Netflix seems to be unstoppable for the moment, with their stock continuing to go through the roof and their subscriber numbers climbing all the time.
NEW YORK (CNNMoney) — Netflix knocked over a new milestone Monday: It now has more subscribers than the largest cable TV operator in the U.S.
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Revenue rose 46% to $719 million.
Sooner or later I think investors, and customers will realize that the streaming model Netflix has doesn’t scale, the unicast nature of the platform just won’t scale. Doesn’t matter if your on every CDN on the planet. Maybe with IPv6 multicast (assuming it works as advertised as far as I know nobody has ever deployed multicast on anything remotely approaching the size of a cable network over the internet).
Myself I already do have trouble streaming from Netflix on occasion (and I rarely stream from them, because I rarely find anything I am interested in watching). I can’t remember the last time I was able to actually stream HD. (I’m on Comcast and have what is advertised as a 16Mbps connection, which speedtest.net claims at this point in time – 9:48PM on a Monday, I get 22Mbps download and 5Mbps upload)
Here’s hoping Tivo can survive. My 70 season passes give me a whole hellva lot more entertainment than Netflix can hope to provide me.
That being said I am still a Netflix customer, but I tend to watch maybe 2-4 DVDs a month (average), and stream, at this point 1-2 hours/month (there was some points where I came across a series or something that I liked a lot and watched the whole thing but it’s been a while since that happened).