I feel like maybe this take overlooks a few important things:
- being a Netflix subscriber and a Disney subscriber are not mutually exclusive
- Netflix does an awful lot of things right to earn goodwill, which haven’t lost impact (unlike say Amazon, which recently is perfectly content to jettison user experience in favour of short term profits)
- having a few bad quarters post pandemic is not a death knell, it’s a misassumption that subscribers were pulled forward, particularly in non-US territories
This is so good
Thanks so much!
I feel like maybe this take overlooks a few important things:
- being a Netflix subscriber and a Disney subscriber are not mutually exclusive
- Netflix does an awful lot of things right to earn goodwill, which haven’t lost impact (unlike say Amazon, which recently is perfectly content to jettison user experience in favour of short term profits)
- having a few bad quarters post pandemic is not a death knell, it’s a misassumption that subscribers were pulled forward, particularly in non-US territories
Good points, will be interesting to see how it plays out!
I'm thinking about platforms for short-form entertainment content like Tiktok may have big impact on time spent of users on Netflix.
Definitely - TikTok and YT