Berk Sure Has A Way

Putting my mouth where my money is.

7 Reasons Why Netflix Will Soundly Beat Amazon in Online Video

with one comment

I posted another article to Seeking Alpha (where I am currently publishing all stock related posts).

Here is a quick summary:

Amazon has entered the subscription video business.  While Amazon may want to win in this space, it may not have the financial will or the strategic necessity.  Netflix will fight hard for leadership in this space, since it is an existential issue for it.

Netflix has the momentum and their growth will be dented but not halted.  A critical mass of paying users allows for the best and most exclusive content, which reinforces the critical mass of paying users.

The ultimate winners may well be the content producers who have been looking for a credible threat to reduce Netflix's growing clout. While Amazon and Netflix will both continue their amazing growth, both will likely have lower margins because of Amazon's entry. How will that impact on their super-charged, high octane, high-flying stocks? That is another story for another blog post.

See the full post, including my 7 reasons here:

Netflix vs Amazon 

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Written by Kevin Berk

February 28, 2011 at 9:05 AM

Posted in Company Strategy

Tagged with , , ,

One Response

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  1. Steve, there is absolutely no resaon a customer should not be able to reach their service provider NONE. There was more than sufficient cause on my part and more than sufficient time on their part to make the smallest of gestures. Like say an email, phone call, letter, fax, a credit on the bill even though it was never requested etc..I am tickled pink that your personal service experience has gone great. So was mine for years, but it is evident in Netflix is pissing off their customers. Since I have started paying more attention to what is going on I realize others have also cancelled membership within a similar time frame. If Netflix wants to publish their up to date customer records we can lay this useless relatavistic argument to rest. Until then I will continue to point out the painful truth. Netflix has little to know customer service and cleary could care less. If I were you I would apply to be the company spin doctor for Netflix. Of course that assumes you do not already have it. Blockbuster is #1 captalizing on the strengths of Netflix while avoiding the weekness.

    Seika

    September 15, 2014 at 5:09 AM


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