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Netflix’s Prices Are Rising Faster Than Cable

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Re: Netflix’s Prices Are Rising Faster Than Cable

#12
post #6
post #3

Earlier quoted context omitted.

Their mobile app was offering games the other day. I think they have some ideas how to diversify. Also, they are global. Are HBO, Disney+, Paramount, Peacock the same? (I leave Hulu off as it seems to limp along? Not sure).

I'm not sure what you mean by Global, exactly, but Disney+ covers all of North and South America, Europe, Australia, all of S.E. Asia, India, New Zealand, and parts of Africa (including soon South Africa).

Disney+ is only available in Singapore and India, not sure why you're saying it's everywhere in South East Asia

https://www.bestvpnfordisneyplus.com/blogs/when-is-disney-pl...

https://help.disneyplus.com/csp?id=csp_article_content&sys_k...

Re: Netflix’s Prices Are Rising Faster Than Cable

#13

Netflix is part of the FAANG acronym because they have all these highly paid engineers. Presumably those people have been doing something for the past 5 years in anticipation of being disrupted by Disney/HBO/etc. besides maintaining their CDN and tweaking recommendation engines, but it's not clear what - the product is more or less the same as it always was.

Netflix needs to realize, if it hasn't already, that it's not a technology company, but a production company.

Re: Netflix’s Prices Are Rising Faster Than Cable

#14

Netflix is part of the FAANG acronym because they have all these highly paid engineers. Presumably those people have been doing something for the past 5 years in anticipation of being disrupted by Disney/HBO/etc. besides maintaining their CDN and tweaking recommendation engines, but it's not clear what - the product is more or less the same as it always was.

> besides maintaining their CDN and tweaking recommendation engines

But engineers are not product managers tho. I think this is exactly what they were doing.

Re: Netflix’s Prices Are Rising Faster Than Cable

#15
post #3

I said this again recently, but it's worth repeating: Netflix is on the very fast downward slope. Their catalog is wilting, the space is heating up with well-established competitors moving in and serving the precise content that Netflix originally built their brand on, and their efforts to fund a new catalog with new IP (and taking ownership of old IP) is destroying the business model that made them so appealing in t…

Their mobile app was offering games the other day. I think they have some ideas how to diversify. Also, they are global. Are HBO, Disney+, Paramount, Peacock the same? (I leave Hulu off as it seems to limp along? Not sure).

A few things:

First, Netflix' games have the same issue as Apple Arcade: the majority are ad-riddled trash. And Apple Arcade has App Store tie-in.

Second, the global numbers are likely to keep Netflix afloat (the same way they seem to for Facebook), but stateside numbers are abysmal compared to emerging services [0]: Netflix boasts 74.02 million subscribers in U.S. and Canada, and HBO Max has 45.2 million domestic (give or take 5 million). Within a year of launch, HBO Max has captured 2/3 the subscription size of Netflix! (Globally, it is barely doing double the numbers of Disney+.) The other competition has proven itself viable in a fraction of the time, and are using their built-in infrastructure to continue to compete. Netflix no longer has any differentiating factor, except that their US adult-targeted content is usually lower quality.

0. https://www.cnbc.com/2021/11/10/disney-netflix-and-other-str...

Re: Netflix’s Prices Are Rising Faster Than Cable

#17

I said this again recently, but it's worth repeating: Netflix is on the very fast downward slope. Their catalog is wilting, the space is heating up with well-established competitors moving in and serving the precise content that Netflix originally built their brand on, and their efforts to fund a new catalog with new IP (and taking ownership of old IP) is destroying the business model that made them so appealing in t…

My personal taste agrees with this based on viewing their catalogue, but i'd like to see evidence that consumers agree, maybe the upcoming earnings report will show cracks in the foundation. Netflix has seemed pretty barren for a while and in trouble imo but then something like Squid Game becomes a global phenomenon and you realize that they have 213 million subscribers globally and likely a pretty good understanding at this point of what drives retention/churn.

Re: Netflix’s Prices Are Rising Faster Than Cable

#18
post #8

I said this again recently, but it's worth repeating: Netflix is on the very fast downward slope. Their catalog is wilting, the space is heating up with well-established competitors moving in and serving the precise content that Netflix originally built their brand on, and their efforts to fund a new catalog with new IP (and taking ownership of old IP) is destroying the business model that made them so appealing in t…

Most of the competitors can lean on a decades long backlog of hits that attract people. Netflix needs to build everything from scratch, and the cost of creating TV series is ridiculously high nowadays

I wonder what the percentage of old shows is in total watched minutes. I almost never watch shows or movies older than ~2 years or so. I'm sure that's different for kid's movies, but I think I'm not too much of an exception.

Re: Netflix’s Prices Are Rising Faster Than Cable

#19
post #6
post #3

Earlier quoted context omitted.

Their mobile app was offering games the other day. I think they have some ideas how to diversify. Also, they are global. Are HBO, Disney+, Paramount, Peacock the same? (I leave Hulu off as it seems to limp along? Not sure).

I'm not sure what you mean by Global, exactly, but Disney+ covers all of North and South America, Europe, Australia, all of S.E. Asia, India, New Zealand, and parts of Africa (including soon South Africa).

Do they offer the same shows and movies in Europe as they do in the US though?

Re: Netflix’s Prices Are Rising Faster Than Cable

#20

I said this again recently, but it's worth repeating: Netflix is on the very fast downward slope. Their catalog is wilting, the space is heating up with well-established competitors moving in and serving the precise content that Netflix originally built their brand on, and their efforts to fund a new catalog with new IP (and taking ownership of old IP) is destroying the business model that made them so appealing in t…

When the ATT spin off of Warner & HBO goes through and merges with Discovery it’s probably going to create long term power house.
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