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Studios are starting to play hardball with Netflix "Studios are starting to put their foot down," says ThinkEquity senior analyst pandora watch charm bracelet Atul Bagga.

"They weren't paying attention to streaming at all, but now they see an opportunity to monetize. And they're going pandora glass charms to take it." That's a big threat to Netflix. On the other hand, the company has the money and motivation to spend more to keep its rapidly growing subscriber base happy. "The cost of content is going to go up, wife pandora charm no doubt about it," Bagga says. "It's going to come down to who has the ability and the willingness to write big checks. Netflix is probably the one to do it." Netflix ( But Netflix's rivals have much bigger wallets. At the end of the first quarter, Amazon (Fortune 500) had almost $7 billion in cash, and Google (Fortune 500) had a whopping $37 billion. In another bit of uncertainty, Netflix's most direct competitor, Hulu, is on the block. Walt Disney Co. (Fortune 500) Chief Executive Robert Iger said at a conference last week that Hulu's owners who include Disney are "committed to selling" it. The list of interested potential Hulu buyers includes Google, Microsoft (Fortune 500), Amazon, Yahoo (Fortune 500) and nearly every other tech giant, plus telecoms like AT (Fortune 500) and Verizon (Fortune 500). Landing Hulu would give any of them a strong beachhead for challenging Netflix. Right now, no one else has cracked the code. Netflix's global subscriber base grew almost 70% over the past year, to 23.6 million users. In contrast, Google's movie offerings on YouTube and Amazon's streaming catalog are still new and fairly paltry compared with Netflix's arsenal. "Netflix is the first and the biggest," Bagga says. "In a broad sense, the rivals aren't competing with each other. Everyone is competing with Netflix." But if this turns into a clash of titans, Netflix is still a small player battling much larger and richer giants. "Netflix is merely a conduit," Pachter says. "Of all the people who want to be in the business Google, Amazon pandora bracelet they're smaller by far.

The big boys will take share of subscribers, or bid up the cost of content. Either way, Netflix loses.".


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