It’s total pie-in-sky speculation, completely lacking in serious evidence or even vague “sources familiar with the matter,” but for some reason, after two and a half years of hard rumoring , analysts seem more sure than ever that Amazon is looking into a Netflix acquisition. Netflix just announced some pretty attractive quarterly earnings, along with some nice hard numbers: it added one million subscribers in Q4 to notch itself past the 12 million mark, and 48% of its customers streamed at least 15 minutes of video off of Instant Watch — compared to 28% a year ago.
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Netflix earnings, subscribers and streaming growth have analysts drooling over a theoretical Amazon buy