Comments on: October Surprise: TiVo to Stream Netflix

By: Tech Break » News Bits

Tech Break » News Bits — Mon, 10 Aug 2009 05:46:59 +0000

[...] Netflix’s growing instant-watch catalog. Additionally, Netflix streaming will be available on the TiVo , and in HD on the XBox [...]

By: ZillionTV’s Set-Top Plan: Mix Ads, Paid Content, T-Commerce « NewTeeVee

Wed, 04 Mar 2009 14:01:57 +0000

[...] Netflix is establishing a nice beachhead with its streaming service by getting it on a broad array of devices. Amazon is making VOD moves, adding its service to the $99 Roku. And of course you [...]

By: Apple TV Stays on its “Hobby” Horse | Viral Video Maker

Apple TV Stays on its “Hobby” Horse | Viral Video Maker — Mon, 16 Feb 2009 00:12:44 +0000

[...] that the set-top world is rapidly evolving around them. Netflix is on a tear embedding itself on many devices, and TVs from the likes of LG, Sony and Vizio are plugging directly into the Internet [...]

By: 2008: Set-top Boxes Set Up for a Fight « NewTeeVee

2008: Set-top Boxes Set Up for a Fight « NewTeeVee — Wed, 31 Dec 2008 05:00:54 +0000

[...] moved its streaming beyond PCs to include the standalone Roku box, TiVo, Xbox, LG and Samsung Blu-ray players — and even Macs. And just as it got those services off [...]

By: Why You Should Wait To Buy a Set-Top Box « NewTeeVee

Why You Should Wait To Buy a Set-Top Box « NewTeeVee — Wed, 03 Dec 2008 05:02:08 +0000

[...] to get its online streaming service up and running on a number of devices including the Roku ($99), TiVo ($149 – $299), Xbox ($199), and Samsung and LG Blu-ray players ($399). Movies are streamed (not [...]

By: Blockbuster VOD Going to Blu-ray Players « NewTeeVee

Blockbuster VOD Going to Blu-ray Players « NewTeeVee — Mon, 01 Dec 2008 16:42:06 +0000

[...] on LG and Samsung Blu-ray players; Blockbuster will deliver to Blu-ray devices. And will Xbox and TiVo, which have Netflix capabilities also have Blockbuster? Seems like a definite possibility, given [...]

By: The iMagazine » Blockbuster Launching Set-top Box for the Holidays

The iMagazine » Blockbuster Launching Set-top Box for the Holidays — Mon, 10 Nov 2008 21:34:41 +0000

[...] which has gone full-steam ahead with its movie streaming service this year, partnering with Roku,TiVo, Microsoft’s Xbox, Samsung and LG Blu-Ray players, as well as PCs andMacs. Not to mention [...]

By: Blockbuster Launching Set-top Box for the Holidays « NewTeeVee

Blockbuster Launching Set-top Box for the Holidays « NewTeeVee — Sat, 08 Nov 2008 19:02:40 +0000

[...] which has gone full-steam ahead with its movie streaming service this year, partnering with Roku, TiVo, Microsoft’s Xbox, Samsung and LG Blu-Ray players, as well as PCs and Macs. Not to mention [...]

By: Roku to Stream HD Movies by Year’s End « NewTeeVee

Roku to Stream HD Movies by Year’s End « NewTeeVee — Tue, 04 Nov 2008 14:16:48 +0000

[...] to the Xbox already offers a small library of HD titles, and that Netflix HD streams will be coming to TiVo as [...]

By: Netflix is loose, dates everyone: now TiVo | e-Tech Gadget Blog

Netflix is loose, dates everyone: now TiVo | e-Tech Gadget Blog — Fri, 31 Oct 2008 23:04:52 +0000

[...] Read [NewTeeVee] [...]

By: Lars

Lars — Thu, 30 Oct 2008 23:02:28 +0000

As more people start geting electronic delivery of movies, Netflix will be able to save on postage, packagting, warehouse space, handling costs etc that they currently are paying to maintain and distribute DVD’s. This seems like a big money saver to me. I imagine in a few years, no one will actually buy a DVD or Blu-Ray any longer and most everything will be electronically distributed. The value I see of Netflix teaming with Tivo is that if users are allowed to download movies to the Tivo, then it reduces the internet speed requirerments (In my area, fiber optic isn’t available yet, and video quality streamed on my 1.5MBPS DSL line isn’t that great.) allowing a greater number of people to watch HD movies. As it is now, and for the next few years, I don’t thing the majority of people will have fast enough internet connections to stream HD content.

By: timekeeper

timekeeper — Thu, 30 Oct 2008 22:24:22 +0000

Chris, Put the screws to him at Newteevee live!

Dave, Great find! I still wonder how they are going to generate a profit stream with no more incremental revenue? At least with their DVD rental service they had revenue coming in. It was just a matter of time before the economies of scale and efficiencies kicked in.

Maybe they can eliminate their back catalog of DVDs and just have them available for streaming freeing up resources (labor and cash) for the new releases on DVD and BlueRay. Interesting that they charge extra for BD but not streaming.

I'm still having a hard time getting my head around all this new economy stuff where people are trying to make money by giving things away.

By: Dave Zatz

Dave Zatz — Thu, 30 Oct 2008 20:42:45 +0000

TK, Netflix has clearly stated they're pumping tons of money into this venture, losing money in fact, to build it out. Can't remember which quarterly call/report it was that was most clear to me. Several months ago, perhaps preceding the Roku box.

By the same token, I believe they they're also conserving costs by not taking on a lot of the new release mainstream content which they'd have to license individual and at higher rates (my understanding, could be wrong). Though the STARZ relationship has brought some newer content.

The Seeking Alpha earnings call transcripts have lots of interesting info...

"On the content side, we are working steadily year after year to increase the amount of movies and TV shows we have available online. It took 10 years to get most content available on DVD and it may take that long again to get most content online. We are pleased with our progress to date and are licensing more content every quarter.

Our ambition has always been to emerge as one of the world’s leading Internet movie firms, with a profit stream that will significantly exceed that of our initial DVD business.

It took several years for us to turn our DVD rental business profitable and our online video expansion may take just as long.

Since the opportunity for online video, however, will emerge slowly rather than suddenly, we believe we can generate increasing profits for the business as a whole while we expand into online video."

By: Chris Albrecht

Chris Albrecht — Thu, 30 Oct 2008 20:03:03 +0000

Maybe we can get Netflix CEO Reed Hastings to spill the beans during his keynote at our upcoming NewTeeVee Live Conference. Get your ticket now! http://events.newteevee.com/live/08/

By: timekeeper

timekeeper — Thu, 30 Oct 2008 18:53:39 +0000

Dave, Thanks for the response.

"It’s free for you and I, it’s not free for Netflix."

Do you know this to be fact? Their SEC filings are very general and do not directly address this issue.

This is why I'm putting out a call to NewTeeVee to dig a bit and try and give us some insight into their business model. Regurgitating and commenting on press releases doesn't get to the heart of the matter.

It will be one who has the most successful business model that will win this battle and not the one who has the sexiest set top box.

By: Netflix via TiVo? Cool. But Not Cool Enough. | Technologizer

Netflix via TiVo? Cool. But Not Cool Enough. | Technologizer — Thu, 30 Oct 2008 18:19:49 +0000

[...] plans to work together have amounted to something after all: Starting in early December, owners of TiVo boxes will be able to stream movies and TV shows from NetFlix, and the cost is included in their monthly Netflix subscription. That’s good news. But [...]