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OK, this: > Their technology advantage is being commoditized away is totally true, but this: > production + marketing has not been their forte. strikes me a

OK, this: > Their technology advantage is being commoditized away is totally true, but this: > production + marketing has not been their forte. strikes me as questionable. They've had standout hits with some first rate production, and if I were guessing, even some of the longer tail of lower impact/quality in-house productions has been targeted towards audiences likely to enjoy it. Massive battle is right, especially vs Disney's catalog and franchise power. But Netflix has an amazing incumbency position. There's a reason why Disney's still got some well-placed content positioned on Netflix for its viewers.

tomnipotent 7y ago
Netflix has the Kleenex/Band-aid brand cache for Internet-streamed video. I hear people talking about "catching up on Netflix over the weekend" even though they show they're talking about is on Prime or Hulu.
- kccqzy 7y ago
  Exactly. That's like saying to my friend I'm going to google some obscure topic only to pull out my phone and use DuckDuckGo instead. It's becoming a generalized term.
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scarface74 7y ago
Having “hits” doesn’t matter. The only thing that matters is whether they can produce those hits profitably. They are borrowing billions of dollars to both produce and license content with the only real way to cover the cost and to make a profit is subscription revenue. Most content on Disney+ has already made a sizable profit before it even gets to the channel and afterwards between theaters, video on demand, dvd rentals and sales etc. Also there is the “flywheel”. Comic tie ins, theme parks and merchandise. Both Apple and Amazon have money to burn they don’t really need their streaming service to be profitable. Hulu is also for all intents and purposes owned by Disney and it makes more from people who watch the ad supported tier than those who subscribe to the No Commercial options. It is also the successful over the top “cable provider”.

tomnipotent 7y ago

Netflix has the Kleenex/Band-aid brand cache for Internet-streamed video. I hear people talking about "catching up on Netflix over the weekend" even though they show they're talking about is on Prime or Hulu.

kccqzy 7y ago
Exactly. That's like saying to my friend I'm going to google some obscure topic only to pull out my phone and use DuckDuckGo instead. It's becoming a generalized term.

deleted 7y ago

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scarface74 7y ago

Having “hits” doesn’t matter. The only thing that matters is whether they can produce those hits profitably. They are borrowing billions of dollars to both produce and license content with the only real way to cover the cost and to make a profit is subscription revenue. Most content on Disney+ has already made a sizable profit before it even gets to the channel and afterwards between theaters, video on demand, dvd rentals and sales etc. Also there is the “flywheel”. Comic tie ins, theme parks and merchandise. Both Apple and Amazon have money to burn they don’t really need their streaming service to be profitable. Hulu is also for all intents and purposes owned by Disney and it makes more from people who watch the ad supported tier than those who subscribe to the No Commercial options. It is also the successful over the top “cable provider”.