The Future Of Netflix’s Business Laid Bare — By Netflix

I love these slides from Netflix. Having the confidence to post an internal document that includes competitors and fears is very brave, but they have some good points. 41 Pages, but it’s a good read if you have time.

So what are Netflix’s biggest concerns going forward? Hulu and piracy.
Hulu, with it’s forthcoming subscription model “could be significant
competitive threat for us,
” notes one slide. Piracy could also be a
major problem as it may become just as bad for video as it was for
music, another slide notes. I’d
argue that Netflix
isn’t helping that by giving up on new release
rentals, but it’s hard to argue with their logic about carving out a
very specific, catalog-based streaming niche for themselves.