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I'm a big fan of Stratechery and the original thought behind most of the posts but I think this one completely misses the mark. Advertising is not a new model i
by dhruvarora013 5y ago
I'm a big fan of Stratechery and the original thought behind most of the posts but I think this one completely misses the mark. Advertising is not a new model in the streaming space - Hulu has done it for years and is one of the things I hate most about it. As most people have said here int he comments - if Netflix adds advertising there would be an uproar.
Here are some ways I think Netflix could make money just off the top of my head,
* Netflix Live - Amazon does this to an extent and there's clearly a demand for live content. This could be sports, or a Twitch competitor or something original (reality tv meets live maybe).
* Pay for different regional content - Every VPN advertises the ability to switch countries to watch Netflix from a different country. I would happily pay more if I got access to the US content in addition to the UK. This is a legal problem more than an engineering problem though.
* Netflix Infra - every company out there seems to be creating a streaming service and frankly most of them are rubbish - they constantly buffer, have terrible apps and casting functionality. Netflix could create a product similar to AWS and rent out their infra. Yes it does cannibalize their own offering/product strengths but thats happening anyway as their competitors get their shit together
* Merchandising - there are a lot of crazy viral hits that Netflix seems to create - Squid Game was one of the most popular Halloween costumes last year. I should be able to order merch right from the app especially for Netflix originals. You only have to look at Disney to see the possibilities here.