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Netflix’s Prices Are Rising Faster Than Cable

interneteconomist.com

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Re: Netflix’s Prices Are Rising Faster Than Cable

#131

Post by JohnJamesRambo »

lofties wrote: post #13
stathibus wrote: post #10

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.

They need to be priced as one.

Netflix PE ratio is 47x.

Paramount is 8x.

Universal is 12x.

Re: Netflix’s Prices Are Rising Faster Than Cable

#132

Post by d--b »

Er if you look at their charts, it looks like in absolute value, netflix didn't raise prices faster (the article does a good job "omitting" the average price of cable in 2011). It's because it was cheaper in the first place that the percentage is higher.

The extrapolation in the chart is laughable.

Not defending netflix, but this article is an insult to the reader.

Re: Netflix’s Prices Are Rising Faster Than Cable

#133

Post by eor »

stathibus wrote: post #10

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.

Based on what I've seen in their engineering blogs, they've been spending a lot of time on streamlining the production and distribution process. I guess that makes sense for a production company. But I wonder if they're getting good value for what they're spending on it. It may so much less than what they're spending on producing content that nobody's paying attention.

Re: Netflix’s Prices Are Rising Faster Than Cable

#134

Post by wodenokoto »

wdb wrote: post #7

It's all starting to get expensive. The content on Netflix keeps disappearing without warnings. Half the time you have subtitles in a limited number of languages. Also they now started adding games, why do I need to pay extra for games I never subscribed for or even want? Make it a add-on or something. For example, Netflix DE has subtitles but the Netflix UK won't have the same German subtitles available. Disney+ is…

You need to add language you understand in your profile for most of the subtitles to appear. This can only be done through the desktop website.

Re: Netflix’s Prices Are Rising Faster Than Cable

#135

Post by [deleted] »

discardable_dan wrote: post #33
shellfishgene wrote: post #18

Earlier quoted context omitted.

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.

I'm this way _for Netflix_. HBO Max and Disney both have an awesome back-catalog of things to revisit, and I'm constantly finding myself watching an old 90s or 00s movie I had forgotten about on a whim, because it's there. The catalog is curated enough to focus on including good stuff, and HBO Max also has all of Batman: TAS.

[deleted]

Re: Netflix’s Prices Are Rising Faster Than Cable

#137

Post by mgkimsal »

rchaud wrote: post #116

The golden age of Netflix was when it had a full library of other networks' shows. It was completely unsustainable at $8.99/mo or whatever it was back in 2013-15. The price of the brick went up each time renewal discussions happened, and the rights holders were planning to set up their own networks anyway. What I didn't anticipate was how fast Netflix would dump AAA content and replace it with a deluge of B and C gra…

> The halo effect that "Netflix Original" used to have thanks to shows like House of Cards...

It wasn't even 'original' in that it was a UK series years earlier. I understand they made changes, and, IIRC, milked it for a lot more than the UK series. But that wasn't... "original". Good original series though. There's likely more good UK stuff Netflix could mine.

Re: Netflix’s Prices Are Rising Faster Than Cable

#138

Post by [deleted] »

samwillis wrote: post #35
discardable_dan wrote: post #2

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…

While I don't entirely agree with you I do think the price of Netflix is getting a little higher than the value we personally get out of it. Our personal breakdown this year (in the UK): Adults in the house, we are quite picky but if we love it then we will keep watching: Netflix @£9.99: 2 tv shows, 4-5 films Apple TV+ @£4.99: 3 tv shows, 2 films Disney Plus @£7.99: 1 tv show, Loads of movies Amazon Prime @£7.99: 3 t…

[deleted]

Re: Netflix’s Prices Are Rising Faster Than Cable

#139

Post by JCharante »

jb1991 wrote: post #73
jeromegv wrote: post #12

Earlier quoted context omitted.

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...

>Disney+ is only available in Singapore and India, not sure why you're saying it's everywhere in South East Asia That's incorrect. >Disney Plus Malaysia officially launched on 1st June 2021, making streaming Disney+ movies and series more accessible and worth the purchase in Malaysia. After Indonesia and Singapore, Malaysia has become the third South East Asian country to get Disney+ as Disney Plus Hotstar in collabo…

Well it's not available in Vietnam, which sucks because I need to catch up on the mandalorian.

Re: Netflix’s Prices Are Rising Faster Than Cable

#140

Post by jancsika »

quadrifoliate wrote: post #111

Netflix will be probably be the cable "channel" I think of canceling last, for the simple reason that their usage ergonomics are stupidly simple. When I go to the Netflix app, I have a simple value proposition – pay money for viewing, in any country across the world if it's a Netflix original , and without any add-on crap. The only thing they did wrong was autoplaying previews, and I hope whoever was responsible for…

HBO Max has more and better content than any of the other ones you listed.

* I watched the new Dune on it, a bunch of other new movies are there

* most (all?) the Cartoon network stuff like Rick and Morty is there

* all the HBO content is there, Jon Oliver, GoT, etc.

* it passed the Matrix test. (1. I want to watch the original Matrix. 2. I searched for the Matrix and clicked the result. 3. It streamed the Matrix to me.)

* that crazy Ridley Scott series with those shrieking harpies that fly around asploding the hell out of atheists

* HBO has a track record of producing high-quality content on subscription model. If they win the streaming wars they are the least likely to do annoying ad-support bullshit dark patterns (like those ads shoved in the middle of a fucking scene on some ad-supported services now)

Edit: reworded so I only use the adjective "fucking" once when referring to ad-based streaming services

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