tag:blogger.com,1999:blog-8152901575140311047.post738384210110186131..comments2024-03-29T07:41:47.433-04:00Comments on Musings on Markets: Netflix: The Future of Entertainment or House of Cards?Aswath Damodaranhttp://www.blogger.com/profile/12021594649672906878noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-8152901575140311047.post-37852852929608216772019-03-07T20:05:31.212-05:002019-03-07T20:05:31.212-05:00Professor,
Many thanks for speaking to our Valuat...Professor,<br /><br />Many thanks for speaking to our Valuations class at the University of Foster last week. Is there a reason why you have not included operating leases, and content obligations (including those that have not been accounted for on the balance sheet) in your market value of debt? The most recent 10k notes "Our streaming obligations include large multi-year commitments. As a result, we may be unable to react to any downturn in the economy or reduction in our cash flows from operations by reducing our streaming content obligations in the near-term. This could result in our needing to access the capital markets at an unfavorable time, which may negatively impact our stock price."Levi Stewarthttps://www.blogger.com/profile/02952805473562265836noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-46796891214141463492018-07-26T00:47:08.388-04:002018-07-26T00:47:08.388-04:00If we view content costs as IP cost then the conte...If we view content costs as IP cost then the context changes . Hollywood has run out of original IPs and soon the OTT streamers too will hit a roadblock. The content investments of today will result in iconic IPs which can be milked via prequels, sequels and maybe the franchise model.Todays content spend must also factor in the IP creation , which will be viewed as an asset in the future.pathik nanavatihttps://www.blogger.com/profile/17288126702539603306noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-88034525535586754682018-04-17T00:42:43.516-04:002018-04-17T00:42:43.516-04:00Why have you not valued Netflix based upon the con...Why have you not valued Netflix based upon the conventional dcf, reflecting operating profits and reinvestment?<br /><br />There is a typo in the box which says Spotify instead of Netflx.<br /><br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-13927901593647199862018-04-16T18:33:03.165-04:002018-04-16T18:33:03.165-04:00Great Analysis, It will be great to see what will ...Great Analysis, It will be great to see what will happen once Disney launch it's own streaming and other players decide to enter Netflix' turf. I have a little difficulty comparing a subscription model with a more traditional player... Looks like Netflix is getting overhyped while old media is getting discounted. Reminds me of the Internet bubble...<br /><br />Maybe someday you'll do a valuation of some traditional player like Comcast or Disney? ;)<br />Thank youFabio Znoreply@blogger.com