Netflix, Inc. (NASDAQ:NFLX)
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Netflix delivers its comprehensive library of movies and TV shows online and through the mail in their ubiquitous red envelopes.
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Netflix delivers its comprehensive library of movies and TV shows online and through the mail in their ubiquitous red envelopes.
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Netflix is a great model and is pretty much taking over as the standard method of getting DVDs into homes. I commonly hear people in conversation rating new releases as "theater" or "Netflix" -- a nod to the increasing popularity of watching at home, as well as the "Jello-ization" of the brand.
I don't think they'll have a problem rolling into a direct-download model when the time comes. In the meantime, they may even save the US Postal Service from extinction... most of the mail I see being dropped into the box these days is in the form of little red envelopes.
Current slump looks like an opportunity to me.