civvver
Deity
- Joined
- Apr 24, 2007
- Messages
- 5,855
They really want to compete with att's time warner deal. I wonder what disney will do in response, if anything. Should've bought fox stock on monday, it's up 10%! This isn't shaping up to be good in my view. Next comcast will merge with hulu and att with netflix and then they'll consume verizon, and it'll be like americas two party political system of just two giant isps that also produce exclusive content. You'll need two modems and two routers at your house!
This is a good article about the rise of netflix and all the isps response.
https://www.cnbc.com/2018/06/13/net...e-warner-and-comcast-and-disney-want-fox.html
The stock valuation part is fascinating. For example CBS has a value (EV, not market cap but related I guess?) of around 20 billion, while it clears like 3 billion in revenue. Meanwhile netflix only clears 1.1 billion and their EV is 150 billion lol. It's so utterly ridiculous how much people value netflix's stock. Originally what they did was kind of revolutionary, but it doesn't seem that special now, but people love the brand.
This is a good article about the rise of netflix and all the isps response.
https://www.cnbc.com/2018/06/13/net...e-warner-and-comcast-and-disney-want-fox.html
The stock valuation part is fascinating. For example CBS has a value (EV, not market cap but related I guess?) of around 20 billion, while it clears like 3 billion in revenue. Meanwhile netflix only clears 1.1 billion and their EV is 150 billion lol. It's so utterly ridiculous how much people value netflix's stock. Originally what they did was kind of revolutionary, but it doesn't seem that special now, but people love the brand.
Last edited: