than Unbox which only downloads content for you to watch later and doesn't stream.

"more competition in the US market will mean NFLX will need to work hard and continue to invest in the domestic market to protect existing revenues. This could keep them out of Australia for longe"

I think Netflix being a 20b company is big enough to do more than several markets at a time. Don't you think? Aus wouldn't be more then a few million investment and a IP block code change.

"QFX would be able to partner with Amazon to offer their content in Australia,"

Why? Why would they partner with QFX when they can just release globally and include Australia if they saw any profit in it. They've released the Fire in Aus, more than likely they will just support it in Australia themselves like all their other product.

What could QFX offer other than mail order DVDs? And less than a couple hundred thousand customers.

"So they'll be looking for ways to monetise their new content or lose it all to piracy."

Same goes for QFX but even more so, given expensive QFX price structure for PPV and limited content.

NFLX and AMZN can counter piracy threat to a degree by offering service at a cheap flat rate. QFX can't reduce their fees when their still not break even, and at a time when they need to increase marketing and content. Piracy is a big competitor to them especially for the under 45 crowd.

"Amazon could be looking to invest in streaming providers as a way to distribute their content and leverage their existing customer base."

Why? They have so many billions they can buy up all the cloud and data centre space they need and keep it all within the Amazon brand.

If anything it's just another potential threat to QFX that might release in Australia as part of a global campaign. The big company brand competitors in this space are stating to line up. Plus there is Google and Chromecast.

It will only take one to release in Aus for all content at a flat rate at under $15 a month and that will crush QFX streaming revenue.

You seem to be able to find some very far fetched ways that QFX can gain customers/revenue yet choose to ignore the fact they are far more likely to be competitors not partners.

Plus the streaming content game is just going to become more and more expensive as technology and content demands grow. Netflix already spending 2b a year on content alone.

Last I heard AMZN was still losing over a billion a year with their video service.




Kat.