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To me it seems a no brainer for Netflix to buy Spotify in a year or two at the peak of the recession and offer a dual service membership alongside its existing
by rcarr 4y ago
To me it seems a no brainer for Netflix to buy Spotify in a year or two at the peak of the recession and offer a dual service membership alongside its existing options. As it stands, if Spotify raises its prices again then it makes more sense for me to buy an Apple One subscription and putting up with the worse interface rather than forking out for Spotify. If more and more people start doing the same then it’s done as a service and its price is going to tank. At the same time, with more and more tv/film content being split across different providers, I’m most likely going to start rotating e.g 1 month Disney, 1 month Paramount, 1 month Netflix, with a yearly Prime membership and and Apple One subscription being my only constants. If Netflix had Spotify that would be a reason to ditch apple one and keep a year round Netflix subscription rather than demoting it to rotation.
I’d also look at acquiring Criterion and A24. Netflix then becomes the home of independent cinema, auteur and classic cinema and original storytelling vs the other options which (HBO/Now TV excepting) all seem to rely heavily on existing franchises. I’d also look at upping the amount of stand up specials which it seems to be doing with the Netflix is a joke festival.
- rcarr 4y agoThey could also potentially buy Peloton now whilst it’s struggling. Buy Dropbox and Substack as well and now you’re a full Apple One competitor. And valve for games. Market Cap (billion dollars): Netflix: 84.02 Spotify: 19.71 Dropbox: 8.17 Peloton: 2.86 Valve: 10 Substack: 0.65 A24: 2.5 Sounds doable looking at those numbers.
- e3bc54b2 4y ago> Buy Dropbox and Substack as well and now you’re a full Apple One competitor. Good one. To be 'full' Apple One competitor, you'd need default app installs as well as built-in advertisements/notifications channel across macs/iDevices. Oh also, Valve is privately owned money printing machine. I doubt gaben would be interested in selling it.
- Ekaros 4y agoAm I only one who thinks that 10 billion for Valve with past valuations for tech companies sound awfully low... I really wonder where they would be if they had VC money or were public.