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

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191–200 of 660 posts

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

#191
post #26

Earlier quoted context omitted.

100% It's worse than the old days of only having cable and having to pay a small fortune. I'm not going to pay the same (or more) and then have to jump around between 12 different apps.

We literally went back to cable because other than the ideology, it wasn't beneficial. For the streaming services I do want, I can actually order then through Xfinity and keep things simple.

I recently stayed somewhere with cable and relatives were watching content for the holidays. I was reminded of just how obnoxious having 30+ minutes of ads for 1.5 hours of content is. I’d rather just not have any content.

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

#192

Facebook is currently ahead, but I wonder how much of that is perception. There is a lot of media about how Facebook is evil, but that is mostly from a pretty small circle of media and political people, that Facebook is naturally in opposition to. Facebook also owns instagram and whatsapp as well. But everyone over 30 I know uses Facebook, heavily. Instagram is also used very heavily. Amazon has threats from other E-…

I love Instagram as well as Pinterest. Two unpopular things on HN. There is no service out there to curate visual culture like these two. Want to build a image collection of vintage receipts!? You got it. These two platforms are truly amazing for this kind of a thing. Also ads on IG are something I'd actually want.

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

#193

Earlier quoted context omitted.

> I remember when a Netflix subscription was like having Blockbuster inside your living room. That's a great exaggeration. There was never a time when you could name a film and expect it to be on Netflix to stream.

You're showing your age. There was a time when you could ask Netflix for any number of DVDs for almost any movie and have it sent to you.

I figured that by inside your living room they were referring to streaming rather than to disc rental. I agree that disc rental services (regardless of provider, in my experience) have very good selections.

̶A̶l̶s̶o̶,̶ ̶h̶e̶r̶e̶ ̶i̶n̶ ̶t̶h̶e̶ ̶U̶K̶,̶ ̶N̶e̶t̶f̶l̶i̶x̶ ̶n̶e̶v̶e̶r̶ ̶o̶f̶f̶e̶r̶e̶d̶ ̶a̶ ̶d̶i̶s̶c̶ ̶r̶e̶n̶t̶a̶l̶ ̶s̶e̶r̶v̶i̶c̶e̶.̶ edit: I'm mistaken, they used to. There's just one provider left here that does (called Cinema Paradiso).

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

#194

Facebook is currently ahead, but I wonder how much of that is perception. There is a lot of media about how Facebook is evil, but that is mostly from a pretty small circle of media and political people, that Facebook is naturally in opposition to. Facebook also owns instagram and whatsapp as well. But everyone over 30 I know uses Facebook, heavily. Instagram is also used very heavily. Amazon has threats from other E-…

Unless there will be another communication platform that could capture a good chunk of Facebook's users, Facebook is here to stay. A lot of Facebook features are just very difficult to implement in other platforms nowadays. One example is group messaging. WhatsApp has users from a wide range of age groups and no other platforms could easily compete with that. Communicating with our family, regardless of their age group, is a very crucial part of our culture and Facebook fills that gap. Another example is online selling. Buy-and-sell groups are thriving in Facebook because it's so easy to publish your products and immediately communicate with your potential customers. For example, in the Southeast Asian region, Facebook took a large chunk of users from Carousell, the most popular online selling platform there for years before Facebook released Marketplace. Even for me personally, I've tried to stop using Facebook for several months but in my home country, Facebook is just too integrated in its culture.

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

#195
post #144

Earlier quoted context omitted.

But at least for Netflix, they didn't make the old content. If you watch content made by the streaming site, it likely costs them less.

Well, streaming services are being balkanized at such a rate that soon most of the content on each service is by the company the runs the service. That is, if it isn't already.

>should be easier to find old classic movies

Was referring to above; Netflix didn't create any of those. But yes, over time they'll have old entries in the Netflix catalog.

Their first original (House of Cards) was only 9 years ago

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

#196
post #105

Ok. So FB ends up getting the top spot, which needs to be discounted by the utter hate for the company on HN. (They're called Meta btw) :) But, surprisingly Netflix seems to ending up on second place. I think that's shortsighted and not taking into account how deeply they're integrated into the film production industry by now. It's one thing to build a streaming platform and acquire some customers. It's a whole diffe…

Google? I think you mean Alphabet ;) I think the problem with Netflix is there's a ceiling. Disney (which owns, like, all the IP out there... not to mention theme parks, sports and countless other things) is worth $288bn and Netflix is somehow worth $291bn!? Sure, Netflix has some decent movies out there... but do you really think their catalogue even begins to touch Disney? Either Disney is undervalued (probably tru…

My armchair/couch analysis says that I see way more new, worthwhile content appear on a regular basis on Netflix than on Disney+. Disney does have arguably better content, and the theme parks are certainly a whole different market from Netflix's limited content and content delivery market, though. Disney+ seems to get much less frequent "new" content.

EDIT: Although, I forgot they own Hulu. We use Hulu about as much as Netflix :) They get content at a good pace.

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

#198

Why do people hate Netflix? I'm out of the loop on that...

Their content is seemingly getting worse. And with everyone entering the market likely not going to get better. So inhouse content is one thing, but many people want most of movies and so on from one place.

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

#199

Earlier quoted context omitted.

I remember when a Netflix subscription was like having Blockbuster inside your living room. Now its mostly just Netflix originals which aren't necessarily bad but maybe not worth it's own subscription every month.

Clint Eastwood did like 90000 movies, why are there only like 3 on Netflix? That but for every actor. Its like on-demand now rather than a catalog you rent.

You should look into how movie licensing works on Netflix, or any network like cruise ships, or airplanes, for example. Each movie is owned by some company that will license it out for a fee, based on length of time and estimated audience size.

https://streamhash.com/how-does-netflix-license-tv-shows-and...

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

#200

Earlier quoted context omitted.

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.

In our household if it is not on Netflix, Amazon Prime (since I have that for work purposes anyway), or YouTube, it doesn't exist. We are not going to subscribe to Disney, CBS, or anything else. The kids can watch old Disney movies on DVD.
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