VOD Netflix/Streaming Services - Page 432

Mad Max · 24-09-2019, 14:56

Quote:

Originally Posted by pip08456

I agree 100%.

Me too...

jfman · 24-09-2019, 15:50

Interesting that one side of the debate want to shut it down, after all these years going round in circles, just at the point Disney+ and others enter the market and threaten Netflix dominance.

https://www.cnbc.com/2019/09/24/netf...panicking.html

denphone · 24-09-2019, 15:57

Quote:

Originally Posted by jfman

Interesting that one side of the debate want to shut it down, after all these years going round in circles, just at the point Disney+ and others enter the market and threaten Netflix dominance.

Inconvenient facts l would imagine.

OLD BOY · 24-09-2019, 16:22

Quote:

Originally Posted by jfman

Interesting that one side of the debate want to shut it down, after all these years going round in circles, just at the point Disney+ and others enter the market and threaten Netflix dominance.

https://www.cnbc.com/2019/09/24/netf...panicking.html

It's you and the usual suspects that are trying to shut down debate by finding fault with everything that gets posted on here, even with links provided. We all like a good debate, but just shooting everything down is more like trolling.

Nobody is disagreeing that competition will keep Netflix and Amazon on their toes, nor that commercials will feature in a number of the new (and maybe existing) streamers, but the indication seems to be that most providers will offer a mix of the two. However, those who say Netflix will bomb out are being a little extreme, to say the least.

muppetman11 · 24-09-2019, 16:34

Quote:

Originally Posted by jfman

Interesting that one side of the debate want to shut it down, after all these years going round in circles, just at the point Disney+ and others enter the market and threaten Netflix dominance.

https://www.cnbc.com/2019/09/24/netf...panicking.html

https://gizmodo.com/netflix-turns-negative-1838373305

denphone · 24-09-2019, 16:37

Quote:

Originally Posted by muppetman11

https://gizmodo.com/netflix-turns-negative-1838373305

No doubt it will dismissed by those who don't like inconvenient facts MM.

jfman · 24-09-2019, 16:44

Quote:

Originally Posted by OLD BOY

It's you and the usual suspects that are trying to shut down debate by finding fault with everything that gets posted on here, even with links provided. We all like a good debate, but just shooting everything down is more like trolling.

Nobody is disagreeing that competition will keep Netflix and Amazon on their toes, nor that commercials will feature in a number of the new (and maybe existing) streamers, but the indication seems to be that most providers will offer a mix of the two. However, those who say Netflix will bomb out are being a little extreme, to say the least.

Repeating the same message ad infinitum is trolling.

It’s your own contention that the market will be diverse, it’s your own contention that content providers will start to pull their own content onto their own platforms. Now that both of those appear to be true Netflix is the one saddled with $20bn of debt to service, and limited assets, that other platforms will not be burdened with.

Nobody has said they’ll bomb out - if anything they’ll get swallowed up for their customer base.

Elsewhere in the market DAZN in the USA are now on the Comcast platform with the latter taking 15-30% as a cut because the direct to consumer market isn’t giving adequate reach that incumbent platforms have.

Horizon · 24-09-2019, 19:32

Quote:

Originally Posted by jfman

Irony is not dead!

In no other sector would growth warnings, profit warnings and a 30% drop in share price in such a short time not be a red flag.

What profit warnings?

---------- Post added at 19:32 ---------- Previous post was at 19:31 ----------

Quote:

Originally Posted by jfman

Repeating the same message ad infinitum is trolling.

Pot, kettle...

jfman · 24-09-2019, 19:40

Quote:

Originally Posted by Horizon

What profit warnings?

---------- Post added at 19:32 ---------- Previous post was at 19:31 ----------

Pot, kettle...

They revised down their forecasts at their last quarterly results.

I'm not sure why people on this forum seem to take criticism of Netflix personally?

It's only TV.

It's hardly a "pot, kettle..." issue. I'm reacting to new information, giving new analysis and new insight. Others on this forum have been saying the same thing for five years without adjusting for reality - indeed offering often contradictory insight.

pip08456 · 24-09-2019, 19:52

Quote:

Originally Posted by jfman

They revised down their forecasts at their last quarterly results.

I'm not sure why people on this forum seem to take criticism of Netflix personally?

It's only TV.

It's hardly a "pot, kettle..." issue. I'm reacting to new information, giving new analysis and new insight. Others on this forum have been saying the same thing for five years without adjusting for reality - indeed offering often contradictory insight.

I have always agreed in most respects with OB on streaming. I have also said Netflix willl go the way of Blockbusters when the big streamers come online in the next 12 months.

Horizon · 24-09-2019, 20:07

Quote:

Originally Posted by jfman

They revised down their forecasts at their last quarterly results. .

Which is not a profit warning. Underlying growth is still up.

If, at this time next year, they have less subscribers than now (and they may for all I know) then by all means talk about profit warnings then.

**Hugh** · 24-09-2019, 20:20

Quote:

Originally Posted by Horizon

Which is not a profit warning. Underlying growth is still up.

If, at this time next year, they have less subscribers than now (and they may for all I know) then by all means talk about profit warnings then.

"Turnover is vanity, profit is sanity".

One can have fewer* subscribers, with increased profit, and vice versa, more subscribers with smaller profits.

*apologies for the pedantry...

Horizon · 24-09-2019, 20:21

Indeed and no apologies necessary and to finish that, "but cash is reality."

But he was talking about a profit warning.

jfman · 24-09-2019, 20:37

I was slightly clumsy with my language but the point stands, and is reflected in the share price, that previously growth projections are unlikely to be realised. This is before Disney has even launched here.

Horizon · 24-09-2019, 20:50

Ok, fair enough. I think you know full well what a profit warning is and if I read about a profit warning about Netflix on a forum ages after it actually happened, that would mean I'm not doing my job properly.

On growth projections, lets see. You can't possibly know whether they'll be realised or not and yes their last forecast missed a "bit"...

The American market is becoming saturated and then there's all the new competition coming in and this is something that Netflix has been talking about for ages. This is still all about international subscriber numbers and some of the new streamers won't even be launching intentionally for at least a year.

I have no doubt that Disney will be fierce competition for Netflix, but it's a long road for Disney to climb before they get to Netflix's 150m customers.