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Old 17-03-2019, 20:30   #5041
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Re: Netflix/Streaming Services

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Originally Posted by denphone View Post
l predicted that there would be a reckoning for Netflix due to increasing competition from some very powerful new players who will have lots of high quality newer content and a vast older catalogue of high quality content at its disposal which is something Netflix certainly does not have.
Plus $30bn of debt and little by way of assets.

If this was a cable operator everyone would be predicting the end in terms of when not if. However companies in the “.com” bubble seem to get a pass.
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Old 17-03-2019, 22:09   #5042
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Re: Netflix/Streaming Services

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Originally Posted by jfman View Post
Plus $30bn of debt and little by way of assets.

If this was a cable operator everyone would be predicting the end in terms of when not if. However companies in the “.com” bubble seem to get a pass.
Unless you lived through, and remember, the last dot-com bubble.
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Old 17-03-2019, 22:46   #5043
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Re: Netflix/Streaming Services

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Originally Posted by oliver1948uk View Post
Microsoft was 'not only ahead of the curve, but leading it'.

Is it now?
That is a good example, true. But most computers still use Windows, it's just most young people don't use computers but android smartphones.

Leaving aside Spiderplant's reply to you, which I agree with, I would keep a close eye on Microsoft in regards to streaming.

Microsoft's silence on this matter is deafening and they still have the cash do do whatever they want, including taking on Netflix or buying them, should they wish to do so. Whether they actually do, I've no idea, but Murdoch sold most of his his empire due to the threat from the tech giants and Microsoft is still a Big Daddy looming in the shadows.

The one to see whether they lead or flop is Amazon. I cannot work out whether they are a retailer, streamer, AI, cloud company etc. They do too many things and will ultimately break off into several different companies to survice or die.

What I like about Netflix is you can understand it. It does streaming. That's it.
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Old 17-03-2019, 22:56   #5044
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Re: Netflix/Streaming Services

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Originally Posted by Hugh View Post
Unless you lived through, and remember, the last dot-com bubble.
I did, and do, but the lessons don’t appear to have been learned.
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Old 17-03-2019, 22:57   #5045
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Re: Netflix/Streaming Services

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Originally Posted by jfman View Post
Plus $30bn of debt and little by way of assets.

If this was a cable operator everyone would be predicting the end in terms of when not if. However companies in the “.com” bubble seem to get a pass.
AT&T has a few pennies of debt...

Netflix's debt is mostly long term and is being serviced by its enormous revenues. If people thought Netflix was a credit risk, they wouldn't lend to them.

Quote:
Originally Posted by Hugh View Post
Unless you lived through, and remember, the last dot-com bubble.
Most of those dot.coms were pure rubbish though, and simply the internet evolved and made most of them irrelevant.

Most of the dot.coms barely had any revenues to speak of too, unlike Netflix.
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Old 17-03-2019, 22:59   #5046
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Re: Netflix/Streaming Services

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Originally Posted by Horizon View Post
AT&T has a few pennies of debt...

Netflix's debt is mostly long term and is being serviced by its enormous revenues. If people thought Netflix was a credit risk, they wouldn't lend to them.

Most of those dot.coms were pure rubbish though, and simply the internet evolved and made most of them irrelevant.

Most of the dot.coms barely had any revenues to speak of too, unlike Netflix.
AT&T have $531bn of assets.
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Old 17-03-2019, 23:21   #5047
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Re: Netflix/Streaming Services

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Originally Posted by OLD BOY View Post
Not really. Once they've had their originals on there for, say, five years, most people who subscribe to Netflix to watch these programmes will either have watched them already or are not interested enough to view them. When that point is reached, it makes perfect sense to let other streamers or TV channels have access to them. If it is not on an exclusive basis then Netflix doesn't have to take those shows off its platform.
I can't say for sure that Netflix won't do that, but it seems unlikely.

A lot of tv and films do become outdated quickly, so there is a shelf life for a lot of stuff, but if you haven't seen something before, regardless of its age, it's new. There will always be new audiences for older stuff. Disney's Mickey Mouse is still going strong and making money for Disney after all this time, as but one example of something old, yet new to some.

The tv series Friends is another example of something old now, yet people still lapping it up, which is why Netflix paid a load more money to keep the series on its service for another year.

---------- Post added at 22:21 ---------- Previous post was at 22:21 ----------

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AT&T have $531bn of assets.
I know.
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Old 18-03-2019, 08:06   #5048
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Re: Netflix/Streaming Services

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Originally Posted by Horizon View Post
I can't say for sure that Netflix won't do that, but it seems unlikely.

A lot of tv and films do become outdated quickly, so there is a shelf life for a lot of stuff, but if you haven't seen something before, regardless of its age, it's new. There will always be new audiences for older stuff. Disney's Mickey Mouse is still going strong and making money for Disney after all this time, as but one example of something old, yet new to some.

The tv series Friends is another example of something old now, yet people still lapping it up, which is why Netflix paid a load more money to keep the series on its service for another year.
The Netflix Original production 'House of Cards' and others have turned up on the Virgin Media UHD Channel, so it's already happening.
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Old 18-03-2019, 10:05   #5049
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Re: Netflix/Streaming Services

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Originally Posted by OLD BOY View Post
The Netflix Original production 'House of Cards' and others have turned up on the Virgin Media UHD Channel, so it's already happening.
One thing I've noticed is that many Netflix shows have long been available on DVD/Blu-ray whereas Amazon ones haven't. I used to get the get the best of both via LoveFilm (before they disappeared obviously, and before they messed with their payment tier which resulted in me stopping being a customer) by renting the DVDs of likes of House Of Cards alongside streaming likes of Bosch.

I get impression Amazon contacts give the production company less control to do deals with shows elsewhere, I've never seen a true Amazon Original available via other media or broadcaster (I don't include Ripper Street as BBC still retained involvement after cancelling it).

Another example of Netflix shows appearing on broadcast TV is Sony Crime and Orange Is The New Black.

I think what blurs the lines with both Netflix and Amazon Prime Video is they both label outside shows as Originals and they are often first shown on other network in other countries, they only premiere on them elsewhere e.g. Orphan Black which was a BBC America show.

Many people are as a result giving Netflix and Amazon credit for shows that they didn't originate.

And now there are more complicated examples, where regional broadcasters/production companies are bringing the pair of them (not at the same time, one or the other) in primarily so they can get a bigger budget. Good Omens on Amazon was originally a BBC show, but they recognised during development they (& other companies involved at the time) needed more money to do justice and Amazon clearly asked for first transmission as part of the deal for additional funding. So BBC Two will now be showing it later in the year, despite BBC Studios still making it.

I have no problem with co-productions, but it really annoys me Amazon calling it an Original when they are late to the project.

Last edited by cheekyangus; 18-03-2019 at 10:08.
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Old 18-03-2019, 10:33   #5050
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Re: Netflix/Streaming Services

They are originals, shown by Netflix. So called because it is shown for the first time in the UK.
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Old 18-03-2019, 10:52   #5051
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Re: Netflix/Streaming Services

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Originally Posted by OLD BOY View Post
They are originals, shown by Netflix. So called because it is shown for the first time in the UK.
I'd rather they called shows like that Premieres or Firsts. Originals suggests ownership and is misleading.
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Old 18-03-2019, 12:27   #5052
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Re: Netflix/Streaming Services

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Originally Posted by OLD BOY View Post
The Netflix Original production 'House of Cards' and others have turned up on the Virgin Media UHD Channel, so it's already happening.
Ahh. Interesting, did not know that.

---------- Post added at 11:23 ---------- Previous post was at 11:22 ----------

Quote:
Originally Posted by cheekyangus View Post

Another example of Netflix shows appearing on broadcast TV is Sony Crime and Orange Is The New Black.
Wasn't aware of that either.

---------- Post added at 11:27 ---------- Previous post was at 11:23 ----------

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I have no problem with co-productions, but it really annoys me Amazon calling it an Original when they are late to the project.
As far as Netflix co-productions goes, they seem very happy with them and its a situation they are going to continue with. Bodyguard has been very successful for them internationally. But it does blur the lines, I agree.

I would be quite happy if Netflix went back to being what it originally was, which was a one stop shop for everyone's else's stuff.
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Old 19-03-2019, 13:59   #5053
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Re: Netflix/Streaming Services

Sky partners with BBC Studios to bring customers iconic British box sets

https://www.skygroup.sky/corporate/m...itish-box-sets
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Old 19-03-2019, 14:06   #5054
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Re: Netflix/Streaming Services

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Sky partners with BBC Studios to bring customers iconic British box sets

https://www.skygroup.sky/corporate/m...itish-box-sets
I wonder if VM will do a similar deal to add these shows to their on demand service?
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Old 19-03-2019, 14:13   #5055
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Re: Netflix/Streaming Services

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I wonder if VM will do a similar deal to add these shows to their on demand service?
I doubt it given Virgins usual inertia in adding things.
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