Apple, Amazon, and Common Enemies
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Apple, Amazon, and Common Enemies
1–10 of 47 posts
Re: Apple, Amazon, and Common Enemies
#2TLDR: Both are afraid of Netflix making channel subscriptions superfluous.
It's an interesting read with lots of explanations.
Re: Apple, Amazon, and Common Enemies
#3TLDR: Both are afraid of Netflix making channel subscriptions superfluous. It's an interesting read with lots of explanations.
I think this whole way of thinking about Netflix is dumb though, e.g. “ Netflix dominating means that shows are sold directly to Netflix.”
Netflix is not good at creating content. As time goes forward, Netflix is even less good as they need to cater to mass markets, thereby losing niche markets, and without having a brand or catalog like a Disney, or live sports, or trusted news, etc.
Netflix is not a business entity I would long. It is absolutely a fad, and will lose negotiating power to distributors and content creators.
Re: Apple, Amazon, and Common Enemies
#4TLDR: Both are afraid of Netflix making channel subscriptions superfluous. It's an interesting read with lots of explanations.
I think this whole way of thinking about Netflix is dumb though, e.g. “ Netflix dominating means that shows are sold directly to Netflix.” Netflix is not good at creating content. As time goes forward, Netflix is even less good as they need to cater to mass markets, thereby losing niche markets, and without having a brand or catalog like a Disney, or live sports, or trusted news, etc. Netflix is not a business entity…
> Netflix is not good at creating content.
Why would you say that? These days, many of the most talked about and watched shows are Netflix content. Like for instance, Tiger King is the most talked about show in America right now, Netflix owned and produced.
> Netflix is not a business entity I would long. It is absolutely a fad, and will lose negotiating power to distributors and content creators.
This seems to be a five plus year ago view on the company. They've pivoted mostly to making original content at this point, which in my mind is the hardest reason to be long them. They've had to accumulate enormous debt to produce all of this content and have exclusive ownership rights, which makes their balance sheet look terrible.
Re: Apple, Amazon, and Common Enemies
#5TLDR: Both are afraid of Netflix making channel subscriptions superfluous. It's an interesting read with lots of explanations.
I think this whole way of thinking about Netflix is dumb though, e.g. “ Netflix dominating means that shows are sold directly to Netflix.” Netflix is not good at creating content. As time goes forward, Netflix is even less good as they need to cater to mass markets, thereby losing niche markets, and without having a brand or catalog like a Disney, or live sports, or trusted news, etc. Netflix is not a business entity…
I think that may have been true at some point but they aren't really a distribution company, for almost a decade they've been a content publisher with their own distribution.
Re: Apple, Amazon, and Common Enemies
#6Earlier quoted context omitted.
I think this whole way of thinking about Netflix is dumb though, e.g. “ Netflix dominating means that shows are sold directly to Netflix.” Netflix is not good at creating content. As time goes forward, Netflix is even less good as they need to cater to mass markets, thereby losing niche markets, and without having a brand or catalog like a Disney, or live sports, or trusted news, etc. Netflix is not a business entity…
> Netflix is not good at creating content. Why would you say that? These days, many of the most talked about and watched shows are Netflix content. Like for instance, Tiger King is the most talked about show in America right now, Netflix owned and produced. > Netflix is not a business entity I would long. It is absolutely a fad, and will lose negotiating power to distributors and content creators. This seems to be a…
I think a perhaps more accurate way of stating the position is that "Netflix is not good enough at creating enough good content [to make up for 1) existing back catalogs and 2) parallel activity from strong competition]. I don't think anyone could definitively state that Netflix content is subpar when it's at its best, but I also don't think anyone would suggest they'd be willing to give up the big studios and rely exclusively on Netflix original content.
Re: Apple, Amazon, and Common Enemies
#7TLDR: Both are afraid of Netflix making channel subscriptions superfluous. It's an interesting read with lots of explanations.
I think this whole way of thinking about Netflix is dumb though, e.g. “ Netflix dominating means that shows are sold directly to Netflix.” Netflix is not good at creating content. As time goes forward, Netflix is even less good as they need to cater to mass markets, thereby losing niche markets, and without having a brand or catalog like a Disney, or live sports, or trusted news, etc. Netflix is not a business entity…
> Netflix is not good at creating content.
Neither is anybody else. It's a random crapshoot. To be fair, though, Netflix seems to be doing a bit better than random.
Disney+ has a huge advantage in that they have a significant back catalog that people actually want.
Everybody else can basically be ignored.
Amazon will blink first to Disney+ and Netflix terms, and Apple will be forced to follow or be irrelevant in video.
Re: Apple, Amazon, and Common Enemies
#8Earlier quoted context omitted.
I think this whole way of thinking about Netflix is dumb though, e.g. “ Netflix dominating means that shows are sold directly to Netflix.” Netflix is not good at creating content. As time goes forward, Netflix is even less good as they need to cater to mass markets, thereby losing niche markets, and without having a brand or catalog like a Disney, or live sports, or trusted news, etc. Netflix is not a business entity…
> Netflix is not good at creating content. Why would you say that? These days, many of the most talked about and watched shows are Netflix content. Like for instance, Tiger King is the most talked about show in America right now, Netflix owned and produced. > Netflix is not a business entity I would long. It is absolutely a fad, and will lose negotiating power to distributors and content creators. This seems to be a…
Too true, I hardly hear about trending media, I try to avoid it, but my housemate told me about tiger king yesterday.
Re: Apple, Amazon, and Common Enemies
#9Earlier quoted context omitted.
> Netflix is not good at creating content. Why would you say that? These days, many of the most talked about and watched shows are Netflix content. Like for instance, Tiger King is the most talked about show in America right now, Netflix owned and produced. > Netflix is not a business entity I would long. It is absolutely a fad, and will lose negotiating power to distributors and content creators. This seems to be a…
I think a perhaps more accurate way of stating the position is that "Netflix is not good enough at creating enough good content [to make up for 1) existing back catalogs and 2) parallel activity from strong competition]. I don't think anyone could definitively state that Netflix content is subpar when it's at its best, but I also don't think anyone would suggest they'd be willing to give up the big studios and rely e…
As things start to fracture more and more, the big studios kind of find themselves in the same position. Disney+ probably has one of the strongest single-publisher back catalogs, and there's still a lot of talk about there being nothing to watch after you finish the few originals and whatever old thing you were interested in.
Re: Apple, Amazon, and Common Enemies
#10Earlier quoted context omitted.
I think this whole way of thinking about Netflix is dumb though, e.g. “ Netflix dominating means that shows are sold directly to Netflix.” Netflix is not good at creating content. As time goes forward, Netflix is even less good as they need to cater to mass markets, thereby losing niche markets, and without having a brand or catalog like a Disney, or live sports, or trusted news, etc. Netflix is not a business entity…
> Netflix is not good at creating content. Neither is anybody else. It's a random crapshoot. To be fair, though, Netflix seems to be doing a bit better than random. Disney+ has a huge advantage in that they have a significant back catalog that people actually want. Everybody else can basically be ignored. Amazon will blink first to Disney+ and Netflix terms, and Apple will be forced to follow or be irrelevant in vide…
> Netflix is not good at creating content.
The difference is that the others don't have to be good at creating content. Amazon, Google, and Apple have a bunch of other businesses to prop up their streaming services. And Disney doesn't have to be good at creating new content because they've got so much enviable OLD content.
But if NetFlix can't keep people coming back, then the company goes under. NetFlix can't just run their streaming service at a loss until everybody else dies like Amazon, they can't rely in pure brand recognition like Disney, they can't rely on sheer volume like YouTube Premium, and they can't just charge more because they're not Apple.