I'm pleased to present the 153rd edition of the VideoNuze-TDG podcast with my weekly partner Colin Dixon, senior analyst at The Diffusion Group. This week Colin and I review Netflix's Q3 '12 results and its bumpy path forward.
As I wrote earlier this week, by the end of 2012, Netflix will have lost 8 million, or half the DVD subscribers it had back in July '11. That loss of subscribers and cash flow come at an inopportune time, given Netflix's aggressive international expansion. Colin is slightly more optimistic about Netflix, citing its better-than-expected international subscriber results. We also share thoughts on where Netflix goes from here.
Unrelated to Netflix, Colin also just released a complimentary white paper called "Examining the Trend: From IPTV to Broadband IPTV, which is available for download here.
Click here to listen to the podcast (24 minutes, 46 seconds)