Like many digital products, suspect netflix is affected by seasonality - but wonder if the World Cup will make a noticeable dent on time spent with it
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And if the World Cup does, what’s their response to that? Ignore it as a kind of act-of-god? Or respond as if it’s a threat?
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Replying to @Sifter
Reckon it will smash their view times, but not even scratch their subscriptions. Makes the service more profitable, if anything.
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Replying to @bazzacollins
Yeah, I buy that - no-one is going to stop subscribing to Netflix because of it. But does it shake Netflix’s faith in not needing live content?
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Replying to @Sifter
Word is they bid heavily for Premier League football. Won't be long before they get involved.
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Replying to @bazzacollins
I wouldn’t be surprised but I’ve heard Reid Hastings say he’s not interested in content that isn’t naturally suited to on demand (ie can be viewed whenever a user wants And not decline in value)
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I think they might be forced into a defensive play to fend off Amazon.
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