Good one to bring up. That will give Netflix some leverage down the road. in the meantime, i'll be curious to see how the new Netflix originals like House of Cards affects subscription retention and aquisition. JB
The disney deal with netflix is a big deal, it's years away but for many with kids who watch the same disney movies over and over again, leaving netflix for another provider will not be an option.
At first blush, not a significant threat to Netflix - Redbox seems to be betting that the DVD component of the service (with more recent movies) will draw current/former Netflix subs that are unhappy with DVD pricing on Netflix. From a streaming perspective, it is a weak effort, both in terms of content and supported devices.
Thoughts on the initial Redbox/VZ strategy to focus on fresh films? one of the reasons i like Netflix is that i can gorge myself on TV series when I find one I like or get referred to, like Breaking Bad. I'll be interested to see what the service looks like when the full launch comes early next year, but what i see coming now would not excite me enough to drop Netflix or add yet another subscription package... even with the additional DVD kiosk rentals. JB
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