Three years is a very short time. Even if any of these companies starts to decline it won’t be noticeable.
Poll: Which FAANG is the most likely to decline in the years ahead?
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Re: Poll: Which FAANG is the most likely to decline in the years ahead?
#12My guess is Netflix, I think the others have much wider moats. No actual number crunching was involved in producing this guess.
I agree regarding the moat, but I think Netflix could still do fairly well as one of N big players in the streaming space.
On the other hand, I think we could see FB utterly collapse over the next decade. Or maybe that’s just wishful thinking.
Re: Poll: Which FAANG is the most likely to decline in the years ahead?
#13Amazon, Google and Netflix seem to be happy where they are and don't seem to be innovating much; more interested in collecting rents on existing properties. Apple keeps doing what they've been doing for the last 20 years (successfully). Facebook is trying to pitch this Meta thing, which to me sounds like a desperation play and doesn't sound that interesting, but I'm not hip with whatever is going on in social media.
I don't know man, Netflix added games to its Android app so..
Re: Poll: Which FAANG is the most likely to decline in the years ahead?
#14Is there any way to hide the votes until you've voted?
No.
Re: Poll: Which FAANG is the most likely to decline in the years ahead?
#15I have loads of friends who started to cancel their netflix subs and went back to piracy because they grew tired of searching for a way to watch something legally. Now its disney, hbo, prime, whatever. Screw all of this.
Re: Poll: Which FAANG is the most likely to decline in the years ahead?
#16Three years is a very short time. Even if any of these companies starts to decline it won’t be noticeable.
Who said anything about three years?
Re: Poll: Which FAANG is the most likely to decline in the years ahead?
#17I don't think people will stop using the Google search bar. I don't think people will stop binging shows on Netflix. I don't think people will stop ordering crap on Amazon. I don't think people who use iphones and macbooks will stop buying iphones and macbooks.
Hard for me to see how it wouldn't be FB/meta. They're betting the farm on something unproven / creating new habits / maintaining habits that seem to be waning.
Re: Poll: Which FAANG is the most likely to decline in the years ahead?
#18Amazon, Google and Netflix seem to be happy where they are and don't seem to be innovating much; more interested in collecting rents on existing properties. Apple keeps doing what they've been doing for the last 20 years (successfully). Facebook is trying to pitch this Meta thing, which to me sounds like a desperation play and doesn't sound that interesting, but I'm not hip with whatever is going on in social media.
The Metaverse play is just a further development of Oculus, which has gained traction afaik. Will it result in a paradigm shift in computing? Probably not but I can see the fanbase/use cases for oculus growing and justifying the investment.
Re: Poll: Which FAANG is the most likely to decline in the years ahead?
#19Decline is far too charitable to Facebook and Netflix. They need to cease to exist.
Any product that Facebook makes produces -99% of value for humanity.
Re: Poll: Which FAANG is the most likely to decline in the years ahead?
#20Decline in what sense... product innovation? market share? stock price? revenue growth? profitability?