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Fleabag is a spectacular show, and deserves every accolade. At the same time, it has a limited appeal market. Outside of that lucky pick up, Amazon really hasn

Fleabag is a spectacular show, and deserves every accolade. At the same time, it has a limited appeal market. Outside of that lucky pick up, Amazon really hasn't done all that well. Many of their big hype shows have been abysmal. That Jack Ryan one is just terrible -- I had big expectations for it, but it's so poorly acted, and so bizarrely edited, that I still marvel that it was released as is. If I actually had to pay for Amazon's offering, instead of it being some bizarre throw-in with Prime, I wouldn't. At the same time, Netflix has had a lot of fantastic, and fantastically successful, shows. Shows with enormous appeal. So I wouldn't start shorting Netflix because Fleabag won some awards. Indeed, the trope that Netflix is so over has gone on here for time eternal.

megaremote 7y ago
> Fleabag is a spectacular show, and deserves every accolade. And it hardly has anything to do with Amazon, they just helped fund some of it with BBC3.
markandrewj 7y ago
In general I have found Netflix's in house shows to have a higher production value and better writing then Amazon's in house shows. Amazon has a few gems, but Netflix has been more consistent. For many people with Prime accounts though, the streaming service is a bonus on top of additional services they are using their account for, such as twitch prime. I think that Apples new streaming service in the long run will be the competitor to Netflix, but only if they are able to create a library of content that is compelling.
- AJ007 7y ago
  The fundamental problem for Netflix is they have to make money from their subscriptions. Amazon can fund video production at break even or a loss indefinitely. Apple might be able to too, but their shareholders won’t be happy. Google+YouTube is another potential problem, at some point if they so choose to be. For certain demographics, they are fine just watching YouTube all day and not wanting a Netflix subscription. Disney appears to be another big threat for IP reasons, but we have yet to see how their rollout goes. Netflix probably has to sell ads and/or do something else to remain independent, if the other big tech companies are going to continue to desire to be media companies. If Netflix’s stock drops a lot, they’ll be a big acquisition target.
  - markandrewj 7y ago
    Time will tell. Apple undercutting Netflix in price may convince people to switch platforms, but if Apple does not have a good library of content they will likely struggle to retain users. Although user growth has slowed at Netflix, user retention has remained high. Netflix's stocks have dipped, but it is expected considering all the recent news. I am not a trader, but people often buy on rumor and sell on news.

megaremote 7y ago

> Fleabag is a spectacular show, and deserves every accolade. And it hardly has anything to do with Amazon, they just helped fund some of it with BBC3.

markandrewj 7y ago

In general I have found Netflix's in house shows to have a higher production value and better writing then Amazon's in house shows. Amazon has a few gems, but Netflix has been more consistent. For many people with Prime accounts though, the streaming service is a bonus on top of additional services they are using their account for, such as twitch prime. I think that Apples new streaming service in the long run will be the competitor to Netflix, but only if they are able to create a library of content that is compelling.

AJ007 7y ago
The fundamental problem for Netflix is they have to make money from their subscriptions. Amazon can fund video production at break even or a loss indefinitely. Apple might be able to too, but their shareholders won’t be happy. Google+YouTube is another potential problem, at some point if they so choose to be. For certain demographics, they are fine just watching YouTube all day and not wanting a Netflix subscription. Disney appears to be another big threat for IP reasons, but we have yet to see how their rollout goes. Netflix probably has to sell ads and/or do something else to remain independent, if the other big tech companies are going to continue to desire to be media companies. If Netflix’s stock drops a lot, they’ll be a big acquisition target.
- markandrewj 7y ago
  Time will tell. Apple undercutting Netflix in price may convince people to switch platforms, but if Apple does not have a good library of content they will likely struggle to retain users. Although user growth has slowed at Netflix, user retention has remained high. Netflix's stocks have dipped, but it is expected considering all the recent news. I am not a trader, but people often buy on rumor and sell on news.