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I’m not saying that this is the death of Netflix, but they really can’t be complacent. Especially considering they just raised their prices amid 2 new streaming services being announced by 2 giant companies.

If Apple’s streaming service launches as the same as Disney+, then I’d be very worried for Netflix.

Getting Disney+ and AppleTV+ for the same price as I’m paying for Netflix? I’d switch over in a heartbeat.
 
Netflix has a lot of great original content. They are more like HBO at this point.

Disney+ is for kids.

Apple execs are getting involved in Apple+ shows. The content will be targeted at kids or really watered down to not "hurt" their brand.

I'll be keeping Netflix and adding Disney+.
 
Gonna give Disney+ a go in November so Netflix might be deactivated for a while. Less and less happy with them lately, particularly with the glut of original content that just doesn’t appeal to me. If Disney+ is as successful as I suspect it will be, maybe Netflix will feel the pinch and reconsider being part of a bundle.
 
Gotta agree Netflix value proposition has really declined. When browsing their content I am just inundated with endless Netflix shows that are increasingly becoming mediocre...

I didn't make much time at all to watch movies during my working life, so I'm still finding plenty of stuff on Netflix that make a subscription worth it... lol even if I still don't make enough time to watch many movies. I'm sometimes disappointed that something I want to watch is only on DVD at Netflix, since I don't want to revert to tacking on the trudge-to-mailbox piece of Netflix. I can usually rent it somewhere and then decide if I maybe want to try to round up a new or used DVD.

On the other hand with respect to TV shows on Netflix, I happen to like a fair lot of series they've underwritten or else picked up from abroad for distribution here. Not such a big fan of some of the home brew stuff like the American version of House of Cards or that rapidly gone-boring (to me anyway) series The Americans.

Disney seems to have a good monthly price for their launch, but it's probably not something I'd pick up. I'd be more likely to continue just renting certain titles, from the Pixar library for instance.
 
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They shouldn't be concerned about Apple TV+ but they should be concerned about Disney+.

If you buy a yearly membership it's less than half the cost of Netflix. Meanwhile, Netflix is going to be losing a lot of their Disney shows. When you have access to Disney, Pixar, Marvel, and Star Wars—plus potentially Fox at some point—for half the cost of Netflix, with a ton of new shows and a large back catalog, it's going to be a lot of content and people will be thinking long and hard about whether they really need a Netflix subscription because they are already drowning in content.
If Disney offers their old shows, cartoons and movies, as well as the nonbastardized Star Wars movies, I will gladly pay $7.00 a month.
 
Although I’ll be signing up to Disney+, in terms of content they are radically different. Iger said in the interview how all the R Rated stuff from Fox will be on Hulu. Disney+ will only include family friendly content so that gives Netflix an advantage
 
History is littered with companies that weren't concerned about Apple entering their space. Give it a few years...

You're right. I'll cherry pick some things from the other side of the fence.

- Microsoft and Google didn't care about Apple coming up with iWork.
- Netgear/Linksys didn't care about the Apple router
- Qi chargers didn't care too much about the Apple Airpower announcement
- Avid wasn't really affected by Final Cut Pro X
- Webcam industry didn't care about iSight
- Google/Microsoft/Amazon don't consider iCloud a competitor
 
Content is going to win this battle. Disney and Netflix will have a lead on that initially. The quality of Apples programming is yet to be determined. Throwing big names and money, but that doesn’t always make for compelling tv.

One of the things that keeps people tied to Netflix is being able to catch up on older shows/movies. If TV+ only carries their own shows it’s going to being a bit sparse to start with so it’ll need something good to keep people coming back. Apple need to do what they did with Beats and buy HBO (or someone) and rebrand/build on that base content to give some shows to fill out the service.

Price and reach are going to be the other factors. I’m not sure what Disneys plans are to roll their service out wold-wide, but TV+ already looks to be set to roll out to 100 countries right away which could give it a foot in the door outside the US.

A couple of good shows, a large number of eyeballs, and the first three month free could be enough to take some Netflix customers once the TV+ trial ends.
 
Blockbuster not concerned about Redbox.

Nice knowing ya Netflix.
Redbox isn't what took Blockbuster out. Furthermore, Netflix is not stupid. This is a PR statement, they of course have plans to keep up with the competition.
 
I wouldn’t be worried about Apple but I’d be scared of Disney. I keep my Netflix subscription for two reasons. Stranger Things and Marvel content. There’s no need to subscribe year round once Disney’s service launches.
 
They should be with Disney+, but not about Apple TV+. Disney+ is gonna be huge! And at 7$? It’s a no-brainer.
$7 currently. That price WILL 100% increase in a year or two. Disney is undercutting the competition on price because they have the profit margin to do so. And once everyone is hooked on the service, they'll increase the price. Same thing every streaming service has done.
 
They shouldn't be concerned about Apple TV+ but they should be concerned about Disney+.

If you buy a yearly membership it's less than half the cost of Netflix. Meanwhile, Netflix is going to be losing a lot of their Disney shows. When you have access to Disney, Pixar, Marvel, and Star Wars—plus potentially Fox at some point—for half the cost of Netflix, with a ton of new shows and a large back catalog, it's going to be a lot of content and people will be thinking long and hard about whether they really need a Netflix subscription because they are already drowning in content.

Why? The Disney platform is aiming to be family friendly. Don't expect the same level of violence you saw on Netflix in any Disney IP on Disney+.

You're also misconstruing cost here. $7/month is what Disney has stated as ad-free service. They haven't released details on stream quality and number of screens.

$7 may end up being 720p streaming with 2 active screens at any time. It might be $10-12 for 720p-1080p streaming with 3 active screens or mobile devices.

$15 for 4K UHD and 4 screens or mobile devices at any time. But even this is a stretch as Disney is estimating billions in loss each year to compete with Netflix and estimates to have 60M subscribers by 2025.

Well Blockbuster wasn't all that worried about Netflix, we all know how that ended...

This is a false post. Blockbuster wasn't worried about a month to month DVD rental service. They thought the idea was silly and their individual rental was the right path. And for the most part, they were right until years had gone by and then they began losing marketshare.


Netflix began in 1997. That meeting Netflix had with Blockbuster wasn't until a few years later. In 1999, Netflix began offering a subscription service for their DVD rental that replaced their previous method which was not unlike Blockbuster and other movie rental chains. Blockbuster began offering subscriptions in 2004. Five years later, but even at that point most people still sought rentals from stores. Having tried out the services at the same time then, I can say that Blockbuster had better quality titles. The interface was terrible. Mailing was slow. Support was terrible.

Netflix is so not concerned about Disney, they torched and canned all of their Marvel series, including the well-received and watched Daredevil, just to salt Disney:


Netflix is so not concerned about Apple, cutting Airplay support was just coincidence.

That’s why they canceled all their marvel shows right…:rolleyes:


Netflix doesn't own the Marvel IP, which belongs to Disney. Disney owns the Marvel IP. Netflix licensed it out. They also paid in full for production costs, and no amount of tax credits helped them out financially. They were also bound by terms from Disney that required them to film on site. There were also minimum episode orders. Not only did Netflix have to pay for licensing but pay for filming and actors pay. Disney sat back and raked it in.


https://www.hollywoodreporter.com/l...-netflix-as-marvel-roster-shrinks-two-1165162
https://deadline.com/2018/11/daredevil-canceled-netflix-3-seasons-1202511521/


Unlike regular TV, Netflix shows and episodes tend to be film production quality. In addition, these shows aren't heading to Disney+. They're going to Hulu. As the bearer of those IP, Disney could terminate their contractual obligations without penalty. As I suspect Disney was able to wrangle Netflix into such tight terms because Netflix wanted to be able to produce it.

I've watched some of the shows. A lot of them could have had shorter seasons.
 
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Netflix has some good shows but honestly I have hard time keeping their membership on the long run. Probably will sign for a month and binge watch my favorite shows and then cancel it until the following season shows are released again.
Just too much content and too many subscriptions. It's hard to keep up plus I like to use my time reading a good book.
 
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Of course they're not. It's Netflix... One out of every three households in America alone subscribes. Hell I'm willing to bet nearly everyone reading this comment uses them in some way.

I was one of them cancelled the subscription few years ago and not going back. However I will sign up Disney+ in November.
 
I’m not saying that this is the death of Netflix, but they really can’t be complacent. Especially considering they just raised their prices amid 2 new streaming services being announced by 2 giant companies.

If Apple’s streaming service launches as the same as Disney+, then I’d be very worried for Netflix.

Getting Disney+ and AppleTV+ for the same price as I’m paying for Netflix? I’d switch over in a heartbeat.
What would Apple offer? Neutered shows given what's been leaked and announced? You'd give up all Netflix offers for neutered shows on AppleTV+ and all family friendly content on Disney+?
 
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Not such a big fan of some of the home brew stuff like the American version of House of Cards or that rapidly gone-boring (to me anyway) series The Americans.
House of Cards is the only homebrew in your list. The Americans is owned and was produced by FX. Netflix merely paid for streaming rights.
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I wouldn’t be worried about Apple but I’d be scared of Disney. I keep my Netflix subscription for two reasons. Stranger Things and Marvel content. There’s no need to subscribe year round once Disney’s service launches.
Heads up here. If you want the Marvel content you saw on Netflix, you'll actually have to subscribe to Hulu, which Disney owns a large stake in. Disney+ will be for more relaxed, family-friendly Marvel content.

https://www.cnet.com/news/disney-pl...ch-to-expect-streaming-service-seven-dollars/

Hulu will be where Disney streams more adult-oriented fare. For example, Hulu is where a new Marvel collection of grown-up animated series will stream, and it's likely where Deadpool-like content will live now that Disney owns Fox. Hulu will continue to stream content from three of the broadcast networks and its own original series, like The Handmaid's Tale and Castle Rock. (ESPN Plus will, clearly, focus on sports.)

Disney Plus will include all of Disney's family-friendly and much of its mass audience fare. It'll have content from Disney proper, Marvel, Lucasfilm (so, Star Wars), Pixar and National Geographic. And, outside those traditional categories, it'll also offer all 30 seasons of The Simpsons, a new feather in its cap from the Fox takeover.
 
I think Netflix better watch out. They are a great company but I feel like their new house branded shows aren't that great. I don't think Apple will be that big of a deal since just like Netflix, they don't have much of a legacy. But Disney on the other hand has nearly a century of material that is beloved by generations of people. Not to mention they own some very hot brands like marvel, fox and star wars. Good luck chuck!
The problem is Netflix's debt. And that they are a one-trick pony. They need subscribers. Disney can make money in many ways- they can make it back. Netflix really is in a tough situation now and judging by the last year of their original content, it's not going well.
 
You're right. I'll cherry pick some things from the other side of the fence.

- Microsoft and Google didn't care about Apple coming up with iWork.
- Netgear/Linksys didn't care about the Apple router
- Qi chargers didn't care too much about the Apple Airpower announcement
- Avid wasn't really affected by Final Cut Pro X
- Webcam industry didn't care about iSight
- Google/Microsoft/Amazon don't consider iCloud a competitor
None of these matter as they’re not must haves to most people.
 
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