amazon vs netflix, page-83

Thanks for posting deezo.... A great read and insight in to Netflix.

Obviously, their domestic market is the mainstay and engine room of their business. Couple of key takeouts for me:

- despite the negativity here, Netflix also report total vs paying subscribers.
- international business losing a considerable amount of money
- domestic DVD business is highly profitable (not far off streaming)
- the commentary regarding HBO being the global leader in both subscribers and original content
- and the comment about them ignoring the "volatility in our stock"

Similarities anyone?