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Netflix shares decline after reporting disappointing subscriber growth

bbc.co.uk

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Re: Netflix shares decline after reporting disappointing subscriber growth

#91

Post by scrooched_moose »

Spooky23 wrote: post #62
ProfessorLayton wrote: post #26

Earlier quoted context omitted.

Another anecdote: I’d have cancelled Netflix a while ago if my family wasn’t using it. Their UX has been on a steady decline for me: - Audio previews make it so I never want to browse for what to watch next. I hate having to fumble with my tv/home theatre remote because of this. - If you leave it hanging, the previews count towards a watch! Wow. God help you if you wanna make some popcorn. - Their sorts are always sh…

I share your observations, but wanted to add the their browsing system is just bonkers. Discovery is impossible — imo they overoptimize for engagement and make it hard to explore the catalog. I find out about many new shows via PR placements in newspapers.

I was completely out of stuff to watch about a month ago. No matter what I did I could only get the same ~100 shows and movies that I'd either already watched or had no interest in.

On a whim I switched over to my step father's profile - holy shit! There were at least 15 movies I wanted to watch that I absolutely could not get to show up on my profile without searching by name. I found a handful more on other family member's as well.

If we weren't on a 5 person family plan I would have cancelled long ago because from what they will show me there isn't any to watch.

Re: Netflix shares decline after reporting disappointing subscriber growth

#92

Post by ardy42 »

alister wrote: post #42
Pxtl wrote: post #6

Earlier quoted context omitted.

Surprising how the ratio is so far reversed in India. Here in Canada (which is a similar market to the USA), Netflix is the cheapest option. Cable TV is several times more expensive for even a basic plan, and Amazon Prime costs about the same as Netflix (but includes the other Prime services).

The parent says that Netflix costs ₹500/mo in India, or $9.60 in Canadian dollars, which is almost exactly the price it costs in Canada. I wonder if Netflix prices their plans at approximately the same price worldwide to prevent arbitrage since people living in expensive countries could subscribe in cheap countries. (Netflix allows you to use your subscription worldwide when you're traveling -- so people could claim…

> I wonder if Netflix prices their plans at approximately the same price worldwide to prevent arbitrage since people living in expensive countries could subscribe in cheap countries. (Netflix allows you to use your subscription worldwide when you're traveling -- so people could claim to be traveling.)

Is the Netflix catalog the same worldwide? I was under the impression it varied based on the country your subscription was based in, due to licensing (different companies own the distribution rights for the same content in different countries).

If that's true, the problem you describe may not exist. An American trying to save money by subscribing to an Indian plan priced cheaper for the local market may just get Indian content, which may not be at all want he wants.

Re: Netflix shares decline after reporting disappointing subscriber growth

#93

Post by blt »

matte_black wrote: post #29
jetsnoc wrote: post #24

Earlier quoted context omitted.

You can't predict the market but I think they still have some growth ahead of them and that their shares will still rise. They won't rally and grow as much as they have forever but I don't think the market has softened up for them yet. I'm going to buy while they are a little down.

I do think they will grow but now I’m planning when my actual exit will be. I think I’ll give it another year or two before pulling out and realizing the gains.

Thanks for letting us know

Re: Netflix shares decline after reporting disappointing subscriber growth

#94

Post by zuppy »

brightball wrote: post #27
TylerE wrote: post #12

Earlier quoted context omitted.

They've been so aggressively getting rid of "real" content and replacing it with their in-house productions, the quality of which has slid quite a bit as they've ramped up volume. I'm on the verge of canceling it, since most of what I want is on Prime anyway.

Same. I nearly cancelled when they got rid of Chuck. Amazon Prime picked it up shortly afterwards and lately most of what we watch is on Amazon.

Well, I’ve got the opposite reaction with Amazon: I can’t watch even some of their own shows when they get released in US. For example The Man in the High Castle’s second season whas unavailable here for quite a while after the release. You can’t blame the content producers here.

Re: Netflix shares decline after reporting disappointing subscriber growth

#95

Post by learnstats2 »

alister wrote: post #67
ProfessorLayton wrote: post #26

Earlier quoted context omitted.

Another anecdote: I’d have cancelled Netflix a while ago if my family wasn’t using it. Their UX has been on a steady decline for me: - Audio previews make it so I never want to browse for what to watch next. I hate having to fumble with my tv/home theatre remote because of this. - If you leave it hanging, the previews count towards a watch! Wow. God help you if you wanna make some popcorn. - Their sorts are always sh…

> no way to turn off captions for some of their shows There are all sorts of inconsistencies with subtitles and dubbing. For example, suppose a show has options for 5 languages, but not Portuguese. If you switch your profile to Portuguese (i.e., by logging to the Netflix website and selecting Portuguese as your main language), then lo and behold Portuguese appears as a choice for subtitles and audio for many shows wh…

>Another irritation when trying to learn a foreign language is that foreign subtitles and the foreign audio often don't match.

This is industry standard, not specific to Netflix: - subs are generally direct translations of the script/transcript - dubs are often done by mouth-movement matching to make it look right

I would agree that the language tools on Netflix are unnecessarily bad.

Re: Netflix shares decline after reporting disappointing subscriber growth

#96

Post by willio58 »

cncrnd wrote: post #14

I hardly ever watched TV, but found myself binge watching Netflix. The on-demand model is so much cleaner than regular TV where you have advertisements being shown for almost 1/3 of the time. In fact, I liked Netflix so much that I cancelled it because it was becoming a distraction. If I have kids they definitely will not have access to any such thing, and I feel sorry for the kids growing up with it today.

I get where you’re coming from but self control is an important thing to teach children.

If your version of self control is fully disconnecting, I understand that but it doesn’t mean you should feel sorry for kids that have access to Netflix.

(Speaking as a 21 year old who spent a number of years of my childhood watching Netflix with my family)

Re: Netflix shares decline after reporting disappointing subscriber growth

#97

Post by alister »

ardy42 wrote: post #92
alister wrote: post #42

Earlier quoted context omitted.

The parent says that Netflix costs ₹500/mo in India, or $9.60 in Canadian dollars, which is almost exactly the price it costs in Canada. I wonder if Netflix prices their plans at approximately the same price worldwide to prevent arbitrage since people living in expensive countries could subscribe in cheap countries. (Netflix allows you to use your subscription worldwide when you're traveling -- so people could claim…

> I wonder if Netflix prices their plans at approximately the same price worldwide to prevent arbitrage since people living in expensive countries could subscribe in cheap countries. (Netflix allows you to use your subscription worldwide when you're traveling -- so people could claim to be traveling.) Is the Netflix catalog the same worldwide? I was under the impression it varied based on the country your subscriptio…

You're correct that the Netflix catalog is different for each country. However, the shows you're offered are based on your current location as determined by your IP address, and not according to where you bought the subscription. So the American subscribing to a cheaper Indian plan, would see the US catalog when he logs in from an ISP in the US, thus he would still get the shows he wanted and save money if the Indian plan was cheaper.

Re: Netflix shares decline after reporting disappointing subscriber growth

#98

Post by dlgeek »

toomuchtodo wrote: post #86
dfee wrote: post #70

Earlier quoted context omitted.

I took the N out and realized that would never fly. As Netflix is the odd duck of the group, maybe some banking associate put it in there just to give some ferocity to the acronym (I.e. engineered a backronyn).

I always thought it odd that Netflix was picked instead of Microsoft for the "FAANG" group, considering market cap.

Microsoft wasn't a growth stock for many years.

Re: Netflix shares decline after reporting disappointing subscriber growth

#99

Post by balent »

ardy42 wrote: post #92
alister wrote: post #42

Earlier quoted context omitted.

The parent says that Netflix costs ₹500/mo in India, or $9.60 in Canadian dollars, which is almost exactly the price it costs in Canada. I wonder if Netflix prices their plans at approximately the same price worldwide to prevent arbitrage since people living in expensive countries could subscribe in cheap countries. (Netflix allows you to use your subscription worldwide when you're traveling -- so people could claim…

> I wonder if Netflix prices their plans at approximately the same price worldwide to prevent arbitrage since people living in expensive countries could subscribe in cheap countries. (Netflix allows you to use your subscription worldwide when you're traveling -- so people could claim to be traveling.) Is the Netflix catalog the same worldwide? I was under the impression it varied based on the country your subscriptio…

Content is based on your physical location. When traveling to US you will get US content regardless of your original country.

Re: Netflix shares decline after reporting disappointing subscriber growth

#100

Post by Reedx »

wolco wrote: post #83
undefined1 wrote: post #68

Earlier quoted context omitted.

HBO also has Game of Thrones, Silicon Valley, John Oliver, good documentaries from time to time...

HBO is double the price and once you get through the best 15 series content is thin. Netflix has so much variety coming out daily.

Totally agree, was just replying to the idea that HBO only has one quality offering.

But I often don't use HBO for months at a time. That's pretty rare with Netflix these days - my watch list there is a huge backlog.

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