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Apr 21 • 4 tweets • 1 min read
#Netflix down 35% can it affect music industry??

Why Netflix down 35%
➡️ Increasing competition
➡️ High valuations
➡️ Lost 2,00,000 customers
➡️ Password sharing 😀
How music labels are different from Netflix ?

➡️ Music labels own the content and monetize it to many platform. Profit pool is concentrated with music lables not at music platforms like spotify
➡️ Indian music labels focusing on regional music which have lot of room to grow
➡️ Music subscription is still very low. It's mostly ad-based revenues. Lot of room available as there will be shift from ad-based to subscription based revenues
➡️ Music is highly repeatable compared to movies.
➡️ Customer don't have to spend anything from pocket to listen music
No need of passwords to listen to music
➡️ Most importantly music labels have huge barrier to entry as they have huge catalogues of old music which can't be replicated easily

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