Comments on: Did Netflix Pay Too Much for Epix Content?

By: RG

RG — Tue, 17 Aug 2010 17:04:15 +0000

That was a smart move by Netflix, taking the leader role in a category where content is flying freely and available virtually everywhere is priceless. This was not an investment based on traditional distribution business models, this was an investment in posturing and dominating a very crowded space. I’m sure their intent was to raise the bar and make it more difficult for competitors to compete while their cost-per-leads go down and conversion rates go up. Congratulations to Epix HD and Netflix – both winners!

By: HBO Going to the iPad, But Not to Netflix

HBO Going to the iPad, But Not to Netflix — Tue, 17 Aug 2010 16:01:42 +0000

[...] And Netflix has shown that it is willing to right big checks for streaming content, reportedly paying up to $1 billion over five years over its deal with Epix. Netflix might not have the same heft as some of the big [...]

By: Weekend Poll: What’s Next For Netflix?

Weekend Poll: What’s Next For Netflix? — Sun, 15 Aug 2010 07:02:28 +0000

[...] Weekend Poll: What’s Next For Netflix? By Janko Roettgers Aug. 15, 2010, 12:01am No Comments 0 This week’s news that Netflix has struck a licensing agreement with pay TV network Epix has gotten praise from Netflix customers who are now looking forward to streaming movies like Star Trek and Iron Man, but also worried some analysts who think that Netflix paid too much for Epix. [...]

By: Paul Jones

Paul Jones — Thu, 12 Aug 2010 22:26:10 +0000

Without looking at the financials and the agreement struck with Epix in detail it is difficult to make a fair assessment of whether Epix overpaid. There may have been a premium paid on the content, however, the deal provides Netflix with a deep library of content for online streaming which will support growth in subscriber adoption and may even reduce churn. Furthermore, this is a critical juncture for the transition from DVD to streaming, and Netflix is making a very intelligent and calculated bet that it needs to secure as much content now to support acquiring a dominant lead in the online movie streaming space. In my opinion, the strategic value of the deal far exceeds the premium that may have been paid. Smart move.

By: Unpacking the Netflix-EPIX deal | Concurrent Media

Unpacking the Netflix-EPIX deal | Concurrent Media — Wed, 11 Aug 2010 19:42:15 +0000

[...] Did Netflix Pay Too Much for EPIX Content? [...]

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Wed, 11 Aug 2010 09:31:57 +0000

[...] Did Netflix Pay Too Much for Epix Content? [...]

By: modelmotion

modelmotion — Wed, 11 Aug 2010 02:06:28 +0000

Also typo: It already significant =

It already significantly

By: modelmotion

modelmotion — Wed, 11 Aug 2010 02:00:02 +0000

You have to factor in the degree of corruption in the Wall Street analyst business. They are in the business of producing reports that allow their brokers to recommend buy/sell actions.

This seems like a good move by Netflix. They need to move fast to consolidate their market position.