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Netflix shares sink 10% as subscriber take-up slows

bbc.co.uk

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Re: Netflix shares sink 10% as subscriber take-up slows

#121

Post by mokus »

gtirloni wrote: post #61
urda wrote: post #56

Earlier quoted context omitted.

It's even worse when you bring incorrect material to the table. - Most apps / platforms / and others listed through this thread do not support disabling the UI preview while browsing through. - You're missing the point, the compliant is the auto play in the UI I'm not touching this any further.

Sure, downvote based on emotions.

You are literally factually wrong here. “Autoplay” in Netflix’s settings (and help page you linked) refers to playing the next episode when one ends.

The “autoplay” that people are angry about is when you are hovering over a show in the browser and it starts playing the show’s trailer automatically. This “autoplay” cannot be turned off, except by DOM-manipulation in browsers. In particular, I don’t know of any set-top box app that allows you to turn it off.

Re: Netflix shares sink 10% as subscriber take-up slows

#122

Post by riffraff »

neural_thing wrote: post #47

I'm not short Netflix because of subscriber count. I'm short Netflix because of their accounting. Capitalizing Stranger things season 1? Sure, makes sense, why not. But Stranger things season 3 is a lot closer to COGS. Their real income statement at this point in their growth curve (full saturation in the US) should be a lot closer to their cash flow statement, which is horrendous.

What's COGS?

Re: Netflix shares sink 10% as subscriber take-up slows

#123

Post by pcurve »

Semaphor wrote: post #115

The reason I like Netflix less and less is their atrocious browsing interface: No customizability. I want "continue watching" always at the top and have an easy way to remove shows from there. I never want to see "Watch it again" anywhere. I don't want any movies on the Index. And I want a clear sign which shows are dubbed. (Well, and I'd like Japanese shows to have English subs, but that's not a UI problem) Over the…

You know what would save Neflix?

A table view with columns Custom play lists Reviews and star rating. Boolean search.

They can build and roll these out in a month.

I really think their toxic UI is damaging them.

My hunch is, they can't roll these out because they don't want people noticing how little content there is on Netflix.

Re: Netflix shares sink 10% as subscriber take-up slows

#125

Post by neural_thing »

riffraff wrote: post #122
neural_thing wrote: post #47

I'm not short Netflix because of subscriber count. I'm short Netflix because of their accounting. Capitalizing Stranger things season 1? Sure, makes sense, why not. But Stranger things season 3 is a lot closer to COGS. Their real income statement at this point in their growth curve (full saturation in the US) should be a lot closer to their cash flow statement, which is horrendous.

What's COGS?

Cost of goods sold

Re: Netflix shares sink 10% as subscriber take-up slows

#126

Post by dvfjsdhgfv »

amiga_500 wrote: post #70
JauntyHatAngle wrote: post #39

As someone who recently cancelled my Netflix subscription after idly flipping through it and realising nothing here holds my interest anymore, I feel like many of the reasons people pirated TV/Film content in the past (and Netflix helped to reduce by many-fold) have now returned with a vengeance. I'm on Australian Netflix, and the selection of titles has steadily diminished from an already reduced catalogue to the sa…

The average netflix experience, for films: - look through the first category, feel disappointed - look through other categories, see the same films in multiple categories - waste 20 minutes before either turning off or in refusing to totally dump the sunk cost, choose a film you don't really want It's like the inverted set of the Criterion Collection.

I share your feelings. I have the impression their catalogue shrunk so much there's almost no interesting content at all. They shove up their bland "original creations" everywhere, but it's not what I want. I understand they will be more profitable if I watch their creations, but they simply don't appeal to me, not even one of them.

Re: Netflix shares sink 10% as subscriber take-up slows

#127

Post by kentrado »

rayiner wrote: post #84
JauntyHatAngle wrote: post #39

As someone who recently cancelled my Netflix subscription after idly flipping through it and realising nothing here holds my interest anymore, I feel like many of the reasons people pirated TV/Film content in the past (and Netflix helped to reduce by many-fold) have now returned with a vengeance. I'm on Australian Netflix, and the selection of titles has steadily diminished from an already reduced catalogue to the sa…

Riding in the HOV lane when you’re alone is also convenient. That doesn’t mean you’re not a degenerate for doing it. If you don’t like the terms on which people have offered their work, by all means, take your business elsewhere. There’s literally nothing stopping you from instead consuming the work of indie artists and producers who choose to make their work available more widely. (It’s also not fair to those indie…

It sounds to me like you are trying to get him to conform to slave morality. I could argue at length why pirating is not immoral, but I know it has been already repeated enough by people like Lawrence Lessig and David Bravo.

Re: Netflix shares sink 10% as subscriber take-up slows

#128

Post by axaxs »

refurb wrote: post #101

My uneducated prediction: The next recession is triggered by a number of major Silicon Valley business models failing (e.g. Netflix, Uber, etc).

But the models haven't failed. If anything, they've proven success. Netflix's success has spawned what, 8 or so competitors now? Uber, 4 or so. I may be off, just what I'm thinking of in my head.

So, it may be fair to say that SV businesses will fail, but definitely not their business models.

Re: Netflix shares sink 10% as subscriber take-up slows

#129

Post by flukus »

axaxs wrote: post #128
refurb wrote: post #101

My uneducated prediction: The next recession is triggered by a number of major Silicon Valley business models failing (e.g. Netflix, Uber, etc).

But the models haven't failed. If anything, they've proven success. Netflix's success has spawned what, 8 or so competitors now? Uber, 4 or so. I may be off, just what I'm thinking of in my head. So, it may be fair to say that SV businesses will fail, but definitely not their business models.

The SV business model is to take investors money to grow big fast, lose billions a year in the hope that you either dominate and become profitable our get bought out before you go bankrupt. That's what is under threat.

Re: Netflix shares sink 10% as subscriber take-up slows

#130

Post by schlumpf »

hbosch wrote: post #71
tyingq wrote: post #30

I suspect they will also get hit by people subscribing for a month to see something specific, then unsubscribing until something new worth watching appears. Now that good content is so fragmented across services, it will likely be common to cancel often. I paid for a month of HBO mostly to watch Chernobyl, then cancelled.

In a meeting room somewhere, a young PM rubs hand sanitizer on his palms and loads up his latest deck: Okay guys, what we have here is something we’re calling Loyalty Seasons. Our recommendation is to make season 4 of Stranger Things, as well as the new Will Smith movie, available only to customers who have been subscribed for 3 or more months.

This would in turn cause a different group of PMs (portfolio managers, in this case) to borrow Netflix stock and sell short. Paying up-front production costs on an asset being provided only to users whose revenues the company has already captured is a suboptimal use of equity capital -- to put it gently.
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