Netflix, Inc. (NFLX)

Even in down economy, renting movies is flourishing.

Netflix has a great business model, its simple yet so effective. Catering to a demand that should have been filled, in my opinion, a long time ago. Also as a satisfied costomer of Netflix, I can personaly say this company is great.

with > 50% of population being gamers, it's a smart move for Netflix to run DVD's thru game systems to TV's. Bravo for innovation!

WAY AHEAD, STAY AHEAD

Netflix is doing right by it's customers and doing what it takes to get whole lot more. The back end of my comment first. We watch a whole lot of Television. Networks, G.E. is getting rid of NBC-UNIVERSAL so, the watching is there, but the change is inevitable. NETFLIX's future is where the bigger money will come from--the box on top of the TV that allows instant access--for a fee-- to just about anything in it's library-- and NETFLIX may be able to stay on top for "many years"(cop-out) to come. They already have an awesome product!! Flix's in the Mail!!! You choose!!! You can even choose flix for your "que" that aren't even in the cinemas yet!!! And, when you make the selection on your P.C. Netflix tells you when they think they will ship, when they ship to you and when they get the FLIX back!!! The quality of the disc is superb!!!! As, a customer, I have viewed upwards of maybe 200 films----NOT ONE SCREWED UP DISAPPOINTING DISC!!!
Always, a same day turn around on films coming to me from my que!!! All of this affects the price of the STOCK. There is much more!!! As, an investor, NETFLIX will send you an email advising you of ALL teleconferrences and news events that are open to the public..That's smart!!! More reason to buy this one!!! There is more, and, it is what originally attracted me to NETFLIX as a user.
I don't have to get in my car--spend money--and drive--spend money-- to the video rental store to get that movie that I really, really, really want to see only to learn that it ain't there. Someone else is watching my film!!! Or, I get it, and, it doesn't work, then I get back in my car--spend money-- and drive--spend money-- back to the store to face, how can I say this, a person who may be "condesending" or, perturbed because I am "disturbing" his or her sleep. These are real-world factors which were in the heads of the people who started NETFLIX. They were smart then, and, they are smarter now. My money is on NETFLIX. For how long?
Gotta think about that as the days-of-our lives continue to unfold!!!

I never bought a movie there, but I'd like to! And Blockbuster's CEO is a knucklehead....

I'm from Europe and I believe that a company as NFLX has a lot of potential in the European market for the near future. I don't know if they have any plans in this direction for the near future.

blockbuster is getting murdered.holiday season coming,tv sales help nflx.people dont want to drive to dvd rental store.

I be against this stock earlier and I was dead wrong...people are staying at home and wtching movies!

One of the main reason i have faith in netflix is do to the fact that they have ties with Bill Gates and microsoft, that involve steaming movies live to your t.v. via the Xbox 360. I expect this to continue to do very well .

showing good growth in rev and value. yes, thats it

Net Flix is sitting in cash right now, and has the ability to make a move in a buyer's market.

game changer

The future on entertainment in your living room if you don't use iTunes.

momentum

Nothing new to add, I just decided that today looked like a good entry point.

Netflix has already turned Blockbuster from the darling of wall street to the guy on the street begging for a nickel. But that isn't why you should buy Netflix (its valuation has already baked in the fact that it is the King of mail order DVDs). Recognizing the next big transition to online movies rentals early, Netflix is the clear leader in online movie rentals and is poised to stay that way for a long time. Barring market entry from Google, I don't see anyone who could challenge netflix credibly (certainly not Apple or Microsoft). Moreover, its recommendations system is second to none, and a little known fact of this business is that good recommendations are the centerpiece of success (there are only so many "new releases" that one person will rent in a month, and those have lower profit margings/higher costs to Netflix). Those red boxes outside the grocery store will never compete with the vast selection and recommendations engine of netflix. This one only goes up for the foreseeable future.

THEY ARE ABSOLUTELY THE BEST AT WHAT THEY DO. NOBODY ELSE COMES CLOSE.

Love their potential for short term growth with the expansion of Blu Ray - many people find Blu Ray discs to be overpriced still, and Netflix is a good way to get discs to go with the players which are dramatically dropping in price (many players under $200).

Over the long term, they are very well positioned with their streaming service to take advantage of new contracts as movie studios open up more to the idea of on demand programming. Netflix's current model is temporary until the whole industry changes - and when it does, Netflix will be a frontrunner.