Helios and Matheson Analytics Inc (HMNY)

[chereb19]

I think the more movies you offer the higher the util rate but only marginally and there is a also point where it makes no difference at all.

Who can seriously go to three movies a week? Who would want to go there movies a week? Max 10% of subs?

MP have a lot of data from when they were truly unlimited. They've got rid of the heavy users by limiting the service to max 3 films. The heavy users were distorting the util rate and without them It will drop. I believe this drop will bring it down low enough so MP can square up or even make a profit on subscribers.