Netflix vs Movielink: Hastingspeak

In the Q4 conference call yesterday, Reed Hastings, CEO of Netflix, spoke at length about the online movie downloading market and the market impdiemnts on its growth…some of it is Hastingspeak, as I have dubbed the company’s hedging on this issue. But some of it makes practical sense, as the transcript of the call from Seeking Alpha shows. He talks about the “Exclusive Window System” of movie studios; the difficulty in connection PC to the TV and other factors.

He also compares the movie catalog of Netflix vs Movielink. “Netflix..[has],,more than 55,000 titles…Movielink, which…arguably has the best downloading selection in the world, and offers less than 2,000 titles. That is about 4% of the titles available on Netflix. Of course, not all titles are equal. So we looked at the specific titles on Movielink, and their 2,000 titles account for less than 15% of Netflix rentals last week.”

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