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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?

#211

Post by throwawayboise »

cercatrova wrote: post #188
jamroom wrote: post #136

Earlier quoted context omitted.

It's not an exaggeration - back when Netflix sent out DVD's by mail it WAS like having a Blockbuster in your living room (since Blockbuster didn't do streaming)

Netflix still offers their DVD service.

Does anyone use it? I am thinking that people are so accustomed to immediate online gratification that waiting a day or three for a DVD in the mail is just not something a lot of people will do anymore. That means you are going to have to think ahead about what you want to watch, and plan a time to do it, rather than just flopping down on the couch and surfing to find whatever catches your eye.

And many people don't even have DVD players anymore. I don't.

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

#213

Post by inglor_cz »

Facebook's business model seems to me the most fragile one. They rely a lot on automated moderation and are seriously understaffed in the "human moderator" segment.

It is likely that various countries will push Facebook around and force it to somehow respect local laws regarding freedom of speech or criminalization of hate speech. This needs a lot of human moderators whose aggregated compensation might sink the company, unless it starts charging the users.

But charging the users turns them into customers and makes them way more assertive against their business partners in disputes. Yet another source of extra costs.

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

#214

Post by disgruntledphd2 »

drstewart wrote: post #165
gkoberger wrote: post #131

Earlier quoted context omitted.

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…

If you're not into kids movies or superheroes, Disney's IP isn't really all that compelling.

Kids are into kids movies, and there are lots of them :)

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

#215

Post by runlevel1 »

jhbadger wrote: post #70
ecshafer wrote: post #25

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 think they've lost GenZ, though. Boomers and GenX use Facebook, Millennials use Instagram, but GenZ uses TickTock, and unlike with Instagram, it doesn't look like they can just buy it out to reach the next generation.

Younger generations appear to be less married to the platform, though.

Tiktok seems to have largely displaced Snapchat in under two years.

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

#216

Post by hobs »

cam0 wrote: post #179
monkeybutton wrote: post #137

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.

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.

And they've been actively harming that idea by then canceling pretty much everything by the third season.

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

#217

Post by TheDudeMan »

artemonster wrote: post #15

I 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.

The thing that bothers me is that the subscription services cannot give full attention to the quality of their apps on all devices. Un-pausing HBO Max on my Roku Plus only works 50% of the time.

And don't get me started on Netflix auto-preview (which cannot be disabled on my device).

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

#219

Post by CountDrewku »

jamroom wrote: post #136
MaxBarraclough wrote: post #122

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.

It's not an exaggeration - back when Netflix sent out DVD's by mail it WAS like having a Blockbuster in your living room (since Blockbuster didn't do streaming)

They still mail dvd's. I have a coworker who still uses their mail plan. I kinda considered it silly at first by now I'm thinking this is the way to go. It's relatively cheap compared to renting movies via amazon etc. He gets them fast. Blu-ray quality is better than streaming in some cases.

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

#220

Post by wan23 »

iso1210 wrote: post #73
artemonster wrote: post #15

I 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.

All of that is way cheaper (currently) than cable. The biggest problem is finding what you want. Need a TV Guide for streaming, so I can search for say "The Martian", and it would tell me "This is on netflix in your country", or "this isn't available on subscription, but you can rent it on amazon for x.xx or buy it on apple tv for y.yy"

Google does this - just search for the movie name and put the word streaming after it. https://www.google.com/search?q=the+martian+streaming
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