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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 | 2273381 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 | 2273435 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 | 2273500 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 | 2273517 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 | 2273534 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 | 2273557 Spastica Rex
Spastica Rex's picture

For RAT PATROL.

Duh!

Tue, 03/20/2012 - 13:00 | 2273769 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 | 2274213 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 | 2273384 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 | 2273389 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 | 2273393 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 | 2273569 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 | 2273395 Flakmeister
Tue, 03/20/2012 - 11:42 | 2273406 ABG LINE
ABG LINE's picture

Chemtrails.

Tue, 03/20/2012 - 11:43 | 2273412 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 | 2273427 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 | 2273442 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 | 2273460 nobusiness
nobusiness's picture

Seasonally adjusted movie sales were record high

Tue, 03/20/2012 - 11:58 | 2273490 Bartanist
Bartanist's picture

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

Tue, 03/20/2012 - 11:57 | 2273468 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 | 2273501 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 | 2273511 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 | 2273560 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 | 2273787 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 | 2274214 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 | 2273513 Blue Horshoe Lo...
Blue Horshoe Loves Annacott Steel's picture

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

Tue, 03/20/2012 - 12:30 | 2273627 Bunga Bunga
Bunga Bunga's picture

No, everyone is out to buy a house.

Tue, 03/20/2012 - 12:08 | 2273531 SimpleandConfused
SimpleandConfused's picture

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

Tue, 03/20/2012 - 12:13 | 2273558 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 | 2274998 Incubus
Incubus's picture

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

Tue, 03/20/2012 - 12:15 | 2273571 billsykes
billsykes's picture

maybe their movie selection and search engine blows.

Tue, 03/20/2012 - 13:04 | 2273796 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 | 2273611 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 | 2273623 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 | 2273800 Plymster
Plymster's picture

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

Tue, 03/20/2012 - 13:02 | 2273785 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 | 2273941 prodigious_idea
prodigious_idea's picture

". . . easing of typical seasonal nesting trends"

 

What are we, fucking migratory birds?

Tue, 03/20/2012 - 18:17 | 2275021 Incubus
Incubus's picture

Ever heard of snowbirds?

Wed, 03/21/2012 - 00:52 | 2275859 StockMarketBott...
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http://stockmarketbottom.com

10 Signs Of A Stock Market Bottom

Wed, 03/21/2012 - 06:36 | 2276111 cnhedge
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