But BTIG analyst Richard Greenfield thinks that if House Of Cards is a success, Netflix could also start demanding a fee from the broadband suppliers that plug their fat pipes into our homes and let us stream House Of Cards in the first place.
You can read Greenfield’s full report here (subscription required) but his basic idea is that the cable companies are taking about $40 bucks a month from you for your Internet service and not sharing any of that with the content side because for the most part, they are paying networks like AMC and Discovery a per subscriber fee on the cable side.
If Netflix’s exclusive programming takes off and viewers demand it, Netflix could be in a position to start taking a per subscriber fee from the cable guys on the Internet side. It’s not a completely unprecedented idea. According to Greenfield, ESPN gets a per sub fee for ESPN 3 from broadband.
It would be a bold move on Hastings’ part and one that he’s not yet in a position to make. But if shows like House Of Cards help Netflix become the next HBO, the service could be looking at a whole new stream of revenue. [Reply]
I really wish cable was ala carte and you could just select the channels and programming you want. I have so many channels I never watch.
This sounds good in theory, but I doubt many would like the end result. Do you know how much ESPN alone would cost if it wasn't subsidized by all those basic cable subscribers?
I also think that analyst guy is a bit confused. Espn3 and Netflix have two completely different models. Netflix would prefer open internet it can effectively ignore, keeping its relationship with the individual customers. [Reply]
Originally Posted by KevB:
I just watched the first episode, it's really good. Spacey is great, I'm in for the long haul if it maintains the quality of the premier.
I just watched the first one as well. Loved it, and can't wait to see where it goes. [Reply]
Originally Posted by WoodDraw:
This sounds good in theory, but I doubt many would like the end result. Do you know how much ESPN alone would cost if it wasn't subsidized by all those basic cable subscribers?
I also think that analyst guy is a bit confused. Espn3 and Netflix have two completely different models. Netflix would prefer open internet it can effectively ignore, keeping its relationship with the individual customers.
I suppose the consumer over pays regardless of the approach. Oh well. There is a lot of great television on right now it's just the same few channels putting it out. [Reply]
4 episodes in. Makes The American President look like an after school special. Great characters and even better story lines. Definitely one of my top five shows since The Sopranos. As a matter of fact, this show makes me feel like the Sopranos was poorly done. All IMHO.... [Reply]
The breaking the 4th wall stuff is weird, but it's not too over the top.
I'm 2 episodes in and I'm going to marathon this tonight and try to get 3 more episodes in. Netflix has a winner here, I hope a lot of people watch it. [Reply]
Originally Posted by Buck:
The breaking the 4th wall stuff is weird, but it's not too over the top.
I'm 2 episodes in and I'm going to marathon this tonight and try to get 3 more episodes in. Netflix has a winner here, I hope a lot of people watch it.
HUGE Winner. I can't believe this isn't on HBO. THIS show, being delivered like this, could signal a huge shift in how people consume content going forward. If I were the top brass at a network, I would be very afraid. [Reply]