The Collapse at Netflix Signals the End of Audience Capture
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The Collapse at Netflix Signals the End of Audience Capture
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Re: The Collapse at Netflix Signals the End of Audience Capture
#2netflix is terrible there are so few watchable shows..they should take notes from apple tv which is fantastic
Re: The Collapse at Netflix Signals the End of Audience Capture
#3The stock market is not a reflection of reality and revenue and users are up. Software stocks are generally down because all the money is going to the current bubble (hardware) before we come back down to earth.
Re: The Collapse at Netflix Signals the End of Audience Capture
#4> The situation is so dire that even Netflix’s biggest new series of the second quarter failed to get renewed.
And all the other numbers tie back to this. No one wants to invest in a story that ends on a cliffhanger to not be renewed or even worse to get season 2 that is >50% filler because the writers save up for 5 seasons and then season 2 ends on a cliffhanger to never be renewed.
It's all got too much sprawl and poorer production value now. Good riddance
Re: The Collapse at Netflix Signals the End of Audience Capture
#5The stock market is not a reflection of reality and revenue and users are up. Software stocks are generally down because all the money is going to the current bubble (hardware) before we come back down to earth.
The article actually cites the opposite - reported users going down at many media sites, including Facebook for the first quarter ever, and Netflix now refusing to report user counts until 2027 when they used to proudly report user count increases. With that change of behavior, Netflix users are definitely NOT going up, and are likely declining
Re: The Collapse at Netflix Signals the End of Audience Capture
#6And the author posted a follow-on article yesterday:
https://www.honest-broker.com/p/predictions-on-the-future-of...
Re: The Collapse at Netflix Signals the End of Audience Capture
#7The stock market is not a reflection of reality and revenue and users are up. Software stocks are generally down because all the money is going to the current bubble (hardware) before we come back down to earth.
The article actually cites the opposite - reported users going down at many media sites, including Facebook for the first quarter ever, and Netflix now refusing to report user counts until 2027 when they used to proudly report user count increases. With that change of behavior, Netflix users are definitely NOT going up, and are likely declining
> Netflix said it had more than 325 million subscribers worldwide as of the end of 2025 — up from 301.2 million a year prior
https://variety.com/2026/tv/news/netflix-q4-2025-financial-e...
Re: The Collapse at Netflix Signals the End of Audience Capture
#8This is a death-spiral. If a company instead adopts a sustainable, customer-centered business strategy they will be punished in the stock market for "stagnant growth," the CEO gets replaced and or a hostile takeover occurs, and there we go again.
Re: The Collapse at Netflix Signals the End of Audience Capture
#9> The situation is so dire that even Netflix’s biggest new series of the second quarter failed to get renewed. And all the other numbers tie back to this. No one wants to invest in a story that ends on a cliffhanger to not be renewed or even worse to get season 2 that is >50% filler because the writers save up for 5 seasons and then season 2 ends on a cliffhanger to never be renewed. It's all got too much sprawl and…
This was one of the big reasons I quit using Netflix or following new releases. Why bother investing my time into something that's only going to get killed off not because it didn't make money, but because it wasn't profitable enough?
Netflix put me off of TV as a whole category, which is a pretty great thing, really.
Re: The Collapse at Netflix Signals the End of Audience Capture
#10Earlier quoted context omitted.
The article actually cites the opposite - reported users going down at many media sites, including Facebook for the first quarter ever, and Netflix now refusing to report user counts until 2027 when they used to proudly report user count increases. With that change of behavior, Netflix users are definitely NOT going up, and are likely declining
> Netflix said it had more than 325 million subscribers worldwide as of the end of 2025 — up from 301.2 million a year prior https://variety.com/2026/tv/news/netflix-q4-2025-financial-e...
Yup, up 7.9% on that year.
And until this week, they would release numbers every six months. Now they are NOT releasing numbers.
If the numbers were up, they would post them.
This sudden change of Netflix' reporting shows they decided it is less bad to raise the flag of halting reporting than to expose the size of the subscriber loss. That is not good. Maybe they are just fearful of showing any loss at all, or maybe it is a really large loss. Eventually, we'll know something.