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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.

Netflix had another impressive earnings call yesterday, adding another 8M global subscribers in Q2 (total now 277M) and further cementing its spot as the #1 streaming service in the world. Other key takeaways: 1. Revenue of $9.56B and operating income of $2.6B 2. Coming Q3: New TV homepage ("biggest update in a decade") 3. Quote on streaming competition: “The challenge for so many of our competitors is that while they are investing heavily in premium content, it’s generating relatively small viewing on their streaming services and linear continues to decline,” the company notes. So going forward, “we believe our biggest opportunity is winning a larger share of the 80%+ of TV time (primarily linear and streaming) that neither Netflix nor YouTube has today.” 4. Bundles: 'Yes' with Mobile providers, pay TV providers & device manufacturers, but 'No' when it comes to other SVODs.

Three years of analysis of top-10 weekly #streaming programs show Netflix still commands75% of that segment's viewership v. all other competitors combined, says one report. But there may be a new trend: before this period, Netflix accounted for 90% to 95% of top shows. Netflix Still Dominates: Does It Matter That Legacy Owned Streamers Want To Bundle? https://ow.ly/XCXK50ReIAq

How did #Netflix grow to 277.65M subscribers in Q2 2024 with 8.05M new additions? Check the details here https://lnkd.in/ee7if9vT. #Netflix #DigitalMedia #SubscriberGrowth #Streaming #Netflix #Entertainment #DigitalGrowth Netflix , Reed Hastings, Ted Sarandos

🚀 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

If you want to know what the future of streaming looks like, scroll through Netflix. The business imperative for following Netflix’s UI lead is reducing churn. High cancellation rates are a major burden for streamers struggling to make money, but Netflix has it figured it out better than most. While Paramount+, Peacock, Max, and Apple TV+ have monthly churn rates of about 7%, Netflix has the lowest churn rate in the industry, at less than 4%, according to Antenna, a subscription analytics company. The monthly churn rate for Disney+ and Hulu sits between 4% and 5%, but Disney would like it to be lower. Read more: https://lnkd.in/g8VSpn8V

Never liked the term 'streaming wars': it sounds too negative and too fatal. We are here to create something, we do not destroy. Hence, I would argue we enter a new era of 'streaming collab". Instead of fighting against each other, streaming players and everyone else needs to look at how we can better collaborate and coexist. Maybe this new reality finally reach the leadership level in the industry. Traditionally they were not really good at cooperating or even collaborating. The mantra was: do it alone or die. That, of course, included: kill the competition. The streaming universe is still expanding. There is room for everyone; but maybe smaller, different or renewed. Collaboration is the kex for further growth, for survival. The Streaming Collab will allow for that, it's a new universe, where everything is possible. Enter it! #streaming #otttv #tvstrategy #broadcasting #netflix #disney #warnerdiscovery #paramount #amazonprime https://lnkd.in/ezHFRA8C

Streaming Wars Intensify: Netflix Still on Top, But Challengers Close In The streaming battlefield has been anything but quiet these past few years. New data from global Google searches on cost, price, and subscription highlights a high level of purchase intent, and some surprising shifts in the landscape: Netflix: Holds its lead, but growth is slowing, suggesting market saturation. Amazon Prime Video: Explosive growth makes it a formidable contender. Its vast content library and Prime membership perks are a powerful combination. YouTube Premium: Gains traction, attracting users who want an ad-free, enhanced YouTube experience. HBO Max: Experiences a decline, potentially due to content changes and competition. Across all platforms, a consistent theme emerges: high interest in subscription costs and plans. Pricing and value are key for consumers. Market Analysis: The streaming market is more dynamic than ever. While Netflix remains the king, its competitors are gaining ground. Amazon Prime Video's rapid growth is particularly noteworthy, and YouTube Premium is carving out its own niche. HBO Max's decline serves as a reminder that even established players need to innovate constantly to stay relevant. The overall market is still expanding, with viewers demanding diverse and accessible content. But with more choices than ever, streaming services must offer compelling value to attract and retain subscribers. The Bottom Line The streaming wars are far from over. Expect new players to enter the fray and existing ones to fight fiercely to keep their viewers engaged. The winners will be those who offer the best content at the right price, with a keen understanding of what viewers truly want. Deep dive into our Market Brief in comments. #streaming #streamingwars #netflix #amazonprimevideo #youtubepremium #hbomax #content #marketing #digital

Streaming Seeks a Path to Profitability https://lnkd.in/dmvjPUKu You’re probably paying more for streaming services that you did two years ago. So you may be surprised to learn that among all the streaming platforms, only Netflix and Disney turn a profit. Michael Nathanson says: Pay TV isn’t coming up on a cliff, but it is and has been on a long downward slope. They can model it out. If their customer base shrinks 7% every year, how long can the networks live with such a big negative profit squeeze? For streaming, the average number of services per household has been stuck at four for a while. One of those four is Netflix, the second is Amazon—it comes with Prime—and third is some combination of Disney’s offerings. Fourth place is up for grabs. That’s what all the rest are fighting over. Two years ago he covered the same which is here:  How the Streaming Wars Will Alter the Media Landscape https://lnkd.in/gmaBqc8H

For Netflix, this may still be a partial victory. Streaming remains an expensive business with low revenue per subscriber. YouTube is more popular than any streaming service and much of its content is created for free by users. Its revenue is mainly advertising, with subscriptions a bonus. The business is part of Google’s Services business, which boasts an operating margin of 35 per cent. Compare Netflix with YouTube instead of Disney and the model looks altogether less appealing.  https://lnkd.in/dXFMmDrk