Who’s Going to Buy Netflix?
This is old news, but there are still pundits believe that Amazon is going to buy Netflix.
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NFLX EN
Netflix v.s Amazon
Netflix is going nowhere and there’s very little Hastings can do. Acquisition by Amazon (or others that may structure a similar eco-system) shall be its only way out as long as anti-trust issues are cleared. 在美國，NFLX靠著實體DVD的租賃訂閱還撐住EPS的大半江山；而在國際間，做得愈多賠得愈多。總之，若無意外，今年第四季它的EPS就會變成負值。 NFLX Q4, 2015 Q4,
Netflix’s Performance Continues to Decline
We have always held a pessimistic view on the future of Netflix. This article on Seeking Alpha provides a similar insight. 我們對Netflix的未來，向來不抱期待。讀者如果好奇，可以先看Seeking Alpha的這篇文章； Netflix: What Your Buyside Analyst Won’t Tell You 此篇重點，我們摘譯如下； 1. 在FANG四強中，Netflix的表現已難和其他三強相比。（FANG，包括Facebook, Amazon, Netflix, Google） 2. Netflix 持續成長並反映其估值的機會，幾乎為零。
Apple to Invest in Original Content
Apple’s Move Into Content Creation Could Devastate Netflix And Amazon Summary Apple is reported to be recruiting executives to head up a content creation effort. Apple will probably fund outside production companies to create Apple exclusive content as Netflix does.