Tech Brew Ride Home (TWTR SPC) - WTF Netflix? W/ @loudmouthjulia
Apr 23, 2022
Julia Alexander, a Senior Strategy Analyst at Pair Analytics and former streaming expert at The Verge, joins for an insightful discussion. They delve into Netflix's disappointing earnings and its battle against fierce competitors like Disney. The conversation explores Netflix’s strategies for addressing password sharing and enhancing engagement, alongside its struggles to carve out lasting franchises. Julia also critiques CNN+ and the shifting dynamics of content consumption in today’s media landscape, highlighting the urgent need for innovation and adaptation.
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Episode notes
Streaming Wars Begin
- Netflix's declining valuation reflects a market correction, not the end of streaming wars.
- The real streaming wars have just begun as competition intensifies.
Originals vs. Franchises
- Netflix's reliance on original content is a strength, but their lack of a back catalog hurts.
- They struggle to develop franchises with long-term value, unlike competitors like Disney.
Adapting to Competition
- Netflix is adopting strategies they previously rejected, like cracking down on password sharing and introducing ads.
- This suggests a company adapting to competitive pressures, not necessarily grasping at straws.
