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Let's ignore their Russian subscribers loss for the time being. Analysts were expecting them to add 2.7m and they added 500K elsewhere (taking the number from y

Let's ignore their Russian subscribers loss for the time being. Analysts were expecting them to add 2.7m and they added 500K elsewhere (taking the number from your comment) so they are still way off and it proves that their growth is slowing at a rapid pace because of increasing competition from Apple, Amazon, Disney and HBO.

altdataseller 4y ago
How much more growth can Netflix really muster? They really have penetrated most regions including APAC. Adding 500k is a major accomplishment when viewed thru that lens.
- Kon-Peki 4y ago
  > Netflix previously told shareholders it expected to add 2.5 million net subscribers during the first quarter. It wasn't just the analysts. Netflix itself missed big in their forecast.
  - EnKopVand 4y ago
    I’m curious as to when the forecast is from. We missed our expected q1 target by quite a margin as well because the market, and I mean any market, has been hit by the war and the inflation.
    - rchaud 4y ago
      Would Netflix subscriptions really be impacted due to the war? Aside from a handful of countries that are bearing the brunt of the conflict and sanctions.
li2uR3ce 4y ago
> taking the number from your comment From the article, fyi. > slowing at a rapid pace because of increasing competition from Apple, Amazon, Disney and HBO. I don't doubt that but I do suspect other services will see some slow down too as a result of general bullshit and uncertainty in the economy. It's never really just one thing. Then again...yeah Disney+ is a really good deal. And Amazon's numbers are inflated from other Prime stuff. I'm just an old man yelling at a screen from his arm chair because I can't trust anyone.
- smackeyacky 4y ago
  "slowing at a rapid pace" makes no sense as a statement. Is their growth stalled? How can anything slow at a rapid pace?
  - colinmhayes 4y ago
    Second derivative is negative
  - Misdicorl 4y ago
    Imagine a car slamming on anti lock brakes versus one coasting to a stop.
  - xboxnolifes 4y ago
    > How can anything slow at a rapid pace? Rapid deceleration. Just because a car is still moving, doesn't mean it's moving as fast as it was 1 second ago.
    - rdtwo 4y ago
      I think in this case it’s supposedly still accelerating but you are depressed the gas and the engine is spooling back down to idle. I think the term is Jerk
- omegalulw 4y ago
  The other services are not charging a premium just for 4K, are not bundling 4K with 4 screens and have content that competes/beats Netflix's. They also haven't saturated the markets so you will not see them slowing down yet. I predict Netflix will change two things business wise: 1. Ads. 2. No content dumps, instead 1 episode/week.
  - auxym 4y ago
    The day Netflix has ads is the day I unsubscribe. The price, here in Canada at least, has already doubled since I first subscribed and is getting close to a cable subscription. Ads and high price is why everyone cut the cable in the first place. (And poor content)
forum_ghost 4y ago
>because of increasing competition from Apple, Amazon, Disney and HBO. because of increased fragmentation, torrents are becoming a big competitor again?
- OneLessThing 4y ago
  That’s exactly what I expect in about 3-5 years. I particularly have my eye on BitTorrent modifications like webtorrent which may get the viewing experience even closer to a paid streaming service.
- Arrath 4y ago
  In my household they certainly are. I'm already paying for Netflix, Amazon Prime, and HBO Max. Sharing those with friends, and receiving Disney+ and Hulu in return. We're back to where we started, with everything dashed across a bunch of different 'networks', and I left entirely because of the steep cable bill. Like hell I'm going to add even more services, like AppleTV or Paramount+.
- rchaud 4y ago
  I'd say IPTV. Torrents are too complicated for most people, compared to the ease of buying an 'Android TV box' at a cell phone store, Craiglist or flea market, and paying $15/month for cable channels and TV/movie streaming. The UI is relatively good, worlds apart from the 2010 era when finding shows and episodes required going through a list of gorillavid.com links.
  - forum_ghost 4y ago
    yes, but how does IPTV get their content? It's piracy all the way down.
captaincaveman 4y ago
All SVOD services are down this quarter, Disney+ arguably hardest hit, root cause is cost of living increases.
mgh2 4y ago
To your point, Apple's market share: https://news.ycombinator.com/item?id=30940431 https://news.ycombinator.com/item?id=30940431

altdataseller 4y ago

How much more growth can Netflix really muster? They really have penetrated most regions including APAC. Adding 500k is a major accomplishment when viewed thru that lens.

Kon-Peki 4y ago
> Netflix previously told shareholders it expected to add 2.5 million net subscribers during the first quarter. It wasn't just the analysts. Netflix itself missed big in their forecast.
- EnKopVand 4y ago
  I’m curious as to when the forecast is from. We missed our expected q1 target by quite a margin as well because the market, and I mean any market, has been hit by the war and the inflation.
  - rchaud 4y ago
    Would Netflix subscriptions really be impacted due to the war? Aside from a handful of countries that are bearing the brunt of the conflict and sanctions.

li2uR3ce 4y ago

> taking the number from your comment From the article, fyi. > slowing at a rapid pace because of increasing competition from Apple, Amazon, Disney and HBO. I don't doubt that but I do suspect other services will see some slow down too as a result of general bullshit and uncertainty in the economy. It's never really just one thing. Then again...yeah Disney+ is a really good deal. And Amazon's numbers are inflated from other Prime stuff. I'm just an old man yelling at a screen from his arm chair because I can't trust anyone.

smackeyacky 4y ago
"slowing at a rapid pace" makes no sense as a statement. Is their growth stalled? How can anything slow at a rapid pace?
- colinmhayes 4y ago
  Second derivative is negative
- Misdicorl 4y ago
  Imagine a car slamming on anti lock brakes versus one coasting to a stop.
- xboxnolifes 4y ago
  > How can anything slow at a rapid pace? Rapid deceleration. Just because a car is still moving, doesn't mean it's moving as fast as it was 1 second ago.
  - rdtwo 4y ago
    I think in this case it’s supposedly still accelerating but you are depressed the gas and the engine is spooling back down to idle. I think the term is Jerk
omegalulw 4y ago
The other services are not charging a premium just for 4K, are not bundling 4K with 4 screens and have content that competes/beats Netflix's. They also haven't saturated the markets so you will not see them slowing down yet. I predict Netflix will change two things business wise: 1. Ads. 2. No content dumps, instead 1 episode/week.
- auxym 4y ago
  The day Netflix has ads is the day I unsubscribe. The price, here in Canada at least, has already doubled since I first subscribed and is getting close to a cable subscription. Ads and high price is why everyone cut the cable in the first place. (And poor content)

forum_ghost 4y ago

>because of increasing competition from Apple, Amazon, Disney and HBO. because of increased fragmentation, torrents are becoming a big competitor again?

OneLessThing 4y ago
That’s exactly what I expect in about 3-5 years. I particularly have my eye on BitTorrent modifications like webtorrent which may get the viewing experience even closer to a paid streaming service.
Arrath 4y ago
In my household they certainly are. I'm already paying for Netflix, Amazon Prime, and HBO Max. Sharing those with friends, and receiving Disney+ and Hulu in return. We're back to where we started, with everything dashed across a bunch of different 'networks', and I left entirely because of the steep cable bill. Like hell I'm going to add even more services, like AppleTV or Paramount+.
rchaud 4y ago
I'd say IPTV. Torrents are too complicated for most people, compared to the ease of buying an 'Android TV box' at a cell phone store, Craiglist or flea market, and paying $15/month for cable channels and TV/movie streaming. The UI is relatively good, worlds apart from the 2010 era when finding shows and episodes required going through a list of gorillavid.com links.
- forum_ghost 4y ago
  yes, but how does IPTV get their content? It's piracy all the way down.

captaincaveman 4y ago

All SVOD services are down this quarter, Disney+ arguably hardest hit, root cause is cost of living increases.

mgh2 4y ago

To your point, Apple's market share: https://news.ycombinator.com/item?id=30940431 https://news.ycombinator.com/item?id=30940431