What I really hate is how for months there will be nothing I even want to see, then multiple shows I want to see all get released back to back to back all around the same time, and if I don't literally binge watch an entire season within the first 48 hours Netflix considers that a failed series. I have a life outside of netflix, but even if I didn't, I don't like to binge watch everything all at once, I like to digest shows one or two episodes at a time and come back later. I like to watch as I'm getting ready for bed then turn it off when I'm ready to sleep. I hate knowing that they have this three season rule and they're just looking for excuses to cancel shows I love and that if I don't watch every episode right away they mark it against the show.

Pft when I saw Netflix’s “loss” in the graph I audibly scoffed. The hysteria surrounding it I expected a much deeper drop. It just seems like they’re plateauing right now. Today’s obsession with infinite growth is unhealthy and not even how markets work?? Believing in infinite growth is much more damaging in the long run than having a relatively steady subscriber base you can cater too.

Netflix pretty much killed video piracy by letting you watch whatever you wanted from a library containing pretty much anything you could ever want for a measly $20 per month or so. Now you need to sign up to multiple services for $30 a month each to get access to a fraction of what used to be consolidated on Netflix. It's time to hoist the Jolly Roger again.

9:32 So let me get this straight--- actual real life investors, believed up until now, that there were infinite people living on planet earth for subscriptions?... and they just suddenly realized after 15 years, that there is a countable number, population of humans on the planet that is not infinite?

another factor to consider is piracy. with Netflix costing so little and providing so much, for many users it just wasn't worth it anymore. However, now that many users find themselves having to pay as much for streaming as they used to pay for regular cable TV, there's evidence to suggest piracy is having a comeback.

Netflix's problem is canceling really good shows that may not perform as well but are very well liked! I'm sure alot of us on here at 1 point had a fav show canceled by them.

Part of what drove Netflix's popularity in the early days was they way they were a 'one-stop shop' - they had everything, from lots of different publishers. Then a couple of years back the 'streaming wars' got into full swing, and anyone that wasn't Netflix that had stuff on Netflix realised they could make more money by pulling the content from Netflix and putting it on their own streaming service, which they take all the earnings for. Now we have an environment where there are dozens of different platforms, all showing only their own stuff, and all charging the $10 or $20 /month subscription for it, requiring consumers to sub to at least a handful if they want any decent choice - and they all wonder why suddenly the business model has hit a growth ceiling and it seems the party's over! Look at music streaming as a comparison. There are minor differences in content between the platforms, but essentially the platforms act as radio stations, buying content from the record companies and serving it up to their listeners. This means that regardless what platform I choose, I can basically listen to whatever I want to. Streaming services should not be the creators of content, because that gets us into the mess we are with TV/movie streaming that we're currently in. They should be deliverers of content, buying it from the publishers that make it and serving it to consumers, covered by the subscription fees. If the existing streaming services won't change their model to what Netflix used to be (and what music services like Spotify and Apple Music still are), then what is desperately needed in this space is an aggregator service - one account, one subscription fee, which gives you an account with all the majors and access to their content. Maybe plans could be priced by watch time, or per series etc. This would offer the level of choice that consumers expect, at the kind of price point they expect it, and would allow the industry to keep growing and serving up better content.

On top of all that, the "N" for "Netflix Original" has a shaky reputation at best. Every now and then they produce a decent show, but most of the time the "N" stands for "Nah, pass". And they switched from giving users the ability to tailor their content preferences via the rating system to just pushing what would benefit them the most if you watched. My recommendations went from stuff similar to what I had enjoyed to whatever is newly released, regardless if it's something I might be interested in or not.

I would be happy to keep my Netflix account if they wouldn't cancel every show I liked. Netflix - unlike classic media companies - does not understand that great content needs time. Take the first two seasons of "The Office", "Parks and Recreation", and others. They were not as near as good as those who followed but never had the chance to grow at Netflix. I do not care for the price as much as for me getting ongoingly disappointed by investing in a program just to see it cancelled based on an idiotic algorithm.

The hot ones interview with Matt Damon was enlightening. Streaming has made cult classics impossible, because DVD sales made it possible for a cinema flop to become an influential, profitable cult classic. Streaming makes watch time so competitive that every show or film has to be a safe bet.

I think it's interesting that there is no "spotify" for video and series streaming. No one in their right mind would think to start a music streaming service now, everyone is on spotify, but somehow the videostreaming market has become completely oversaturated

How Netflix has handles Jojo highlights how poorly they handle releases as they havent been actively promoting the second batch of the show even though the batch is coming out of September the first. As well the batch releasing kills the momentum of the show

The reasons I unsubscribed from Netflix are numerous. They removed certain films and shows, many USA/Canada content has never been available here in Europe (but the price is the same - so "same price, worse service") and exclusivity for various other streaming services means I would have to subscribe to more of them to see what I want. Netflix originals were usually not worth the time. Netflix is no longer a "one-stop-shop". When Netflix came I thought that film piracy was over. The region locking, exclusivities (wars between platforms) and removing older content means that we are back to P2P networks. Nothing is pulled out, everything is accessible to you, nobody cares where you are located, your favourite torrent tracker is a convenient one-stop shop and it's free.

One of the biggest issues for Netflix is that they never got to develop communities and IPs. The nearest case to a fandom is Stranger Things, but one series out of thousands is barely enough. On the other side, their biggest competitor, Disney, has leagues of all time classic favourites, as well as budding new ones. How can they even make sure people go there if every time they announce a new series, everyone is expecting them to kill it at the end of the season?

I def agree with other people saying it's annoying that Netflix often cancels shows too early... Another gripe I have with the service (and streaming platforms in general) is that despite the fancy algorithms, it can be quite hard to actually find things you want to watch. Good luck finding something again if you forgot to add it to your list. Even if it is on your list, you'll need to scroll through it for ages. The search functions and 'to watch' lists are so basic and rudimentary, like why can't I sort my 'to watch' list into different lists by now eg. by genre? And personally, I find the UX of NowTV (so confusing and un-intuitive) and Disney+ (why can't we skip the credits and go to the next ep?) really annoying. If the streaming platforms are so keen on getting a tech company evaluation, the least they could do is improve and innovate the user experience

A video about how streaming services could save them selves would be very interesting. Please, don't just tease us like that!

To me the dealbreaker was when they started to crack down of VPN region surfing. For many months I loved how much more content I had just by being able to connect to another country's content library via VPN service. Then it stopped working, and no work-around could fix it...my country's content library was just too weak by itself, and got worse by the day with film studios pulling their iconic movies. Eventually I got to a point when I just wasn't watching it anymore, so I cancelled it. If they ever reconsider and decide not to block VPN region surfing I'll rejoin without a question, but until then...

Thus far the channel has absolutely blown my expectations out of the water. I love the new format and the topics of the videos. You really hit the nail on the head with this one!

I think eventually the whole bubble will burst. Everything is a service now. And once the show leaves the platform or you cancel your subscription, you own nothing. Same with Spotify etc. Had it for 4 years. That's £480. I should just bought the albums, got the artists a bigger cut and actually own something. Oh well.

Netflix IMO loses many folks by the unprofesional way they handle most of their in-house content. Underadvertised half-baked seasons of potentially good stories never to be extended to season 2 or 3, huat because they were rushed in production.

I remember when the "cable explosion" happened, and the running gag became "200 channels and nothing's on...". Pretty much the same thing, only it's much harder to hide the actual viewership now. The main issue for Netflix is that the technology has essentially matured, and thus their formally unique tool is now commonly available. You don't continue to be a tech company unless you're the one setting up the streaming services for other companies. Netflix is now a movie house, it is now their library that gives them value while their servers have constant depreciating value. And if you want to make it in the movie industry you generally have to follow Walt Disney's advice: You make money to make movies, not make movies to make money.

Netflix, like most big businesses, stopped focusing on solving problems for their customers and started focusing on solving problems for Netflix. Charging their customers more and more while paying less and less for content (original and 3rd parties, both), punishing people for password sharing, removing user input on what they liked/disliked, manipulating their algorithm to push original content over 3rd party content, etc... Their algorithm is built to push whatever Netflix wants to push. It does not help me find something that I would like to watch (The same 5 shows I have no interest in watching will appear in every category? Including, "Recommended for You", really? Based on what? You stopped asking for my input on that years ago). Nobody in the industry wants to license their content to Netflix anymore for the same reason; nothing can compete against Netflix Originals on Netflix. I can pick up 2 other streaming services for what I pay Netflix. I already get Prime Video with my Prime sub. I also snagged 12 months of Curiosity Stream and Nebula for one month's worth of Netflix. I also have CBC Gem which is free in Canada (Would I like to watch Shitt's Creek years before it hit Netflix? Why yes. Thank you very much!). Netflix sure did make it an easy choice to cancel.

Also Remember Piracy Is A Service Problem, And The Streaming Wars Just Removed Any Incentive To Not Sail The Seven Seas.

Interesting you are talking about the volatility of streaming as HBO Max is facing a controversy regarding cancelling their animation shows rather abruptly

Well, the tech company multiplier certainly explains Netflix's absolutely ridiculous spending on content over the years. I had heard back in 2019 that they were going to have a serious problem on their hands on account of that spending but I suspect COVID really helped out.

When Netflix was the only kid in town it was great. I loved being subscribed and watching all the cool stuff. But now we have loads of streaming platforms, all with their flagship shows but I would never pay that subscription fee to just watch a single or couple of shows. I canceled my subscription and started pirating everything again. Because most dont even release their content anywhere outside of their platform (where I would maybe happily do a pay per view thing for certain shows there isn't a ghost of a chance I'm going to get a montly subscription plan.) I really feel that streaming services are like social media companies: A natural monopoly. Where they are best when they are in widespread use. Just like social media is better when all your friends are on there, so too is a streaming service when it has a lot of content. I honestly think that Netflix (or any other streaming service) has that tech company level potential for growth, but they need to convince other companies to upload content to their site instead of starting their own streaming service. Hopefully most of these services will fail and two streaming services come out on top. Competing to make the best content and be worth your subscription. Until that day I will refuse to spend even a cent on their content, the current streaming service landscape is insane and not worth my money or my time.

British accent? ✅ Business drama? ✅ Good editing? ✅ +Instant sub

Great content/video. I enjoy your updates. Keep up this great work!

I cannot really comment to your financial perspective to Netflix's "killing itself" but over the past 10 or 5 years they have abandoned "The long Tail" business model and adopted the role of financier and producer. That gives them a different segment of consumers and a different product - Neither bad nor good in itself but is that what the market wants, are old costumers leaving?

Honestly, the 2% of 'good' stuff on Netflix can be consumed within a single month. The rest is s**t. I've never understood the appeal.

Interesting video, didn't see this one coming. Keep up the good work

This video made me remember that I'm paying for a Netflix account that I never use. I'll be cancelling it now

the only real losers of the streaming war are the customers, instead of having a subscription to a service that really offers choice, we will soon find ourselves with 5 subscriptions to streaming services. So the good idea of a cheap and well supplied service is dying with the streaming war.

Very simply explained and thoroughly watchable. But you missed one of the key challenges any streaming service faces. And that’s profitability. Netflix realised at launch that it was paying out most of its revenue to the owners of the content it was streaming (ie the traditional media companies) and So to become profitable it needed to build its own content library so as to cut this massive cost to the business. I don’t known what the data says now, but I think Netflix still pays out 50-70% of revenue so is a long way from being profitable. And this is also something investors think about too.

Quality of videos are amazing Well done!

Great new channel! Very interesting stuff. And that musical sting is a beast.

piracy is almost always a service problem, if I want to watch something animated in japan that netflix will be airing (or not) in my country, I have to wait 3 weeks for the episodes with a subpar subtitling and not enven translating the text on screen (komi san can't communicate if you're wondering) And also I dont have money to pay all the services that pulled their things out of netflix to get the share themselves

I bought Netflix stock at $60/share, then sold it after doubling my money, used that to buy Microsoft at

Just found this channel in my recommendations. I love channels like cold fusion and bloomberg so am interested to see what content you release 👌

Definitely threating a media company as a tech company in terms of stock evaluation played a big factor in the current decline of Netflix, the value of which was overinflated to begin with. And competition is definetely a major factor, which I believe lead to a return to prominence of piracy. If I can find 90% of the shows I'm interested watching on streaming platform X and paying those 10ish buck a month, that sounds like a fair deal, which made most reconsider to rely on dodgy pirate websites instead. However, if now the shows are distributed across 5 platforms and to watch the same amount of content one needs to subscribe to all of them and pay 60ish bucks a month, that deal suddenly becomes much less attractive, especially if people notice that they are paying the 10ish buck to platform X to watch maybe only one show... which could be also easily found with less legal means. Add macroeconomic situation with rising cost of living due to high inflation, higher interest rates on mortgages, energy crisis in certain areas of the world, and streaming services are in trouble.

This channel has a very fast moving vibe, kind of like a tech company!

I’m rooting for the slow and gradual rise of Nebula and CuriosityStream!!

I like your explanation on valuation and competition. Wow it reminds me of what I studied years ago in marketing, classic text book stuff. A company create a new product/service that has lots of demand and the company is successful/huge profits. Other companies see this and enter the market and you have increased competition which lowers the company's margin. Has more companies enter the price of the product/service get lower and lower. In this case it is valuation (PE). The one that can provide this service/product at the lowest cost wins forcing other competitors to leave the market. For this entertainment segment you have a lot of old players that have be able to co-exists for decades. It is interesting that AT&T spun off Warner Brothers / HBO expecting that this segment would have a higher valuation and therefor a greater benefit to the shareholders. We have to wait and see once the markets are more optimistic if the previous valuations are restored.

They don’t give their users a reason to sub every month. Whenever I resub to Netflix I cancel it the same day and decide if I want to reup at the end of the month. I end up only paying for Netflix 2 to 4 months a year and still watch everything I want on it

Could you guys do a general video on the politics of public companies (e.g. how are they run, who's in control, what are the incentives and narratives involved)

Personally, I believe the downfall of Netflix (and possibly greater streaming services), is that consumers ran away from legacy providers because there were too many. The streaming services market has become fragmented somewhat the same as legacy providers, with one needing 2+ different services and I for one still know how to use torrents.

For me more than anything, it’s the rate they cancel tv shows. You invest a couple hours only to hear in the news the show received the axe. Just look at Marco Polo, beautiful show but got axed because it didn’t get enough views. They couldn’t even be arsed to give it a finale or something. This model imo is killing them.

I’d be interested in more videos on streaming services…I do have nebular by the way and would cut Netflix before it

I think one thing Streaming services need to realise is that people can only afford so many streaming service subscriptions. Instead of everyone making their own service, I believe that, from a consumer's point of view, at least, is to just consolidate into a handful of streaming services. Instead of having dozens of different services, just have like five or six. That way competition can still happen.

Here i am The angle of analysis here is so different from Other videos And i love it

Like the video! I'm also less and less satisfied with Netflix's content and seriously thinking about switching to a different provider. They keep taking out my favourites, especially 80's and 90's films. It feels to me like they almost only show second-class films/TV shows these days. One minor thing I noticed in this video: you display pounds but say dollars at several points.

I actually think moving into original content was a mistake. In Netflix's early days, all these studios that were perfectly content to license their shows/movies to Netflix (hey, why not, another revenue stream!). But the second Netflix decided to make original content, they become a competitor, and why would a studio license its valuable IP to help promote a competitor? So, more and more studios pulled their shows and movies, often trying to set up their own streamer to compete with Netflix. A shame, really, Netflix could have been the one place studios went to stream their stuff, and we'd have one streamer instead of dozens.

Releasing shit like "Cuties" however doesn't do Netflix any favors either.

I would say your explanation is a bit off. It is not far off, but the simplifications mean that people get some wrong ideas. Your basic premise is that Netflix had a very high Price to Earnings (P/E) ratio and that was because it convinced investors that it was a tech company. The high P/E comes from it being portrayed as a high growth company. These are most often seen in tech, but can be in other industries where they are disrupting a market. And that market disruption is the key. The idea is that markets in that state act in non-linear ways. Let me give the classic counter comparison, Coke and Pepsi. Unless Coca-Cola does another new Coke, there are only small changes in market share based on what those companies do. That market can be analyzed by demographics, spending, and trends. Streaming services have disrupted the pay video market, but that disruption is essentially over. You can analyze what is going on now. Problem number two for these high growth companies is what is called Total Addressable Market or TAM. TAM says how big a particular market is and how much a particular competitor can win. Video streaming is not an infinite business. There are limits on subscribers and the value of these subscribers. At some point, all these businesses slow their growth as they hit limits in their ability to add new customers or charge these customers more money. As that happens to a company and it exits this high growth period, the P/E will drop. That does not mean the company is going to lose money or go out of business. It means the value of the stock will go down. That is not great news for investors and in many high growth companies that is often includes many employees. This is a natural part of the whole life cycle of businesses. You might look at Microsoft and think about the fact that it is not a high growth business, but is not in trouble and is making lots of money. It is true that this inflection point often causes internal problems in companies, but smart ones navigate these waters fine. Use IBM as an example of a company that has re-invented itself many, many times. The streaming business will change over time. These companies have all decided that they need to be in the content business to attract new subscribers. Over time (as was in your Jim Cramer quote in the video), this will stop working. There is a TAM for any set of content and all these platforms will eventually plateau. What happens then will be interesting. Let me give you my prediction, Netflix (or others) will eventually license out their older content to other platforms starting with Cable TV. Once a show (like say Orange is the New Black) stops bringing viewers to a platform it stops having value as content. Netflix could monetize those shows again in syndication and make more money. Just think about how many times Seinfeld, Law and Order, and the Big Bang Theory are on in a day. I am sure that new content will be welcomed by many channels and there is money to be made.

While I'm not much interested in Business. I've been a loyal supporter of all your other channels since you started. While on a personal level I feel we'd disagree on a lot of political issues, the way you approach subjects and hold yourself to a high standard of impartiality is what keeps me coming back. You have my support. Thank you for all the content. You're doing a fantastic job. Best wishes and all the luck in the world for whatever the future holds for TLDR.

I think long-term Netflix will have a major problem if they can't fill their service with some IPs / fandoms. So much stuff on there deserves a second season, but will never get one. Meanwhile Disney is chillin with Marvel, Star Wars and Pixar in their pockets, chugging out content like it ain't a thing. Amazon gives their writers more leeway, and tries desperately to open up the fantasy crowd to them. Netflix gotta step up and deliver - continuously.

Wait, after a while, will another company aggregrate these streaming services together and allow people to ala carte which services together at a discounted prices for each additional service? This would allow revenue sharing between all these companies, and the 3rd party middle company could take a small share of it. Will this just be another part of the business cycle?

Netflix barely has any good new content for years now. Their own productions are generally pretty good, but at the rate they cancel even good running shows, I really hesitate to start watching anything, that hasn't a few seasons already. They expect their subscribers to be loyal and stick with them but at the same time don't give a f**k about them and cancel successful shows for a possible gain of new subscribers or a little more money, which results in angry subscribers. Yeah, that is, sadly, how business is done nowadays, but combined with all the new competitors they are shooting themselves in the knee.

Great video - thanks very much. You compared prices a lot of times. But didn't explain how many users can use the service for the monthly price shown. For example here in the UK Amazon Prime is £7.99 / month. Netflix is either £6.99, £10.99 or £15.99 / month depending upon how many users are allowed to watch at the same time (1, 2, and 4respectively). Disney+ is £7.99 but up to 4 devices at the same time. Apple TV+ £4.99 /month for up to 5 family members. So, it can be cheaper or a lot more expensive than the others. It's not so clear-cut as "Netflix costs more" as usage restrictions vary. Indeed the balance may vary from country to country too.

I have to be honest they way you promoted your streaming platform against netfilx at the end wowww it was smooth 🤣😂🤣

Why would anyone watch Netflix when you can watch TLDR

one issue i have is that netflix don’t really seem to know what their audience wants anymore. Like, i think there are 6 or 7 seasons of riverdale now? And they all have magical powers? who was asking for this? absolutely no one. But, so many shows that people love either don’t get continued or get taken off the platform entirely.

Nice Video. Excellent analysis.

As a student, Netflix is just vastly overpriced. For instance, Amazon Prime gave me 6 months free and then started charging around £4.50 a month with the price increase. Netflix's 4k option costs £16 per month, and doesn't offer a student plan at all. Since Better Call Saul is finished I will be cancelling my netflix membership. Bad company, hope it becomes the next blockbuster.

One of the worst things about netflix, good series they just drop. At least 3 of the series that would keep me on netflix have not been renewed so we are now looking at leaving netflix.

Netflix was great at first. Viewers were happy to pay to watch everything they wanted, and Netflix got viewers to pay just a little extra. Now the streaming landscape has viewers not getting everything they want, and having to pay way more than a little extra. If streaming services can somehow find a way to collectively give viewers everything they want again and only having to pay a little extra, it would be golden.

Really good video and cool topic but if I cam give some critism, there is a lot of cutting back and forth, zooming in zooming out, without much transition or consistent pace, I would suggest trying to make things a little more fluid with cuts to scenes, how long they are there for, cuts to graphs, zooming etc. Like showing a graph, then but to just camera then back to graph, instead of just showing the graph and transition into a new graphs without the middle cut. Same with the highlighted words, not all of them is important, it just becomes a lot of static. The same with cutting in the takes, if you are doing a cut on the speaking to make it sound fluid, make that cute when you are showing some footage instead of us looking at the stuttering. The illusion of a fluid narration is quite appealing even if we know that's not the case. But overall loved the video and interesting topic, also English isn't my first language of I expressed some things in a weird way.

I think a big reason a lot of media outlets also do negative news articles about Netflix is they are owned by Netflix's competitors. Not that I don't think there are issues with Netflix, they are clearly needing to move from a growth company to sustainable company like many other tech companies has done (where the other media companies are at).

Netflix is a tech company, but it is also a mature company. Even tech companies do not grow infinitely.

Netflix is in my opinion a year or so away from just getting disneied, aka bought by disney, those guys dominate every market they get their hands in and netflix's incompetence have played into their hands. This is a scary thought, because if competition gets pushed back preper to pay a lot to the mouse for basically the old netflix with a new logo and posibly 20$ a month

Netflix has just gotten too expensive. Once a service tops $10/month, you start to reconsider it.

I feel like they need to focus more on good shows and stop trying to make more season for shows that let’s be honest should be over by now

I dont really get why people pay for streaming services. there is so much good free content on youtube.

The numerous streaming services are becoming a headache tbh.

Netflix could be a tech company if they go like Amazon to make their own infrastructure to be independent and in the same time allow others to buy their service. They could be like between Cloudflare, Azure and Wordpress but for different application. Netflix Entertainment should be separate from Netflix Core and Netflix Technology. Amazon took them from the other side. They had infrastructure that is universal (they now that because many company outsource to them) and now the attack on setting entertainment service in it.

I think there are two fundamental social and political issues behind the streaming wars. Firstly, as in any form of art, there are only so many top tier program makers in the world therefore there is a straight cap on how many really good shows can be made no matter how much money is thrown at it. So diversification of platforms = dilution of content on each. Secondly national broadcasters cannot compete with their budgets necessarily scaled to a national as opposed to the global market. Netflix stood out as excellent value for money 'cos for years it hosted all of the best film and TV made in one place and all the content creators got paid extra by them as well. It can't anymore so it isn't, and Disney will overtake it purely 'cos it has all the best kids shows making it a mandatory subscription for parents of whom there are obviously a lot. Nobody is going to begrudge Disney's right to monetise their own IPs per se, but to weaponise it towards a monopoly on the streaming platform front, who exactly does that benefit? The question is do we really want this dilution of content and destruction of our national broadcasters, who does this benefit, and is broadcasting per se too important culturally, socially and politically to allow a handful of unaccountable global conglomerates to dictate what happens to it?

I like Netflix content, Japanese anime, Kdrama , food documentary, animal documentary,….etc Disney is just annoying and just milking star wars every few months

Every time the word "dollars" is said and the £ symbol appears I have a chuckle

We get Netflix and Paramount "free" as part of our TV package from Sky (UK broadcaster) but can't remember the last time we watched anything on Netflix, and we wouldn't bother with it wasn't part of the package. All these firms pulling their content goes to show how awful Netflix's own offerings are. A good analogy is a failing restaurant. The price of the food goes up as the quality of the food goes down.

I guess the ideology pushed really hard in many Netflix Originals alienated a significant portion of their customers but did not impact the number of subscribers immediately, as there was no real competitor. But now these people are aware that they are not bound to the only service provider anymore.

Netflix is not unique anymore also Netflix has big competition for destiny, Amazon and Apple TV Plus offer the same service or even better for cheap . Plus all the Netflix content kind of the same,with woke identity politics

Great to see a new channel from tldr!

Don’t credit investors that much. Netflix has been taking poor business decisions for several years now, from abusing from content block by location to blocking accounts with more than one IP address, including the híper focalization on “documentaries”. The increase in competition, with much more appealing content (including content that once was on Netflix) isn’t helping either. The loss of subscribers is something they have been looking for a long time. And instead of offering a more competitive package, they decide to increase prices, which isn’t helping either.

I’m really annoyed by their price increase, so I cancelled my subscription. I understand that inflation is rising et al, but they’re an essentially zero-marginal-cost business so it affects them much less than other businesses. Since people everywhere are facing financial pressure, I think it’s a very inopportune moment to demand an increase in fees, so I cancelled. After all voting with our wallet is the only avenue of expression available to us, so we might as well use it.

While I have been using Netflix since 2017 and slowly been watching more (I prefer watching Disney+ over Netflix honestly), there are few originals I enjoy. When it comes to the Live Action shows, I have only watched Stranger Things in the recent months, and will be sticking around for Season 5, and I do plan to watch Better Call Saul & Ozark soon. I have also watched Squid Game, but I'm not really interested in watching the rest of the series at the moment. As a big animation fan, I am mostly interested in animated media, but compared to Disney+, its not really that great of a selection (although it isn't really fair to compare it to the likes of Disney). Arcane & She-Ra were amazing, and Hilda is wholesome, and that's all really, there are a handful of animated shows I plan on watching. Another reason why I would stay subscribed to Netflix is the imported content, some examples been Breaking Bad & various anime such as Pokémon (which is something I notice people don't talk about much when it comes to what Netflix has to offer). I have three subscriptions right now, and part of another, as of now, I prefer Disney+ over Netflix, but I do prefer Netflix over Paramount+ & Amazon Prime. From Top to Bottom, my current ranking: 1. Disney+: Has a great catalogue of classic movies & television series, easy to navigate and a good selection of Disney+ Originals (although for me, its usually the Marvel & Star Wars related stuff). Its also pretty cheap, although I am aware that will change soon. 2. Netflix: Solid Original Content & a handful of good imported series, also easy to navigate. If there is one complaint, its that I feel like its getting more expensive, and with Netflix cracking down on shared subscriptions, I am concerned (while I do own my Netflix account, I do share it with my family members). Have not used Netflix Gaming, so I won't comment on that 3. Amazon Prime: The one account I'm part of in a shared account capacity. Not sure about imported content as its rather lacking compared to the UK version of Amazon Prime, and the only original content as of right now that I care about is Bad Boys (I might watch Invincible down the line). Kind of hard to navigate too 4. Paramoun+: Slow, hard to know when there is new content, hard to navigate, doesn't automatically go to the next episode of show an option for that and lack of content, especially in the Nicktoons side of things (which is the only reason why I have Paramount+ honestly). Aside from SpongeBob, Fairly OddParents, Danny Phantom, ATLA, Rugrats & 1 Season of Jimmy Neutron, there isn't much 2000s & late 90s series on the UK & Ireland iteration of the app. Its mostly modern series, which I don't mind, but it is annoying. I have had a Funimation & a Crunchyroll account before and still do, but 1. I don't use them much these days (taking a break from anime honestly) and 2. I don't really rank them alongside what I would call "The Big Guys" aka Disney, Netflix, Amazon, Paramount & HBO Max.

One thing I hate about Netflix is they say it’s a Netflix original show for animes they have the rights too. Like violet evergarden. They just purchase the streaming rights, they had no involvement of the production from Kyoto Animation.

Very good video. Echoes my feelings about Netflix over the years.

1st Netflix isn't dying. It lost 2 mil out of 300+ million subscribers. That is less than 1%. What company is dying from a 1% drop? The press jumped on it because after years of reporting sunshine and rainbows for Netflix a little stormy weather is seen as a hurricane. They want to keep that multipler and the billions in investors that come with. I disagree. I think Netflix should shed its tech company mask and find new life as a media company. 2nd live with competition. Disney isn't going away. Apple and Amazon maybe hobbies for Bezos and Cook, but it's business for Disney and WB (if they can survive Zaslav). So much of its advertising was free like it's listings of comings and goings. It is passed time Netflix to do its own PR and media.

Netflix might well have been a tech company. There was no way to know in the beginning. The main mistake they made was to innovate on content, instead of technology. This is what made them less of a tech company and more of a media outlet. Having next to no technological advantage is what allowed their competitors to catch up to them so quickly. The reason tech companies are so disruptive is the slow progression of software development. If you have a head start, disrupt the market and then pour the investors' money into more software development, competitors will have a very hard time catching up, since software development cannot be infinitely sped up with more money.

The “Streaming Service Exhaustion” seems real. More and more people has gone from: “I can cut cable” to “I miss cable”.

Netflix was like a blockbuster that you didn't need to get out of the house to rent. Made it grow a lot. Others started competing. So Netflix decided to do exclusive content so that small competitors couldn't match. Netflix grew more. Than big competitors showed up with movies and exclusive content as well. People signed up to check the competitors. After seeing all the Netflix exclusive content, they were bored with the speed at which new content came out that interested them. And saw other services charges less and perhaps even focused on a more niche type of shows that they wanted e. G. Disney. So they switched. I've just saved you 14 minutes.

Calling Amazon "tech" is also quite a stretch. They are just a private retail monopoly.

Netflix issue is going WOKE. Love to watch it goes down.

The problem with Netflix is they only have 1-2 seasons of a show & often only a few months before it’s removed unlike Disney plus who has the entire seasons of a series.

Umbrella Academy is currently the only thing keeping me on Netflix. I was a Queer Eye watcher but it's started to feel repetitive and most of the other things I had been watching via Netflix have been pulled by other companies for their own platforms. And considering Umbrella Academy recently announced season 4 is 4th and final I don't think I'll be hanging around too long after

Still makes me incredulous that anyone uses a television anymore. I mean, seriously?

Protecting shit content from getting dragged and insulting the customer rather than asking "Why is this happening?", pushing agenda over quality, giving millions of dollars to any wanker that uses the right buzzwords, and pissing off all of those parents certainly did not help their situation.

i am a software engineer and I still see netflix as a tech company this is primarily due to the fact that netflix has done a lot of innovation in the tech world (I frequently use libraries that are open sourced by netflix, follow their tech blogs etc) I hope they bounce back

I want the Episode 2: How can they save themselves. I love your channel.

The whole industry is in decline $230 billion and there is hardly a decent program out there. Amazon is about to blow $1 billion on LOTR by angering it's viewer base as well. The term 'go woke go broke' comes to mind