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

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401–410 of 660 posts

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

#401
post #316

Earlier quoted context omitted.

Agreed. What made netflix successful initially was their access to IP. That's going away fast as every IP producer is pushing for their own paid streaming service (which sucks, btw). With big heavyweights like Disney that own a huge percentage of content having their own services, netflix is really going to struggle being anything more than niche media providers (anime) and their own inhouse media. If they are lucky,…

>That netflix has technical chops isn't going to be a saving grace. Rather, it will mean engineers from netflix will likely be able to secure jobs at other streaming providers. Presumably it also means that there's no reason for Netflix to be paying absolute top of the heap salaries for engineering talent. And I assume companies like Disney mostly don't and won't.

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

#404

Earlier quoted context omitted.

+2, FAANG was coined by Jim Cramer to be a grouping of fast growing tech stocks almost 10 years ago, not a grouping of the largest and most important tech companies. Apple and Microsoft are both about 10x the market cap of Netflix.

Have we all really been parroting Jim Cramer all these years? That's really quite sad.

Why sad? He’s a smart guy and his show is great for lots of retail investors.

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

#405
post #388

Earlier quoted context omitted.

You are judging them based on perceived quality. There is the potential mistake. Have you considered that maybe quality isn't the most important factor at all times? Or maybe that what you perceive as quality is not what most people are looking for?

Fair enough. They care about subscriber numbers. Although there's probably some correlation with quality so long as you equate the term with quality that appeals to a fairly mainstream audience (i.e. not Euro arthouse fare). But I don't actually see Netflix programming as aiming to make, e.g. reality TV drek. Most of their programming does seem to be aiming for midbrow quality although it often doesn't hit it.

Most shows and movies developed by Netflix are profoundly uninspired: they take no risks and produce content that is mostly acceptable but quickly forgotten.

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

#406
post #233

I'm shocked that FB has so many votes here. FB may be getting slaughtered by the media, hated by both the left and the right, but the truth is no one is actually leaving FB. It's still the #1 place to find restaurants, buy/sell used items, neighborhood groups, etc etc etc. And if FB Proper were to ever fall behind, IG still has a lot of stamina left. I don't think it will happen any time soon, but I would like to see…

TBF, when I looked at this list, I didn't think any of these companies would decline.

Although, I didn't pick FB, I wouldn't be surprised if a lot of the votes were just people that picked the company they thought might grow the least. Or the company they hate the most - which no one should be surprised is FB by a large margin. It's been the tech punching bag for like almost a decade now.

The largest reason I DON'T see a decline from FB is that everyone has been talking about how much they hate FB for years. And despite that, it's still been growing like a weed.

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

#407
post #329

Earlier quoted context omitted.

I only have Netflix disc rental (blu-ray, one disc out at a time, costs about $10/month). The library is huge and goes back decades. There are usually good user reviews at the Netflix web site for guidance. I suspect there are thousands of theatrically released movies that Netflix only offers on disc, not streaming. In the last ten years, I've rented almost 900 movies (including a few TV shows like Breaking Bad) on d…

> Discs have great resolution, often have bonus features, and almost always have closed captioning, which I appreciate more and more as I age. Don't they get scratched these days? I remember the DVD days of Blockbuster, and also thinking "DVD as a technology is just not ready for rental" every time I got a disc that was scratched and/or had sticky stuff glued to it.

DVD has an issue with scratches, but bluray and later discs have a scratch resistant coating that works extremely well.

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

#408
post #288
post #216

Earlier quoted context omitted.

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

I keep hearing this from people, so I must be in the minority. But I actually like the fact that they do limited run or self contained shows. Not only does it mean that the show doesn't drag on for 10 seasons slowly reducing in quality until it's axed due to waning viewership. But I've found their limited series runs to be more engaging since the writers and director are able to tell a self contained and complete sto…

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

#409
post #356

Earlier quoted context omitted.

Well, when I left in 2010 it was extremely true. Not even remotely in the ballpark. According to Levels.fyi they pay about 50% more now, but still less than any FAANG.

My impression when I was at MS was that they hire you at a competitive market salary, and their HR claims to do surveys and keep your yearly increases in line with market rates, however it seemed pretty easy for increases to not keep pace with market rate increases, in part because the market rate has increased pretty steadily lately. I don't think they're the only ones with this issue. Job hoppers can get bigger rai…

Competitive with somebody. Just not with FAANG.

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

#410
I think google.

FB is the obvious one, but they see the writing on the wall and are making plans. I think google is the one that has been complacent but doesn't realize it, so its the one most likely to fail. Its also the only one without effective competition, which is all the more reason it will be taken by surprise.

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