Comments on: Expect a Netflix Bidding War to Erupt in 2012

By: Sam

Sam — Thu, 22 Dec 2011 01:23:00 +0000

The premise of the article looked pretty interesting, as Netflix’s stock is relatively cheap compared with a high around $300. It is an interesting notion that a company (like Google or Samsung) might be interested in buying it. But the details that support this premise seem shaky at best. An example, “And although Qwikster didn’t work out, I think Reed Hastings and his executive team are still trying to find a way to sell off the streaming business to the highest bidder.” Really? Most of the articles that I read at the time said Hasting’s attempt to split the DVD delivery business off was so Netflix could focus energy (and capital) on the streaming side. Hastings considers streaming Netflix’s future. I agree that a bidding war MIGHT (20% chance) develop but that will be because of other reasons. One possible reason is because of the significant loss in stock price and subscriber growth because of the fiasco Netflix has had this summer that has dimmed the future of the company. Another reason could more closely deal with the fact that Netflix recently went into the markets to raise cash to help it with content licensing and expansion. A Google, Microsoft, or a Samsung with the necessary cash reserves, plus the need to expand professional content available for its mobile platform (as Amazon has shown with the Kindle Fire). These companies could use Netflix’s current working relationships with content providers to expand the available content for its platform in other ways. I think these will be the main driving forces, not the desire of Netflix to jettison its streaming service, as the main motivator for aquisition.

By: Mike

Mike — Mon, 19 Dec 2011 15:26:00 +0000

- sorry, but i disagree about Verizon buying Netflix. Verzion recently announced a stand alone over the top TV and VOD service. THE only value Netflix has is its subscription list. It doesn’t own it’s content. The fact that it had STARZ content was an aberration. Someone at DISNEY screwed up the licensing to STARZ and STARZ was able to make a quick buck sub-licensing to Netflix. Streaming-wise, most titles lose money.

By: Temple Jones

Temple Jones — Mon, 19 Dec 2011 05:44:00 +0000

As long they dont raise the streaming prices to much and keep more tv shows and movies being added, Ill be fine.

By: guest

guest — Sun, 18 Dec 2011 06:56:00 +0000

Netflix NEVER announced it was bringing back the old terms and pricing!! What rock have you been living under?

By: Nbajazz777

Nbajazz777 — Sun, 18 Dec 2011 00:24:00 +0000

Never stopped just not as necessary.

By: Links4jeeps

Links4jeeps — Sat, 17 Dec 2011 22:53:00 +0000

Didn’t know it stoped it in the first place?

By: Counsel Dew

Counsel Dew — Sat, 17 Dec 2011 14:37:00 +0000

Why not have Google buy T-Mobile USA and Netflix… The move gives Google airwaves and content. Being Google, they can negotiate better terms for distribution… Imagine the constant updates, the content, and, for Google, the consistent monthly income…

By: Counsel Dew

Counsel Dew — Sat, 17 Dec 2011 14:33:00 +0000

Except Netflix announced it was bringing back the old terms and pricing… Seems to me, they did respond, abeit slowly and clumsily (like a pregnant yak)… I am a happy user-where else can you get the same for less??

By: seo service provider

seo service provider — Sat, 17 Dec 2011 14:26:00 +0000

netflix should not raise their price of streaming

By: Anonymous

Anonymous — Sat, 17 Dec 2011 11:27:00 +0000

i doubt gamefly could afford them, but it’d be nice if gamefly bought them out

By: Steven

Steven — Sat, 17 Dec 2011 09:06:00 +0000

To come up with answers, not questions.

By: Kageshi2

Kageshi2 — Sat, 17 Dec 2011 06:11:00 +0000

if only netflix wasn’t hauled by its limited new movie streaming service(every few months netflix is aloud to post current films for streaming access) then netflix has potential. however, with the film industry say, Heck no your not allowed to stream our shows. netflix is limited. on top of it, there is a small rumor going around that micro$oft is sueing netflix because of a copyright issue on there streaming service on the xbox. because netflix makes copies for the streaming section, they have know copyright code written, meaning micro$oft is accusing them of pirating movies.

By: Joseph Angelo

Joseph Angelo — Sat, 17 Dec 2011 04:06:00 +0000

sure Netflix might sell the DVD rental and or the Streaming component , but if they sell the only division they are investing in it will be only after they are forced to file for protection next year due to a climbing unpaid AP.

I see this less about a bidding war and someone taking the company if they can restructure the content contracts.

By: Anonymous

Anonymous — Sat, 17 Dec 2011 02:02:00 +0000

If the idiot content companies kill netflix people will just go back to piracy.

I sweat the content industry is run by total fools

By: Blackheart_Six

Blackheart_Six — Fri, 16 Dec 2011 23:46:00 +0000

we’re most likely to drop Netflix after the starz pull out. That is a huge amount of content, and Netflix is too slow to get new releases. I am not seeing any up side to stay with netflix.

By: ArborRes

ArborRes — Fri, 16 Dec 2011 23:04:00 +0000

Interesting read…The best way Netflix can strengthen its business is to strengthen its offering of movie contents on its on-line service. I stopped my subscription service due to insufficient content, despite my likes of the service. Most of the new movies and old good movies that I wanted to watch were simply not available on-line!

By: Anonymous

Anonymous — Fri, 16 Dec 2011 23:00:00 +0000

Seriously, I don’t know how Slashgear pays this guy to write these articles.

“And the company that gives it the most cash will walk out the winner.”

No sh*t Sherlock.

Some analysis as to who you think that might be and why would be interesting in an article like this, no?

Don’t just close by asking a question.

I think it’s your job to come up with one.