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Author: LeKitKat Big gold star, 5000 posts Top Favorite Fools Feste Award Nominee! Feste Award Winner! Old School Fool Global Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 1223  
Subject: Re: Netlix cash costs Date: 11/11/2012 10:08 AM
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hey jim

no worries this is a concept I have had simmering for a year trying to get a figure for

While we are on the subject of NFLX, any opinions on off balance sheet obligations as debt? I have an email into the oracle of valuation --Dmaodaran where he wold come down on it. He haas answered my emails on accounting questions before so I have some hope I will hear from him.

The idea of content obligation is akin to operating leases as debt and these off balance sheet amounts are concerning enough to the FASB that there will likely be some changes in accounting for these. I was somewhat sarcastically and rudely dismissed by one of your SA analysts at the Netflix board so will raise the question here. Any opinion?
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