Posted On: 06/18/2015 10:26:49 PM
Post# of 2009
I used to think like you a few months ago until a fellow long shared this analysis with me:
What are your thoughts?
PS: I've got his permission to post it verbatim.
Quote:
This is kind of the chicken and the egg; you need content to generate revenues, and you need revenues to acquire content. NTEK currently has about 200 hours of content, which took it more than a year to acquire. There is allegedly more content in the pipeline that hasn't been released.
Now take Netflix, they have about 90k hours of content that took them close to 20 years to acquire; it comes down to about 4,500 hours per year calculating it at a constant yearly rate (just for simplicity).
Do you think that NTEK should defer marketing until they get to 1000 hours or should they begin their marketing campaign now to generate revenues, thus getting more content? I know what answer would yield less dilution, do you?
What are your thoughts?
PS: I've got his permission to post it verbatim.
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