Re: Netflix/Streaming Services
 

I'd be surprised if there wasn't "softness" in America, but the main thing is whether they have more customers overall or not. As long as that figure keeps going up, Netflix will remain in growth state.

Re: Netflix/Streaming Services
 

If you come to the conclusion that the end user pays more when all these huge multinationals start throwing billions around it's not really an odd position at all.

Re: Netflix/Streaming Services
 

Maybe so, but why the popcorn remark?

Re: Netflix/Streaming Services
 

A simple figure of speech.

I'm simply one of the sad people who actually has more of an interest in observing the media market than I am interested the products these companies sell.

Re: Netflix/Streaming Services
 

167m customers for Netflix. Well on the way to 200m now.

Re: Netflix/Streaming Services
 

Forecast - the figures aren't out yet (are they?)

Re: Netflix/Streaming Services
 

Published at the closing bell. Only 600 000 adds in the USA. 7 million in the rest of the world.

Re: Netflix/Streaming Services
 

And those US figures are with Disney and Apple launching, yet Netflix still added customers in America.

I'd expect another 20m customers this year, another 20m next, then see what impact Disney and the other steamers have once they've fully launched globally.

Re: Netflix/Streaming Services
 

I don’t think the situation is so straightforward as to say competition arrives will result in an immediate fall.

Clearly, it’s hitting growth in the USA, and while subscriber numbers are up the ARPU is much lower (and falling) in dollar terms in Asia Pacific and Latin America regions. With high debt, and increased spend, it’s a bad time to be relying on low value additions over high value North American growth.

Re: Netflix/Streaming Services
 

America has had all this cord cutting driving growth, Europe will likely catch up with US numbers, but other regions will take longer, I agree and Disney et all will face the same issues.

Re: Netflix/Streaming Services
 

Seriously ... stop putting “copyright” on your posts. It means nothing and makes you look daft.

Re: Netflix/Streaming Services
 

Disney+ launching in the UK at £5.99 is an absolute steal of a price. No different tiers just one price to get all content at the best resolution offered.

Netflix price for the same 4k content is about £11.99.

They need to get their pricing down.

Re: Netflix/Streaming Services
 

There’s no way Disney will keep its price down at that level in the long run, and Netflix knows this. They don’t need to get their prices down, unless hard evidence (such as massive loss of sub numbers) demands it.

Re: Netflix/Streaming Services
 

Daft?

I just put "Copyright" on some posts when using information from Sources to stop my posts being use on other web sites without using my name.

Re: Netflix/Streaming Services
 

You think?

Meanwhile