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Originally Posted by Stuart
The problem is for Netflix is that the newbies, particularly Disney and Apple have very large reserves of cash. They can also invest more heavily that Netflix without going as far into debt.
Netflix's debt isn't a problem, as long as they can keep building their subscriber base, but they are getting near the point where that is likely to level off, which is where their investors might get nervous and pull funding. Competitors with large amounts of cash will make that a worse problem simply because it raises the amount of cash Netflix needs to spend to stay relevant.
Netflix needs to be very careful here. They are in the same position Blockbuster Video was in the 90s (Blockbuster was the largest investor in Hollywood). Look what happened to them. They didn't move with the times, and were ultimately bankrupted by Netflix and Amazon. Blockbuster were in that position about 10-15 years after they started. Netflix was in that position about 10-15 years after it started.
---------- Post added at 18:15 ---------- Previous post was at 18:12 ----------
I don't think iPlayer is going anywhere. Yes, iPlayer Radio did, but I don't think the BBC have found a way of streaming their radio online they are entirely happy with yet, and I think iPlayer Radio was just one of their attempts. A good one, from what I remember, but they wanted more info than it was designed to give.
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I agree with you Stuart, Netflix is in a precarious position and they will now have to invest heavily in creating their own content just to keep their customer base.
With past, present and future content they have relied upon being pulled from them them by the new streamers coming online.