Netflix/Streaming Services
21-01-2020, 20:25
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#7216
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Media Watcher
Join Date: Feb 2006
Location: Essex
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Posts: 2,408
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Re: Netflix/Streaming Services
Quote:
Originally Posted by jfman
A little over an hour to go until the eagerly awaited Netflix results. Popcorn time!
My guess is some growth in low profit emerging markets supporting the headline subscriber figure but a softness in the major markets due to increased competition.
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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.
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21-01-2020, 20:26
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#7217
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Architect of Ideas
Join Date: Dec 2004
Posts: 10,353
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Re: Netflix/Streaming Services
Quote:
Originally Posted by Mad Max
Yeah maybe, just seems a bit odd that's all.
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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.
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21-01-2020, 20:30
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#7218
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cf.mega poster
Join Date: Mar 2012
Posts: 4,096
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Re: Netflix/Streaming Services
Quote:
Originally Posted by jfman
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.
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Maybe so, but why the popcorn remark?
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21-01-2020, 20:47
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#7219
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Architect of Ideas
Join Date: Dec 2004
Posts: 10,353
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Re: Netflix/Streaming Services
Quote:
Originally Posted by Mad Max
Maybe so, but why the popcorn remark?
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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.
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21-01-2020, 21:03
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#7220
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Media Watcher
Join Date: Feb 2006
Location: Essex
Services: Sky, Cable & Freeview
Posts: 2,408
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Re: Netflix/Streaming Services
167m customers for Netflix. Well on the way to 200m now.
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21-01-2020, 21:08
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#7221
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laeva recumbens anguis
Cable Forum Team
Join Date: Jun 2006
Age: 67
Services: Premiere Collection
Posts: 42,098
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Re: Netflix/Streaming Services
Quote:
Originally Posted by Horizon
167m customers for Netflix. Well on the way to 200m now.
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Forecast - the figures aren't out yet (are they?)
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21-01-2020, 21:09
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#7222
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Architect of Ideas
Join Date: Dec 2004
Posts: 10,353
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Re: Netflix/Streaming Services
Published at the closing bell. Only 600 000 adds in the USA. 7 million in the rest of the world.
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21-01-2020, 21:15
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#7223
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Media Watcher
Join Date: Feb 2006
Location: Essex
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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.
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21-01-2020, 21:39
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#7224
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Architect of Ideas
Join Date: Dec 2004
Posts: 10,353
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Re: Netflix/Streaming Services
Quote:
Originally Posted by Horizon
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.
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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.
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21-01-2020, 22:38
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#7225
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Media Watcher
Join Date: Feb 2006
Location: Essex
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Posts: 2,408
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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.
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21-01-2020, 22:50
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#7226
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Trollsplatter
Cable Forum Team
Join Date: Jun 2003
Location: North of Watford
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Re: Netflix/Streaming Services
Quote:
Originally Posted by Media Boy
Media Boy EXCLUSIVE: Disney want Disney + on V6 Boxes.
Media Boy Sources has told us that "Disney want Disney+ on Virgin Media V6 Boxes as well as Youview and Sky Q."
©copyright 2020 Media Boy 2006 - 2020. An ''Keep it real and free'' Production.
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Seriously ... stop putting “copyright” on your posts. It means nothing and makes you look daft.
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21-01-2020, 23:24
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#7227
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Bah Humbug!!
Join Date: Feb 2004
Location: Glasgow
Age: 43
Services: Sky Q 2Tb, Sky Q mini, boxsets and Sports & Movies HD, Sky Fibre unlimited
Posts: 13,780
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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.
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21-01-2020, 23:40
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#7228
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Trollsplatter
Cable Forum Team
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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.
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22-01-2020, 00:19
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#7229
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Also on X (Twitter)
Join Date: Jul 2006
Location: Media Boy UK HQ
Posts: 14,739
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Re: Netflix/Streaming Services
Quote:
Originally Posted by Chris
Seriously ... stop putting “copyright” on your posts. It means nothing and makes you look daft.
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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.
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22-01-2020, 02:31
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#7230
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Sad Doig Fan!
Join Date: Aug 2007
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Re: Netflix/Streaming Services
Quote:
Originally Posted by Media Boy
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.
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You think?
Meanwhile
Quote:
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Disney+ app will be available on Amazon Fire TV streaming devices, along with LG and Samsung smart TVs, Roku’s streaming devices, Apple TV, iOS, Android, Xbox One, and PS4
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