Will Netflix be the first FAANG to fall?

Microsoft / Engskwks
May 14 29 Comments

Now that all the content providers like Disney are planning to leave Netflix what will be left?

With the upcoming fragmentation of streaming services, Netflix revenue will drop.

Does Netflix has another way out or is it a one trick pony?

How will Netflix sustain its industry leading TC? Will Netflix be the first FAANG to fall?

comments

Want to comment? LOG IN or SIGN UP
TOP 29 Comments
  • Wish techyjk
    I think Netflix has been working very hard to prepare itself for this very situation by investing heavily in its own content. Original Netflix content like Stranger things, orange is the new black, the crown, narcos is the way Netflix is trying to build its own loyalty as a content owner. So I do think Netflix will suffer a bit but I think users will be hooked enough to Netflix content to moderate the impact
    May 143
    • Microsoft / Engskwks
      OP
      But if all the major content producers pull their content, do you think people will stay. I won't.
      May 14
    • Google / Eng
      CodeRust

      GoogleEng

      PRE
      Samsung Electronics
      CodeRustmore
      I use Netflix mostly for originals. I don't care much about abc shows.
      May 14
    • Netflix has so many originals now, I don’t think they will have a shortage of content. They will keep making stuff.

      They are killing it with all their crime documentaries and movies! I am hooked.
      May 14
  • Microsoft The Blank
    Ill never understand why Netflix was even included in the acronym to begin with. It never even had the same potential to grow relative to the other big companies. Disney Plus had been announced almost 4 years ago, so why would anyone think Netflix had a chance?
    May 145
    • Apple
      ohmydawg

      Apple

      PRE
      Facebook
      ohmydawgmore
      Total comp, brand name notoriety? No other reason makes sense
      May 14
    • Apple appl3
      Lol.. FAANG is an acronym for high performing tech stocks. Netflix stock grew like crazy and has become one of the more reliable shares to own. FAANG conveys a sense of prestige to employees now, but don’t forget how that acronym was coined
      May 14
    • Google / Eng
      CodeRust

      GoogleEng

      PRE
      Samsung Electronics
      CodeRustmore
      See: https://www.investopedia.com/terms/f/fang-stocks-fb-amzn.asp

      Netflix was growing heavily back then.

      Note that, the actual term is FANG and Apple isn't part of it.
      May 14
    • Flagged by the community.

    • Netflix / EngLoveDeathR
      How about the company that appreciated most percentage wise in sp500 for the last decade?
      May 14
  • New thunda
    They are going to run circles around Disney like they did to HBO. Content is a commodity.
    May 146
    • Microsoft / Engskwks
      OP
      Really? If all their partner content pulls out, Netflix is left with a shell. Netflix has some original vids, but it ain't enough.
      May 14
    • JOANY / Mgmte^(iπ)+1=0
      Disney's content outside of movies isn't really that good -- and I'm not sure it's appeal is as broad outside of the box office.
      May 14
    • New thunda
      Exactly. Disney is great at big 200m event movies that are cultural phenomena.

      That model doesn’t translate well to subscription. And if it did, Netflix has bigger budgets and a better model anyways.
      May 14
    • Amazon hsl44428q
      This. You sign up for Disney, watch the movies that interest you and cancel. Netflix is doing it right, balancing their content heavily around TV shows.
      May 14
    • Microsoft
      🤴king🤴

      Microsoft

      PRE
      Cubic
      🤴king🤴more
      Disney+ has an interesting value proposition. It's about half the price as other streaming services and they have a huge catalog aimed at children and their nostalgic parents.

      Disney probably has the best IP out of any streaming service.
      May 14
    • Tableau krxi15
      What makes people think disney won’t make TV shows? It owns marvel, star wars, pirates, indiana jones, pixar etc It can make way better originals than Netflix TBH.
      May 14
  • Illumina
    lo mein

    Illumina

    PRE
    Illumina
    lo meinmore
    If society keeps disintegrating at its present rate I wouldn’t be surprised to see Facebook kicked in the nuts as people try to do something about it
    May 140
  • Netflix / EngLoveDeathR
    Was Google a one trick pony? Was FB a one trick pony? TV entertainment is such a large industry that Netflix needs not to diversify because it's growing too fast. I am sure we'll have Netflix Land one day, when the growth slows down.
    May 143
    • Microsoft
      🤴king🤴

      Microsoft

      PRE
      Cubic
      🤴king🤴more
      Lol the Kool-Aid is strong with this one. Netflix Land 🤣🤣🤣
      May 14
    • Netflix / EngLoveDeathR
      What's so funny? Netflix will easily have more valuable IP than NBCU in a few years. If Universal Studio is viable, why not Netflix land?
      May 14
    • Microsoft
      🤴king🤴

      Microsoft

      PRE
      Cubic
      🤴king🤴more
      Can't wait to go on iconic rides such as House of Cards 3D and The Wizarding World of Orange is the New Black 🤣🤣
      May 14
  • New / Engh7j8
    Have you been on Netflix lately? It's basically all originals.
    May 141
    • New VreM84
      And? Are they any good?
      May 15
  • Flagged by the community.

  • Clover Health sinkinship
    Honestly, whatever I don't find on Netflix, I torrent. That won't change one bit.
    May 140
  • Flagged by the community.

  • Microsoft
    🤴king🤴

    Microsoft

    PRE
    Cubic
    🤴king🤴more
    Netflix is the new HBO. They will be fine. Maybe not trading at such a high P/E, but they'll be around for a long time.
    May 140

Join verified employees in our anonymous social network!Download the app!

close