Is Netflix done?

Feb 9 17 Comments

It's clear that Netflix had failed to monopolize the market now that so many competitors have emerged. Is Netflix done?

https://www.cnbc.com/2022/02/09/disney-makes-up-ground-on-netflix-blowout-disney-subscriber-adds-.html

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TOP 17 Comments
  • Disney sucks
    Feb 9 4
  • Shopify
    Lnmv46

    Go to company page Shopify

    Lnmv46
    given that netflix still reported net adds — i think what *is* done is the narrative that streaming is “winner takes all”

    it’s clear that households can and will subscribe to multiple services.

    anecdotally, i don’t know of anyone who canceled netflix and subbed to disney. it’s always netflix + a bevy of other services
    Feb 9 1
    • Shopify
      Lnmv46

      Go to company page Shopify

      Lnmv46
      i think the bullish netflix take on this is that streaming is a technological and product drag, and eventually more studios will realize it’s more profitable to license to netflix/amazon/etc vs doing themselves

      fully expect paramount and peacock to go this route eventually

      i think the initial idea for hulu was interesting, but mistimed. might do better now
      Feb 9
  • Amazon
    GharJaana

    Go to company page Amazon

    GharJaana
    Netflix is going to be a rollercoaster
    Don't expect it to be forever up or bankrupt
    Expect Netflix to be a relatively modest growth business this decade till they diversify or do something drastically innovative in their industry
    Feb 9 0
  • GitHub
    6ft9GF

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    6ft9GF
    Nope it's just more closer to saturation than Disney which is a bit further down the saturation curve
    Netflix major issue is their content and poor market share in developing counties in Latin America and Asia
    Feb 9 0
  • Apple / Product
    DeepakMu

    Go to company page Apple Product

    DeepakMu
    I feel a bit nickel and dimed by Netflix. If I want better quality I have to pay. Prices keep going up. I can’t even integrate Netflix into Apple TV like I can with the others. The thing is I will still stay a subscriber but it just doesn’t feel like a company that’s helping solve my problems I guess.
    Feb 9 0