Apple execs describe a “unique arrangement” with Netflix (2018)

Post by redis_mlc » Mon, Oct 04, 2021, 10:13 PM UTC

jacurtis wrote: post #145

ksec wrote: post #83

I am pretty sure I read something similar before. Probably from Benedict Evans or somewhere else. I think the most important issue from these email isn't the lack of Alternative App Store, IAP, or 70/30 split. It is that Apple Execs has Zero understanding of how other business works especially with respect to Internet or Software Services. They continue to think Netflix as a physical product ( As they often like to c…

For comparison Netflix spends about $1.2 Billion dollars per year on AWS (Amazon Web Services). Their total revenue last year was 27.5B. So that means that AWS fees account for 4.3% of Netflix's revenue. AWS is streaming video, operating hundreds of edge location CDN locations, and everything else running on expensive server infrastructure. AWS has real serious costs with offering that service, to the point that Netf…

Post by jiveturkey » Mon, Oct 04, 2021, 10:18 PM UTC

jacurtis wrote: post #145

ksec wrote: post #83

I am pretty sure I read something similar before. Probably from Benedict Evans or somewhere else. I think the most important issue from these email isn't the lack of Alternative App Store, IAP, or 70/30 split. It is that Apple Execs has Zero understanding of how other business works especially with respect to Internet or Software Services. They continue to think Netflix as a physical product ( As they often like to c…

For comparison Netflix spends about $1.2 Billion dollars per year on AWS (Amazon Web Services). Their total revenue last year was 27.5B. So that means that AWS fees account for 4.3% of Netflix's revenue. AWS is streaming video, operating hundreds of edge location CDN locations, and everything else running on expensive server infrastructure. AWS has real serious costs with offering that service, to the point that Netf…

Post by musicale » Mon, Oct 04, 2021, 10:19 PM UTC

jobu wrote: post #97

ksec wrote: post #83

I am pretty sure I read something similar before. Probably from Benedict Evans or somewhere else. I think the most important issue from these email isn't the lack of Alternative App Store, IAP, or 70/30 split. It is that Apple Execs has Zero understanding of how other business works especially with respect to Internet or Software Services. They continue to think Netflix as a physical product ( As they often like to c…

That's interesting. As a developer I've often felt outright hostility coming from Apple developer relations, and maybe it's this lack of a partnership mentality. They generally treat end users really well, but it's like they see external developers as some sort of parasite feeding on their products. In my experience it's difficult to get actual technical help unless you personally know someone internal to Apple.

Post by tsuujin » Mon, Oct 04, 2021, 10:21 PM UTC

jw1224 wrote: post #91

I wonder why Netflix don’t want their content to be searchable in Apple’s TV app: > “Since TV App is not going to happen right now, there’s nothing else to get from Netflix at this time” The TV App is actually pretty great — one of the few parts of the Apple ecosystem where the garden walls are very low. I can search for a TV show or film, and even when the iTunes Store has it available, TV still suggests I watch it…

Post by jjtheblunt » Mon, Oct 04, 2021, 10:22 PM UTC

tablespoon wrote: post #143

ksec wrote: post #83

I am pretty sure I read something similar before. Probably from Benedict Evans or somewhere else. I think the most important issue from these email isn't the lack of Alternative App Store, IAP, or 70/30 split. It is that Apple Execs has Zero understanding of how other business works especially with respect to Internet or Software Services. They continue to think Netflix as a physical product ( As they often like to c…

What does IAP stand for in this context?