First is the coming and very obvious recession, secondly is that while everyone is acting fine and company is still spending all of the "Netflix originals" are absolutely awful and their budgets are being cannibalized further. I foresee within the next year all the contractors being let go (like me), and once Disney+ comes online it is absolutely over.
TOP 47 Comments
- Amazon i9ju7uTOP SECRET ECONOMICS LEAK FROM AN ALBERTSONS INSIDER. THE ORACLE HAS SPOKEN.
ALL HAIL ALBERTSONS.
- New / IT SuitemoreOn a serious note, I'm curious what percentage of the Netflix Customer-base is an older audience who took time to draw in. These customers aren't likely to go anywhere, as they are used to Netflix, already have a subscription set up, and aren't likely to want to learn a new UI.
Even if Netflix is overturned by the competition, there are plenty of people who won't be going anywhere. I think annihilated might be a bit of an overstatement.
- Disney Streaming Services MEht06Other than people with kids who is signing up for Disney Plus?
- OP is right, but it’s not only Netflix. A deflationary Depression does not pick winners and losers. Annihilation will be complete across the economy.
- How is that why the USD is higher? That doesn’t make sense. Credit creates money too and thus is inflationary as with literal money printing.
One possibility is a government bond/USD mispricing (aka bubble) which would result in an inflationary “crash”.
Another is that we have secret technological deflation that doesn’t show up in the gdp or productivity numbers and there is no future crash from this.
I don’t see how you reason a deflationary crash.
- IBM / Consultant opVR73Netflix needs to turn off that ridiculous autoplay in their application. Otherwise it isn't going anywhere but to the bank with subscription revenue until the heat death of the universe.
- Tells us more about this obvious recession!? All these jobs and rising wages are going to slow the economy!?
- New Lowes-EngBuncha bullshit. No recession and NETFLIX ain’t going anywhere. They are king.
- The majority of tech cos grow through ever increasing bot clicks and ad prices. Netflix needs real users, and it has little ability to raise price, and this user base growth is slowing while competition is increasing. Even if Disney stole 20% of Netflix this would be fatal for their cash flow.