Netflix Gains 2.4M New Subscribers, Reversing Trend
1–10 of 26 posts
Re: Netflix Gains 2.4M New Subscribers, Reversing Trend
#2Maybe I'm not the only one who resubscribes just for Great British Bake Off...
Re: Netflix Gains 2.4M New Subscribers, Reversing Trend
#3Re: Netflix Gains 2.4M New Subscribers, Reversing Trend
#4I am a big Netflix fan (subbed since 2003) but I am concerned about their future since 2017 or so. The reality is that streaming is becoming a commodity technology. What was cutting edge in 2007 and new in 2010 just isn't very differentiating any longer. I don't know what their alpha is.
Everyone seems to complain about Netflix content (though I think it has the best selection, but whatever) and I worry they are fighting a front they are unlikely to win. They are a tech company--not a film brand.
Re: Netflix Gains 2.4M New Subscribers, Reversing Trend
#5I am a big Netflix fan (subbed since 2003) but I am concerned about their future since 2017 or so. The reality is that streaming is becoming a commodity technology. What was cutting edge in 2007 and new in 2010 just isn't very differentiating any longer. I don't know what their alpha is. Everyone seems to complain about Netflix content (though I think it has the best selection, but whatever) and I worry they are figh…
Nobody's going to "win" streaming, but like so many consumer industries, it's probably going to result in 3 major services and then a long tail.
Netflix is almost certainly going to stay as one of those 3 major ones, with Disney as a 2nd. But unlike Coke/Pepsi or AT&T/Verizon/T-Mobile, you buy all 3 (or cycle through them) rather than sticking with just one.
And they're not a tech company anymore, because as you say the tech is now turning commodity. They're a content company that pioneered the data-driven approach. Their alpha is in hits like Stranger Things and Bridgerton.
Re: Netflix Gains 2.4M New Subscribers, Reversing Trend
#6I wonder if there is a seasonality correlation with higher subscriptions in the winter and a drop-off in the early summer.
Re: Netflix Gains 2.4M New Subscribers, Reversing Trend
#7I am a big Netflix fan (subbed since 2003) but I am concerned about their future since 2017 or so. The reality is that streaming is becoming a commodity technology. What was cutting edge in 2007 and new in 2010 just isn't very differentiating any longer. I don't know what their alpha is. Everyone seems to complain about Netflix content (though I think it has the best selection, but whatever) and I worry they are figh…
In my opinion you are incorrect that streaming tech is a commodity.
Nobody comes close to Netflix in video delivery and client robustness.
I’d say Netflix is many years ahead of its competitors in terms of technology.
Re: Netflix Gains 2.4M New Subscribers, Reversing Trend
#8I am a big Netflix fan (subbed since 2003) but I am concerned about their future since 2017 or so. The reality is that streaming is becoming a commodity technology. What was cutting edge in 2007 and new in 2010 just isn't very differentiating any longer. I don't know what their alpha is. Everyone seems to complain about Netflix content (though I think it has the best selection, but whatever) and I worry they are figh…
Nobody's going to "win" streaming, but like so many consumer industries, it's probably going to result in 3 major services and then a long tail. Netflix is almost certainly going to stay as one of those 3 major ones, with Disney as a 2nd. But unlike Coke/Pepsi or AT&T/Verizon/T-Mobile, you buy all 3 (or cycle through them) rather than sticking with just one. And they're not a tech company anymore, because as you say…
Netflix will 100% lose long term.
The ones that will win are the ones that are supported by other businesses.
Amazon PrimeVideo can lose 100M viewers in a quarter, it doesn't matter, the money is still here, and it won't even make the stock price move by a tenth of a percent.
Netflix loses 10M subscribers in a quarter and its stock will be worth 0.
Netflix has literally no way to compete against the other giants. It's a one trick poney with a single revenue stream competing against companies that have virtually infinite money compared to it.
The ones that will remain are Amazon, Google and Apple. See you in 10 years.
Re: Netflix Gains 2.4M New Subscribers, Reversing Trend
#9Earlier quoted context omitted.
Nobody's going to "win" streaming, but like so many consumer industries, it's probably going to result in 3 major services and then a long tail. Netflix is almost certainly going to stay as one of those 3 major ones, with Disney as a 2nd. But unlike Coke/Pepsi or AT&T/Verizon/T-Mobile, you buy all 3 (or cycle through them) rather than sticking with just one. And they're not a tech company anymore, because as you say…
Netflix will 100% lose long term. The ones that will win are the ones that are supported by other businesses. Amazon PrimeVideo can lose 100M viewers in a quarter, it doesn't matter, the money is still here, and it won't even make the stock price move by a tenth of a percent. Netflix loses 10M subscribers in a quarter and its stock will be worth 0. Netflix has literally no way to compete against the other giants. It'…
I wouldn’t be so confident. Big tech is diffused. If a company like Netflix can remain focused and steer clear of tribal commotions they can stay in the fight for a long time.
Re: Netflix Gains 2.4M New Subscribers, Reversing Trend
#10Earlier quoted context omitted.
Nobody's going to "win" streaming, but like so many consumer industries, it's probably going to result in 3 major services and then a long tail. Netflix is almost certainly going to stay as one of those 3 major ones, with Disney as a 2nd. But unlike Coke/Pepsi or AT&T/Verizon/T-Mobile, you buy all 3 (or cycle through them) rather than sticking with just one. And they're not a tech company anymore, because as you say…
Netflix will 100% lose long term. The ones that will win are the ones that are supported by other businesses. Amazon PrimeVideo can lose 100M viewers in a quarter, it doesn't matter, the money is still here, and it won't even make the stock price move by a tenth of a percent. Netflix loses 10M subscribers in a quarter and its stock will be worth 0. Netflix has literally no way to compete against the other giants. It'…
No, it's pretty clear that Amazon (as it exists today) and Apple will remain niche services precisely because they're intended to complete a portfolio, not actually be profitable. Their goals are to keep you in Amazon and Apple's ecosystems, which means only a handful of hit shows needed. YouTube is in a different category altogether, they're not doing serious studio scripted content at scale.
My money is that the big three are going to be Netflix, Disney/Hulu, and then some strange consolidation of most of Paramount+, Peacock, Discovery+, etc. that maybe partners with Amazon for distribution but maybe not. Stuff like HBO and Apple TV+ is the premium part of the long tail that people dip into as their favorite shows come back on.