David Urgell’s Post

🚀 How Netflix Triumphed in the Streaming Wars 🌐 After a turbulent 2022, Netflix has reclaimed its leading position in the streaming landscape. With innovative strategies like cracking down on password sharing and launching an ad-supported service, they've gained 45 million new subscribers since May 2023. 📈 Under new leadership from Greg Peters and Ted Sarandos, the company continues to evolve while maintaining strong growth—surpassing legacy studios still struggling with profitability. Despite challenges ahead—including fierce competition from platforms like Amazon and YouTube—Netflix's commitment to engaging content keeps it at the forefront of viewers' minds. From live sports events to reality shows, they’re redefining entertainment for a new era. As we move forward into this dynamic industry landscape, one thing is clear: Netflix remains a force to be reckoned with! 💪🎬 Source: https://lnkd.in/e4hC7jvY #StreamingWars #NetflixSuccess #InnovationInEntertainment

I Will Survive « Who Will Survive? How many streaming services will consumers support? That was one of the great mysteries of the nascent streaming world, and the answer is coming into focus: not very many. “Can your current business be a successful player and have long-term wealth generation, or are you going to be roadkill?” Mr. Malone mused. “I think all the small players will have to shrink down or go away.” A recent Deloitte study found that American households paid an average of $61 a month for four streaming services, but that many didn’t think the expense was worth it. That suggests the once-unthinkable possibility, many of the executives said, that there will be only three or four streaming survivors: Netflix and Amazon, almost certainly. Probably some combination of Disney and Hulu. Apple remains a niche participant, but appears to be feeling its way into a long-term, albeit money-losing, presence, which it can afford to do. That leaves big question marks over Peacock, Warner Bros. Discovery’s Max, and Paramount+. »

There was a time when the main topic was always the #streamingwar, now it appears this is not hot anymore as we had a clear winner: Netflix! How the big players The Walt Disney Company, Warner Bros. Discovery, Paramount Pictures, Apple and Prime Video & Amazon MGM Studios are going to fight back? Thanks to David Urgell for sharing this interesting article that explain How Netflix won the streaming wars. https://lnkd.in/d6bbDgVi

Are the streaming wars really over? The Los Angeles Times’ Wendy Lee reports on the latest changes with a focus on Netflix's recent growth. Brandon Katz offers insights on Netflix: “They built scale quicker than anybody else, and that scale in turn leads to a shorter road for a new original to become a hit because they have such a wider audience available to sample,” said Brandon Katz, industry strategist for Parrot Analytics. “They have done a very good job of maintaining their market-leading position in the streaming industry, even as competition and macroeconomic industry factors have thrown a lot of challenges at them.” How Netflix survived the #streaming wars to stay the subscription video king: https://hubs.ly/Q02nMcdJ0

I'll admit it. I subscribe to Netflix, Amazon, Disney, Hulu, Apple, Peacock, Max, and Paramount+. But the average American subscribes to 4 streaming services at an average of $61/month. Which is still a lot! There is a true streaming war, as these players fight for our attention. To survive, players will need at least 200 million subscribers (something only Netflix, Amazon Prime Video and Disney+ combined with Hulu have done) They will need to spend $50M for blockbuster hits, over and over. And they will need sports, which both attract new subscribers, and retain (at least for the duration of the season) subscribers who want to watch their teams live. There's not a lot of room for price increases, especially after the recent round--so many are looking at ad revenue as a source of growth. According to this excellent article, which anyone interested in streaming should read, the rise of ads may lead streaming services to provide lower prestige, popular content (think police procedurals and hospital dramas) mixed with some big sports events. Sounds like what we used to have with Cable. 📝 James Stewart, Benjamin Mullin #litrendingtopics #streamingwars #subscriptions

Good article, but the folly continues. As I wrote two years ago, updating prior posts: The Great (Streaming) War of Stupid Value Propositions -- Continued! ...the value proposition for flat-rate all-you-can-eat streaming sucks. ...They continue making an offer that is quickly refused or cancelled, to a finite number of streamers who want a full range of viewing, but with limited wallet to share among competing offerings -- thus satisfying few. This is not a problem of user behavior, or of competition, but of collective industry blindness to a failed pricing model. Few want all they can eat! We can't eat that much! We want only what we want, and don't want to pay for more. Instead, all streamers and consumers could share a much larger pie, with much higher shared value all around. Experiment with more win-win value propositions -- set a fair, bundled (volume discounted) price -- for however much or little we want each month. Offer a fair value proposition so we can subscribe, stay, and watch as we like -- not pay a flat rate every month even when we get no value at all. https://lnkd.in/eD4wfx45

Netflix has emerged as the "indisputable winner of the streaming wars," according to senior analyst Michael Nathanson. That's the experience here in Asia too - great that Netflix is doing well, but not so great that producers have fewer places to go with their new projects.... In this industry nothing is constant except change though, so let's see what happens next! https://lnkd.in/gHUyyqtf #Netflix #streamingwars #entertainmentindustry.

This article provides a insightful analysis of the streaming market in 2023, focusing on the relentless pursuit of profitability. Despite subscriber and revenue growth, most Hollywood giants are still struggling to turn a profit, in contrast to Netflix, which continues to dominate the market. The article highlights the challenges and uncertainties that persist in this constantly evolving landscape, and how companies are adapting to achieve the coveted profitability.

With huge investment and a proliferation of new streaming options for audiences over the last 4-5 years, Streaming has been the focus for the Media industry, This has led to the highest share of Streaming viewing yet seen in the US. However, it has seen two strong players in Netflix & Youtube followed by a number of major players with smaller shares, despite high investments - Disney+, Amazon Prime, Max & Apple.TV etc. Audience time is finite and time spent consuming media increases gradually but not at the pace of spending on content - so something has to give. Now spending is being limited by all players. Market leaders Netflix will be more opportunistic in their big investments and rely on their huge established catalogue. While others have strategic decisions to make: - Apple TV - invested heavily ($20Bn!) in well reviewed original content but gets a tiny fraction of the Netflix audience. Do they continue or acquire a larger catalogue, more IP? - Disney launched Disney+ to control distribution but in doing so closed their TV assets and forgo licensing revenue. How do they manage streaming costs now? - Other companies such as Warner Bros Discovery/Max & Paramount+ are likely to undergo structural or ownership changes... This is an interesting phase for Streaming after the initial ‘Streaming Wars, - much more responsible spending and strategic decisions get tougher & with more immediate share price impacts. #Streaming

The Future of Streaming (According to the Moguls Figuring It Out) Who will survive? Die? Thrive? And how? We talked to nearly a dozen top media executives and asked them to predict what lies ahead. Paramount, the media empire controlled by Shari Redstone, lost $1.6 billion on streaming last year. Comcast lost $2.7 billion on its Peacock streaming service. Disney lost about $2.6 billion on its services, which include Disney+, Hulu and ESPN+. Warner Bros. Discovery says its Max streaming service eked out a profit last year, but only by including HBO sales through cable distributors. Streaming service’s profitability depends in large part on how many paying subscribers are needed before those TV shows and movies become cost-effective. There was a time when industry executives hoped that number might be as low as 100 million. But now the consensus among many of the executives interviewed is that the number is at least 200 million, and possibly more. When cable TV was in its heyday, 1.5 to 2 percent of subscribers churned monthly, abandoning or suspending their service. The average churn across all streaming services is more than double that, according to data from analytics firm Antenna, with the churn rate of some smaller streaming services, like Paramount+, as high as 7 percent. Only Netflix has a churn rate below 4 percent.