‘I do think that that transaction could make sense,’ said Marshall,” Ray reports. “You know, Apple wants to be the first company to seemlessly integrate the home office and the living room. What’s limiting them now is basically content and better broadband into the home. In terms of content, they have over 10,000 titles on iTunes. Netflix has over 100,000 titles. That would be a pretty interesting marriage right there.”
Ray reports, “It’s certainly not the first time Netflix’s been mentioned as a prominent Apple M&A target, with Kaufman Brothers analyst Shaw Wu listing NFLX among targets in the article referenced above.”
Full article, with the CNBC video, here.
Just hold on to the cash. Don’t be like everyone else – perpetual spenders.
Apple’s money is burning a hole in everyone’s pocket, except Apple.
Apple’s money is burning a hole in everyone’s pocket, except Apple.
Netflix is a great service. Very labor intensive on their part I would think. They do not own any content. The studios let them distribute it for a fee. iTunes could do that too. They do not need the mail distribution system as well.
Stop it with the “they must spend the money” stuff. It is just plain stupid. It hurts nothing to stay invested.
Netflix is a great service. Very labor intensive on their part I would think. They do not own any content. The studios let them distribute it for a fee. iTunes could do that too. They do not need the mail distribution system as well.
Stop it with the “they must spend the money” stuff. It is just plain stupid. It hurts nothing to stay invested.
Buying Netflix makes sense if the content owners would continue to renew their contracts. If not, it’d be a colossal waste of money.
My hunch is, if Apple buys Netflix the studios would band together and suffocate the Apple-branded baby — even though we all know it’d be a better experience with Apple’s vision.
Buying Netflix makes sense if the content owners would continue to renew their contracts. If not, it’d be a colossal waste of money.
My hunch is, if Apple buys Netflix the studios would band together and suffocate the Apple-branded baby — even though we all know it’d be a better experience with Apple’s vision.
50 billion dollar cash stockpile + baseless acquisition speculation = analyst wank-a-thon
50 billion dollar cash stockpile + baseless acquisition speculation = analyst wank-a-thon
@ Mark
What you say makes sense. Netflix for me is the only video provider that provides decent service and offerings.
The content owners don’t want to give Apple any leeway and they will certainly yank their content from Netflix if Apple buy them.
It’s a shame because it would be a good acquisition. However Apple adding Netflix to the AppleTV menu does the same thing without costing any dough or driving away content. Apple will have to continue to do this until their platform is successful enough to warrant a better deal.
@ Mark
What you say makes sense. Netflix for me is the only video provider that provides decent service and offerings.
The content owners don’t want to give Apple any leeway and they will certainly yank their content from Netflix if Apple buy them.
It’s a shame because it would be a good acquisition. However Apple adding Netflix to the AppleTV menu does the same thing without costing any dough or driving away content. Apple will have to continue to do this until their platform is successful enough to warrant a better deal.
…”$7.99/month from all those customers.”
Netflix made about $1/2 billion in revenue in last quarter, with $38M (million) in profits. Compared to Apple’s $20.3B (billion) revenue and $4.3B (again, billion) in profits. Twenty times revenue, over 100x profit.
Netflix profit is probably less than what Apple cleaning staff regularly finds between sofa cushions in the employee’s lounge in Cupertino…
…”$7.99/month from all those customers.”
Netflix made about $1/2 billion in revenue in last quarter, with $38M (million) in profits. Compared to Apple’s $20.3B (billion) revenue and $4.3B (again, billion) in profits. Twenty times revenue, over 100x profit.
Netflix profit is probably less than what Apple cleaning staff regularly finds between sofa cushions in the employee’s lounge in Cupertino…
First company to seamlessly integrate the home office and living room? Man, that’s so 2009. The real push now is to include the kitchen and bathroom. Conagra foods, anyone? How about Frigidaire? Bed, Bath & Beyond?
First company to seamlessly integrate the home office and living room? Man, that’s so 2009. The real push now is to include the kitchen and bathroom. Conagra foods, anyone? How about Frigidaire? Bed, Bath & Beyond?
I still think any huge acquisition will be about content delivery rather than content itself. Data center needs pipes to distribute data.
Only 2/3rds of America has broadband.
I still think any huge acquisition will be about content delivery rather than content itself. Data center needs pipes to distribute data.
Only 2/3rds of America has broadband.
Apple’s strategy hasn’t been to try to dominate a market (although it happened with the iPod), but to either bring something new (iPad) or to make a product more convenient to use (Macs). The trend is towards lighter, smaller, and more fun to use (touch). Buying Netflix doesn’t bring any of this to the table, and the Netflix app on the Apple TV is pretty well designed.
If there was a robust third-party spreadsheet program, I could see acquiring that and integrating it into Numbers, to make Excel more vulnerable. But since Apple is working well with Netflix, why buy the cow when the milk is cheap (so to speak).
Apple’s strategy hasn’t been to try to dominate a market (although it happened with the iPod), but to either bring something new (iPad) or to make a product more convenient to use (Macs). The trend is towards lighter, smaller, and more fun to use (touch). Buying Netflix doesn’t bring any of this to the table, and the Netflix app on the Apple TV is pretty well designed.
If there was a robust third-party spreadsheet program, I could see acquiring that and integrating it into Numbers, to make Excel more vulnerable. But since Apple is working well with Netflix, why buy the cow when the milk is cheap (so to speak).
Apple should save the money to buy Microsoft instead
Apple should save the money to buy Microsoft instead
Looks like everyone out there (as well as many in here) are ready to spend Apple’s $51B.
I’m pretty sure, though, that none of the ideas put forth will happen. Apple will continue to do their thing, and ultimately, we’ll all agree with their decisions (for the most part).
Looks like everyone out there (as well as many in here) are ready to spend Apple’s $51B.
I’m pretty sure, though, that none of the ideas put forth will happen. Apple will continue to do their thing, and ultimately, we’ll all agree with their decisions (for the most part).
Nothing but WS fud to prep up the pps of netflix and hold down apple’s pps.
Nothing but WS fud to prep up the pps of netflix and hold down apple’s pps.