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When it comes to the potential impact to Netflix from the recent announcement of a Starz content delay, global investment firm Goldman Sachs is saying “meh”.  The firm has offered three reasons why it believes Netflix won’t feel any pain from the delay.

According to Goldman Sachs:

(1) “Consumers do not go to Netflix to view first run or day-and- date content – the 28-day delay on DVDs implemented last year had no impact on Netflix subscriptions (unlike on Redbox) . . . Most of the streamed movie content comes to Netflix through output deals, which encompass films that are already at least 12 months old.”

(2) “There is currently a 90-day delay on all content associated with Netflix’s EPIX deal, which has gone unnoticed by consumers.”

(3) “Starz’s move in the immediate term is only on its original content, which is untested and again not a reason for being a Netflix subscriber.”

What do you think of Goldman Sachs’ logic here, Insiders? Could their reasoning also be applied to other “setbacks” Netflix has faced recently, such as Showtime’s witholding of new original content?

(via Benzinga)

9 Responses to “Goldman Sachs Says Netflix Won’t be Stung by Starz Delay”

  1. Visitor [Join Now]
    Ryan [visitor]

    How about the studios get used to change and embrace it and get some of those creative juices flowing toward how to make money off streaming instead of fighting it. Change is good people, embrace it and fine – profit from it. These delays are retarded and aren’t going to stop anyone from using Netflix or renting from Red Box. Jeez.

    • Member [Join Now]
      Hellstorm [hellstorm]

      How about the studios get used to change and embrace it and get some of those creative juices flowing toward how to make money off of COMPELLING CONTENT that people are willing to pay to see at the box office, rather than wait until whenever they get around to releasing it via Netflix/Redbox?

    • Visitor [Join Now]
      JR [visitor]

      yea

  2. Visitor [Join Now]
    Video Store Owner [visitor]

    It may not hurt Netflix, but put a 90 day delay on all Redbox new releases and see what happens to that company.

  3. Member [Join Now]
    steve-t

    Where does this guy get most of Netflixs content is 12 months old. Most of there movies is more then 12 months old. And what i mean by that is. Because they have movies dating back to the 1918 and up. And lets talk the EPIX deal. there are movies that are part of that epix deal that have been out more then 90 days and they have not been added to streaming at all.

  4. Visitor [Join Now]
    miker2 [visitor]

    “(2) There is currently a 90-day delay on all content associated with Netflix’s EPIX deal, which has gone unnoticed by consumers.”

    I must not be a consumer — I noticed.

  5. Visitor [Join Now]
    John [visitor]

    I dont like the delays will be still be a Netflix, Redbox customer regardless.

  6. Member [Join Now]
    spiralone

    Simply put, delays just make the studios happier. Why that is, I don’t rightly know. What I do know is I could care less if there is a delay. That just means I’ll wait a little longer to see it. If I wasn’t there on opening day, why would I care about getting it on the first day of release? Most movies just aren’t worth it.