Is Netflix Doomed?

Microsoft I h8 PNW
Sep 17 27 Comments

With the rise of quality content coming to Prime Video, I found myself using Netflix a lot less. Some of their recent Originals have been well received my many people as well.
In addition Disney announced a bundle that includes their Disney + streaming service plus ESPN +, and Hulu for a whopping $12.99. With this rise in competition, would you say that Netflix is doomed? If so, what needs to change to save their business?

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 TOP 27 Comments
  • Netflix now should become Disney to sustain. One day there will be huge layoffs. FAANG will need to drop N but include M- Microsoft
    Sep 17 0
  • Disney Streaming Services teammickey
    I think cable companies are the ones being disrupted. Netflix will have to fight to keep market share for sure, but will likely still make a ton of money.

    As a consumer, you can spend like $50 and get all of the big services. Before cutting the cord, my tv bill was double that.
    Sep 17 0
  • Sony Lirik
    Netflix is not doomed. There is room for multiple services. For usa consumer, I would say prime video + Apple tv+ + Netflix or hbo max is the starting point. Does not bode well for Comcast, NBC, and others.
    Sep 17 5
    • F5 Networks RRA
      But they are running up a lot of debt, and it isn't clear that they can keep growing subscribers rapidly with the entry of new competitors.
      Sep 17
    • Sony Lirik
      Their international presence will be unmatched by new entrants for quite some time. HBO for example made so many licensing mistakes overseas. And HBO max's 5 year subscriber target is a little less than Netflix's usa subscribers today
      Sep 17
    • Autodesk leetyeet
      Ohh please. Netflix has a dent of about $12 billion. You know who has more debt than that? Almost every other company. Atnt has $180 billion in debt and is doing just fine. Top 5 automakers in the country have a debt of more than a 100 billion and the demand for cars is weakening. I think before Netflix, half the stock market is doomed.
      Sep 17
    • Sony Lirik
      Yeah. Plus if Netflix just kept content spend flat, their cash flow would be 👆 👆 👆
      Sep 17
    • F5 Networks RRA
      Not sure ATT is doing fine; Elliott is poking around now...
      Sep 17
  • Autodesk leetyeet
    Naah. So many things to unpack here. If you remember, Netflix started with $4.99 when they started and slowly moved their way to more content. I think Disney's pricing reflects their entry to the market, but not a long term pricing. Netflix has waaay more content for international markets than Disney does. Plus, Disney didnt say they'll release their content only on Disney+. In fact most Disney content is coming to Netflix with 2-3 years of delay, on top of all the original content Netflix has. I watch walking dead with a delay of an year on Netflix because there's no way I'm paying $9.99 a month to amc for that. And there's a lot of other things to consider like Disney probably won't have the same churn rate of new shows coming to their service as Netflix does, it's probably not going to have a wide genre of shows, it's also not going to be globally available any time soon etc.
    Sep 17 6
    • Autodesk leetyeet
      Not really. Based on how many times Hulu and ESPN has increased prices, I doubt the greed Lords at Disney would agree to it.
      Sep 17
    • Sony Lirik
      Hulu ad version has been basically given away for free for a while.
      Sep 17
    • Autodesk leetyeet
      Yeah so exactly my point. When you enter the market, you do those things and then you increase prices. Also, Hulu ad version sucks now. I started with a couple of seconds of ads and now it's almost 3-5 mins of ads 2-3 times in a 20 min episode. On top of the $5.99 I pay.
      Sep 17
    • Sony Lirik
      That is not the point you were making at all lol
      Sep 17
    • Autodesk leetyeet
      I was saying Hulu and ESPN has historically increased prices from where they start. And that is exactly what happened, like you pointed out. Not sure how that's not the point I was making?
      Sep 17
  • Netflix / Eng OA3
    Truth is Netflix conte t budget dwalfs the competitions. And 150M headstart is just too big to overcome. The legacy studios see the writings on the wall and are competing to be Bing. Most will be Yahoo and AOL
    Sep 17 3
    • Glassdoor pawu
      Are you sticking around for the time being ?
      Sep 17
    • Netflix / Eng OA3
      Yes. I am gonna retire here. And maybe soon.
      Sep 17
    • Glassdoor pawu
      What a roller coaster
      Sep 17
  • New Jtrq83
    They should make a smaller amount of originals but with higher quality. Some are actually good.
    Sep 17 0
  • Samsung / Product MtuC05
    It's all about content. Depending on new show releases a lot of people will start to switch subscriptions. Just like how HBOs subscription peaks when GOT is playing.
    Sep 17 0
  • Mphasis / Eng ITzQ40
    I might get Disney+. But not replacing with Netflix. Netflix has its permanent place already in my home. Depends on the quality of service and content, Disney+ could also be a secondary service in my home. Or not.
    Sep 17 0
  • Facebook NSA inc
    Yup
    Sep 17 0
  • Google lumpi
    They got Seinfeld and that’s supposedly the solution. Short it to hell
    Sep 17 0
  • Visa Dtrm86
    They need to get some good shows again. They used to all be great, now most are shit.
    Sep 17 0
  • T-Mobile / Design LiWei90
    It could be a challenge. HBO Max sounds good as well.
    Sep 17 0
  • F5 Networks RRA
    They need to start hitting home runs with everything they throw money at.
    Sep 17 0

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