Kim and John discuss the big deal that Netflix did with the Walt Disney Company to carry that studio's content exclusively starting in 2016. This moves Netflix from a company that overpays for old movies and television reruns to a player in the VOD space. Netflix is hoping with this news and the launch of some original programming -- namely the David Fincher produced/Kevin Spacey starring House of Cards -- they will turn their stock price and their subscriber numbers around.
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