411–420 of 660 posts
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The purpose of this poll eludes me due to including Netflix and excluding Microsoft.
tester756[0] Proposed MAGMA as the successor for FAANG. I'm still waiting for it to happen. MAGMA: Microsoft, Apple, Google, Meta, Amazon. [0]. https://news.ycombinator.com/item?id=29278804
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> I didn't appreciate exactly how good Netflix's engineering is. This is poignant as even the shittiest streaming service can dominate with the right IP. Content is king, engineering quality is not a differentiator. Because of this, Netflix is ripe for disruption, which we've been witnessing creep up slowly over the last decade. Netflix is easily the first of my several subscriptions to hit the chopping block, should…
WTF is this 'IP' that y'all keep bouncing around?
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
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I see very little evidence that Netflix' data science has been a unique differentiator. For what they've developed, they have some hits and quite a few duds. Their licensed catalog is not exceptional--and even less exceptional when it comes to film. They'll likely mostly turn into another studio with a streaming platform.
The purpose of this poll eludes me due to including Netflix and excluding Microsoft.
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If you follow the ratings (granted the ratings for streaming services are likely not as easy to calculate as network tv), Netflix pretty much dominates top 10 most watched shows every week. It's weaker on Movies but still does pretty well there as well. If netflix keeps producing content at the rate it is, it won't be long until it has a fairly large back catalogue itself. At the end of the day it's Netflix's core bu…
Netflix can calculate their equivalent to Nielsen ratings preposterously easy and with far more accuracy and they can get far more data than Nielsen will ever be able to produce for anyone.
The reasons the networks cared about the Nielsens so much was that they directly translated into how much they could charge for a 30 second ad block.
Netflix obviously does care about how many people are watching its shows. If no one is watching licensed content they won't renew licenses on it or similar content. If a new show isn't doing well and doesn't have passionate fans, they'll cancel it. (Possibly faster than a network would have.)
But they only care about how many people are watching something to the degree it increases the number of people subscribing which is a correlation that is harder to measure.
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+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
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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,…
I'm surprised Netflix hasn't been buying IP owners or aggressively expanding into other entertainment channels. Imagine if they straight up acquired Nintendo (or a large part of it), the amount of movies + series they could produce (zelda series like the witcher, donkey kong animated series for kids, metroid prime series for adults, star fox, etc)
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 only has about 200 million subscribers. That is astonishingly small (IMHO). Though, I'm not a subscriber, so it probably shouldn't surprise me, but it still does.
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The purpose of this poll eludes me due to including Netflix and excluding Microsoft.
Exactly, FAANG is a thing of the past, now the MAMAA is the Big Five (And TBH, it had been a surprise to be FANG, not FAMG to begin with)
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.