hi zfStill looking for the $239 million that is expensed on the profit loss bringing total P&L expense of acquisitions to $762. Not finding it. So far all I can find is for 9 monthscosts of subscription $1277 includes content and mailing and cost of distribution of streaming contentamortization was $492 for DVDs+ streaming contentThe remainder is $785 million in cost of subscription.Part of the $785 is mailing DVDs and paying Amazon for access to streaming infrastructure. The rest is the cost of content that does not get amortized. If I knew the amount of each, I would know how much unamortized cost of content was. NFLX doesn't sayNFLX does say that costs of subscription increased $459.7 million.We know that the entire $459.7 million went to buy content---NFLX says so.That increase presumably has to include the cost of increased amortized content as well as the elusive amount we are looking for--streaming content paid in the P&L that was not amortized. There was a $287 million increase in amortized content cost. I included DVDs just to keep it from getting more confusingThat leaves $173 million in increased streaming content cost for 9 months that was not amortized. This is not the total cost--just the increaseSuppose you were tempted just to take the amortized amount of $492 and add the increase $173 to see if that gets you to $762--it does not --it is $665. So there is some content cost in there I can't find. Don't know where to look or even if this where I should be looking. The costs according to HRs work for content in the P&L are $762 and $239 in excess of the amortized amount.
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