4 ms·

Marketshare? People are happy to pay a single Netflix subscription, and many people already have one. People would be less happy to shell out for yet another

Marketshare? People are happy to pay a single Netflix subscription, and many people already have one. People would be less happy to shell out for yet another subscription, especially for a single kind of content (unless you watch Disney all day, it doesn't make sense to subscribe).

paganel 8y ago
I'll add that they have very good and especially very diverse shows. "La Casa de papel" is killing it (at least here in Europe), and that's because Netflix doesn't care if their shows are spoken in English, Spanish or Swahili, they know that bringing diversity into the cinematic game it's what is badly needed right now. I'd compare this to Hollywood in the late '60s - early '70s, when it needed the breeze of fresh air brought by La Nouvelle Vague or by Kurasawa's and Jean-Pierre Melville's movies. Right now Hollywood (and the media companies behind it) is stuck in making movies for late-teenager geeks (the comic-book-based endless series, the Star Wars soap opera etc), movies which have almost no interest for the general public.
- jmknoll 8y ago
  I agree with you on the importance of diversity and the quality of Netflix programming, but I don’t think it’s accurate to say that the general public has no interest in comic book movies or Star Wars. The Force Awakens is the third best-selling movie of all time, and Disney’s Marvel Cinematic Universe occupies about half of the top ten best selling movies.
Mindwipe 8y ago
> People would be less happy to shell out for yet another subscription, especially for a single kind of content (unless you watch Disney all day, it doesn't make sense to subscribe). There are multiple market reports (not a public one that I can find) that show the vast majority of Netflix subscribers already do shell out for another subscription (and that's true internationally, including in non-Prime Amazon territories, so it's not about Amazon delivery). Most people will very much happily shell out for multiple subscriptions.
sib 8y ago
It's highly likely (see what happened with Disney removing content from Netflix) that, as consolidation continues, other major studios will also remove their content from Netflix. Once that happens, Netflix may find it harder to keep people happy to pay their monthly subscription (which is why Ted Sarandos recently stated that 85% of Netflix content spending is going to be on originals https://variety.com/2018/digital/news/netflix-original-spending-85-percent-1202809623/ https://variety.com/2018/digital/news/netflix-original-spend...)
- r00fus 8y ago
  Good riddance. I don't like most of the trash that's out there. Disney and Netflix are going to go head to head because, anecdotally speaking, my kids and all their friends watch these two sources primarily (some overlap ie, Moana on Netflix will likely vanish once Disney's streaming solution goes mainstream). The key here is that Netflix is essentially free due to it's low overall cost, and parents like the non-kid content so the kid content being free (and no upsell) is a big deal - and unlike YT kids, is relatively trustworthy. Disney will have to compete to either make a generally good Netflix replacement, or somehow dovetail into that model as a "high cost/high value" seperate subscription and edge out all other such services.

paganel 8y ago

I'll add that they have very good and especially very diverse shows. "La Casa de papel" is killing it (at least here in Europe), and that's because Netflix doesn't care if their shows are spoken in English, Spanish or Swahili, they know that bringing diversity into the cinematic game it's what is badly needed right now. I'd compare this to Hollywood in the late '60s - early '70s, when it needed the breeze of fresh air brought by La Nouvelle Vague or by Kurasawa's and Jean-Pierre Melville's movies. Right now Hollywood (and the media companies behind it) is stuck in making movies for late-teenager geeks (the comic-book-based endless series, the Star Wars soap opera etc), movies which have almost no interest for the general public.

jmknoll 8y ago
I agree with you on the importance of diversity and the quality of Netflix programming, but I don’t think it’s accurate to say that the general public has no interest in comic book movies or Star Wars. The Force Awakens is the third best-selling movie of all time, and Disney’s Marvel Cinematic Universe occupies about half of the top ten best selling movies.

Mindwipe 8y ago

> People would be less happy to shell out for yet another subscription, especially for a single kind of content (unless you watch Disney all day, it doesn't make sense to subscribe). There are multiple market reports (not a public one that I can find) that show the vast majority of Netflix subscribers already do shell out for another subscription (and that's true internationally, including in non-Prime Amazon territories, so it's not about Amazon delivery). Most people will very much happily shell out for multiple subscriptions.

sib 8y ago

It's highly likely (see what happened with Disney removing content from Netflix) that, as consolidation continues, other major studios will also remove their content from Netflix. Once that happens, Netflix may find it harder to keep people happy to pay their monthly subscription (which is why Ted Sarandos recently stated that 85% of Netflix content spending is going to be on originals https://variety.com/2018/digital/news/netflix-original-spending-85-percent-1202809623/ https://variety.com/2018/digital/news/netflix-original-spend...)

r00fus 8y ago
Good riddance. I don't like most of the trash that's out there. Disney and Netflix are going to go head to head because, anecdotally speaking, my kids and all their friends watch these two sources primarily (some overlap ie, Moana on Netflix will likely vanish once Disney's streaming solution goes mainstream). The key here is that Netflix is essentially free due to it's low overall cost, and parents like the non-kid content so the kid content being free (and no upsell) is a big deal - and unlike YT kids, is relatively trustworthy. Disney will have to compete to either make a generally good Netflix replacement, or somehow dovetail into that model as a "high cost/high value" seperate subscription and edge out all other such services.