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Netflix Has 175 Days Left To Pull Off A Miracle... Or It's All Over

Netflix Has 175 Days Left To Pull Off A Miracle... Or It's All Over

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  • I disagree. If content is king then distribution is the deity. Making flickering images is not a defensible competitive advantage controlling distribution is.

  • Competing with Disney will not be easy for Netflix, but I wouldn’t count them completely out of the game yet. Lest we forget, they did create the addictive “House of Cards” (pre-Spacey disaster) and “Orange is the New Black” among others. Netflix may be bumped out of the number one spot, but that doesn’t

    Competing with Disney will not be easy for Netflix, but I wouldn’t count them completely out of the game yet. Lest we forget, they did create the addictive “House of Cards” (pre-Spacey disaster) and “Orange is the New Black” among others. Netflix may be bumped out of the number one spot, but that doesn’t mean they’re gone for good.

  • Disagree. Disney probably has the *biggest* chance of success of independent conglomerates but I would not recommend smaller media companies to try this. Disney might work as a separate subscription for people with kids or super fans of Marvel for example, but for the vast majority of adults Netflix

    Disagree. Disney probably has the *biggest* chance of success of independent conglomerates but I would not recommend smaller media companies to try this. Disney might work as a separate subscription for people with kids or super fans of Marvel for example, but for the vast majority of adults Netflix or Amazon Video will always triumph. Plus in terms of original programming, Netflix is using that money they’re borrowing to actually make good movies, like Roma, and some excellent series.

  • I thought we were done with click bait titles. Saying it's over is completely discounting the team that had the insight, vision, AND executed to become the dominant player. Netflix isn't done, it just has more competition.

  • Of all the shows and movies listed in this article trying to convince me Disney will blow Netflix out of the water, I'm interested in not one. Superheroes? No thanks, seen enough of that. Star wars? Ugh. Seriously? I'm thinking maybe netflix has an opportunity here to become what HBO was for cable....a

    Of all the shows and movies listed in this article trying to convince me Disney will blow Netflix out of the water, I'm interested in not one. Superheroes? No thanks, seen enough of that. Star wars? Ugh. Seriously? I'm thinking maybe netflix has an opportunity here to become what HBO was for cable....a place to go for intelligent, well written, unique, creative content. Don't dismiss them. Disney is boring, predictable and takes the interesting out of anything they acquire.

  • Last year, half of Americans aged 22 to 45 watched zero hours of cable TV. And almost 35 million households have quit cable in the past decade.

    Because the internet has opened up a whole world of choice, featuring great exclusive content is now far more important than anything else.

    #blusuccess #vod

    Last year, half of Americans aged 22 to 45 watched zero hours of cable TV. And almost 35 million households have quit cable in the past decade.

    Because the internet has opened up a whole world of choice, featuring great exclusive content is now far more important than anything else.

    #blusuccess #vod #videostreaming #television #cordcutting

  • It's just a new kid on the block, only that this new kid is Richie Rich. 😊

    If the next GOT is going to be on Netflix then Disney would be on the receiving end and vice versa. What Disney has is what Netflix doesn't.. Loads of cash. So advantage Disney but don't rule out Netflix yet.

  • As far as I'm concerned, no other streaming service can come close to Netflix. Stranger Things.... 'nuff said!

  • A title to get readers to read. I get it.

    For some, Disney+ will be complementary to Netflix, and to some a substitute, so unlikely the equity will go to zero. Netflix will continue to have a place in the streaming ecosystem and there are several positives including a recurring and fairly predictable

    A title to get readers to read. I get it.

    For some, Disney+ will be complementary to Netflix, and to some a substitute, so unlikely the equity will go to zero.  Netflix will continue to have a place in the streaming ecosystem and there are several positives including a recurring and fairly predictable revenue stream, an entrenched position in the domestic market, growing international penetration, and strong management and good corporate governance.  That said, I do think Disney+ will be a formidable competitor that can challenge Netflix's dominance in the U.S. and eventually across the globe. Along with Disney+, other services to come from AT&T, Viacom, NBC, and possibly Apple could pressure Netflix's sub growth and exert upward pressure on content costs. The facts are that the equity is expensive compared to its Tech and Media peers and the model continues to bleed cash. Add in fresh, credible competition, which has been benign to-date, and investors should have reason to worry.  

  • The author lists some cogent points but let's he honest, for a lot of viewers, the Disney portfolio maybe be fun and hold tremendous nostalgic value but Netflix's army of shows can comfortably cater to a different audience and also produce incredible content: think Stranger Things, Narcos, House of Cards

    The author lists some cogent points but let's he honest, for a lot of viewers, the Disney portfolio maybe be fun and hold tremendous nostalgic value but Netflix's army of shows can comfortably cater to a different audience and also produce incredible content: think Stranger Things, Narcos, House of Cards, not go mention tonnes of affiliate shows.

    And here's the thing. Netflix can make a whole variety of content across countries which Disney, right now, isn't even close to touching. If we look at it purely from an American POV, yeah, sure, Disney + looks scary but once we across the planet, there's amazing localisation that Netflix is doing and doing very well.

  • Well, we still use coal, oil, natural gas, and as of more recent times wind, hydro power, sunlight...

    The point is that, just because something disruptive came to be, it doesn't always translate into a block shift in technology. Yes, we still consume a very similar product to the one we have been consuming

    Well, we still use coal, oil, natural gas, and as of more recent times wind, hydro power, sunlight...

    The point is that, just because something disruptive came to be, it doesn't always translate into a block shift in technology. Yes, we still consume a very similar product to the one we have been consuming all along, and what has changed is the method. We switched to gas, is all we did. The same minds that fed network tv now feed your freshly developed streaming habit, so of course it's all part of the same. That doesn't mean streaming services (not just Netflix - plenty others) won't take a huge chunk of network money for themselves. It just means they won't get all of it.

  • Sensational title with nothing new in the article. These are all known: stock expensive, competition is intensifying, NFLX has a high debt burden, and its model is based on out spending peers for content. In other words, it’s not looking great. I’ve been wrong on NFLX and I credit the amazing management

    Sensational title with nothing new in the article. These are all known: stock expensive, competition is intensifying, NFLX has a high debt burden, and its model is based on out spending peers for content. In other words, it’s not looking great. I’ve been wrong on NFLX and I credit the amazing management team for transforming this company not once but twice. So give credit where it’s due. Oh... and NFLX now has a ton of data on its user and can exert pricing power.

  • Am I the only one that thinks consumers wouldn’t just forego their Sunday latte to have a second subscription and access to more rich content? Considering the almost $100+ consumers were spending on cable previously.

  • Disney+ will be big competitor for Netflix.

    Although I subscribed Netflix, but I don’t hardly watch Netflix.

    And I will subscribe Disney+ to watch movie Pixar made.

  • I disagree too. Apart from the simpsons, Disney is a movie network. Game of thrones, over 8 seasons, has a longer watching duration than the 22 marvel movies.

    To me, these are two very different markets.

    Plus, as a reasonably technically able person living outside America, the streaming services like

    I disagree too. Apart from the simpsons, Disney is a movie network. Game of thrones, over 8 seasons, has a longer watching duration than the 22 marvel movies.

    To me, these are two very different markets.

    Plus, as a reasonably technically able person living outside America, the streaming services like Netflix are breaking down the geographic boundaries.

    Georestrictive policies that Disney employs encourages piracy. Disney+ will not carry content on the day of cinema release in Europe, and there are more people here than in the US.

    Watch for Disney+ to be another US only service that quietly shrinks into oblivion.

  • As previously stated, Disney is really in the catbird seat at the moment. Disney now controls Blockbuster content, compelling franchises, and is integrating distribution through the Hulu acquisition.

  • This article doesn’t even compare apples to apples when they tout Disney’s old movies vs. Netflix’s new shows. Headline is quite sensational.

  • Is that why Netflix jacked up my monthly subscription by $3?

    One more reason to dislike Disney.