Is Netflix going down already? 👇🏼

Disney qmEN52
Jul 17 275 Comments

Losing subscribers not a good sign...what do you think?

https://www.cnbc.com/2019/07/17/netflix-earnings-q2-2019.html

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TOP 275 Comments
  • Microsoft megamanX
    I mean, I watched Stranger Things season 3 - time to cancel until season 4
    Jul 17 6
    • Microsoft / Eng bebK16
      Wall Street needs to find a better metric than subscriber growth. With the explosion of different streaming services most are going to do exactly this, subscribe for a month at a time, binge what you want, and then cancel. Netflix's only current advantages are inertia and selection, and the latter is disappearing quick.

      If they can't find a more representative metric, Netflix is sunk.
      Jul 18
    • Facebook tpo
      Which in turn will make them release these series on a weekly episode basis. We only need to add ads and we are back full circle to cable.
      Jul 18
    • Microsoft / Eng bebK16
      Back to cable, except more expensive and no single point of management.

      But yeah, streaming as it exists today and in the near future is about as close as we've ever gotten to the "cable a la carte" pipedream of the 00s.
      Jul 18
    • Uber bu f.c 6v
      I used to stay subscribed no matter what but then they cancelled Santa Clarita Diet. That pissed me off so much. If you're gon a game your metrics by optimizing for new subscribers then you're gonna see more people just switch their subscription on and off.
      Jul 18
    • Yelp / Eng sJJv80
      @Facebook:

      Dead on correct.

      Speaking of which, has anyone noticed that some shows bundled with Amazon Prime Video also have ads? Granted, it seems to be restricted to ads for other shows on Prime Video, and it’s many fewer ads per minute of show than cable,or even Hulu, but they’re there.

      I think Amazon is trying to ease people in to accepting ads. I don’t care a whole lot, because it’s included in my Prime subscription that I get tons of value out of besides video, but, as a trend, it’s a little disturbing. Why should I pay to see targeted ads?

      Sure, I don’t truly know if they’re targeted, but Amazon surely has enough data and ML capability to do so, leaving me to conclude that they probably are. Amazon is very, very good at taking in money, and targeted ads are more effective at that.

      When did we all become okay with paying money to get data mined, anyway? 😕
      Jul 18
  • Capital One / Eng apexLegend
    I can't stand most of their trash content with obvious political agendas. I mean, a documentary about AOC... lol!
    Jul 18 8
    • Apple jKeb
      Yes the world needs to know.
      Jul 19
    • Facebook
      B13captain

      Facebook

      BIO
      New grad with 10yoe
      B13captainmore
      You’re doing GOD’S work, sir! Semper fi, MAGA 🇺🇸🇺🇸🇺🇸
      Jul 19
    • Apple jKeb
      I think you mean KAG, Keep America great!
      Jul 19
    • Amazon crushcandy
      Probably because 3/4 of the country identifies with more liberal policies thanks to your moron president. You think anyone wants to see Mitch McConnell’s rise to greatness and his current boner to blame the tax giveaway deficit on Social security? The Republican Party is nearly dead. Everything Trump touches dies and he was never actually a Republican to begin with. 😂😂😂 Netflix knows their audience, that’s all. If you want to enjoy a nice story about more Republican corruption and war mongering for profit, watch Vice.
      Jul 20
    • Disney omegared
      Lol at these alt-Right MAGA snowflakes whining about the left wing agenda on Netflix. Waaaah they’re giving too much attention to AOC WAAAAAAAAAH! Jeez stop whining.
      Jul 23
  • Microsoft Tattle
    Their price rise is killing them.
    Jul 17 3
    • SolarWinds AnEngineer
      Who is cancelling over a couple bucks?
      Jul 18
    • Microsoft Tattle
      Apparently a 126k folks.
      Jul 18
    • Netflix / Eng Breakinbad
      That's like 0.2% churn on 15% hike. Maybe we should have another one.
      Jul 18
  • Amazon / Eng satan666
    So what will happen to FANG without Netflix? 😁😁
    Jul 18 9
    • Facebook bUJh14
      Ahah the Microsoft guys really want to be part of the acronym. Why y'all give a fuck so much?
      Jul 18
    • HPE TimB
      AFG?
      Jul 18
    • Charter / Eng
      UPGRAYEDD

      Charter Eng

      BIO
      You see, a pimp's love is very different than a square
      UPGRAYEDDmore
      albertsoNs
      Jul 18
    • Microsoft / Product $MSFT$
      Lol go get a Trillion Market Cap first 😂😂😂
      Jul 18
    • New / Eng QTdN03
      Microsoft is growing again. It deserves to be part of the acronym.
      Jul 18
  • Google KissMyPiss
    I'm really sick of all these subscriptions I have. Netflix is the next one that I'm killing off. My kids are the biggest users of it, but other services seem to cover what they want already.
    Jul 17 11
    • Microsoft gakP50
      Spotify Premium + Hulu Plus is all I need
      Jul 18
    • Amazon toreador
      I guess you’re keeping your subscription to Penny Pincher Almanac :)
      Jul 18
    • Nutanix 1adja134
      Google, your username...is...very..uh.. weird
      Jul 18
    • Tumblr plgjrvcor
      Not an HBO subscriber then it seems Nutanix?
      Jul 18
    • Nutanix 1adja134
      Nope. I watch Barry though
      Jul 18
  • Cisco / Product
    dw3!abG

    Cisco Product

    BIO
    🔥Oooo that dress so scandalous, know another brother couldn't handle this 🔥
    dw3!abGmore
    AOC is an idiot
    Jul 18 5
    • Accenture / Consultant
      StTarrant

      Accenture Consultant

      BIO
      it's the birth rates it's the birth rates it's the birth rates
      StTarrantmore
      Cortez is my fav squad member
      Jul 18
    • Facebook
      B13captain

      Facebook

      BIO
      New grad with 10yoe
      B13captainmore
      Q: how do you find a Fox News fan on a Blind thread?
      A: don’t worry, they’ll make it really clear
      Jul 19
    • IBM VKRx46
      Q: How do you find a SJW on a Blind thread?
      A: Don't worry, they'll make it really clear.
      Jul 19
    • Facebook
      B13captain

      Facebook

      BIO
      New grad with 10yoe
      B13captainmore
      Totally a triggered SJW libtard cuck with TDS. Writing in from Kommiefornia wearing my Obummer hat and Crooked Hillary bumper sticker. If only I read JP and listened to JRE I would get totally redpilled
      Jul 19
    • Cisco / Product
      dw3!abG

      Cisco Product

      BIO
      🔥Oooo that dress so scandalous, know another brother couldn't handle this 🔥
      dw3!abGmore
      Her whole romp against Amazon in NYC was so dumb. How do any of you like her she hates enterprises? She also pulls this blue collar queens bs and she is from the affluent burbs quite far outside the city
      Jul 19
  • eBay / Product blitzer
    People said Netflix was going down when Amazon launched Prime Video. The key to winning the streaming race is Content. As long as they keep producing hit content, they will keep growing. Netflix also has a decade head start from Disney+ and no it’s not going to kill it. Buy NFLX on the dip, my 2 cents.
    Jul 18 12
    • Splunk / Mgmt Mr_Merritt
      @ozMos15 you could always watch Beyond Belief: Fact or Fiction!
      Jul 19
    • Facebook / Data Jeef Besus
      Head start on streaming is not as important as a head start on content. They can figure out how to make streaming work.

      I have a 2 year old. We have no plans on getting cable. 99% sure that Netflix will not have the content my child will want to watch when they get old enough. We will absolutely be signing up for Disney.
      Jul 19
    • Amazon dataiq
      Amazon prime is included in prime membership. Not an extra subscription fee. Reason Amazon has prime videos is to keep people with it's membership. It was never a competition to Netflix
      Jul 19
    • Amazon dataiq
      Netflix is going down because of competition from everywhere. People don't need to pay 12 months, they can watch it's content in 3 and this is what everyone is going to do. 3 Netflix 3 HBO 3 Disney+ etc. I already do that.
      Jul 19
    • eBay / Product blitzer
      I don’t pay for Netflix, I get it free with T-Mobile wireless service. I don’t pay for Hulu, I get it free with Spotify. I get Amazon Video included with Prime. Only content subscription I pay for is HBO because of Game of Thrones, time to cancel that :) it will years probably a decade for Disney to catch up to Netflix scale in terms of streaming.

      Agree that Disney is a powerful brand name for kids and their content (movies) to merchandise to theme parks and repeat is a brilliant strategy for keeping customers with families in their ecosystem. But for streaming, I don’t buy it. If my kids want to see Lion King, I will take them to the theater. If I want to see X-Men or Star Wars I will go the theater. If I want to watch a Fox TV show, I can get the signal off the air with a $60 antenna in HD. I don’t see myself subscribing to a Disney service just to watch Disney movies.
      Jul 19
  • Salesforce / Eng Boza
    Their content is mostly garbage. What annoys me the most is the ridiculous amounts they pay for shows like Elen or whatever her name is. She's not worth what they paid for her, and I absolutely hate paying for that.

    I just learned about Plex and the only show I need from Netflix on there is The Office. After that, I'll switch it on every now and then to watch Black Mirror, which sucked this season.
    Jul 18 8
    • Microsoft waddaheck
      Agreed about Elen.
      Jul 18
    • Salesforce / Eng Boza
      87 million, just checked. For fucking what? A talk show I can watch on YouTube? No fucking thank you.
      Jul 18
    • Netflix should start refocussing on quality as opposed to quantity of content. Otherwise soon they will become NetGarbage.
      Jul 18
    • Amazon toreador
      It’s not how economics work. You are paying your $13 pm for whatever you watching. If you think nothing is worth it, you stop paying.

      After you’ve payed for Stranger Things or whatever, those $13 are no longer yours – it belongs to Netflix.

      Netflix spends *their* money on whatever content they thing will attract and retain most subscribers.

      You do not have to love every fucking show on the platform – you are paying for whatever you like or not paying at all.
      Jul 19
    • Salesforce / Eng Boza
      You hinted at it, stop paying. Which is the solution for me. I don't agree with how much they charge me.

      Idc if they want to spend $87M on Elen, but when it hits my pocket to use their service it does matter.
      Jul 19
  • Oracle bananatini
    Price rise and content. I've found myself switching between them and other providers more because other catalogs are getting better. Eventually might unsubscribe
    Jul 17 0
  • Facebook riderx
    I think Netflix has much better content than its competitors contrary to what others are posting here. Maybe I’m the minority, but I don’t see any concern (yet). My opinion may change once Disney+ hits
    Jul 18 3
    • Microsoft waddaheck
      Agreed. Its the best option for now.
      Jul 18
    • Wayfair bnKI45
      I agree, people might switch to Hulu or Amazon prime for a short while but they'll soon get through all the good shows on those platforms and then come back to Netflix to catch up on what they missed
      Jul 18
    • MassMutual / Eng
      NkOS62

      MassMutual Eng

      BIO
      Lead Software Engineer
      NkOS62more
      I haven't seen anything great on Netflix for a while. It's all weird foreign shows...
      Jul 18
  • Disney / Eng
    CM23A

    Disney Eng

    BIO
    I've been known to RTFM.
    CM23Amore
    Obviously killing Netflix sub soon. Disney+ wont just be for kids.
    Jul 18 11
    • AppOnboard anon818
      Disney bought Bamtech to catch up on the infrastructure. Given Netflix runs almost entirely on AWS, not like there is really any kind of technology gap. It comes down to IP, and Disney is the king these days.
      Jul 19
    • Amazon toreador
      No technology gap? Prime Video is in business for almost the same time as Netflix and their product is horrible from the technology stand point. How do you think a giant tech corporation with no experience in running a big tech product will do?

      King of content? Do you mean superhero movies and cartoons? Not quite a universal content portfolio.
      Jul 22
    • AppOnboard anon818
      Take a look at how Disney has done at the box office this year. Also, Disney own ABC, ESPN, and has 50% ownership in a bunch of other networks, so yes they are the king of content. Speaking as someone that worked in PV, the problem with Amazon is they sell too many items. People go to Netflix because everything is free once you subscribe. At Amazon, you can get anything, but people get angry when they see that they have to pay for it again, thinking it should be included with Prime.
      Jul 29
    • Amazon toreador
      It doesn’t explain why the software and CX suck so much in PV. I bet Disney will have it much worse. Look how amateurish Disney.com is.
      Jul 30
    • AppOnboard anon818
      Dude, you work at Amazon, you should know how janky all of their internal products are. The epitome of half-baked.
      Aug 1
  • GE cxndn
    Honesty, there are better movies to watch in Prime than Netflix. Netflix recommendation engine, the collection is getting degraded.
    Jul 18 4
    • Cisco / Product
      dw3!abG

      Cisco Product

      BIO
      🔥Oooo that dress so scandalous, know another brother couldn't handle this 🔥
      dw3!abGmore
      GE.
      Jul 18
    • Apple jKeb
      Also Netflix caters to a SJW audience and panders to them constantly
      Jul 18
    • Microsoft / Consultant rzBV06
      iKeb on point. Content selection is awful
      Jul 19
    • Amazon prime246e
      The rating man!!!!! So bad with that %!!! I want RATING!!! I use Prime for movies and Netflix for TV Shows (Series)
      Jul 19
  • Cisco drogbaaa
    The market has become really competitive in the streaming industry and Netflix has to do something different to stand out now that everyone is catching up. Wake up Netflix before "Netflix and chill" becomes an outdated phrase.
    Jul 18 8
    • Cisco drogbaaa
      Prime is cheap and already rules a huge market in India. Marvel has millions of fans and will definitely draw subscribers from Netflix.
      Jul 18
    • Cisco drogbaaa
      Not downplaying the engineering involved but stating that the quality in their content needs to stand out.
      Jul 18
    • Cisco drogbaaa
      One thing I would love them to try is purchase rights for streaming live sport events - soccer world cup final, Superbowl, etc.
      Jul 18
    • Microsoft richardhea
      Streaming garbage over engineering marvels is still garbage. If they don’t have enough good content, they are screwed.
      🍆
      Jul 18
    • Apple / Eng Sarcasmist
      Netflix has never shown interest in Streaming Live Events. Which arguably is a biggest Engineering challenge than on demand content.
      Jul 19
  • Amazon whoevee345
    Netflix should have seen this coming and I am guessing they know what they have to do.
    Jul 18 1
  • Netflix Nixy55
    Also we lost US subscribers but global increased not as expected though.

    It’s not only about content.

    Don’t get me wrong, but will Disney put a new movie on their platform within 1 week or 2 of being on cinemas? I don’t want to wait 6 months in order to watch it. I’ll rather go to movie theater... at that point, Disney+ becomes irrelevant to me. I don’t rewatch movies that much, but that’s me.

    If you want to watch Star Wars every night then it make sense to do it. Still I buy my Star Wars movies because I like Star Wars

    Also, can other providers support the number of devices Netflix does? There are still customers using their old windows machines and they still can stream their favorite shows

    I think competition is good, I’d like to see Disney in 190 countries. IIRC, Hulu only has the US and Japan? Did that changed?
    Jul 18 1
    • Facebook mwAj27
      Disney+ will have series too... not just movies
      Jul 18
  • Amazon perfume bo
    Walmart will acquire them in 5 or so years
    Jul 18 6
    • Criteo / Eng ++i
      And then Amazon will acquire Walmart
      Jul 18
    • Google Steve Woz
      And the Albertsons will acquire Amazon
      Jul 18
    • General Mills / Mgmt
      Hectors

      General Mills Mgmt

      PRE
      Google
      Hectorsmore
      And then Circuit City will acquire Albertsons
      Jul 18
    • Google Steve Woz
      And then the Minneapolis public library system will acquire Circuit City
      Jul 18
    • PayPal
      zillions

      PayPal

      PRE
      Google
      zillionsmore
      And then ‘buns on wheels’ acquires Minneapolis public library system
      Jul 18
  • Amazon su
    I mean... everyone said they‘d cancel if Netflix removed The Office.
    Jul 18 3
    • Microsoft / Sales
      FUPM

      Microsoft Sales

      PRE
      Connection, Allstate Financial Services, LLC
      FUPMmore
      I agree, my 15 YO is bringing on it. My 20YO did it a few years ago, then it was it's always sunny in Philadelphia...
      Jul 18
    • RhythmOne / Ops BeerGod
      Shit, they did? I'm only through season 5
      Jul 18
    • Microsoft / Sales
      FUPM

      Microsoft Sales

      PRE
      Connection, Allstate Financial Services, LLC
      FUPMmore
      Remember HS and undergrad? Plenty of time to fuck around... at least they aren't out there drinking and doing drugs.. lol
      Jul 19
  • Nvidia ic4cc
    Hope the house prices in Bay Area drops .
    Jul 18 0
  • Nvidia NoWs68
    Many people cancelled Netflix for hotstar for the world cup :)
    Jul 18 0
  • Google superpower
    And here I am with no subscription at all. No Netflix, no Hulu, no Amazon prime, no Spotify, no YouTube premium. And of course no cable.

    Am I the only one? I find free YouTube to be sufficient for me.

    On the other hand I don't want to get addicted to these subscriptions, so I don't even get the free trials.
    Jul 18 5
    • Cisco drogbaaa
      Use your friend's accounts huh?
      Jul 18
    • VMware aaegsg
      Me too.
      Jul 18
    • ADP / Mgmt
      Runner131

      ADP Mgmt

      BIO
      I call myself "Damage Control" as I turnaround poor performance of others and get results.
      Runner131more
      The volume of ads is growing tiresome though. For sure
      Jul 19
    • Facebook
      B13captain

      Facebook

      BIO
      New grad with 10yoe
      B13captainmore
      /r/lewronggeneration
      Jul 19
    • Facebook kbftggd
      Weird flex, there are monks way more austere than y’all
      Jul 19