Netflix Not Concerned With New Streaming Services Coming From Apple and Disney

[eltoslightfoot]

Exactly. Disney’s pricing shows everyone they are in acquisition mode and can take losses to do it.

Netflix is a one trick pony. They have a great business, but it’s a streaming subscription business and not a lot else.

Disney has parks, TV, movies, merchandise, hotels, and now subscription. They have endless content that they OWN, not license. Netflix has a little original content, but they heavily rely on licensing deals like The Office and Friends, which they are losing the NBC’s streaming competition.

I could probably name 3-4 Netflix originals before I started struggling. I can name a hell of a lot more Disney owned content.

You’re right. Netflix has almost no pricing power. Again, original content is king. You want Avengers? Gotta go Disney. You want Star Wars? Disney. You want anything princess or quality animation? Mostly Disney. Sports? They have ESPN. So difficult to compete with that monster.

Exactly. I foresee a package with Disney+, Hulu (including Live), ESPN+, and Spotify for a reasonable price. That will be nigh unbeatable.

 

[Abazigal]

I am surprised that Netflix hasn’t already released some kind of annual subscription. This would address the key issue of people subscribing for a month here and there in order to binge-watch key tv shows.

That said, Netflix is looking more and more like Spotify by the day. An unprofitable company looking for a sustainable business model. Makes you wonder if their initial strategy was wrong all along.