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2014 4

Netflix

100190


Netflix
9


Netflix 2013



Netflix


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Netflix
Netflix
Netflix Netflix
Netflix Netflix
Netflix

Netflix
HBO
200 [4]
Netflix A&E 250 [5]



2.
1.
NetflixHulu Netflix

Netflix Netflix
100 [1]
200~250 [2] Netflix
AMC Netflix Netflix

Netflix BBC

[6] Netflix
Vince Gilligan 2013
Netflix
AMC [3]
Netflix
AMC

Netflix 3. IP

2013-11-07

97
2014 4

IP Intellectual Netflix
Property


Netflix 2 2
10% Binge Viewing



HBO

Netflix

PR
9 Netflix
Netflix Hulu [7]
Netflix 1




1. Binge Viewing

SRG 30%

13 18~34 40%

13 [7] Netflix

13 [8]

45
20

13


CBSNBC

ACBFOX ShowtimeHBO

AMC
Netflix Straight-to-Series




Netflix Straight-to-Series 13


Netflix
Netflix
2. 5
N
Netflix
cable
cable




Netflix Hulu

98
2014 4

Netflix
Churn Ratio

Netflix

Sanford C. Bernstein Netflix


Netflix
40-50%[12]

X 1

X/2


1.

1
1
0.78~1 [9]
2013 Q1 5000
1 2 26
5000 50
300~385
Netflix

50

2013 4
IMDB TOP250
Netflix 200 [13]
20
200 100
AMCShowtimeHBO FX
Netflix 50%

50


30 500

Netflix 2013

Q1 2012 Q4Netflix 388


2
2012 9%2013

Q1 2012 Q4 273
600 HBO
115 2013 Netflix
500 HBO
115
300 Showtime
300 AMC

270-280 AMC
50%115 50
200-250 AMC

200 FX
Source: Netflix 2013
1 2014 7 10 5
The Netflix 7.99 5
Atlantic Wire2013 2 [10] 260 2
Netflix 2
7.99 Netflix 52 5 [14] 2012 2000
Netflix 5 50%2000 500
260 2 260
Netflix 3 3 260 Netflix
10%Netflix
3 Netflix2013~2014
Netflix 2 3 3

65% Netflix
2 100,000,000

2 100,000,000

1 50,000,000
Churn
2 100,000,000
RatioNetflix 1 50,000,000
Narcos 1 50,000,000
Sense 8 1 50,000,000
Netflix 90%[11] 500,000,000
10% Source
3 3 2.

99
2014 4

HBO Netflix
Netflix
20 90

HBO Netflix
Netflix
HBO
HBO 15
50% Netflix Netflix
HBO 3 Netflix
HBO
HBO

HBO [1] Kimberly Nordyke, Lacey Rose. Netflix Spends $1 Million Per
VentureBeat2013 HBO Episode of 'Mad Men' for Streaming Rights [N].,
2011-04-05.
1.14 Netflix 3
[2] . .[EB/OL].http://en.wikipedia.org/wiki/Mad
_Men.
[3] Jon Weisman. Emmys: Vince Gilligan Credits Netflix for AMCs
HBO Breaking Bad Surviving, Thriving[N].,2013-09-22.
ShowtimeAMC Starz Showtime [4] Eric Mink. Sopranos To Hit A Higher Budget Note[N].NY Daily
News,1999-04-22.
Netflix Showtime
[5] Deb Medsker. Sopranos A&E debut whacks the competition
[EB/OL].http://www.premiumhollywood.com/2007/01/15/%E2%8
0%9Csopranos%E2%80%9D-ae-debut-whacks-the-competition/,
2013 6 Showtime 2 2 [15] 2007-01-15.
13.95 SNL Kagan [6] Andrew Leonard. How Netflix is turning viewers into puppets
Showtime 1.72 [16] [EB/OL]http://www.salon.com/2013/02/01/how_netflix_is_turning
_viewers_into_puppets/,2013-02-01.
Netflix
[7] SRG. To Binge or Not to Binge, That is the Question[EB/OL].
7.99 http://www.srgnet.com/2013/03/07/to-binge-or-not-that-is-the-quest
ARPU Showtime ion/,2013-03-07.
Q2 Netflix3 5 [8] Georg Szalai. Edinburgh TV Fest: Netflix's Ted Sarandos Defends
Showtime Showtime Netflix International Expansion, Content Spending[N]. ,
2012-08-23.
Showtime2013 5 Netflix
[9] Peter Kafka. House Of Cards Could Cost Netflix BigAnd Still
Save It Money in the End[EB/OL]. http://allthingsd.com/
20110316/house-of-cards-could-cost-netflix-big-and-still-save-it-m
Netflix oney-in-the-end/,2011-03-16.
Showtime [10] Rebecca Greenfield. The Economics of Netflix's $100 Million New
Show[N].,2013-01-13.
[11] Suzanne Lortie. Netflix and the Halo Effect: Retention and
Conversion, the Numbers that Count[EB/OL].http://www. cmf-fmc.
ca/about-cmf/industry-research/trendscape-blog/netflix-and-the-hal
o-effect-etention-and-conversion-the-numbers-that-count/147/?setL
ocale=1,2013-05-20.

[12] Miriam Gottfried. Netflix on firmer foundations [N]. ,


Netflix 2013-02-12.
[13] Michael O'Connell. Emmys: House of CardsShowrunner Skirts
Season 2 Questions[N].,2013-04-26.
[14] Radi8creative. Could Netflix hit 50m subs in 2014? In a word:Yes
Netflix [EB/OL].http://radi8creative.com/blog/could-netflix-hit-50m-subs-i
n- 2014-in-a-word-yes,2013.

[15] Nevins David. With Homeland Showtime Makes Gains on


2013 HBO[N].,2012-01-30.
2013 100 300 [16] Andrew Wallenstein. HBO sub growth stalls amid cable biz
Netflix losse[N].,2011-09-06.

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