Netflix (NFLX) and the Streaming Wars Message Board

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Technology Stocks : Netflix (NFLX) and the Streaming Wars

NFLX 109.97

-3.6%

Nov 19 3:59 PM EST

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To: ChrisGillette who wrote (948)	1/12/2014 1:34:41 AM
From: Zen Dollar Round	Read Replies (1) of 2280

An Aereo win represents the single-biggest threat to Netflix's business model to date. Both Netflix and Aereo charge $8/month to stream content to basically any internet-connected device. But whereas Netflix aggregates dated content (and pays $2 billion per year for it domestically), Aereo offers current broadcast television content as well as 20+ hours of customized cloud DVR content. As an example, if you're a fan of the TV show 'Modern Family', would you rather watch last season's episode on Netflix or last night's episode on Aereo? Does Aereo show commercial-free programming for TV shows, allow for binge watching many episodes at a time, and have thousands of movies available? While Aereo sounds promising, it doesn't appear to be strong competition for Netflix to me even if they win, at least not yet. The outcome of that lawsuit will certainly be interesting though.

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