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Netflix loses 1M users in Spain over password policing

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Re: Netflix loses 1M users in Spain over password policing

#781

Post by pierat »

r00fus wrote: post #468
jerf wrote: post #407

Earlier quoted context omitted.

"Holland seemed to focus more on developing fewer shows of higher quality content while Bajaria was more focused on "get all the content, throw it all at the wall and see what sticks" (who saw "Squid Games" coming?)." I think the root problem is that no studio anywhere is large enough to put out enough high-quality content to keep the people engaged continuously. Not even Disney. All the studios were looking over at…

>but the combination of all of them doing that turn one fairly decent (not perfect, but decent) streaming service into an array of streaming services each individually not worth the subscription. And thus we're back at "cable rates" but pick your poison. The response should be "cancel services when you don't need them" but it's tougher if you have a family with young kids who you let watch. I really liked paying CBS/…

This is why I set up Jellyfin on my server.

I wanted a smattering from like 10 different services. No I'm not paying 120$ a month. So I pirated every last bit.

Turns out friends also wanted to watch them so I made my JF instance available via cloudflare. And now I get requests of shows, the arrs parses the request, downloads, and just shows up.

The services had their chance. They failed us. We came with alternatives. Until their offerings are better, we see no reason to change.

Re: Netflix loses 1M users in Spain over password policing

#782

Post by caydenm »

teruakohatu wrote: post #12

> The move was linked to a fall in users of more than a million, two thirds of whom were using someone else’s password > Subscription cancellations in the first quarter tripled compared to the previous period, according to Kantar’s research. Of all remaining Netflix subscribers in Spain, one-tenth said they planned to unsubscribe in the second quarter. So they lost 300,000 paying users whom they think will come back,…

Netflix had some great quotes about this from their earnings and specifically called out Kantar's data would show less viewers in the short term.

They had noted they saw or expected the users who were on someone else's account and who used it actively to come back with their own accounts or convince the account holder to pay for them

I did more of a write up based on what they are shared in their earnings here: https://upollo.ai/blog/learning-from-netflixs-earnings

Re: Netflix loses 1M users in Spain over password policing

#783

Post by bigger_cheese »

r00fus wrote: post #730
bmelton wrote: post #558

Earlier quoted context omitted.

Are they though? Netflix in particular is famously bad at actually promoting their hot new stuff. I suppose they may do it more on-platform and just assume it's enough, but it seems like (and this is just from my memory, which is maybe wrong) that the ads for streaming services generally fall into the "look at all this stuff we have and maybe I won't even tell you what show I'm giving you a clip of right now" kinds o…

I suspect what Amazon did with wheel of time and rings of power to be a less brutal method: weekly episode release. Disney does this too. If they have enough “must-watch” shows that are staggered then you lose out unless you’re paying constantly. It’s what they want: gets them som earned media/socialmedia hype, and prevents the binge+drop discount watching approach.

I think the release cadence can be a double edged sword for viewer retention.

Certainly with Wheel of Time I felt that there was a few weak\boring episodes in a row and I hit the point where I dropped it, for me wasn't worth waiting a full week to see if quality of subsequent episodes improved.

If there had of been a buffer of episodes available I could probably power through the bad episodes until the show picked up again but with weekly release cadence it just caused me to give up on it.

Re: Netflix loses 1M users in Spain over password policing

#784

Post by narag »

gnicholas wrote: post #766
narag wrote: post #694

Earlier quoted context omitted.

Losing 1M users is not good, but isn't the real question how many accounts they lost? There's another question: how's the competition doing? Amazon and Sky Showtime are much better in new subscriptions. HBO is 50% in new subscriptions. The measure is killing mindshare.

That’s somewhat relevant, but you have to keep in mind that nflx has much higher penetration to begin with. Percentages are less insightful when the starting points are far apart.

Remember we're talking about Spain. It's higher, but not much higher:

https://es.statista.com/estadisticas/1043679/numero-de-abona...

Two notes: not sure if official numbers, but it's about paying accounts, not "users" like the original article. And you'll see also fiber companies like Movistar and the Vodafone thieves, that have their own platforms.

It seems the site is paywalled when not coming from search so in millions of paying accounts:

Netflix 9.6 Amazon 6.6 Movistar 3.7 HBO 3.6 Disney 3.2 Vodafone 1.5

Re: Netflix loses 1M users in Spain over password policing

#785

Post by mensetmanusman »

astura wrote: post #747
parsimo2010 wrote: post #702

Earlier quoted context omitted.

A Netflix account is supposed to be one per family, it was never supposed to be tied to an individual person. Who in their right mind would assume that a package that allowed four simultaneous streams would be for a single person watching four shows at once? No, it’s clearly supposed to be that one account covers multiple people. GP is fine to complain whether they have enough money for two houses at once. What about…

>A Netflix account is supposed to be one per family, it was never supposed to be tied to an individual person. Who in their right mind would assume that a package that allowed four simultaneous streams would be for a single person watching four shows at once? Like cable, internet connection, or Costco membership - it's per household not per family.

Can you pay for multiple households under a shared account so it combines your watch history?

Re: Netflix loses 1M users in Spain over password policing

#786

Post by gnicholas »

narag wrote: post #784
gnicholas wrote: post #766

Earlier quoted context omitted.

That’s somewhat relevant, but you have to keep in mind that nflx has much higher penetration to begin with. Percentages are less insightful when the starting points are far apart.

Remember we're talking about Spain. It's higher, but not much higher: https://es.statista.com/estadisticas/1043679/numero-de-abona... Two notes: not sure if official numbers, but it's about paying accounts, not "users" like the original article. And you'll see also fiber companies like Movistar and the Vodafone thieves, that have their own platforms. It seems the site is paywalled when not coming from search so in mi…

Stats were given for HBO, which appears to have roughly 1/3 of the penetration — not exactly close. Amazon is the only competitor with more than 40% Netflix's installed base.

Re: Netflix loses 1M users in Spain over password policing

#787

Post by brokenmachine »

gnicholas wrote: post #697
oefnak wrote: post #674

Earlier quoted context omitted.

> money for two houses > no money for separate accounts for family members

That's not what GP said. GP complained about having to pay as if there were multiple households benefiting, when it's actually just one household, albeit a wealthy one. If NFLX said "we're going to start charging rich people more, based on zip code," there would be a revolt. I would assume it's not their intention to try to "go after" this segment and make them pay more (since it's a small portion of their users, and…

>If NFLX said "we're going to start charging rich people more, based on zip code," there would be a revolt.

Not in the poor houses, and the rich ones would pay anyway because they're rich and price inelastic.

So I doubt there'd be a revolt.

Re: Netflix loses 1M users in Spain over password policing

#788

Post by BeFlatXIII »

WheatMillington wrote: post #625
ho_schi wrote: post #569

Netflix: ”You get two parallel streams with your family. Family means trust and password sharing.“ Customers: “Farewell pirating. We pay a fair flat and it is automatically shared between Netflix and artists. Great!“ Netflix: “We increase the flat permanently. And we have now competitors and doesn’t over anymore all relevant content (e.g. Star Trek Picard, Expanse, Disney). How about ruining it and blocking family me…

Users need to accept that Netflix was never going to be profitable that way. We had a taste of that amount of content at that price, but it simply can't be economically done.

Then it's back to piracy and the entire industry becomes unprofitable. Nothing of value will be lost.

Re: Netflix loses 1M users in Spain over password policing

#789

Post by flatiron »

krsdcbl wrote: post #630
gnicholas wrote: post #416

Losing 1M users is not good, but isn't the real question how many accounts they lost? > The move was linked to a fall in users of more than a million, two thirds of whom were using someone else’s password, according to Kantar’s research, which is based on surveys of household streaming habits. This makes it seem like they lost 333k customers. I don't know how many customers they have in Spain, but that sounds like a…

My thought exactly, did they lose _sessions_ or _customers_ here?

A little bit of piracy is good though. It’s better honestly than them not watching. They are talking to their friends about shows. Having Watch parties. Whatever. If it’s the choice of don’t pay don’t watch or don’t pay watch there is a benefit to them pirating.

Re: Netflix loses 1M users in Spain over password policing

#790

Post by narag »

gnicholas wrote: post #786
narag wrote: post #784

Earlier quoted context omitted.

Remember we're talking about Spain. It's higher, but not much higher: https://es.statista.com/estadisticas/1043679/numero-de-abona... Two notes: not sure if official numbers, but it's about paying accounts, not "users" like the original article. And you'll see also fiber companies like Movistar and the Vodafone thieves, that have their own platforms. It seems the site is paywalled when not coming from search so in mi…

Stats were given for HBO, which appears to have roughly 1/3 of the penetration — not exactly close. Amazon is the only competitor with more than 40% Netflix's installed base.

9.6 vs 6.6 is like 2/3 for Amazon. Those numbers were for past year. Now there's a new one launching. The market is very fragmented and the fiber is here very strong, with the sports being a big part.
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