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It adds up when people start having to choose among Netflix, Disney, Hulu, HBO, Apple, Amazon, etc. When it was just Netflix agreed it's not a lot, but the big
by tempsy 7y ago
It adds up when people start having to choose among Netflix, Disney, Hulu, HBO, Apple, Amazon, etc. When it was just Netflix agreed it's not a lot, but the big threat of the existence of these competing services is that it forces people to budget.
- pmart123 7y agoRight now, it still falls under the typical cable bundle pricing. However, there is definitely a finite supply of good actors, writers, and directors in Hollywood (demonstrated by the quality of recent releases). Netflix is also competing with gathering attention as a whole, so the growth of podcasts, Instagram, YouTube, or Twitch eat at the value of Netflix's all you can eat buffet style approach. The two wildcards are Apple and Amazon. I don't see either company competing directly, but they could lower the cost of customer acquisition (especially internationally) for HBO Max, Comcast, etc. and take a cut of the subscription. If that doesn't work, I think these other services will have a hard time competing internationally outside of Disney. I don't think many people will cancel Netflix, but right now, it seems the content needs and costs scale in proportion to subscribers, which isn't ideal for them. I could see Netflix struggling over the next couple of years, but Comcast and AT&T struggling, even more, to get their services off the ground. At that point, perhaps AT&T and Comcast go back to selling content to Netflix, or perhaps Amazon buys up the content rights cheaply after everyone else is decimated.
- alistairSH 7y agoI'm at the point where I'm considering rotating services every few months... HBO in the fall, Netflix in the winter, Hulu in the Spring, ... I already cancelled HBO, and Netflix is barely keeping my interest right now.