How Apple Will Help Netflix Become a Hyper Growth Company(menziona Spartacus)

Sembra che Netflix, il canale americano web che permette di vedere film e serie TV in America sarà disponibile sull'iPad non solo per gli USA ma per tutto il mondo.
A soli 8 dollari all'anno infatti sarà possibile scaricare con l'iPad usando Netflix tutti gli episodi delle serie preferite, compreso Spartacus:

Citazione :

NetFlix (NFLX) gave everyone quite a surprise Monday as Apple (AAPL) gave the company approval to have its NetFlix App available on the Apple IPad Apps Store. This news creates a whole new chapter for Netflix, as it opens many new markets to them just from the IPad alone. Before I get into the analysis, I welcome everyone to view this YouTube video demonstration of just how well NetFlix plays on the IPad.

I for one am very impressed by the demonstration and though I follow both Apple and NetFlix closely for my clients, I never expected this killer app to come out so quickly. This analysis today is going to be a Qualitative Analysis and not a Quantitative one. If one wants to read my quantitative analysis of NetFlix, you can do so by clicking here.

The article also contains a link to my instablog free cash flow analysis of the company as well.

Qualitative Analysis is the analysis of a company’s business strategy. It is an analytical method developed by Philip A. Fisher and you can read more about him by going here.

The ideal company that a Qualitative Analyst looks for is one that does something totally different from its competition and has an extremely unique business model. NetFlix is such a company and has basically brought its competition Blockbuster (BBI) and Movie Gallery (MVGR.PK) to the point of extinction. Everyone already has some idea of how unique this company is and if they don’t, they can read my article that I have linked to above.

Growth

What I want to discuss here is how the IPad can have NetFlix go from a high growth company to a hyper high growth company: By allowing it to expand globally at light speed and piggyback off of the future success of Apple. What NetFlix will do, by being on the IPad, is expand its digital delivery format to whatever countries Apple sells it in. This is not a 2-3 year strategy. Rather it is a global decade long strategy that is unfolding.

When the IPad hits England, Greece, Japan, Australia etc…NetFlix can offer its own service by giving away the free App and then allow the user to sign up for an $8.99 a month digital only service. So a college student in Germany or Mexico can download the 13 episodes of Spartacus: Blood and Sand or a Japanese child can download the Marx Brothers Duck Soup. Since NetFlix is basically a USA-domiciled company, its international expansion could be something amazing. Though its digital service is limited to 12,000 movies right now, the company could easily grow it to house multiple ten’s of thousands of movies if it had the marketplace for it.

I am sure people throughout the world would love to pay $8.99 a month and get Star Trek episodes or Woody Allen movies on demand no matter where they are, once 3G becomes available. As for myself, when I travel I will have my ebooks and magazines downloaded and ready to go. When I'm stranded at the airport I can watch a movie to pass the time.

Competition

Sure NetFlix will have a ton of competitors beating down the door trying to duplicate its system, but no one has the economy of scale that NetFlix has. I for one am amazed that Steve Jobs has not written a check for $5 billion and bought out the company. But you never know. NetFlix is also preparing to release an App for the IPhone as well as the IPod and is getting permission quite easily from Apple to do so.

I have no knowledge of anything like this happening. But you have to wonder: With Apple having $25 billion in cash and Netflix being a perfect complement to its products, it would, in my opinion, be a perfect fit.

I hope such a deal never goes through though, as NetFlix still only has a $4.5 billion market cap and has a tremendous future ahead of it. Sure there will be attacks by those trying to gain market share on the streaming end, but no one has the movie studio connections that NetFlix has. Also, with Blockbuster and Movie Gallery going bankrupt, NetFlix is currently the only game in town. From the reaction in the stock market Monday it seems that people are waking up to the power of NetFlix on the IPad, IPhone and IPod. Giving the App away for free is just pure brilliance in my opinion.

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Fonte: http://seekingalpha.com/article/197234-how-apple-will-help-netflix-become-a-hyper-growth-company