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Technology Stocks : Netflix (NFLX) and the Streaming Wars
NFLX 1,119+2.7%Oct 31 3:59 PM EDT
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To: Glenn Petersen who wrote (2165)10/7/2022 5:02:52 AM
From: Zen Dollar Round   of 2280
 
> I think that you can count Amazon, Disney and Netflix among the survivors.

I would count those three in as well. Netflix will have to get smarter about trimming the poor content they have, because there is a lot of it. Hulu is a question mark, but they control a lot of content too.

If Netflix gets the ad-supported tier up and running in most countries by this time next year, that alone should bring in huge revenue if they do it right. Not sure I'm confident they will given how badly they mishandled creating one in the first place, but we'll see.

Seems like targeting the poorest countries with large populations where they have trouble getting people to subscribe even at very low rates (like India) would be smartest, but that's just a guess.

Cracking down on account sharing in a serious way needs to happen too, especially in the countries where it happens most. I understand they've been testing that in South America for awhile but I haven't heard about any results.

> Someone may eventually figure out how to cobble together an a la carte bundle.

I believe Apple tried that and failed years ago, due to Eddy Cue being typically Apple-arrogant when meeting with execs of the content holders who had power to decide those things.

Maybe someone more tactful could make it work though. If the recession continues into spring of next year, the big content spending era will be over as companies get realistic about falling revenues and fewer subscribers.
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