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> Netflix is not good at creating content. Why would you say that? These days, many of the most talked about and watched shows are Netflix content. Like for in
by xkjkls 7y ago
> Netflix is not good at creating content.
Why would you say that? These days, many of the most talked about and watched shows are Netflix content. Like for instance, Tiger King is the most talked about show in America right now, Netflix owned and produced.
> Netflix is not a business entity I would long. It is absolutely a fad, and will lose negotiating power to distributors and content creators.
This seems to be a five plus year ago view on the company. They've pivoted mostly to making original content at this point, which in my mind is the hardest reason to be long them. They've had to accumulate enormous debt to produce all of this content and have exclusive ownership rights, which makes their balance sheet look terrible.
- eitally 7y agoI think a perhaps more accurate way of stating the position is that "Netflix is not good enough at creating enough good content [to make up for 1) existing back catalogs and 2) parallel activity from strong competition]. I don't think anyone could definitively state that Netflix content is subpar when it's at its best, but I also don't think anyone would suggest they'd be willing to give up the big studios and rely exclusively on Netflix original content.
- Talanes 7y agoAs things start to fracture more and more, the big studios kind of find themselves in the same position. Disney+ probably has one of the strongest single-publisher back catalogs, and there's still a lot of talk about there being nothing to watch after you finish the few originals and whatever old thing you were interested in.
- xkjkls 7y agoContent ages. People want new topical content. Even someone who owned the entire criterion collection would still have problems.
- bigphishy 7y agoToo true, I hardly hear about trending media, I try to avoid it, but my housemate told me about tiger king yesterday.