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?
QFX Price at posting:
1.4¢ Sentiment: Buy Disclosure: Held