I agree regarding the moat, but I think Netflix could still do fairly well as one of N big players in the streaming space.
On the other hand, I think we could see FB utterly collapse over the next decade. Or maybe that’s just wishful thinking.
On the other hand, I think we could see FB utterly collapse over the next decade. Or maybe that’s just wishful thinking.
It will be interesting to see in what direction Netflix decides to expand or if they will just stay in the movie and series business. I feel like they should have bought CrunchyRoll instead of Sony, that's a missed opportunity imo. But since they're trying some game experiments they might decide to buy some game developers? Or a big music streaming company, that would almost fit better with their business?
Messenger, Whatsapp and Instagram are very sticky. I don't see them disappearing anytime soon. Facebook has a massive image problem though, so who knows how that affects their VR attempts?
I disagree. I play for Netflix and Amazon Prime video (that was a cross-sell). I'm not playing for another.
If everything is one one service, then I'll pay for it. That was the original promise of Netflix. But now everyone wants to play that game.
Two services, maybe I'll pay. N services? Screw that, might as well go back to torrenting. And then, why keep Netflix?
Paying for TV shows is _voluntary_. Consumers are willing to pay, but only up to a point. Jerk them around too much, and the consent goes away - not only will Netflix get only a slice of the pie, but the whole pie will be smaller.