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The bottom is dropping out of Netflix

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Re: The bottom is dropping out of Netflix

#61

Post by fullstop »

JKCalhoun wrote: post #55
sudden_dystopia wrote: post #22

Interesting analysis. I find it interesting that so many people spend so much time watching tv in the first place. Growing up, I was one of those people but about a decade ago I lost interest in pretty much anything on television. There are certain shows that I will watch on occasion that get me hooked, but I usually struggle to find anything that is actually worth my time and end up just turning the tv off after sur…

I haven't "watched television" in over 20 years. At the same time, the internet (YouTube to a large degree) has crept in to steal away my time. I am thankful though that YouTube sucked so bad for so long because I spent a lot of time with my kids when they were young, reading to them, biking with them, taking them on road trips. Cutting the cord was the idea when my first daughter was born - to have the kids grow up…

I'm in the same boat, I cut the cord in 2008 and truly feel that my kids had a better experience as youths. Having cable tv in a hotel was a huge deal for them, although they didn't really understand commercials.

Re: The bottom is dropping out of Netflix

#62

Post by danielbln »

fullstop wrote: post #26

I get Netflix through my cell phone carrier, otherwise I would drop it. I don't watch a lot of content, and I find myself watching HBO Max more often when I do. With that being said, I might still buy some $NFLX. I thought that they were dead once before with the whole Qwikster thing, but investing in the company then would have been a very smart move.

Not saying you're right or wrong, but the landscape during the Qwikster fiasco was so dramatically different, it may as well have been a different market.

Re: The bottom is dropping out of Netflix

#63

Post by danielbln »

smt88 wrote: post #38
fullstop wrote: post #26

I get Netflix through my cell phone carrier, otherwise I would drop it. I don't watch a lot of content, and I find myself watching HBO Max more often when I do. With that being said, I might still buy some $NFLX. I thought that they were dead once before with the whole Qwikster thing, but investing in the company then would have been a very smart move.

HBO Max is phenomenal. They seem to be going a different route (pushing quality) than Netflix (algorithms generating low-budget reality shows).

Apple+ is also slowly entering that bracket (with stuff like Severance) and I'm here for it.

Re: The bottom is dropping out of Netflix

#64

Post by loudmax »

f0e4c2f7 wrote: post #40
sudden_dystopia wrote: post #22

Interesting analysis. I find it interesting that so many people spend so much time watching tv in the first place. Growing up, I was one of those people but about a decade ago I lost interest in pretty much anything on television. There are certain shows that I will watch on occasion that get me hooked, but I usually struggle to find anything that is actually worth my time and end up just turning the tv off after sur…

I don't watch stuff unless it has ended and is reccomended by someone who watches shows I generally enjoy. Here's my pitch for the golden age of TV, though most of these are from a few years back. Most on HBO. The Wire The Sopranos Generation Kill The Deuce Treme Show me a Hero Luck The Expanse Sillicon Valley (not actually that funny but like a documentary of our field) Mad Men

Obviously any such list is subjective, but I have are a few strong contenders for inclusion.

Breaking Bad

Narcos

Battlestar Galactica

And some weaker contenders: Game of Thrones, Stranger Things, Crash and Burn

Re: The bottom is dropping out of Netflix

#65

Post by 8fingerlouie »

sudden_dystopia wrote: post #22

Interesting analysis. I find it interesting that so many people spend so much time watching tv in the first place. Growing up, I was one of those people but about a decade ago I lost interest in pretty much anything on television. There are certain shows that I will watch on occasion that get me hooked, but I usually struggle to find anything that is actually worth my time and end up just turning the tv off after sur…

I've never been into "flow tv", and about 2 decades ago i simply stopped watching anything but the news, and that only for 30-60 minutes per day, and shortly after that i simply read the news on the internet and completely stopped watching "normal" tv.

Since then, i've only had streaming services, and my consumption is somewhere around 3-5 45 minute episodes per week. I have watched maybe 4 normal length movies since i had kids 13 years ago, and zero "extended length" (3 hours'ish) movies.

Recently though, i find myself to be even more picky. These days i still watch 3-5 episodes per week, but my viewing is usually done late friday and saturday evening, and the rest of the week i generally prefer a good book instead.

In April alone, i've watched 5 x 45 minute episodes in total, and read 3 books of 800 pages or more, so perhaps i'm coming full circle :)

Re: The bottom is dropping out of Netflix

#66

Post by JKCalhoun »

grayfaced wrote: post #50
0xTJ wrote: post #21

The entire TV/movie streaming industry is pushing the world back to a cable-like one, and that's already pushing people back to pirating. There are a lot of people who were content to pay for a couple services, but even without any sports, you can easily be paying for 3 streaming services for ~$60, just to get content that used to be on Netflix (plus whatever's been released since). Once you add one or two sports, yo…

All these services are going for the strategy of a couple big releases and hope people forget to cancel. But now with a dozen different services consumers are being forced to learn to swap in and out. Once they swap into a good pirate solution, it'll be very hard to get them to swap out.

We're being nickeled and dimed to death.

Where I live now there is an insane number of carwashes — and more being built. Apparently they're a "subscription service" like 24-hour gyms, etc...

Re: The bottom is dropping out of Netflix

#67

Post by 0des »

lotsofpulp wrote: post #45
0xTJ wrote: post #21

The entire TV/movie streaming industry is pushing the world back to a cable-like one, and that's already pushing people back to pirating. There are a lot of people who were content to pay for a couple services, but even without any sports, you can easily be paying for 3 streaming services for ~$60, just to get content that used to be on Netflix (plus whatever's been released since). Once you add one or two sports, yo…

> you can easily be paying for 3 streaming services for ~$60 You can easily buy and cancel what you want when you want, so that is the not cable-like development. I do not see why people should fee they are owed all the content in the world for $x. The important part is the creator/curator/seller of the content and the purchaser of the content are not held hostage by a monopoly/monopsony distributor.

No post body was provided.

Re: The bottom is dropping out of Netflix

#68

Post by f0e4c2f7 »

loudmax wrote: post #64
f0e4c2f7 wrote: post #40

Earlier quoted context omitted.

I don't watch stuff unless it has ended and is reccomended by someone who watches shows I generally enjoy. Here's my pitch for the golden age of TV, though most of these are from a few years back. Most on HBO. The Wire The Sopranos Generation Kill The Deuce Treme Show me a Hero Luck The Expanse Sillicon Valley (not actually that funny but like a documentary of our field) Mad Men

Obviously any such list is subjective, but I have are a few strong contenders for inclusion. Breaking Bad Narcos Battlestar Galactica And some weaker contenders: Game of Thrones, Stranger Things, Crash and Burn

I've never heard of crash and burn I'll check it out!

Waiting on stranger things to end

I enjoyed Breaking Bad, Narcos, Battlestar, and some of the game of thrones seasons.

If you liked Narcos you might also like ZeroZeroZero. It's a miniseries on Amazon with really high production value.

Re: The bottom is dropping out of Netflix

#69

Post by fullstop »

francisofascii wrote: post #54
xmodem wrote: post #31

I'm paying for a Netflix account that's shared between 4 of my friends. If they crack down on account sharing, I certainly won't continue subscribing and I doubt my friends would either.

What if Netflix had a "family" plan for say $15 - $20 a month?

I hate to tell you this, but anything besides their basic plan is already in that range and includes 2 to 4 "screens" (concurrent streams), depending on the plan.

It really feels like this is already a "family plan", given the number of concurrent streams permitted. I don't think that there's much fruit to be gathered by shaking this tree.

Re: The bottom is dropping out of Netflix

#70

Post by loudmax »

onion2k wrote: post #59
glenjamin wrote: post #25

Earlier quoted context omitted.

The graph in your link appears to show an operating profit of over $6 billion. What has gone wrong with our world that making a 6 billion dollar a year profit is considered a problem?

What has gone wrong with our world that making a 6 billion dollar a year profit is considered a problem? Because it is a problem. Firstly, it's a problem because stock prices are a measure of predicted future value. The profit today is mostly irrelevant. In order to make a profit on shares the business has to be in a position to do better in the future. If it doesn't then people won't believe it'll do better even far…

What's supposed to happen is that profitable companies start paying dividends to their shareholders. If you're getting dividends, then you don't mind if the value of your shares is staying flat or even dropping a little. The original purpose of owning shares in a company wasn't only that the value of the shares themselves would increase, but that they'd pay dividends so shareholders can make a profit over the life of a company.

As far as I know, Netflix shares, much like shares in many other tech companies, do not pay any dividend. Perhaps it's time they begin.

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