Yes, Netflix can be free while also being the new cable bundle
Source: Unsplash Yes, Netflix can be free while also being the new cable bundle I have written extensively about Netflix and its possible free (ad) tier. Fast forward to today, the company has close to 40 million subscribers on its ad tier. It’s worth a short recap of what happened: 1/ Netflix’s announcement that its ad-supported tier has reached 40 million […]
Netflix uses a ‘ladder strategy’
Source: Gene J. Puskar/Associated Press Netflix’s strategy Anyone can have a strategy, but to deliver on it it’s totally another thing. Netflix has done both in the last ~ 26 years. Here was their strategy: 1/ Netflix began its journey by offering content that was easily accessible (DVDs) to differentiate itself from the established competitor, […]
Can Netflix be free?
Source: Netflix The company now makes more revenue per user from the ad-tier ($6.99/month) plan than the Standard plan ($15.49/month). (soon will come to Europe, probably to Spain) There are several takeaways: 1/ Netflix changed the name of the plan from “Basics with ads” (1 device, no full HD) to “Standard with ads.” In this […]
Netflix’s business model
Source: Netflix With the year-end reporting season, I took a look at Netflix’s financials. (btw, they are the only large streaming movie platform that’s profitable) So, I have reached the following conclusions: 1/ They are trying to be like a music label…by building their own catalog (+$100 bn spent in the last 10 years) 2/ […]
Netflix is may finding its way out
Netflix presented yesterday the results for Q4 2022 and made several announcements. Looking in their financials and on their video interview I identified some points that were not said and I think they are also important: 1/ Subscribers: in 2022 the company spent $2.53 bn on Marketing only to acquire 8.9 net subscribers. That’s […]