1/ Thoughts on $NFLX's domestic strategy (not the stock). They need to mix it up. The last ~10 years represented open-ended growth where 1 plan/1 price made sense. Now they should investigate 1) price discrimination 2) varied show release cadence 3) more platform plays.
-
-
9/ 2) Offer 3rd party content. Netflix has some great insight into shows/movies that people search for that aren’t on Netflix. Copy Amazon Prime Video And offer these shows to buy or subscribe to other services (like Prime).
Prikaži ovu nit -
10/ a) It’s free money and Netflix has the biggest sub base. b) Netflix gets more data on what people watch. c) It keeps users on the App. I can keep ALL my content on there and not have to hop over to iTunes or Google Play or Amazon Prime Video.
Prikaži ovu nit -
11/ 3) Innovate on Pricing plans. Maybe think about switching up price. Right now Netflix does have a few price tiers but I would argue it’s not enough (Basic – one device SD; Standard Plan 2 devices HD; Premium Plan 4 devices UHD).
Prikaži ovu nit -
12/ I know there is a lot of password sharing, so maybe switch it up to a basic rate for the first individual in a group, say $10, then $3-4 for each additional person. I’m sure there is something more creative one could do here,
Prikaži ovu nit -
13/ but the revenue equation for Netflix domestic is not exciting today if the growth in Q is small, and needs to be pulled along just by Price increases.
Prikaži ovu nit -
14/ Other things I’ve seen kicked around are 1) offer a free plan with advertising and 2) live sports. I don’t think either make sense.
Prikaži ovu nit
Kraj razgovora
Novi razgovor -
-
-
Most people aren't like you. Most people would rather be able to binge and don't care about googling their shows. If they have to wait a week they're more likely to lose interest. Therefore all at once better.
-
I actually make a real effort to assume most people aren't like me for all investment theses. I realize I'm an oddball. Most of US GDP would cease to exist if I was the norm. Tobacco, alcohol, luxury goods, lodging and travel, all fast food, most cpg companies.
- Još 3 druga odgovora
Novi razgovor -
Čini se da učitavanje traje već neko vrijeme.
Twitter je možda preopterećen ili ima kratkotrajnih poteškoća u radu. Pokušajte ponovno ili potražite dodatne informacije u odjeljku Status Twittera.