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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?

#171

Post by 8ytecoder »

kdmccormick wrote: post #43
propter_hoc wrote: post #4

Netflix's inclusion in this list instead of Microsoft may have been the best investor-relations coup in history.

+1, it's ridiculous and misleading that Netflix is still being included in this list after all this time. Netflix is a TV company. Their tech is a commodity. An important commodity, for sure, but it's not what makes them valuable. Their critical offering is their reach and programming. FAAMG (or MAAAM now, I guess?) is a sane grouping of giant companies because their critical offerings and expertise areas are their s…

I second MAAAM - Meta, Apple, Alphabet, Amazon, Microsoft

Re: Poll: Which FAANG is the most likely to decline in the years ahead?

#172

Post by tshaddox »

wombat-man wrote: post #86
sgt wrote: post #39

Earlier quoted context omitted.

Yeah and have you noticed how the industry doesn't really want you to watch old stuff? Obviously they want to keep peddling new movies and series, so it does make sense, but I think it should be easier to find old classic movies. I often have to resort to torrents for this reason alone.

I think NBC would actually love it if you would please pay every month to watch the office over and over.

Friends and Seinfeld regularly make headlines for having their syndication rights sold to Streaming Service A or Streaming Service B for $100 kajillion or whatever.

Re: Poll: Which FAANG is the most likely to decline in the years ahead?

#173

Post by jrsj »

jarjoura wrote: post #96

All of these companies are too big to fail at this point. They all have at least a decade of reserves to power through anything that gets thrown their way. However, I do predict that they will change in significant ways in the next decade. * Apple is one Supreme Court ruling away from ending their App Store monopoly that could disrupt the entire world, since it would also affect all other digital marketplaces. * Amaz…

Google to me seems to be the one with the worst execution at the moment. For all of their spend in various areas when is the last time they’ve had a win? Their core business is still strong but they seem to have lost their ability to innovate. That alone makes their decline seem inevitable to me even without considering external forces

Re: Poll: Which FAANG is the most likely to decline in the years ahead?

#174

Post by oneepic »

daedalus_f wrote: post #72

I think trust in Amazon is beginning to decline, at least in my limited circle. I've recently have had several packages from Amazon UK go missing followed by difficulties sorting it out, alongside other issues. I'm no longer sure I would trust them with high value purchases, and certainly would be wary of buying anything for consumption from them given the number of fake products floating around. Of course, non of th…

Did this missing packages thing happen around the holidays? I bet there was a spike in craziness due to Christmas/the new year. So I don't think that kind of issue shakes my trust in them very much.

Re: Poll: Which FAANG is the most likely to decline in the years ahead?

#175

Post by wepple »

dangus wrote: post #58

Netflix will have the most competitively difficult path forward, with massive and aggressive competitors swarming in from all sides. You've got the recently-awoken content giants (Disney+, Paramount+, HBO Max, Hulu, etc), and then you've got new players like Apple and Amazon with deep, deep pockets. Google can take a lot of criticism for being relatively complacent and without much visible innovation lately, but they…

> WhatsApp will never go anywhere, it's entrenched. They're big enough to copy novel new social media ideas quickly.

Whilst it hasn’t yet exploded in user growth, I’d disagree with this. Signal and telegram and others have outmaneuvered WhatsApp on features several times now (eg signal had gifs and emoji reactions, not sure if whatsapp even does yet?)

Once you get over the network effect hurdle (no small feat), the switch is frictionless.

Re: Poll: Which FAANG is the most likely to decline in the years ahead?

#176

Post by pmontra »

Amazon is its own shopping search engine. It won't suffer much even if Google blocks it.

Apple has its own ecosystem and cult. It's safe for the time being.

Google owns advertising, the major mobile OS and search. Anyway all of them could be offered separately in a better way. Advertising and search are easier to overturn than Android.

Facebook is hated but is owns messaging outside Apple's boundary. Network effects protect them but network effects could destroy it as quickly as they built FB's lead.

Netflix can be overturned by any competitor with a cheaper plan.

These are my votes in reverse order.

Re: Poll: Which FAANG is the most likely to decline in the years ahead?

#177

Post by gherkinnn »

Does FB have anything of interest? They missed the platform train. They don't provide infrastructure. And they didn't buy the next big thing before it got there.

All I see is a huge bet on the yet undefined metaverse and declining interest in their current products. I wouldn't predict a quick death, but a drawn out descent in to obscurity.

And to broaden the question: I don't know where Twitter is off to. It is a miserable place but it fills a well defined niche and there's no competition. While I see Microsoft outlasting humanity. There is no way they'll go down before everything else does first.

Re: Poll: Which FAANG is the most likely to decline in the years ahead?

#178

Post by imoverclocked »

stouset wrote: post #109
janosett wrote: post #79

Earlier quoted context omitted.

The Apple TV does this, essentially.

It does, but Netflix is the one provider (that I know of) that's decided to entirely opt out of Apple TV integration, so I can't add any of their shows to my universal queue and have to specifically switch to Netflix to see what I'm in the middle of or want I to watch next.

I have the same complaint about Netflix.

Re: Poll: Which FAANG is the most likely to decline in the years ahead?

#179

Post by cam0 »

monkeybutton wrote: post #137
jarjoura wrote: post #96

All of these companies are too big to fail at this point. They all have at least a decade of reserves to power through anything that gets thrown their way. However, I do predict that they will change in significant ways in the next decade. * Apple is one Supreme Court ruling away from ending their App Store monopoly that could disrupt the entire world, since it would also affect all other digital marketplaces. * Amaz…

Netflix is facing the rise of competing streaming platforms. They're forced into creating their own content because other producers would rather release content on their own platforms and keep all the streaming revenue, rather than license it to Netflix. Streaming video on demand isn't a technical moat that is stopping anyone.

True, but Netflix has gotten really good at this over the past 10 years. They create/fund some great content (and a lot of mediocre/bad content) - kind of similar to a VC fund now that I'm writing this out. They're an integral component of the entertainment industry now.

Re: Poll: Which FAANG is the most likely to decline in the years ahead?

#180

Post by 2muchcoffeeman »

monkeybutton wrote: post #137
jarjoura wrote: post #96

All of these companies are too big to fail at this point. They all have at least a decade of reserves to power through anything that gets thrown their way. However, I do predict that they will change in significant ways in the next decade. * Apple is one Supreme Court ruling away from ending their App Store monopoly that could disrupt the entire world, since it would also affect all other digital marketplaces. * Amaz…

Netflix is facing the rise of competing streaming platforms. They're forced into creating their own content because other producers would rather release content on their own platforms and keep all the streaming revenue, rather than license it to Netflix. Streaming video on demand isn't a technical moat that is stopping anyone.

There’s too many now though. The producers are getting greedy. I don’t think people will put up with having multiple subscriptions and eventually it’ll all come back down to a few key players.

My money is on Netflix, Prime (because we want the free shipping) and Disney.

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