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Netflix wont be a competitive company in the next 5- 10 yrs. The content it makes is batting a very low average, they are losing there biggest draws to competition, and they have to pay a ton for liscening. Other companies make much more solid content, have back catalogues that are beloved that they wont bay a nickel in royalities for, and they can guarantee what's going to be on there platform long term.

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Unfortunately, I can’t comment on that. But I’d recommend this article. A lot of people get hung up on “quality” which is super subjective. If critical acclaim were what mattered, everyone in the US would have had an HBO and AMC subscription. But those shows are only a small fraction of what people want to watch. https://www.matthewball.vc/all/netflixquality

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I mean the market got bigger, this is framed as if it’s Netflix user churn

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Agreed. There is a difference between losing market share within a fixed size market vs. the market massively expanding and your (growing) revenue becoming a smaller (still large) proportion of the now massive pie

I bet we grew as a percentage of the entertainment market overall. Disney, Viacom and Warner gutted their Pay TV businesses to get growth in Streaming. So yes, of course our streaming market share went down. But we still added more members last year than Hulu has in total

likesmart

Good. Netflix has been churning out awful content for years, time to step up their game.

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Netflix encourages creative freedom in a way that pays off. Also, this chart is extremely dated. GoT is ranked exceptional...

Yeah I really wasn’t digging that deep with this post lol I’ve just been enjoying watching Disney classics recently

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Why the eggplant and those droplets? Netflix and chill?

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Netflix’s application of user data will keep it ahead for a while longer, at least 5-10 years. They can create very specific shows for specific audiences beyond the ability of any other platform. I also think you’ll see the battle for eyeballs / ears broaden beyond tv. In other words, I think it makes sense for content hubs to think about partnering with different types of content creators / aggregators to create a reinforcing ecosystem. Think Netflix + Spotify and all the interesting ways a partnership like that could capture a massive %age of user time and allllll the data points that go along with that. The data will be the key to Netflix’s success.

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UK based and have Disney+, Prime and Netflix. If I had to drop one it would be Netflix. With Disney adding Star it became more attractive and Prime had pretty much everything. Netflix has very few original productions of quality.

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