Why Netflix can still win

Here are few key edges working in Netflix’s favor:

• Device penetration: Even without the recent addition of the Netflix player app on Sony Bravia Blu-ray players, Netflix has the most proliferated brand of any over-the-top programming supplier.
• Early entry into foreign markets
• The content situation is better than it looks: Key to the souring of Netflix’s investor honeymoon has been the notion that, in order to keep up with the escalating prices program suppliers charge Netflix to stream their movies and TV shows, the service must add a corresponding amount of revenue through subscriber growth to keep up.