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Genral discussion about Netflix
Posted on 3/24/20 at 9:40 pm
Posted on 3/24/20 at 9:40 pm
These guys have made all the rights move so far.
Went from DVD-heavy to mainly digital content. When other companies realized that the online thing can be huge and started pulling content out (Disney I'm looking at you), Netflix started with the original content stuff. With all this time at home with the coronavirus stuff, most of the original content stuff that we've watched have been great.
Love the creativity by the management team.
What do you think their long term prospect is?
Went from DVD-heavy to mainly digital content. When other companies realized that the online thing can be huge and started pulling content out (Disney I'm looking at you), Netflix started with the original content stuff. With all this time at home with the coronavirus stuff, most of the original content stuff that we've watched have been great.
Love the creativity by the management team.
What do you think their long term prospect is?
2
Posted on 3/24/20 at 10:01 pm to castorinho
It’s going to come down to their ability to continue to produce new, original content. That’s a crap shoot. It’s very difficult to predict what audiences will like.
They are losing all of their biggest re-run franchises (Friends, Office, Parks and Rec, etc).
They are not going to be able to lease shows from other networks anymore as more of their competitors produce their own online platforms.
They are losing all of their biggest re-run franchises (Friends, Office, Parks and Rec, etc).
They are not going to be able to lease shows from other networks anymore as more of their competitors produce their own online platforms.
Posted on 3/24/20 at 10:03 pm to castorinho
I'm not a buyer of Netflix at this point mostly just b/c there are going to be so many other great investments....As far as Netflix, the valuation + competition just make me look elsewhere...
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