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Losing 1M users is not good, but isn't the real question how many accounts they lost? There's another question: how's the competition doing? Amazon and Sky Sho
by narag 3y ago
Losing 1M users is not good, but isn't the real question how many accounts they lost?
There's another question: how's the competition doing? Amazon and Sky Showtime are much better in new subscriptions. HBO is 50% in new subscriptions. The measure is killing mindshare.
- gnicholas 3y agoThat’s somewhat relevant, but you have to keep in mind that nflx has much higher penetration to begin with. Percentages are less insightful when the starting points are far apart.
- narag 3y agoRemember we're talking about Spain. It's higher, but not much higher: https://es.statista.com/estadisticas/1043679/numero-de-abonados-de-plataformas-de-video-en-streaming-espana/ https://es.statista.com/estadisticas/1043679/numero-de-abona... Two notes: not sure if official numbers, but it's about paying accounts, not "users" like the original article. And you'll see also fiber companies like Movistar and the Vodafone thieves, that have their own platforms. It seems the site is paywalled when not coming from search so in millions of paying accounts: Netflix 9.6 Amazon 6.6 Movistar 3.7 HBO 3.6 Disney 3.2 Vodafone 1.5
- gnicholas 3y agoStats were given for HBO, which appears to have roughly 1/3 of the penetration — not exactly close. Amazon is the only competitor with more than 40% Netflix's installed base.
- narag 3y ago9.6 vs 6.6 is like 2/3 for Amazon. Those numbers were for past year. Now there's a new one launching. The market is very fragmented and the fiber is here very strong, with the sports being a big part.
- tekknik 3y agoAmazon is a bit harder to judge given the subscription is for more than just movies and tvs