What Netflix coming to Australia really means

Alex Pollak

Loftus Peak

It could be argued that Netflix means nothing for Australian television viewers – all programming is already available free, stolen or bought – and yet… Foxtel has just paid up big time (with Seven Network) for AFL rights, with Nine also bidding double for the NRL. And effectively, there was no other bidder in the room. (Remember, all sport must be offered to free to air TV, so after Nine bought ARL, that locked Seven out. We are talking several billion dollars – double the previous deals.) There is some fine work out there dealing with the impact of on-line aggregators and the way they harvest value chains. These operators get that way by chopping out parts of the distribution value chain (the bit in warehouses which think of as wholesale, for example) and then bringing the offering to the consumer at a better price. And because the model harnesses technology, it scales. Read the full article here (VIEW LINK)

CIO of Loftus Peak, a specialist global fund manager with a track record of successful investment in some of the world's fastest-growing listed businesses.

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