Is Netflix's Inventory of Streaming Content Growing Fast Enough?
Dan Rayburn submits: Earlier in the year, Netflix (NFLX) signed deals with Twentieth Century Fox, Universal and Warner Brothers agreeing not to rent new DVDs by mail for 28 days from the date the DVD goes on sale. Yesterday, Netflix confirmed it has agreed to a similar deal with Sony (SNE) and the 28-day window for their content. In exchange for Netflix agreeing to the studio's terms, Netflix says they get access to more digital content, allowing them build up their inventory of streaming titles faster. But the problem I see with this approach by Netflix is that their inventory of streaming content hasn't really grown by a large percentage over the past two years.In January of 2008, Netflix confirmed it had about 12,000 titles available for streaming. In September of 2009, ads on their website put that number at 17,000. Today, it appears that Netflix has about 20,000 titles for streaming, although Netflix won't confirm that number for me. If that number is accurate, it means that Netflix has only added about 4,000 movies a year for the past two years. That's not a lot of content.Complete Story »