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Slowdown In Netflix February Traffic Blamed On The Weather

Tyler Durden's picture





 

Last year, everyone blamed anything that came in even modestly worse than expected, be it EPS or economic data, on the occasional inclement weather, completely oblivious that that is precisely the reason for seasonal adjustments, and for forecasters to be paid seven digits  - i.e., to anticipate various outcomes. So far this year we had not heard anyone accusing the near-record warm winter for much, especially since the data has been coming blisteringly hot (something which everyone from Goldman, to Bank of America, to David Rosenberg is convinced will cause a major "Cash to Clunkers"-like hangover in the spring and summer courtesy of front-end loaded consumer demand). Until now: the following Hudson Square Research report blames the deterioratin in Netflix traffic patterns on, you guessed it, warm weather.

h/t S.A.

 


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Tue, 03/20/2012 - 11:38 | Link to Comment Dr. Engali
Dr. Engali's picture

Oh brother. How about this as the real reason.....you have no content! I just cancelled my subscription because there is nothing to watch.

Tue, 03/20/2012 - 11:47 | Link to Comment SHEEPFUKKER
SHEEPFUKKER's picture

Of course nobody is watching movies during warm weather, they are out getting an early start on the home buying season. Oh wait.......

Tue, 03/20/2012 - 12:01 | Link to Comment Race Car Driver
Race Car Driver's picture

Agreed - their online streaming content is a bunch of B movie and inane made-for-tee-vee-Zombie-fare shit not worth paying for.

 

Tue, 03/20/2012 - 12:05 | Link to Comment SheepDog-One
SheepDog-One's picture

Right, they have some movies and a lot of TV shows, but are missing a lot. Go search for movies you really want to see....theyre not there.

Tue, 03/20/2012 - 12:09 | Link to Comment Hippocratic Oaf
Hippocratic Oaf's picture

The wife says......'look on Netflix and see if _______ is on there'. I give her the stink-eye and she says, 'yea...Netflix sucks, tell me again why we have it?'

Tue, 03/20/2012 - 12:13 | Link to Comment Spastica Rex
Spastica Rex's picture

For RAT PATROL.

Duh!

Tue, 03/20/2012 - 13:00 | Link to Comment Dave Thomas
Dave Thomas's picture

Don't forget MST3K!

"Word is on the street that you're a jerk Mitchell."

Tue, 03/20/2012 - 14:45 | Link to Comment putaipan
putaipan's picture

the first posts make it obvious that it was netflix changes that killed them....news flash! - insider scoop- wait 'til you see the new and improved ebay!

Tue, 03/20/2012 - 11:38 | Link to Comment Hansel
Hansel's picture

I blame it on the fact they don't rotate their selection much.  It seems like the same shows have been in there for months.

Tue, 03/20/2012 - 11:40 | Link to Comment LawsofPhysics
LawsofPhysics's picture

I didn't realize the "weather" could affect the movement of electrons in buried cables so dramatically.

Tue, 03/20/2012 - 11:41 | Link to Comment slowimplosion
slowimplosion's picture

I noticed when I fired up my TV a few days ago that my queue looked smaller.  After poking around a bit I realized several movies were missing from my Instant Queue.

I searched for one of them and sure enough - it is no longer available for streaming you have to get the DVD.

Netflix content for streaming was sparse enough already - and now they are removing stuff?  They've got less than a year to get their crap together or they are toast IMHO.

Tue, 03/20/2012 - 12:15 | Link to Comment Spastica Rex
Spastica Rex's picture

"No longer available for streaming" simply means "Available via Tribler." I pay my tithe to the Devil, but if the Devil ain't gonna put out, well.

Tue, 03/20/2012 - 11:41 | Link to Comment Flakmeister
Tue, 03/20/2012 - 11:42 | Link to Comment ABG LINE
ABG LINE's picture

Chemtrails.

Tue, 03/20/2012 - 11:43 | Link to Comment i love cholas
i love cholas's picture

I understand the weather being an issue but what is the fucking reasoning behind that conclusion!

Tue, 03/20/2012 - 11:46 | Link to Comment dwdollar
dwdollar's picture

They should have focused on providing original content. They are at the complete mercy of content providers who now realize they can ask for more $$$.

Tue, 03/20/2012 - 11:48 | Link to Comment BLOTTO
BLOTTO's picture

Warm weather = being outside more = less inside watching tv /movies

Thats how they got there.

Tue, 03/20/2012 - 11:51 | Link to Comment nobusiness
nobusiness's picture

Seasonally adjusted movie sales were record high

Tue, 03/20/2012 - 11:58 | Link to Comment Bartanist
Bartanist's picture

There is that "adjusted" word again that makes everything else irrelevant.

Tue, 03/20/2012 - 11:57 | Link to Comment Bartanist
Bartanist's picture

Uhu ... and the slowdown selling to electronics manufacturers should also be blamed on the weather?

I will have to run and tell the company president right away so that he will not worry anymore.

Tue, 03/20/2012 - 12:01 | Link to Comment Blue Horshoe Lo...
Blue Horshoe Loves Annacott Steel's picture

Good news = bullish

Bad news = bullish (it could be worse!)

Neutral news = bullish (at least it's not bad!)

Tue, 03/20/2012 - 12:04 | Link to Comment SheepDog-One
SheepDog-One's picture

NetFlix is OK, NOT great! Yea they got some movies and TV show series on there, but missing a lot. Its really no big deal.

Tue, 03/20/2012 - 12:14 | Link to Comment Dr. Engali
Dr. Engali's picture

If they would get their shit in gear they could have a great product. It was nice for the kids when I packed them up in the car to go on a trip. But for me it sucked because they have no movies that I like. Hell I can't even watch fight club.

Tue, 03/20/2012 - 13:03 | Link to Comment SheepDog-One
SheepDog-One's picture

Yep 'Fight Club' isnt on NetFlix so how good can it really be?

Tue, 03/20/2012 - 14:45 | Link to Comment Nick Jihad
Nick Jihad's picture

Crank 2 kicks Fight Club butt. But it too, is "no longer available for streaming".

Tue, 03/20/2012 - 12:04 | Link to Comment Blue Horshoe Lo...
Blue Horshoe Loves Annacott Steel's picture

Maybe everyone's out looking for a job???????

Tue, 03/20/2012 - 12:30 | Link to Comment Bunga Bunga
Bunga Bunga's picture

No, everyone is out to buy a house.

Tue, 03/20/2012 - 12:08 | Link to Comment SimpleandConfused
SimpleandConfused's picture

As of right now, the bitch is STILL green!  Barely, but still?

Tue, 03/20/2012 - 12:13 | Link to Comment kengland
kengland's picture

Why is that hard to beleive? I suppose there are some who will plop their arse down on a nice day and watch "TV." Most, however, do enjoy getting out in the sun

Tue, 03/20/2012 - 18:09 | Link to Comment Incubus
Incubus's picture

I don't go outside unless it's night and I always work indoors. 

Tue, 03/20/2012 - 12:15 | Link to Comment billsykes
billsykes's picture

maybe their movie selection and search engine blows.

Tue, 03/20/2012 - 13:04 | Link to Comment SheepDog-One
SheepDog-One's picture

Happens every time I watch something on NetFlix *loading* oh fer fuks sakes this is as good as it gets?

Tue, 03/20/2012 - 12:27 | Link to Comment Ace Ventura
Ace Ventura's picture

Convenient excuse for the methodical demise of a continuingly suckier product. Those of you who've been Netflix customers for more than two years know what I mean.

Any decrease in traffic due to people being out 'enjoying the mild winter in the east/northeast'....should have been made up for by the poor folks in the west/midwest, who are still digging out from the blizzaranche of winter they've been hammered with in 2012.

I call bogus. Like, totally.

Tue, 03/20/2012 - 12:29 | Link to Comment Ralph Spoilsport
Ralph Spoilsport's picture

NetFlix allowed me to watch a lot of British TV shows which confirmed my belief that the Brits are complete bastards who hate Americans.

Tue, 03/20/2012 - 13:04 | Link to Comment Plymster
Plymster's picture

I guess that's why people associate the British accent with being smart. ;-)

Tue, 03/20/2012 - 13:02 | Link to Comment Plymster
Plymster's picture

This bodes poorly for anyone depending on consumer economy.  Blockbuster is the only one up in this space, and that can probably be linked to them ending half their physical presence.  This is all happening at the same time I hear about people cancelling their cable service and going to just internet and hulu, netflix, blockbuster, amazon prime, or redbox. 

Guess all that gas money has to come from somewhere...

As for Netflix specifically, I have it and love it.  The wife and I can load up on all the old TV shows we never got a chance to watch (Lie to Me, Burn Notice, Weeds, etc).  It's finally weening her off of all that horrible reality TV crap she watches.  And we still have the single DVD by mail subscription, so we get the occaisional hard-to-find stuff (like "King of Kong: a Fistful of Quarters", "Kenny", "3-Iron", etc.), and all the movies we've missed in the theaters (The King's Speech, Gran Tourino, etc).

On the down-side, this year's list of Hollywood flicks looks like an MBS (you know, dog crap smeared on paper), so I doubt we'll be watching any new releases anytime soon.

Tue, 03/20/2012 - 13:40 | Link to Comment prodigious_idea
prodigious_idea's picture

". . . easing of typical seasonal nesting trends"

 

What are we, fucking migratory birds?

Tue, 03/20/2012 - 18:17 | Link to Comment Incubus
Incubus's picture

Ever heard of snowbirds?

Wed, 03/21/2012 - 00:52 | Link to Comment StockMarketBott...
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http://stockmarketbottom.com

10 Signs Of A Stock Market Bottom

Wed, 03/21/2012 - 06:36 | Link to Comment cnhedge
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