[golfer]

A bigger question is if Netflix can continue to thrive in a world where all the large media companies create their own Netflix-like streaming services. Disney has their own coming soon, apple, Amazon, Facebook, Hulu, Comcast, etc etc. Content costs continue to rise, and competition will be fierce.

Netflix has a great head start and knows its audience well. But much larger companies are knocking on its door.

[skohan]

IMO Netflix has done well in this regard by transforming themselves into a content company rather than a content delivery service. Recently most of my favorite shows on Netflix have been 1st party titles, and I can't think of another content producer who's output is as varied and as high-quality as Netflix at the moment. Maybe Disney has the IP and the raw muscle to pull this off, but they will have to prove it.

I actually think competition is good for the space. As I said, I think Netflix is really good now, but if they became an uncontested monopoly in the streaming space, I would fear that quality would suffer.

[codq]

HBO is infinitely more valuable to me as a producer of quality content.

I actually can't remember the last time a Netflix show has brought me as much fulfillment and joy as almost anything on HBO.