151–160 of 314 posts
I'm gonna attempt to break this down: - Netflix has 5-6 Billion USD free cash flow, and because they got what debt they do have under favorable terms, they are positioned to retain most of that free cash flow - Disney, Comcast (Peacock), CBS/Viacom and other media corporations are saddled with debt, and are all losing money on their own independent streaming businesses. Likely untenable in their shareholder model - T…
> Three months later Netflix cut prices and referred to Amazon’s assumed imminent entry to the space; Netflix’s stock slid again. I never understood why Netflix would continue to become one of the largest AWS customers after Amazon entered the space. Will someone please enlighten me?
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Octonauts would like to have a word
sound the Octo-Alert!
See here at 0:40ish: https://youtu.be/mR_Ui_3Iz2o
I'm gonna attempt to break this down: - Netflix has 5-6 Billion USD free cash flow, and because they got what debt they do have under favorable terms, they are positioned to retain most of that free cash flow - Disney, Comcast (Peacock), CBS/Viacom and other media corporations are saddled with debt, and are all losing money on their own independent streaming businesses. Likely untenable in their shareholder model - T…
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Disney is currently suffering under a load of debt from their Fox acquisition. I'm not sure going on a spending spree is in their favor. With Netflix's low debt load and free cash flow, they should actually be in a better position for buying up competitors.
No one is going on a spending spree right now. But, if someone asked me after consolidation who would be the last ones standing, it would be Netflix and Disney.
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> It’s Disney’s content That is partly the problem. You spend hundreds of millions to make blockbuster movies and then release it on Disney+ in a few months for free (or sometimes directly). That costs money. Add to that over reliance on only Disney content creates two problems: 1. You can’t have enough new content every month, subscribers therefore don’t keep the subscription year round. 2. You have to pay money to…
"1. You can’t have enough new content every month, subscribers therefore don’t keep the subscription year round." For our household, this is true of all streaming services. We rotate them, or subscribe for short stretches. For example, I got Paramount+ for a couple of months, watched all of the Star Trek content, and then cancelled. Amazon Prime is the exception (because free(-ish) shipping.) I wonder to what extent…
I suspect that not many people do this.
It it becomes a problem, they can always bring back the old weekly episode model.
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> It’s Disney’s content That is partly the problem. You spend hundreds of millions to make blockbuster movies and then release it on Disney+ in a few months for free (or sometimes directly). That costs money. Add to that over reliance on only Disney content creates two problems: 1. You can’t have enough new content every month, subscribers therefore don’t keep the subscription year round. 2. You have to pay money to…
On top of the... 'opportunity cost' of not licensing out content that otherwise would have went to Netflix, ABC, whoever. If previously Disney made Daredevil and 'sold' it to Netflix for $1m (hypothetically), but now you're holding that back to stream yourself, you've got to account for that missing $1m somehow.
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TBH this more or less describes the problem at least for me. I'm like 3 Star Wars series behind. Catching up at this point feels more like a chore than entertainment. Forget Marvel.
here's some advice, skip everything else, just watch Andor, it's fantastic, best Star Wars since Empire. Other stuff has been hit or miss.
Earlier quoted context omitted.
> It’s Disney’s content That is partly the problem. You spend hundreds of millions to make blockbuster movies and then release it on Disney+ in a few months for free (or sometimes directly). That costs money. Add to that over reliance on only Disney content creates two problems: 1. You can’t have enough new content every month, subscribers therefore don’t keep the subscription year round. 2. You have to pay money to…
"1. You can’t have enough new content every month, subscribers therefore don’t keep the subscription year round." For our household, this is true of all streaming services. We rotate them, or subscribe for short stretches. For example, I got Paramount+ for a couple of months, watched all of the Star Trek content, and then cancelled. Amazon Prime is the exception (because free(-ish) shipping.) I wonder to what extent…
The services also know that the only thing they can do about this is release enough new content to keep users engaged, or bundle the subscription with other ones.
Earlier quoted context omitted.
On top of the... 'opportunity cost' of not licensing out content that otherwise would have went to Netflix, ABC, whoever. If previously Disney made Daredevil and 'sold' it to Netflix for $1m (hypothetically), but now you're holding that back to stream yourself, you've got to account for that missing $1m somehow.
No you don't. You don't normally include opportunity cost on your balance sheet.