Wednesday screencast: insurgent interest

abnormalreturns
March 16th, 2011

The Netflix story is fascinating in part because it touches on so many different themes. The latest twist in the story is the talk that Netflix is going to make a big push into original content. That is they would acquire new series to air exclusively on Netflix. This move strikes directly at the business of Netflix’s competitors like the major broadcast networks and paid services like HBO and Showtime. Netflix’s competitors have other levers they can push, but the question is how far can they go before they alienate their own views? In today’s screencast we look at the battle brewing in the online entertainment space.

Items mentioned in the above screencast:

Netflix is reportedly getting into the (high priced) content game. (CrunchGear, WSJ)

What game is Netflix playing? (Deal Journal)

It Netflix becoming a television station? (Megan McArdle)

“The challenge for an insurgent is not to try to battle the incumbent for the slot of normal.” (Seth Godin)

A daily price chart of Netflix (NFLX). (Finviz)

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