Netflix

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#11
We have content giants - Disney and Netflix (yes, i think they can be considered as content giants based on their CAPEX) and tech giants who are bundling their streaming services into their core products (The Apple ecosystem and AmazonPrime). This Battle Royale looks like it is going to be bruising for participants but definitely, these translates to exciting times for consumers.
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#12
From yahoo finance, Netflix mkt cap 140B, P/E 102 !

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Netflix works with brands to pay off $16.3b debt
Published Dec 18, 2019, 5:00 am SGT

NEW YORK • Netflix subscribers like being able to glide through entire seasons of Stranger Things and The Crown without sitting through commercials.

While it is the dominant streaming platform, with 158 million global subscribers, Netflix also has a US$12-billion (S$16.3-billion) pile of debt.

And it is facing competition from deep-pocketed streaming newcomers such as Walt Disney and Apple.....

https://www.straitstimes.com/lifestyle/e...-163b-debt
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#13
Netflix has the undisputed mindshare for new subscribers and those giving up cable. But the SVOD wars are just in their infancy.

The problem for Paramount+ (and every other streamer)? Everyone already has Netflix.

Meanwhile, Netflix customers were less likely than other streaming subscribers to pay for anything else — which presumably has something to do with the fact that (almost) everyone has Netflix. It’s the streaming starter package: You get it first and then maybe think about adding something else.

https://www.vox.com/recode/22311987/para...ts-antenna
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#14
Netflix is fighting everything else (work, sleep, exercise included) that occupy our time and as a result, not spent watching their entertainment offerings.

Why Netflix is getting into games

Netflix started out shipping DVDs to customers through the mail. Then it started streaming other people’s movies and TV shows. Then it started making its own movies and TV shows. Next up: Video games.

https://www.vox.com/recode/2021/7/20/225...-explained
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#15
(25-07-2021, 01:36 PM)weijian Wrote: Netflix is fighting everything else (work, sleep, exercise included) that occupy our time and as a result, not spent watching their entertainment offerings.

Why Netflix is getting into games

Netflix started out shipping DVDs to customers through the mail. Then it started streaming other people’s movies and TV shows. Then it started making its own movies and TV shows. Next up: Video games.

https://www.vox.com/recode/2021/7/20/225...-explained

Mission statement: "Entertain the world."

Simple extension of their content creation business: monetization. 

Games/licensing, music/licensing, mechanizing etc.
“If you buy a business just because it’s undervalued, then you have to worry about selling it when it reaches its intrinsic value. That’s hard. But if you can buy a few great companies, then you can sit on your ass. That’s a good thing.” - Charlie Munger
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#16
I don't watch streaming but I get irritated at youtube ads. So I reckon those who do, demands an uninterrupted service, or at least there isn't a reason to switch.

A LOOK UNDER THE HOOD OF THE MOST SUCCESSFUL STREAMING SERVICE ON THE PLANET

When many of us fire up our favorite streaming services, we often bump into various fury-making problems: stuff freezes, controls don’t work, or the service crashes entirely. None of these are ideal, but all seem to have become a widely understood cost of cord-cutting. For example, Disney Plus crashed its very first day because its software couldn’t handle the demand (and then it buckled again under demand for WandaVision). HBO Max is so fundamentally broken that its own leadership has admitted that the app is a mess. Even Instagram, whose Stories feature makes it a kind of streaming service in its own right, crashes so frequently it’s started alerting its users when it’s borked. Streaming can be maddening!

https://www.theverge.com/22787426/netfli...en-connect
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#17
(21-11-2021, 12:21 PM)weijian Wrote: I don't watch streaming but I get irritated at youtube ads. So I reckon those who do, demands an uninterrupted service, or at least there isn't a reason to switch.

A LOOK UNDER THE HOOD OF THE MOST SUCCESSFUL STREAMING SERVICE ON THE PLANET

When many of us fire up our favorite streaming services, we often bump into various fury-making problems: stuff freezes, controls don’t work, or the service crashes entirely. None of these are ideal, but all seem to have become a widely understood cost of cord-cutting. For example, Disney Plus crashed its very first day because its software couldn’t handle the demand (and then it buckled again under demand for WandaVision). HBO Max is so fundamentally broken that its own leadership has admitted that the app is a mess. Even Instagram, whose Stories feature makes it a kind of streaming service in its own right, crashes so frequently it’s started alerting its users when it’s borked. Streaming can be maddening!

https://www.theverge.com/22787426/netfli...en-connect
For most consumers who dont do illegal torrenting or access those TV media player box free websites, paying a monthly fee for streaming services is now the norm, just like paying for mobile plan and broadband plans. 

Netflix is now doin their own TV series and movies as well which i think is pretty good, but lotsa competition as apple, amazon etc.. are all moving into this space as well, competing with the tradiitonal tv stations and movie prodcution houses.
Virtual currencies are worth virtually nothing.
http://thebluefund.blogspot.com
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