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Netflix will 100% lose long term. The ones that will win are the ones that are supported by other businesses. Amazon PrimeVideo can lose 100M viewers in a qua
by iLoveOncall 4y ago
Netflix will 100% lose long term.
The ones that will win are the ones that are supported by other businesses.
Amazon PrimeVideo can lose 100M viewers in a quarter, it doesn't matter, the money is still here, and it won't even make the stock price move by a tenth of a percent.
Netflix loses 10M subscribers in a quarter and its stock will be worth 0.
Netflix has literally no way to compete against the other giants. It's a one trick poney with a single revenue stream competing against companies that have virtually infinite money compared to it.
The ones that will remain are Amazon, Google and Apple. See you in 10 years.
- jshzglr 4y agoI wouldn’t be so confident. Big tech is diffused. If a company like Netflix can remain focused and steer clear of tribal commotions they can stay in the fight for a long time.
- crazygringo 4y agoNo, it's pretty clear that Amazon (as it exists today) and Apple will remain niche services precisely because they're intended to complete a portfolio, not actually be profitable. Their goals are to keep you in Amazon and Apple's ecosystems, which means only a handful of hit shows needed. YouTube is in a different category altogether, they're not doing serious studio scripted content at scale. My money is that the big three are going to be Netflix, Disney/Hulu, and then some strange consolidation of most of Paramount+, Peacock, Discovery+, etc. that maybe partners with Amazon for distribution but maybe not. Stuff like HBO and Apple TV+ is the premium part of the long tail that people dip into as their favorite shows come back on.
- curiousDog 4y agoNetflix has been in business for 25years now and competing with Amazon prime for close to ~12 years.. Of course on a long enough timeline survival zero yada yada..
- cactus-bussin 4y ago