4 ms·

> If they close the door to account sharing, maybe the subscriptions will start falling like domino pieces. If people turn out to not watch that much content t

by m000 4y ago

> If they close the door to account sharing, maybe the subscriptions will start falling like domino pieces. If people turn out to not watch that much content to warrant 3-4 subscriptions per (strict) household, I wonder if this could lead to a Highlander-like streaming showdown: There can be only one. The thing there is that Netflix should try to avoid the showdown, not push towards it, because they are the least equipped to win: - Disney+, HBO Max (Warner) -> Own/produce AAA content. - Prime Video -> Deep pockets, bundled as value added service, own distribution infra. - Apple -> Very deep pockets, customer loyalty. - Netflix -> ???

brnt 4y ago
Netflix has a looooooong arm of international content. Which is probably an important reason why they are by far the largest internationally. I don't see anyone replicating that anytime soon.
- m000 4y ago
  Good point. Which makes me wonder why Netflix pushed back against EU regulation that would put content origin quotas [1]. They should be lobbying for that, as they would have to do very little (compared e.g. to Disney+ or Amazon) to be compliant. [1] https://tbivision.com/2022/12/09/exclusive-streamers-push-back-as-european-commission-explores-origins-of-content/ https://tbivision.com/2022/12/09/exclusive-streamers-push-ba...
  - throwaway290 4y ago
    That international content is quantity but not AAA quality. Dark is probably among the best and it doesn't clear the bar... 1899 is better, but cut short after 1 season. Most others are noticeably low budget.
    - rtpg 4y ago
      What quality bar does Dark not clear? American shows do of course get wild budgets and can do some crazy stuff, but there’s good international tv
      - throwaway290 4y ago
        My personal bar of what counts as AAA I guess? It actually started quite well, but second half of the series drags down the average in terms of story/screenwriting/camera/VFX. It doesn't stand near the likes of Foundation, Game of Thrones, Mrs. Maisel, Mr. Robot, The Wire Doing TV is a marathon, perhaps Dark showrunners are more of sprinter people and should do movies instead.
        zerocrates 4y ago
        You'd be hard-pressed to find much that's going to stand with Game of Thrones on production values. Dark, I'd agree, faded in terms of the plotting as it got kind of all twisted up in itself toward the end, but I still liked it quite a bit. And you could say similar things about some of your other picks, like Mr. Robot (or Game of Thrones for that matter). Sustained excellence season after season is really hard to achieve.
        throwaway290 4y ago
        None of them went off the rails in visual quality, story, etc as dramatically as Dark...
jones6ofMont 4y ago
[dead]
throwaway290 4y ago
Apple owns and produces AAA content. Foundation, Severance spring to mind.
- pallas_athena 4y ago
  Also Prime Video ("The Rings of Power" is -or rather will be, after five seasons-the most expensive television series ever made).
  - effingwewt 4y ago
    Terrible example- Amazon has nothing AAA. Rings of power looks and is written like a cheap SyFy series. No-name actors, shoddy costumes, horrendous writing. I have no idea where their money went, but money!=quality. The boys was good and went to shit. Invincible was alright, supposedly season 2 is coming 'some day'. By the time they bought The Expanse it had fallen off a cliff. Netflix and amazon are not worth the subscription to me and haven't been for a long while.
    - throwaway290 4y ago
      If Mrs. Maisel is not AAA then I don't know what is. Probably in top 5 shows of the current golden age of western cinema and TV (yes, TV is now way ahead)
      - effingwewt 4y ago
        Maisel has been canceled. Ended, more specifically since apparently the creators made the decision. Point taken, though. Still, if they only have a 1/10 chance at being good I am not taking the chance. It's like the netflix stamp is a kiss of death to me now. On the rare occasions they get it right they muck it all up after season 1. If I hear good word of mouth about a show I may check it out, but I don't waste my time giving Hollywood the benefit of the doubt anymore. They have to prove they are worth my time and at the moment no streaming services are worth the amounts they charge.
itslennysfault 4y ago
Netflix had first mover advantage, but that ship has sailed. Their only real moat now is their original content, but when stacked against Disney or HBO it's a pretty weak moat.

by m000 4y ago

brnt 4y ago

Netflix has a looooooong arm of international content. Which is probably an important reason why they are by far the largest internationally. I don't see anyone replicating that anytime soon.

m000 4y ago
Good point. Which makes me wonder why Netflix pushed back against EU regulation that would put content origin quotas [1]. They should be lobbying for that, as they would have to do very little (compared e.g. to Disney+ or Amazon) to be compliant. [1] https://tbivision.com/2022/12/09/exclusive-streamers-push-back-as-european-commission-explores-origins-of-content/ https://tbivision.com/2022/12/09/exclusive-streamers-push-ba...
- throwaway290 4y ago
  That international content is quantity but not AAA quality. Dark is probably among the best and it doesn't clear the bar... 1899 is better, but cut short after 1 season. Most others are noticeably low budget.
  - rtpg 4y ago
    What quality bar does Dark not clear? American shows do of course get wild budgets and can do some crazy stuff, but there’s good international tv
    - throwaway290 4y ago
      My personal bar of what counts as AAA I guess? It actually started quite well, but second half of the series drags down the average in terms of story/screenwriting/camera/VFX. It doesn't stand near the likes of Foundation, Game of Thrones, Mrs. Maisel, Mr. Robot, The Wire Doing TV is a marathon, perhaps Dark showrunners are more of sprinter people and should do movies instead.
      - zerocrates 4y ago
        You'd be hard-pressed to find much that's going to stand with Game of Thrones on production values. Dark, I'd agree, faded in terms of the plotting as it got kind of all twisted up in itself toward the end, but I still liked it quite a bit. And you could say similar things about some of your other picks, like Mr. Robot (or Game of Thrones for that matter). Sustained excellence season after season is really hard to achieve.
        throwaway290 4y ago
        None of them went off the rails in visual quality, story, etc as dramatically as Dark...

jones6ofMont 4y ago

[dead]

throwaway290 4y ago

Apple owns and produces AAA content. Foundation, Severance spring to mind.

pallas_athena 4y ago
Also Prime Video ("The Rings of Power" is -or rather will be, after five seasons-the most expensive television series ever made).
- effingwewt 4y ago
  Terrible example- Amazon has nothing AAA. Rings of power looks and is written like a cheap SyFy series. No-name actors, shoddy costumes, horrendous writing. I have no idea where their money went, but money!=quality. The boys was good and went to shit. Invincible was alright, supposedly season 2 is coming 'some day'. By the time they bought The Expanse it had fallen off a cliff. Netflix and amazon are not worth the subscription to me and haven't been for a long while.
  - throwaway290 4y ago
    If Mrs. Maisel is not AAA then I don't know what is. Probably in top 5 shows of the current golden age of western cinema and TV (yes, TV is now way ahead)
    - effingwewt 4y ago
      Maisel has been canceled. Ended, more specifically since apparently the creators made the decision. Point taken, though. Still, if they only have a 1/10 chance at being good I am not taking the chance. It's like the netflix stamp is a kiss of death to me now. On the rare occasions they get it right they muck it all up after season 1. If I hear good word of mouth about a show I may check it out, but I don't waste my time giving Hollywood the benefit of the doubt anymore. They have to prove they are worth my time and at the moment no streaming services are worth the amounts they charge.

itslennysfault 4y ago

Netflix had first mover advantage, but that ship has sailed. Their only real moat now is their original content, but when stacked against Disney or HBO it's a pretty weak moat.