Yesterday's #Netflix sub loss marks the end of streaming's 2nd chapter.
Chapter I: Netflix disrupts TV
Ch. II: TV fights back and claws back market share
--
Ch. III: TV eats its own profits... hurting Netflix isn't a biz model... time to find one...
👇 3 chapters 3 charts...
Chapter I: Netflix disrupts TV
Ch. II: TV fights back and claws back market share
--
Ch. III: TV eats its own profits... hurting Netflix isn't a biz model... time to find one...
👇 3 chapters 3 charts...
Chapter I: TV goes from ~complete penetration of the country to just above 50% in a decade thanks to Netflix.
h/t @ballmatthew for the chart
h/t @ballmatthew for the chart
Chapter II: The TV giants wise up and launch Netflix competitors. Netflix, the new Blockbuster as it were, laughs them off... oops. Netflix owns less than a third (and shrinking) of the industry it created.
h/t @AntennaData for the chart
h/t @AntennaData for the chart
Chapter III: Yes, they weakened Netflix... but at what cost? Each of Netflix's competitors now faces 2 existential challenges: retention and monetization. Will they be able to prevent churn? Will they be able to charge more?
h/t @AntennaData and @MoffettNathanso for the chart
h/t @AntennaData and @MoffettNathanso for the chart
The implications?
- Get ready to see an all out war for retention and monetization >> prices are going up, up, up, will consumers bear it?
- Wall Street shifts from Subscribers to Customer Lifetime Value
- Growth Marketers are the new saviors of TV
- What else?
- Get ready to see an all out war for retention and monetization >> prices are going up, up, up, will consumers bear it?
- Wall Street shifts from Subscribers to Customer Lifetime Value
- Growth Marketers are the new saviors of TV
- What else?
• • •
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