[HN Gopher] Netflix loses subscribers for the first time in 10+ ...
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       Netflix loses subscribers for the first time in 10+ years
        
       Author : gordon_freeman
       Score  : 156 points
       Date   : 2022-04-19 20:11 UTC (2 hours ago)
        
 (HTM) web link (www.cnbc.com)
 (TXT) w3m dump (www.cnbc.com)
        
       | lowbloodsugar wrote:
       | Love Bridgerton. But most of what I watch is on Prime. Severance
       | on Apple was just too dark. Stuff like Paramount I get through
       | Prime too. HBO made half of a really interesting series and then
       | just walked away.
        
       | [deleted]
        
       | rdiddly wrote:
       | I'm one of the ones they lost. I suddenly noticed the experience
       | is inferior. The search doesn't seem to even take into account
       | the thing I typed in. Maybe it's just that they've been so
       | utterly gutted by the loss of all the Fox content to Disney+,
       | that they're trying to cover it up with "well we don't have that,
       | but perhaps you would like..."
       | 
       | Speaking of "perhaps you would like," what do you call it when
       | someone flashes something poorly targeted, unwanted and
       | irrelevant in front of your eyeballs and pushes it a bit too
       | hard? I call that an ad. I'm paying for advertising. Or rather, I
       | was.
        
       | smm11 wrote:
       | We got Netflix long ago to see movies we never caught in
       | theaters. Now, it's nearly entirely Netflix productions, and
       | we're not into that. So long.
        
       | transcriptase wrote:
       | If anyone from Netflix is lurking, I have a wild suggestion:
       | 
       | If I've recently watched a movie or series, don't relentlessly
       | show it in the "recommended-content-looping-screensaver". I know
       | it exists, because I've watched it. And you know that too.
        
         | [deleted]
        
         | everybodyknows wrote:
         | Amazon Prime does this as well. Wonder if the database server
         | expense figures into the decision?
        
         | lp0_on_fire wrote:
         | I'd like a quick and easy way to get back to "my list" and
         | "continue watching" without having to page through the feed.
         | Neither ever seem to be in a consistent place. (I have the same
         | gripe with Amazon Prime).
        
       | twblalock wrote:
       | When they raised prices a few months ago, I saw it on the news
       | and that reminded me that I was paying for a Netflix subscription
       | I wasn't using. So I cancelled it.
       | 
       | I bet a lot of other people did the same thing.
        
       | emadabdulrahim wrote:
       | The last good show I watched on Netflix was Mindhunter.
        
       | revlolz wrote:
       | I canceled after the price hike sharing charge wombo combo.
       | 
       | Im pissing in the wind, but at some point you just have to go.
        
       | pcurve wrote:
       | fun facts: Netflix now has P/E ratio lower than Coca cola,
       | proctor gamble, Walmart.
       | 
       | In fact, it's barely half of Costco.
        
       | eric4smith wrote:
       | Most Netflix originals are unwatchable these days.
       | 
       | It used to be that I'd binge most originals - but no more.
       | 
       | Example is Altered Carbon. First season excellent. Next season
       | almost unwatchable because of "the message" above story quality.
       | Same with Witcher.
       | 
       | I mostly keep it around for the "Netflix and Chill" dates.
        
         | reducesuffering wrote:
         | The Altered Carbon ordeal is interesting. Like you mentioned,
         | everyone I know who watched it loved the first season and hated
         | the second season. I thought second season was ok. Ok, then
         | it's immediately cancelled, I'm guessing for lack of viewership
         | after the first season (and man, if they maintained the first
         | season it could've been such an epic 6 season show. There was a
         | lot of story left to tell).
         | 
         | But what's really interesting, maybe related to "the message"
         | you mention, is that critics were the complete opposite of the
         | audience and liked the second season even more! There was an
         | article on HN recently about how critics seem out-of-touch with
         | the audience. This was quite the glaring example.
         | 
         | Season 1: 70% critics, 90% audience:
         | https://www.rottentomatoes.com/tv/altered_carbon/s01
         | 
         | Season 2: 81% critics, 37% audience:
         | https://www.rottentomatoes.com/tv/altered_carbon/s02
        
           | dudul wrote:
           | Critics love shows/movies with The Message. It's more
           | important than good writing to them.
        
       | carlhung wrote:
       | Netflix sucks. I just cancelled my account few days ago.
        
       | Animats wrote:
       | _In an effort to continue to gain share in the market, Netflix
       | has increased its content spend, particularly on originals. To
       | pay for it, it's hiked prices of its service. The company said
       | Tuesday those price changes are helping to bolster revenue, but
       | were partially responsible for a loss of 600,000 subscribers in
       | the U.S. and Canada during the most recent quarter._
       | 
       | Yeah, raise prices, sales go down. It works like that.
        
       | icytrumpet wrote:
       | I'm about to cancel for two reasons.
       | 
       | 1. The auto-play preview feature is incredibly annoying and there
       | is no way to disable it. If I want to watch a preview, I'll click
       | the damn button. Let me read a description in peace.
       | 
       | 2. The overt propaganda makes watching any new content all but
       | impossible for me. It seems that this is not unique to Netflix,
       | but they are the worst in my opinion.
        
       | jqpabc123 wrote:
       | Let's face facts, streaming video on the internet is really not
       | _that_ hard or unique any more. It was only a matter of time
       | before most other media companies offered their own streaming
       | services.
       | 
       | So what does Netflix have to offer that is unique in today's
       | world of streaming? Not much.
        
         | fullshark wrote:
         | No commercials, which is why their strategy seems to be to
         | become a commercial free basic cable.
        
           | lotsofpulp wrote:
           | Netflix builds the commercials directly into the content. Not
           | that they are alone in this.
        
       | paxys wrote:
       | > Among other things, Netflix signaled that it will likely crack
       | down on the sharing of subscriber passwords that has enabled
       | multiple households to access its service from a single account.
       | 
       | Can't wait to see how this goes down. Password sharing is an
       | entire economy in itself, and it is understood that every product
       | offering a subscription model has to abide by it. Younger
       | consumers share phone plans, cloud storage, tv & music streaming
       | and just about everything else. Netflix is in for a shock if they
       | think everyone will just convert to paid if they block access.
        
       | torstenvl wrote:
       | There's a simple way Netflix can stop the bleeding.
       | 
       | It isn't that difficult and doesn't involve any technical
       | innovation whatsoever.
       | 
       |  _Just stop being assholes._
       | 
       | They made record profits during the COVID era, seeing huge
       | subscriber increases during lockdown and work-from-home.
       | 
       | So they increased prices. And nickel-and-dimed customers. And got
       | rid of the best parts of their catalog. And threw a fit about
       | sharing passwords.
       | 
       | Geez. Hey I'm stuck several states away from my family for two
       | years but _God forbid_ we try to connect by sharing our movie and
       | TV watch lists. Meemaw can 't watch Peppa Pig with her grandson
       | in person, so we'd better watch out for her wanting to check out
       | his Netflix Kids list and try to connect with what's interesting
       | him.
       | 
       | Netflix used to be great. Now they're just jerks with mediocre
       | content that charge 3-4x what Discovery does.
        
         | zethus wrote:
         | My best guess is that the password-sharing crackdown is a
         | response to slowed subscriber growth in an attempt to keep that
         | growth at some astronomically high target. "Got rid of the best
         | parts of their catalog" is definitely a subjective take. I'm
         | going to assume you're referring to much of their licensed
         | content which is a hard-to-scale problem unless you continue to
         | throw money at it. One of Netflix's problems is that the
         | profits it takes today doesn't get realized into "good content"
         | until a much later date when production is wrapped and
         | released.
        
         | data-ottawa wrote:
         | > Meemaw can't watch Peppa Pig with her grandson in person, so
         | we'd better watch out for her wanting to check out his Netflix
         | Kids list and try to connect with what's interesting him.
         | 
         | That's something Disney and Apple are both embracing with
         | shared viewing sessions. It's an excellent feature and it has
         | been so much easier watching Disney content together than
         | trying to count down and sync pause/play of content, so guess
         | where we go when it's remote movie night?
        
       | muttantt wrote:
       | Everyone ran out of crap to watch on Netflix. This was
       | inevitable.
        
       | whywhywhywhy wrote:
       | Honestly I'm one free weekend from canceling it. Gonna go back to
       | a pc under the tv. Just need the afternoon to find the best
       | machine for plex.
       | 
       | The selection of older content on Netflix is really weak on the
       | whole and their original content is getting worse and worse.
       | 
       | There is only so many times I can watch a mid-level 80 minute
       | movie script be dragged out across 10 hours in series it really
       | is awful tv and watching the writers struggle to spin tires to
       | drag it to 10 hours is exhausting. Not to mention the executive
       | meddling is extremely apparent in many of their scripts where you
       | can tell whole sections were added at exec request because the
       | story goes off at a tangent and then when it returns the stakes
       | are exactly the same as before the tangent.
        
         | dakial1 wrote:
         | I have a friend who has a NAS server with plex running 8TB of
         | movies/series/etc... and shares it with multiple other friends
         | (he doesn't tell me how many, but my bet is that it must be at
         | least 50). He has his own OTT, he doesn't charge anything, in
         | case you are wondering...
        
           | camel_Snake wrote:
           | I'm this friend for my group, except no local hardware - it's
           | a shared server in Canada (a seedbox, for those who want a
           | term to google). I maintain the understanding with friends
           | that it's a rotating library - you request something and it
           | will get added. But it also gets removed when you're done, or
           | when it's been sitting there for a few months unwatched.
        
           | FooHentai wrote:
           | I threw down the money for Plex lifetime pass after
           | repeatedly keying in movies and shows on Netflix search, and
           | not finding them. New stuff, classic stuff, it didn't matter.
           | Always just some offbrand substitute junk coming up. Their
           | catalog is very poor now, even compared to just a few years
           | ago.
           | 
           | I'm not playing the game of subscribing to different services
           | just to get particular content, because I don't watch things
           | often enough to justify the effort or cost. Plus this way all
           | my physical media comes into the same library as rips, and
           | PlexAmp is a pretty good music player, too.
        
         | skeletonjelly wrote:
         | Give (Plex alternative) Jellyfin a go as well!
        
         | fullshark wrote:
         | Your third paragraph is hardly unique to Netflix, all scripted
         | serialized dramas seem to suffer this problem these days.
        
           | ahartmetz wrote:
           | I've become a little tired of series with continuous plots at
           | this point. It's really hard to create content for so many
           | episodes that isn't repetitive, irrelevant to the main story,
           | or hard to believe because of the piling up of coincidences.
           | Then you often have implausible character changes and other
           | typical series-but-not-movies problems piling up. It's an art
           | form that seems very difficult to get right, and so it
           | usually goes wrong.
        
           | ghostly_s wrote:
           | Most? Maybe. Certainly not all.
        
         | hirundo wrote:
         | > There is only so many times I can watch a mid-level 80 minute
         | movie script be dragged out across 10 hours
         | 
         | Jack Reacher. 80 minutes would have been just right.
        
         | hemreldop wrote:
        
           | jbrins1 wrote:
           | What is "feminist agenda trash" exactly?
        
             | ceeplusplus wrote:
             | Pretty much every new Netflix show will have some
             | combination of the following:
             | 
             | - female characters are always independent, strong-willed,
             | etc. Even if the story calls for someone that's the
             | opposite.
             | 
             | - male characters are either generic muscle or have some
             | stereotypically negative quality like aggression
             | 
             | - at least one main character is always black (and only
             | black - don't even think about Asian or Middle Eastern or
             | anyone that might look white), even if the story doesn't
             | make sense
             | 
             | - at least one main character is gay, queer, or trans, even
             | if the story doesn't make sense. I live in an ultra blue
             | city and the population here is not as LGBT as Netflix
             | plots are. I don't really care that there are LGBT
             | characters but when you shove it into every story plot it
             | gets old.
             | 
             | - every story line is about some part of the liberal
             | political agenda, either gun control, universal healthcare,
             | or immigration. Coincidentally every story features some
             | Republican "coming to their senses" and "compromising" in
             | order for whatever agenda item they're pushing to pass
             | Congress.
             | 
             | Especially the last one is super prominent. I'll give you
             | an example: the show Madam Secretary started off as a show
             | about the life of a former CIA analyst turned into
             | Secretary of State, but by the last season it morphed into
             | a political soapbox about women's rights, immigration, and
             | healthcare spending. A second example: Designated Survivor
             | started off as a show about what might happen if the US
             | Congress was all killed in a terror bombing, but then
             | morphed into a political soapbox about gun control.
        
               | InitialLastName wrote:
               | Neither Madam Secretary nor Designated Survivor
               | originated on Netflix.
        
               | ceeplusplus wrote:
               | Yes, that's why they started off good and later seasons
               | went off the rails.
        
               | Dylan16807 wrote:
               | > at least one main character is gay, queer, or trans,
               | even if the story doesn't make sense. I live in an ultra
               | blue city and the population here is not as LGBT as
               | Netflix plots are. I don't really care that there are
               | LGBT characters but when you shove it into every story
               | plot it gets old.
               | 
               | Doesn't make sense?
               | 
               | And being one of those things isn't shoving it into
               | plots. If you have a typical number of main characters
               | then it's really not notable for one to be LGBT.
        
               | acchow wrote:
               | > - at least one main character is gay, queer, or trans,
               | even if the story doesn't make sense. I live in an ultra
               | blue city and the population here is not as LGBT as
               | Netflix plots are. I don't really care that there are
               | LGBT characters but when you shove it into every story
               | plot it gets old.
               | 
               | The population where you are is likely just as LGBT but
               | more in the closet.
        
               | jimmygrapes wrote:
               | No no, they just haven't been convinced that they're part
               | of the "community" yet.
        
               | treis wrote:
               | Ozark was the first Netflix series that sprung to mind
               | and it has at best 1/5 of those.
        
         | fetus8 wrote:
         | PC under the TV is the answer, at least I think so. I built an
         | ITX HomeTheater/Gaming PC last year (without a GPU initially)
         | and have started to slowly unsubscribe from all the streaming
         | services.
         | 
         | Being able to just grab whatever movies I have in my list of
         | things to watch, and play them, locally, without having to
         | scroll through the apps has been quite the relief. Occasionally
         | I use HBO Max still because it has some decent older movies,
         | but I'm pretty much only using my HTPC now, and with Plex, I
         | can watch my library across the network at home via Apple TVs
         | in the bedroom.
        
       | paulpauper wrote:
       | Netflix' problem is that it's not indispensable. If Netflix
       | vanished, people would find entertainment elsewhere, such as
       | cable, YouTube, google, amazon, Disney, etc. Any major company
       | like google or amazon can license content even at loss, so what
       | advantage does Netflix bring.
        
         | RandallBrown wrote:
         | That's exactly why Netflix started producing their own content.
        
       | bluWolf wrote:
       | Good.
        
       | ProfessorLayton wrote:
       | Anyone have experience commenting on how total compensation and
       | employee retention is handled when a company's stock becomes
       | volatile? $NFLX has gone from ~679 > ~260 in the span of about
       | 6mo. Anyone who got their RSUs last fall has seen their TC vastly
       | cut, but Netflix is known for paying very well.
       | 
       | My limited experience working at a public company has seen tons
       | of employee turnover, especially in this extremely hot job
       | market. I'm considering shopping around as well, but my TC has
       | been going up through promotions, which relieve the pressure to
       | look around a bit.
        
         | [deleted]
        
         | freyr wrote:
         | Netflix pays cash. I believe employees can buy options at a
         | discount, but RSUs are not part of their comp.
         | 
         | If Netflix is like most companies, they'll start reining in
         | spending. In fact, that's exactly what was reported a couple
         | weeks ago: https://www.protocol.com/bulletins/netflix-
         | executives-hiring...
        
         | Cyberdogs7 wrote:
         | My understanding is Netflix does not pay in RSU's, they pay all
         | cash. This has been one of their main draws.
         | 
         | To answer your question, using Meta as an example, nothing
         | happens. The employees are exposed to both the upside and the
         | downside of RSUs.
        
           | twblalock wrote:
           | Actually some companies whose stock drops significantly have
           | felt the need to issue more stock to employees to retain
           | them. Doordash is a notable recent example.
        
           | [deleted]
        
         | drewg123 wrote:
         | Netflix doesn't generally do RSUs for engineers (they might for
         | execs, I don't know), so total comp for engineers is not
         | impacted.
        
         | Beaver117 wrote:
         | Netflix is an outlier because they pay mostly cash. But I'm
         | currently at a different company that had a huge stock dip, and
         | during the perf review they gave top performers a huge stock
         | refresher (enough to get them back to their original TC,
         | sometimes more). And well, if you didn't get one, that's like
         | the company saying you're worth X% less now.
        
       | MBCook wrote:
       | Let's review. Average quality has taken an absolute nose dive.
       | There is so much garbage it's hard to find new/interesting
       | things. They keep raising their prices. They charge a fortune
       | extra for 4K when the other big streamers don't (they have more
       | content, but see #1). They cancel stuff so fast it's not worth
       | getting into. They refuse to integrate with Apple TV's "Watch
       | Now" unlike everyone else.
       | 
       | They act like they're "Netflix, king of the hill, above all
       | others and different from wannabes". Like HBO vs basic cable.
       | Like it's 2014 still and all the other services are jokes.
       | 
       | It's not. The others have caught up in many ways, or surpassed.
       | With MUCH better prices. And the Netflix crap ratio has gotten
       | out of control.
       | 
       | One huge hit every few years won't save you. Apple TV+ is firing
       | on all cylinders. HBO Max, Hulu, and Disney all nice have
       | originals and great back catalogs for nostalgia.
       | 
       | If I could find Apple TV+ quality on Netflix I'd be happier. But
       | I can't. And I pay 4x as much for that privilege thanks to 4K.
        
         | selimnairb wrote:
         | I can't remember the last time I watched something good on
         | Netflix. Most of their "good" shows are good for a season or
         | two, then seem to stall out. With the recent price increase, I
         | dropped from the HD plan to the SD plan, as my wife mostly
         | watches on her phone. So far so good.
        
           | hammock wrote:
           | Ozark, Bridgerton, Outlander, Peaky Blinders, Inventing Anna,
           | You, Outer Banks, Riverdale, The Crown, Money Heist, Emily in
           | Paris...
        
             | colinmhayes wrote:
             | I think Netflix has honed in on the "have something for
             | everyone" strategy. Just about everyone has a show they
             | like on Netflix, but for most people it seems like there's
             | only a few. On your list I only liked Ozark and Money
             | heist, plus Bojack. Meanwhile HBO creates a great show
             | every year, and actually renews their stuff. Disney is a
             | necessity for kids. Apple TV+ costs 25% as much. It really
             | feels like netflix has diversified far too much, and now
             | people are realizing that there are cheaper options that
             | just make the stuff they like.
        
             | commandlinefan wrote:
             | Squid Game and Tiger King (which has a second season right
             | now BTW) were huge. Stranger Things was huge and keeps
             | promising (but not delivering) a fourth season.
        
           | MBCook wrote:
           | There are some I like that are still on. But they're getting
           | cancelled because they've run long enough that either the
           | creator is done or they're not drawing necessary numbers and
           | don't get renewed.
           | 
           | But nothing new is replacing them. So over time Netflix is
           | becoming irrelevant to me.
           | 
           | I've subscribed since early 2000s pretty much non-stop. But
           | I'm about to pull the trigger.
        
         | hahamrfunnyguy wrote:
         | A lot of people are complaining about the content, but what's
         | so bad about the new content, relative to the other services?
         | 
         | My biggest gripe is that've cancelled a lot of things without
         | seeing them through to completion. Prime and SyFy have done
         | this a lot too.
        
         | ericmay wrote:
         | Apple TV + is so underrated and under-talked about it's not
         | even funny.
         | 
         | Netflix still produces some interesting shows and I especially
         | like the anime that they are bringing on like Thermae Roma
         | (sp?) that was recently released. I don't think I'd ever see
         | that on Apple TV + which is a big disappointment.
         | 
         | But this is why I also don't invest in Netflix. Missed the boat
         | on growing to get here.
        
           | moistly wrote:
           | > Apple TV + is so underrated and under-talked about it's not
           | even funny.
           | 
           | Is Apple TV different in the US than Canada? 'Cause either I
           | am using it completely incorrectly or they don't have very
           | much content up here...
        
             | ghostly_s wrote:
             | Foundation, Severance, Ted Lasso are some of the most
             | acclaimed shows in recent years.And they secured the Best
             | Picture Oscar in their second year, which Netflix still
             | hasn't managed.
        
             | MBCook wrote:
             | They only have original content. There isn't too much, but
             | the average quality is fantastic.
             | 
             | They're doing the HBO thing but are only 2 years old.
        
             | 14 wrote:
             | Same question from me. I have been meaning to cancel it
             | because the content is just lacking. What am I missing?
        
               | lamontcg wrote:
               | Don't think you're "missing" anything.
               | 
               | I signed up for awhile and watched stuff like Ted Lasso
               | and Foundation and it was good and then I cancelled.
               | 
               | I'll probably sign up again next winter to watch whatever
               | new content they've got (and rewatch Lasso) and then
               | probably cancel again.
               | 
               | It isn't a marriage, you can bounce in and out of it.
               | Play the field.
        
           | matheusmoreira wrote:
           | Anime is the only reason I haven't cancelled Netflix yet.
           | They added several Gundam shows out of nowhere. then they
           | added Cowboy Bebop. Several other notable titles in there as
           | well. The collection is still incomplete though, and as great
           | as these shows are I'm getting tired of rewatching them.
           | 
           | It's not their IP so one has to wonder how long it's gonna
           | take before we see the obnoxious "last day to watch on
           | Netflix" message.
        
           | [deleted]
        
           | drewg123 wrote:
           | The Apple TV+ catalog is not very deep, but the quality of
           | what they have is really good. It was easier to find
           | something really good to watch on Apple TV+ than Netflix, and
           | I think that's just a consequence of them having far fewer
           | shows, but generally very high quality shows. Their catalog
           | is so small that I'm out of things to watch.
           | 
           | I never would have signed up for them if a subscription
           | hadn't come free with my MBP. Now that the machine is a year
           | old, the free subscription has expired, I cancelled it. I'll
           | pick it up again in a few months when there are new seasons
           | of what I watch.
        
           | cromka wrote:
           | > Apple TV + is so underrated and under-talked about it's not
           | even funny.
           | 
           | I think it's mostly because they compete with HBO and IMHO
           | aren't really there just _yet_ , but definitely getting
           | there.
        
             | lotsofpulp wrote:
             | I feel like HBO's quality trajectory is downward ever since
             | ATT bought it and fired all the old HBO bosses that built
             | their unique library. And now the HBO bosses are Discovery
             | channel bosses, known for shitty "reality" shows about
             | obese people and people with 10 kids or some other
             | nonsense.
             | 
             | Hopefully Apple TV+ can re-create some of that magic.
        
               | colinmhayes wrote:
               | HBO Max makes it easy to see which are the "HBO" shows,
               | and which are the "Max" shows. Ignore the max ones and
               | the quality is still there.
        
               | acchow wrote:
               | Give Euphoria a try
        
         | banana_giraffe wrote:
         | > They refuse to integrate with Apple TV's "Watch Now"
         | 
         | They also refuse (or are unable) to add support on Apple TV for
         | their interactive titles. I doubt anyone really cares, but it
         | surprises me, and not in a good way, when I bump into it.
        
         | zzleeper wrote:
         | I got a year free of Apple TV+ with a new iphone, and I don't
         | quite like it.
         | 
         | Used it to watch Ted Lasso and Foundation, and the browser
         | experience was _terrible_ for discovery and had lots of bugs
         | and counterintuitive things. And it was Windows+Chrome, so no
         | excuse for having such a terrible interface.
         | 
         | Now I don't even care about it, and find it easier to just open
         | netflix or youtube or something else rather than to waste time
         | and brain cells dealing with their crap.
        
           | MBCook wrote:
           | I've really enjoyed the number of shows they have. I've never
           | tried the browser. I always watch on my TV, and they have
           | apps for basically every smart TV
        
         | causality0 wrote:
         | The UX is also pretty terrible. It takes like five button
         | presses to resume what you were watching when it should take
         | one, and the Android app infuriatingly maintains its own
         | brightness slider so if you watch Netflix a lot you're
         | constantly running into the screen being too dim or too bright.
        
         | alexashka wrote:
         | > Average quality has taken an absolute nose dive
         | 
         | Sure, but that happened years ago.
         | 
         | I don't think most people care about 20$ vs 10$ for a monthly
         | subscription. For people who do care, they just pirate for 0$.
        
           | colinmhayes wrote:
           | You don't think people care about $120 a year? The average
           | American can't afford a surprise $500 expense. Netflix is in
           | most households in America. These aren't just white collar
           | workers with money to spare. I think people are extremely
           | price sensitive when it comes to entertainment.
        
             | alexashka wrote:
             | I do think most people don't care about 120$ a year _per
             | household_ , yes.
             | 
             | The people who _do_ care - they will pirate anyway. You don
             | 't even have to pirate - aren't there just websites that
             | play pirated content like it's youtube?
             | 
             | Also, isn't youtube just free? Not having Netflix is not
             | like not having a TV, it's more like not having the fancy
             | cable channels package.
        
               | colinmhayes wrote:
               | > I do think most people don't care about 120$ a year per
               | household, yes.
               | 
               | I really, really think you're wrong. The median household
               | income in $67,521. That's not even close to "$120 isn't a
               | big deal" territory, and half of households have less.
               | More than half of American households have netflix, poor-
               | ish people aren't just pirating the content. Smart TVs
               | and chromecast like devices make pirating more difficult.
               | Many people don't want to mess around with casting stuff
               | to their TV from their computer.
        
         | [deleted]
        
         | hemreldop wrote:
         | The underlying problem is Netflix shows are pure, feminist
         | trash at this point that no one wants to watch. It's not
         | realistic and no one is entertained or engrossed.
        
           | Angostura wrote:
           | Ah yes - Squid Game, Witcher, Stranger Things. All notable
           | for meig 'feminist trash'. I think the chip on your shoulder
           | is showing.
        
           | usrn wrote:
           | https://cloudflare-
           | ipfs.com/ipfs/QmYqh8z4hoFhJPko6TvjBEWQqGZ...
        
         | sdenton4 wrote:
         | I think you completely misunderstand what they're trying to do.
         | What you read as a proliferation of crap is really trying to
         | find a 'big hit' in lots of small niches. Some niche hits will
         | become crossover success stories, and draw people into new
         | genres, etc. But others will quietly be classics in their small
         | niche, often for being the first serious effort.
         | 
         | Of course, Sturgeon's Law is still in effect, so 90% of
         | everything will be crap. But producing non-crap for smaller
         | audiences builds loyalty, which is worth something in the
         | subscriber model.
         | 
         | Or at least that's my read of their strategy. There's a real
         | discovery problem that comes with it that I don't think they've
         | solved. But overall it's an interesting approach.
        
           | kemiller wrote:
           | We love Great British Bake Off, but the proliferation of
           | horrible knockoffs on Netflix is embarrassing. Just to name
           | one example. They feel crass and paint-by-numbers. I
           | appreciate it when these services take a risk on something
           | weird, but this seems like the exact opposite.
        
           | ghaff wrote:
           | There was also this element of "We have all this data so we
           | have an unfair advantage over all these studios with pitch
           | meetings." And it seems as if they're just another studio who
           | isn't really in a better position to predict breakout hits
           | than anyone else.
           | 
           | Of course, they also license content but that's just about
           | spreading around the dollars from a bag of money.
           | 
           | Personally, I find Netflix to be worth the subscription at
           | the moment. But there are a ton of other streaming services
           | and I'm not going to subscribe to them all. And, while I have
           | gone in and out of Netflix' DVD service, the back catalog has
           | sufficiently rotted I don't find it worthwhile.
        
           | MBCook wrote:
           | No, I understand that. It's the "throw it all the wall and
           | see what sticks" approach. Network TV does it every year.
           | 
           | But Netflix isn't trying as much stuff as network TV. They
           | seem to be trying as much as all of cable.
           | 
           | The problem is at a certain point you ruin all discovery.
           | There is no way to find something new through serendipity.
           | It's gone next week from the promotion so they can promote 8
           | other new shows.
           | 
           | But that means even if you find it and it's good it won't get
           | and audience and will be cancelled. Unless it gets big from
           | something outside Netflix (social media with Squid Game or
           | some other popular but not mega hit shows) it's a goner.
           | 
           | So... why even look at all that stuff? It's not worth it.
        
             | bradleyankrom wrote:
             | My biggest gripe isn't that they produce a ton of content
             | that largely doesn't interest me - it's that they
             | prioritize it in the interface and force me to wade through
             | all of it in order to get to what I want.
        
           | colinmhayes wrote:
           | I think you've hit the nail on the head with their strategy.
           | The problem is that when 80% of the stuff they create is
           | content that there is no chance I'd enjoy I'd prefer to just
           | go to a streaming service that focuses on the content I want
           | to consume. Netflix's strategy works when they have a tech
           | advantage, but now that there are other players in the game
           | Netflix is too expensive for the amount of content they
           | create for each person to enjoy. They only way to justify it
           | is to split between like 5-10 people imo, which they are
           | trying to crack down on.
        
         | rodgerd wrote:
         | > They cancel stuff so fast it's not worth getting into.
         | 
         | This is honestly the key for me. From Vulture's piece on the
         | cancellation of Babysitters' Club (a good series, by the way):
         | 
         | "As far as I can tell, everything Netflix does is based on how
         | it's driving subscriber growth.
         | 
         | The truth is that when your show does very well in North
         | America, as ours does, as far as Netflix is concerned, pretty
         | much everybody who's going to have Netflix [in North America]
         | has it. They're looking to drive subscriber growth in other
         | parts of the world where this IP doesn't have much
         | recognition."
         | 
         | https://www.vulture.com/article/why-the-baby-sitters-club-wa...
         | 
         | If you're a subscriber, fuck you. Give us your money, shut the
         | fuck up, you aren't getting any series you care about. You
         | don't count for anything.
         | 
         | Hence most series get one or two seasons, get cut of with no
         | warning - a shitty way to treat the people working on them -
         | leaving unfinished stories for viewers, because being a
         | subscriber makes your opinion and interests worthless.
        
           | [deleted]
        
         | Sakos wrote:
         | I seriously don't understand their strategy. While all their
         | partners are pulling out to put their content on their own
         | streaming services (and have been for _years_ ), Netflix is
         | cancelling good shows left and right. It's like they never
         | learned from Apple's long-tail App Store strategy. You _have_
         | to cover even niche interests if you want to maintain a
         | dominant position in a market like this. If there is ever a
         | situation where somebody wants to watch something like x and
         | you don 't have anything good to cater to that interest, you've
         | _failed_ and you 're voluntarily giving up marketshare. Maybe
         | not now, but down the road as your competitors catch up.
        
       | mawadev wrote:
       | I like to go outside and just look at a tree waving in the wind
       | and feeling the ground with my bare feet sometimes. I couldn't do
       | that a year ago freely, but now I can. Netflix can just freeze me
       | in place, just like my 9-5 and then extract my hard earned money.
       | No thanks boomers...
        
       | SteveNuts wrote:
       | It's probably time for them to cut back their aggressive push to
       | create content and start spending it on external content
       | contracts again. Focus on a few high quality originals rather
       | than rapid fire as much crap content.
        
       | cglong wrote:
       | One of the perks you get with T-Mobile US is free (or heavily
       | subsidized) Netflix. I suspect we're not the only ones who
       | would've cancelled our subscription if not for this deal.
        
         | [deleted]
        
         | timmytokyo wrote:
         | T-Mobile subsidizes Netflix. I was paying $3 per month for
         | Netflix. This morning I got a text from T-Mobile warning me
         | that they were about to start charging $4.50 a month. After
         | getting the text, I thought about how often I watch Netflix and
         | realized I haven't watched a single thing in the past month.
         | Subscription is now cancelled.
         | 
         | Price hikes, lack of quality content, and increased competition
         | are going to hurt Netflix in the long run. I find myself
         | watching quality shows on Apple TV+ and HBO Max.
        
           | cglong wrote:
           | I think it depends on the Netflix plan you choose; we picked
           | the lowest level (SD resolution?) and it's free for us. Agree
           | that the constant price increases is the last thing they need
           | right now.
        
         | lotsofpulp wrote:
         | I think we will see a lot of bundling by media sellers to
         | engage in price discrimination and price obfuscation. ATT
         | unlimited mobile network plans can get you HBO Max thrown in,
         | Amazon Prime includes Prime Video, Apple One bundles include
         | Apple TV+.
         | 
         | Different people have different amounts they are willing to pay
         | for content, and there is zero marginal cost to serve it to
         | them for the content's owner. The question is how can the
         | content owner get the most each individual is willing to pay
         | for the same content. Bundling it with infrastructure like
         | mobile network is a good way, as well as subsidizing it with
         | credit card offers, etc.
        
       | 40acres wrote:
       | I can't help but wonder if Netflix is considering going after
       | password sharing. It may be a short term boost but at least then
       | we can gauge the true subscriber base.
        
         | cpp_frog wrote:
         | If I recall correctly, they are planning/about to do this in
         | Chile.
        
         | paulpauper wrote:
         | this must be so common
        
       | gordon_freeman wrote:
       | Here are the key numbers:
       | 
       |  _EPS: $3.53 vs $2.89 expected.
       | 
       | _ Revenue: $7.78 billion vs $7.93 billion expected.
       | 
       |  _Global paid net subscriber additions: A loss of 200,000
       | compared with 2.73 million adds expected.
       | 
       | _ Stock down 23% after-market
        
         | belter wrote:
         | Stock is down 42% since 3 Jan 2022
        
           | gordon_freeman wrote:
           | I wonder if Bill Ackman is having second thoughts about
           | investing in Netflix during this time of its losing
           | subscribers and slowing growth.
        
             | belter wrote:
             | Warren Buffet is considered the guru of investment, and was
             | loosing money on IBM for a decade until he exited :-)
        
             | drexlspivey wrote:
             | He is probably going to buy more, Netflix is in deep value
             | territory at $260 per share
        
         | riffraff wrote:
         | how is earning per share higher than expected while revenue is
         | lower than expected? Did they do an unplanned buy back?
        
           | colinmhayes wrote:
           | They spent less than expected
        
           | hammock wrote:
           | Earnings is net income, not revenue
        
             | gordon_freeman wrote:
             | So raising prices of their subs offering did the trick in
             | extracting more earnings out of declining revenue then?
        
       | pipeline_peak wrote:
       | People don't want to pay $15 a month to watch "fierce kweens" and
       | drug documentaries.....
        
       | freyr wrote:
       | I'm currently subscribed to a bunch of streamers. I usually turn
       | first to HBO or Hulu, then YouTube or Amazon Prime, then Apple
       | TV+ (which has less content overall but really good shows
       | lately), and finally Netflix as a last resort.
       | 
       | In fact I rarely open Netflix unless I've already heard about
       | something I want to check out. I really don't like wading through
       | their recommendations.
       | 
       | With the frequent price increases, it's getting harder and harder
       | to justify.
        
       | rvz wrote:
       | I don't understand why this company is even part of "FAANG" in
       | the first place as you can see it is nothing more than a side
       | project of the likes of Apple, Amazon, Google, Disney etc.
       | 
       | This company has been long heralded for its engineering,
       | contraptions and its overall technology, but when it comes to
       | competition, subscribers, pricing increases and its content it is
       | not good enough and with the increase of prices on consumers
       | everywhere, Netflix is one of the first unnecessary things that
       | they will cancel.
       | 
       | That is even before I even mentioned the competitors like Apple,
       | Amazon, Disney, etc, eating their lunch as a side project.
        
         | lordnacho wrote:
         | I think it's because they're said to pay a heck of a lot of
         | money to engineers. Perhaps they also have similar interviews.
         | But the acronym seems to be employment related more than what
         | the company actually does.
        
         | Traster wrote:
         | Well, there's a simple reason- FAANG was an acronym to describe
         | a group of companies' stock market performance not their
         | underlying value. Of course it's a ridiculous grouping -
         | Facebook and Google are ad tech companies, Amazon is a
         | logistics company, Apple is a hardware company and Netflix is a
         | Hollywood studio .
        
           | commandlinefan wrote:
           | That and, if you took out the N, a lot of people would be
           | uncomfortable saying it...
        
         | lotsofpulp wrote:
         | It is just a catchy pronounceable acronym made up years ago by
         | a TV show host that stuck around because it is catchy:
         | 
         | https://www.businessinsider.com/what-is-faang?op=1
         | 
         | >FAANG actually began as FANG. The origin of the acronym has
         | been attributed to Jim Cramer, the financial TV host and co-
         | founder of The Street.com. Known for his slangy abbreviations
         | and catchy phrases, Cramer coined the term in 2013 to represent
         | four tech stocks with outsized market appreciation. Cramer
         | believed that these companies belonged together because they
         | are all high growth stocks that share the common threads of
         | digitization and the web.
         | 
         | >Cramer's original term was just FANG -- it didn't initially
         | include Apple. The company joined the ranks in 2017, reflecting
         | the growth of internet services (iCloud, Apple Music, Apple
         | Pay) to its revenues. So the acronym became FAANG.
         | 
         | >And it's remained so, even though Google's official corporate
         | name is now Alphabet.
        
           | jvolkman wrote:
           | There's a new acronym - by the same TV host - that doesn't
           | include Netflix: MAMAA
           | 
           | https://fortune.com/2021/10/29/faang-mamaa-jim-cramer-
           | tech-f...
        
             | rvz wrote:
             | Exactly. That is my point.
             | 
             | They know that Netflix is a side project compared to the
             | likes of the MAMAA companies: Microsoft, Apple, Meta,
             | Amazon and Alphabet, where 3 out of 5 of them are already
             | competing against Netflix through their own side projects.
             | 
             | Netflix doesn't stand a chance if they continue to keep
             | raising prices.
        
       | gfody wrote:
       | I wonder if Netflix would consider not charging you when you
       | don't use their service. Then there would be no reason to cancel
       | and your subscription payments could just resume whenever Netflix
       | has content you're interested in. Netflix then would have a more
       | natural incentive to focus on quality content as well.
        
         | sp527 wrote:
         | Charging you when you're not using it is literally what makes
         | the business model work. There's a certain level of average
         | utilization that, if achieved, would sink the business.
        
         | mongol wrote:
         | Really interesting idea. If I was analyst at Netflix, I really
         | would like to explore that.
        
         | drstewart wrote:
         | I wonder indeed
         | 
         | https://www.wired.com/story/netflix-auto-cancel-subscription...
        
         | [deleted]
        
         | zethus wrote:
         | Not sure how that incentivizes them to produce higher quality
         | content? The existing loop today is still for users to resume
         | their billed subscription when something of interest is
         | released.
        
           | gfody wrote:
           | I'm assuming that practically nobody actually cancels their
           | Netflix whenever there's nothing to watch and resubscribes
           | when there is and so they probably consider existing
           | subscribers money-in-the-bank and mostly try to acquire new
           | subscribers. If they were instead trying to get their
           | existing subscribers to use the service every month then they
           | should focus on content (not necessarily Netflix original
           | content, maybe just buy a blockbuster now and then, w/e).
        
       | jmyeet wrote:
       | Straight up: it's too expensive.
       | 
       | At $8-10/month it was an always have whether I watched it or not,
       | particularly before all the "me too" balkanized streaming
       | platforms limped into existence.
       | 
       | I understand that in this changing world, Netflix needed to
       | produce original content. IMHO how they went about it was
       | completely wrong: they just threw money at the problem and that's
       | just not a way to effectively create good content.
       | 
       | A really hard problem to avoid is to have all your content feel a
       | bit "same-y". Netflix has this problem. They have a proclivity
       | for one-word names (some executive think sthey'l be easier to
       | remember), for example. Your favourite restaurant can get this
       | way too.
       | 
       | Here's what they should've done: create studios to make
       | independent localized content for particular languages. Have a
       | studio in Spain (and probably Mexico) producing Spanish-language
       | TV aimed specifically at Spanish speakers. The indepedent part
       | cannot be ovverstressed.
       | 
       | But here's where scale comes in: for content with wider appeal,
       | you dub it and push it to a wider audience. Some of Netflix's
       | most interesting content has been foreign language (eg The 3%).
       | So Netflix is doing this to some degree but it's not their core
       | strategy. Instead they're seemingly spending most of their money
       | on big-budget productions. Movies in particular are a loser
       | (IMHO). Theaters is what makes movies profitable.
       | 
       | For some reason the voice actors that end up getting used for
       | dubbing are (IME) universally terrible and it seems to be like
       | the same 8 people. They're awful. This could be done so much
       | better.
       | 
       | The point here is that lower-budget locale-specific content is
       | likely to be more appealing and what becoems popular is a good
       | indicator of what might have wider appeal.
       | 
       | But anyway, Netflix is now $15.50/month for HD (who is going to
       | pay $9.99 for 480p?!?!? Or $20/month for 4K?!?!). That's more
       | than HBO and HBO is still way better at producing original
       | content and has a much deeper library of such content.
       | 
       | Personally I'll now just sign up to Netflix for 1-3 months a year
       | to catch up on things I care about instead of having it all the
       | time.
        
         | miohtama wrote:
         | Remember times when one spent $15 on video rentals on a month.
         | 
         | (Not sure what video rental prices were globally.)
        
       | lbj wrote:
       | Go Woke Go Broke, that's how it goes.
        
       | mrlonglong wrote:
       | Netflix for me is the only decent one that always subtitled
       | (closed captions to the US-entric folks) their output and they do
       | put on some decent films now and then.
       | 
       | But Amazon prime video? Fuck that and fuck the morons who add
       | crud on their catalogue and don't even bother adding subtitles?
       | Grossly insulting to an avid deaf viewer.
        
       | belter wrote:
       | The main problem of Netflix, more than competition, is quality of
       | content.
       | 
       | They need to think like a Hollywood studio, and less like a Video
       | Supermarket. You need to be a Disney or PBS , Universal or MGM,
       | and the subscribers will pay for high quality content.
       | 
       | The only notable Netflix content seems to be the one purchased
       | externally. Internally developed content, tends to follow a
       | common amorphous pattern, that becomes very predictable as it
       | gets extended into multiple episodes of the same script.
       | 
       | They need charismatic movies and set free artists with risky
       | content. Not 20 episodes of Ozark.
        
         | thatnerdyguy wrote:
         | Disney, Peacock and Paramount want a single spot to unify their
         | content offering. HBOMax also kinda wants that, but also has
         | enough HBO left to target "prestige" offerings. Apple+ is being
         | Apple and directly targeting "prestige".
         | 
         | Netflix isn't doing any of that. It isn't going for the best
         | and brightest it's going for the best and brightest, and
         | "murder shows", and crappy reality shows, and cooking shows,
         | and, and, and: https://www.vox.com/2015/4/16/11561544/netflix-
         | doesnt-want-t...
        
           | nickthegreek wrote:
           | Agree and that crap is _popular_ at least here in America. I
           | can't get people to watch Severance cause they gotta watch Is
           | this cake.
        
         | pcurve wrote:
         | I feel there are plenty of good shows on Netflix.
         | 
         | But the way their UI/UX is built, it is not conducive for
         | exploring. They've taken so much control away from me. I have
         | to rely on what IT thinks I should be watching.
         | 
         | I know one of the reasons why they do this is because they
         | don't want people to easily see and track of how small their
         | content library is, and how frequently content disappears.
        
         | MiddleEndian wrote:
         | I liked when they were a video supermarket, combined with their
         | star system that had personalized recommendations based on what
         | other people with your taste would recommend. Saw some wacky
         | shit on my Netflix DVD plan.
        
         | dannykwells wrote:
         | This is _so_ true. We have Disney+, HBO, Apple, Netflix, and
         | Hulu.
         | 
         | Of those, the very clear ordering in terms of taste and vision
         | is: Disney+, Apple, HBO >>>> HBO, Hulu.
         | 
         | Apple is the most amazing one to me - they came from nowhere,
         | and are bringing original content like CODA or Severance after
         | only a few years.
         | 
         | Maybe it's because Apple - the largest (tech) company on Earth
         | still has at its core the idea of beautiful things designed by
         | humans, and Netflix never has.
        
           | tedunangst wrote:
           | Apple is less rushed than most others. They don't need to win
           | by yesterday. I think the same could be said for Amazon.
           | They're not killing it like apple, but they are slowly
           | building up a fairly decent collection of originals that
           | doesn't feel as rushed as Netflix.
        
           | [deleted]
        
           | gordon_freeman wrote:
           | Just finished watching Severance and it was mind-blowing and
           | very thought provoking (especially the season finale). I
           | don't know why not more people are talking about it the way
           | they did about Squid Game.
        
           | belval wrote:
           | Nitpick but CODA barely counts as original content. It's an
           | American remake of a very popular French movie "La Famille
           | Belier". The producers were even involved with both film.
        
             | colinmhayes wrote:
             | Apple didn't even make CODA, they just bought its
             | distribution rights after it won Sundance. Honestly, CODA
             | did nothing for me. Derivative award season bait, felt like
             | I was watching a fancy after school special.
        
           | brimble wrote:
           | Apple has been good at quality, but the quantity's still
           | really low. I keep meaning to cancel because I go months
           | without watching anything on it. Unfortunately for them, it'd
           | be an _excellent_ one to start subbing just one month a year.
        
             | lotsofpulp wrote:
             | While it has less quantity, Apple TV+ is also much cheaper
             | at $5 per month.
        
               | cruano wrote:
               | And a lot of people got 1 year for free, more if you are
               | a student
        
               | what_ever wrote:
               | It's been only 3 months free for a while now.
        
         | selimnairb wrote:
         | Netflix has successfully recreated the experience of going to
         | the local video store in the late 80s/early 90s; So many videos
         | of unknown quality, and I am unable to choose.
        
           | wolverine876 wrote:
           | Your video store lacked a recommendation engine. IME, it
           | completely transforms the discovery process. Look at a list
           | of random content without a recommendation engine, and you
           | may realize how accustomed you may have become - for me, 99%
           | is laughably, depressingly, completely uninteresting.
        
             | kevin_thibedeau wrote:
             | Netflix had a good recommendation algorithm for their DVD
             | catalog. Now they hide the fact that they mostly have
             | mediocre 2-star content by making their system more opaque.
        
             | pempem wrote:
             | Totally agree! Yet I feel like netflix is continuously
             | gutting its recommendation ability.
             | 
             | -First the intersectional genres became harder to find, or
             | create.
             | 
             | -Then the reviews were wiped.
             | 
             | -Then you see the same content you actually watched as
             | recommended and often
        
             | omgjustletme wrote:
             | The video store had a recommendation "engine". It had
             | people that worked there! Often times they had a employee's
             | pick section. You could talk to an employee and they could
             | help you out. After getting to know you, they would reserve
             | new movies for you! I know it's crazy to think that a human
             | being can compete with an algorithm. This was the video
             | store experience you have missed and were unaware of.
             | Thinking that "your way" is the only way is always wrong.
        
         | 8ytecoder wrote:
         | Looks like I'm not alone on this. The content is total crap
         | these days. Most studios are moving their content to their own
         | streaming service (see Marvel) and that's hurting Netflix even
         | further. They also focus way too much on "binge" and kill
         | quality shows that are not optimized for binge. I can binge
         | only on shows that either have mastered the cliff-hangers or
         | shows that run in the background. I don't and can't binge
         | quality shows. So the way Netflix is optimizing for they'll end
         | up with 24 style shows. I can't justify paying for it.
         | 
         | (It doesn't help that they drag their customers into their
         | fight with Apple by not integrating with Apple TV. Given their
         | quality now I don't open Netflix by default and now that they
         | don't integrate my global queue I legit forget to resume a
         | show.)
        
         | ra7 wrote:
         | I have maybe subscribed to Netflix for 2 months in the past 1.5
         | years. Their content is abysmal. I don't have numbers, but I
         | wouldn't be surprised if HBO Max is eating their lunch as their
         | catalog is top notch.
        
           | brimble wrote:
           | I have too many streaming services ("cancel Netflix" is on my
           | todo, plus Amazon Prime) and HBO and Hulu both _crush_
           | Netflix. They 're the two no-brainer general-purpose
           | streaming services (Disney+ might compete for one of those
           | slots, though, if you have kids--in which case you could end
           | up with both your top-two mustn't-cancel streaming services
           | being owned by Disney).
        
         | jimbob45 wrote:
         | > The main problem of Netflix, more than competition, is
         | quality of content.
         | 
         | How fair is that though? Who's to say that we wouldn't find the
         | quality of content of CBS/NBC/ABC to be equally as bad if we
         | had it comprehensively laid out in a nicely engineered UI like
         | in Netflix? In the previous model, most of us didn't watch TV
         | for huge chunks of the day and simply weren't around to see if
         | the television was good during those chunks.
        
           | siproprio wrote:
           | Yeah, but Netflix movies really suck and at least in Brazil
           | and other countries, their library is getting increasingly
           | smaller, which causes the crappy originals to dominate. I
           | mean, last month they were featuring a movie about f-cking
           | hailstorms as the main attraction!
        
         | hammock wrote:
         | >They need to think like a Hollywood studio, and less like a
         | Video Supermarket.
         | 
         | Speaking as someone who knows Netflix producers, they very much
         | do...
        
           | patman wrote:
           | Do what?
        
             | hammock wrote:
             | Think like a Hollywood studio
        
           | everybodyknows wrote:
           | So ... have they hit a dry spell, or is the problem systemic?
           | 
           | Speaking as someone with the misfortune to still be holding
           | the stock, down 25% after hours, right now.
        
         | WorldMaker wrote:
         | > They need charismatic movies and set free artists with risky
         | content. Not 20 episodes of Ozark.
         | 
         | Ozark seems like a directly bad comparison because it appears
         | to be one of their last big content swings/risks (and is ending
         | soon) from the first few years where they seemed to heavily
         | curate their projects and who the creators were and who the
         | talent were and give them enough seasons to tell the full story
         | they were hoping to tell. (Ozark is one of the very few and
         | seems one of the last to get its full number of seasons
         | expectation and will get to tell a "complete story".) Ozark is
         | not quite as successful as benchmarks like Breaking Bad or
         | Better Call Saul, but it fills a niche and gambles on good
         | talent pulling off a tough tightrope of "bad people doing bad
         | things but you root for them in spite of themselves", which is
         | still a very risky niche even with big "Prestige TV" breakouts
         | such as the aforementioned benchmarks. (I've only finished the
         | first season of Ozark because I have a hard time watching this
         | "cringe" genre, but I recall it was very well made and I
         | enjoyed it for what it was.)
         | 
         | Since Netflix ordered Ozark they have indeed seemed to move
         | their Originals content much more to a algorithm-generated
         | "shotgun" approach: building lots of single season shows (or
         | maybe if first weekend and only first weekend views are high
         | enough, or so it seems, they will get two seasons) and
         | seemingly designed overall to take fewer risks (on creators, on
         | talent, on genres). There's definitely a lot extremely generic
         | or at least extremely low risk programming coming out of
         | Netflix's shotgun at this point. Some of it has still been
         | _entertaining_.
         | 
         | But calling Ozark out for being a product of the shotgun and
         | "low risk" seems backwards when it seems so much more
         | emblematic of riskier Netflix Originals projects than current
         | ones.
        
           | belter wrote:
           | Agree Ozark is good quality. The comment was on the
           | predicable pattern of it, high quality but predictable.
        
         | omgjustletme wrote:
         | You almost got the issue. The main problem with Netflix is they
         | are no longer a video Supermarket, but instead a Hollywood
         | Studio.
         | 
         | Netflix was great for about 10 years when it's only competition
         | was Hulu. Now everyone has yanked their content off of Netflix
         | and put it on their own streaming platforms.
         | 
         | When Netflix had ALL of the streaming videos, it was amazing,
         | it was the Video Supermarket as you say.
         | 
         | Now Netflix makes it's own content and I hear nothing but bad
         | things from other people and my own experiences of their
         | programming is that it's substandard to what they could get
         | from other studios.
         | 
         | They need to go back to being the #1 streaming content
         | provider, not a movie studio.
        
         | 988747 wrote:
         | >> They need charismatic movies and set free artists with risky
         | content. Not 20 episodes of Ozark.
         | 
         | I think the exact opposite: Ozark was great, because it is
         | basically a rip-off of Breaking Bad, which was made by a
         | mainstream TV network (which has a lot of experience and
         | research about what kind of stories people do like). The "risky
         | content" from artists that were "set free" is a recipe for
         | disaster: you spend a lot of money to produce a show that only
         | appeals to some exotic audiences. Netflix has some examples of
         | that. Only once in a while you'll hit the jackpot and have this
         | risky content make you a lot of money.
        
           | underwater wrote:
           | The copycat model means watching Netflix is like walking into
           | a Trader Joe's and finding their uncanny valley own-brand
           | stuff.
           | 
           | Netflix are going to end up with lots of content but very
           | little original IP that people are seeking out.
        
         | gordon_freeman wrote:
         | Ozark is good, I love that show. But I do agree, in general,
         | that the quality of their 95% of the content is crap and it is
         | far below the level of Disney+ and even HBO.
        
         | speeder wrote:
         | For the genres I like Netflix is kinda a brand of content to
         | actively avoid, their content is not just mediocre, but
         | outright terrible, when you hear a beloved franchise will get a
         | Netflix-made version you get sad.
         | 
         | One of the issues is how much Netflix content just reflect
         | whatever crap is a fad in California politics. I am not even
         | from US, I don't want to hear about Californian political
         | themes in the media I consume, SPECIALLY when it is a remake of
         | something from a country that has nothing to do with California
         | culture! (like... Japan, or Poland...)
        
           | zdragnar wrote:
           | I enjoyed some of their original content, some they took over
           | they did an okay job of (though they have a habit of trying
           | to convert an episodic series into a long drawn out movie,
           | emphasizing the running plot too much). Some definitely
           | wasn't good.
           | 
           | That said, political content is pretty popular with a big
           | chunk of their subscribers. The rest of us lose out because
           | of it, unfortunately... I don't even know if I would call it
           | political, more just forcing in bits of virtue signaling
           | where it doesn't make sense.
        
           | secondcoming wrote:
           | > how much Netflix content just reflect whatever crap is a
           | fad in California politics
           | 
           | You're right, it's infuriating but not limited to Netflix
           | unfortunately. Look at Picard... a total cringe-fest. That
           | said, I did randomly watch an Israeli TV series about the
           | lives of ultra-orthodox Jews, Shtisel, and despite the lack
           | of CGI and all that, I found it an interesting watch.
        
           | dragonwriter wrote:
           | > whatever crap is a fad in California politics
           | 
           | ...what?
        
           | Ankaios wrote:
           | > One of the issues is how much Netflix content just reflect
           | whatever crap is a fad in California politics.
           | 
           | Affordable housing policy?
           | 
           | High speed rail?
           | 
           | Gas tax rebate?
           | 
           | Netflix seems desperate for content, but I don't think
           | they're _that_ desperate.
        
           | thebigman433 wrote:
           | > One of the issues is how much Netflix content just reflect
           | whatever crap is a fad in California politics. I am not even
           | from US, I don't want to hear about Californian political
           | themes in the media I consume
           | 
           | What are some examples of this? Of all the issues Ive seen
           | people have with Netflix, this is definitely a very new one.
        
             | recursive wrote:
             | Not OP, but this may be an extrapolation from "Don't Look
             | Up"
        
               | dragonwriter wrote:
               | _Don 't Look Up_ is obviously (intentionally heavy
               | handed) political satire, but it's not at all particular
               | to _California_ politics.
        
             | [deleted]
        
             | Barrin92 wrote:
             | not the OP and not so much politics but I found it
             | decidedly weird how _Sex Education_ which is set in a
             | fictional town in the UK, is filmed in Wales, with an
             | almost exclusively British cast is completely Americanized.
             | 
             | As far as politics goes Bridgerton is probably the best
             | example which has American racial and gender politics
             | bolted onto some weird fairy tale version of the British
             | aristocracy in the worst way imaginable.
             | 
             | edit: another thing I just remembered, Netflix removed what
             | is probably the best episode of Community from its catalog
             | because of a blackface character, despite the fact that the
             | character is explicitly used to address racism in the
             | fantasy genre.
        
             | DaltonCoffee wrote:
             | There are a host of "woke" modern themes that find their
             | way into western media in general. I sometimes wonder if
             | the next star trek crew will be all David bowies and
             | Barclays.
             | 
             | Hard to say Netflix is worse for this than various other
             | Hollywood studios tho.
             | 
             | (to clarify in anticipation of downvotes, I welcome and
             | enjoy some of the media about trans people etc, I am just
             | answering your question, to elucidate this issue with the
             | services' content that some people have. Definitely not a
             | rare or new issue, I've been listening to people go on
             | about it for years)
        
               | xyzzy123 wrote:
               | The thing that turned me off discovery was, why even go
               | to the stars? You could have just stayed at home and been
               | miserable there, instead.
               | 
               | I would however, pay good money for "Star Trek: all David
               | Bowie edition" where an entire starship is crewed with
               | David Bowie clones.
        
               | thebigman433 wrote:
               | > There are a host of "woke" modern themes that find
               | their way into western media in general
               | 
               | I dont see how stuff like this is complained about
               | though, especially since most shows dont actually have
               | more than token representation anyway. Whats the actual
               | complaint here? That the average cast of a show is
               | slightly different now than it was 10 years ago? People
               | complain about "woke" themes but I hardly see concrete
               | examples of them, and explanations as to whats wrong or
               | what should be done differently.
               | 
               | And fwiw I think using Star Trek as an example since the
               | show has historically been based on diverse groups of
               | people.
        
               | xyzzy123 wrote:
               | I don't think it's the identity of the characters per se,
               | it's more subtle than that, a kind of fetishisation of
               | identity?
               | 
               | It sets up a dynamic where the actors can't just play a
               | character - they are representing "their team" - a race,
               | or a class. This is seen as a big responsibility, so
               | everyone has to take themselves super seriously.
        
             | undersuit wrote:
             | I would say American media has always been California
             | centric. The majority of screenwriters lived in CA near the
             | majority of media studios and produced the majority of our
             | media.
             | 
             | The complaints about CA politics in Netflix are new
             | complaints to me.
        
       | wolverine876 wrote:
       | How do people here see quality content (I happen to love the more
       | innovativ and artistic stuff) without subscribing to all these
       | different services?
       | 
       | Netflix seems to have the best general collection for my tastes -
       | genres, various countries, etc. I read about things on other
       | services, but I am not subscribing to everything.
        
         | RandallBrown wrote:
         | I subscribe (and immediately cancel) to everything.
         | 
         | If I want to watch a show/movie (like Jackass Forever on
         | Paramount+) I'll subscribe and then immediately cancel it. This
         | gives me 1 month of the service. If I want to keep watching
         | something on that service, I'll just resubscribe once it runs
         | out.
         | 
         | Some services like Netflix and Hulu, I know I'll get enough
         | value out of them so I don't usually bother canceling.
         | 
         | I hear friends complain about having to sign up for so many
         | things to watch all the shows they want, but Apple makes this
         | so easy I don't really think much about it. Back in the pre-
         | streaming days most everyone wanted a-la-carte channels and
         | that's exactly what we have now.
        
         | dgeiser13 wrote:
         | You might want to check out Kanopy.
         | 
         | https://www.kanopy.com/
        
         | haunter wrote:
         | Torrent. Good private trackers have almost everything and you
         | don't need Netlifx's AI (or Amazon, Hulu, Apple etc.) to tell
         | you what to watch
         | 
         | If I really like a movie I watch it in the cinema
        
         | ghostly_s wrote:
         | Torrents
        
       | standardUser wrote:
       | I have a friend in another state who is disabled and on a fixed
       | income. He is the only person I share my Netflix account with.
       | I'd be happy to pay something in order to share it with him. But
       | I don't like that a household of 6 can pay $15 for the service,
       | whereas two single person households are expected to pay $30 for
       | the same service.
       | 
       | Shouldn't the cost be per profile, not per distinct physical
       | address?
        
         | SnowHill9902 wrote:
         | It's just the easiest heuristic to minimize abuse. By the way,
         | you can still access from different households in some
         | countries.
        
       | sillyinseattle wrote:
       | A bit OT: Simple frequency counts (this page, @ 104 comments).
       | 
       | Netflix -> 103 Apple -> 39 HBO -> 24 Disney -> 19 Amazon -> 14
       | Hulu -> 5
        
       | gregoryl wrote:
       | They raised prices and have considerably less content in a market
       | with more and more competition. No surprises!
        
       | jeffybefffy519 wrote:
       | Can Netflix improve their app: - their chrome cast connecting
       | implementation is worse then all the others, it never auto
       | connects and the UI is confusing around the state its in. - the
       | "are you still watching dialog" is way too aggressive and
       | generally buggy. If i resume a show from a day ago it doesnt
       | reset the episode counter. So annoying.
        
       | [deleted]
        
       | reducesuffering wrote:
       | 18.3 P/E ratio (~6% yearly real profits as opposed to -8% real in
       | a bank account) going forward by today's earnings. High morale
       | unparalleled technical talent in the market. Founder-led. COGS
       | (cost of goods sold) approaches nothing as content library
       | accumulates. No brainer buy.
        
         | [deleted]
        
       | lordnacho wrote:
       | The way I see it, a family can only have a handful of
       | subscriptions, and it might not just be streaming that is
       | competing for that budget. Probably less than 5, maybe 3 on
       | average, just based on what I hear from people.
       | 
       | If you have kids, one of those has to be Disney. Somehow they
       | make some great movies, with incredible longevity. Very good
       | songs, and you might not know it but the songs are sung in dozens
       | of languages, and translated well, by local stars. Good, modern
       | storylines too, and nothing awkward. Plus your kids will want to
       | watch the movies over and over, so Disney is a must have.
       | 
       | If you're a sports person, maybe you go for Sky Sports or BT
       | Sport or whatever the old dinosaur is in your country. It's
       | expensive and you aren't going to watch all those games, but a
       | fair few people will go for it.
       | 
       | So what have you got left? One or two slots maybe? Between
       | Netflix, Apple, Amazon, Hulu, HBO, that documentary one that
       | doesn't spend enough on ads targeted at me, and probably some
       | others.
       | 
       | It's hard to see how to capture that last slot, for anyone.
       | Amazon already has a foot in the door of course.
       | 
       | So it's going to be a big dogfight in this space. You'll get
       | occasional winners in terms of content but what could ever last
       | as a permanent advantage?
        
         | commandlinefan wrote:
         | > a family can only have a handful of subscriptions
         | 
         | My kids beg to differ.
        
       | [deleted]
        
       | li2uR3ce wrote:
       | They lost 700,000 from Russia gained 500,000 elsewhere net
       | -200,000. I don't know how much they normally gain but I suspect
       | a lot are jumping to conclusions from the headline. Loosing
       | Russia wasn't really a consumer choice type of thing.
       | 
       | I do wish they'd pick up a few more good Sci-Fi shows and then
       | cancel them to confirm my personal grudge. It's so hard to waste
       | my time on today's Sci-Fi...get off my lawn, etc, etc.
        
         | twblalock wrote:
         | Blaming Russia's war in Ukraine seems to be the new excuse for
         | everything.
         | 
         | It's going to be mentioned in every earnings call from now on,
         | and it's almost always going to be a bogus excuse.
        
           | PaulDavisThe1st wrote:
           | You think that blaming Russia's war on Ukraine for the loss
           | of 700k subscribers _in Russia_ is a bogus excuse?
        
         | karmakaze wrote:
         | Sci-fi is in a bad state not just on Netflix but everywhere. I
         | hoped arriving in the space age would mean more programming,
         | but my fear of it becoming mainstream meaning that a sprinkling
         | of science/space in the background of whatever drama, horror,
         | thriller, etc becomes what's categorized as sci-fi. There's
         | very little where science plays any meaningful part in the
         | premise or plot.
        
           | kuschku wrote:
           | Sci-fi in books is doing quite well! Between Isaac Asimov and
           | Alastair Reynolds there are 7 decades of high quality sci-fi.
        
           | reducesuffering wrote:
           | There's Dark and Altered Carbon Season 1. Everything
           | Everywhere All At Once just came out in theatres and that's
           | supposed to be crazy Sci Fi (not supposed to go in knowing
           | much about it)
        
         | gordon_freeman wrote:
         | Let's ignore their Russian subscribers loss for the time being.
         | Analysts were expecting them to add 2.7m and they added 500K
         | elsewhere (taking the number from your comment) so they are
         | still way off and it proves that their growth is slowing at a
         | rapid pace because of increasing competition from Apple,
         | Amazon, Disney and HBO.
        
           | li2uR3ce wrote:
           | > taking the number from your comment
           | 
           | From the article, fyi.
           | 
           | > slowing at a rapid pace because of increasing competition
           | from Apple, Amazon, Disney and HBO.
           | 
           | I don't doubt that but I do suspect other services will see
           | some slow down too as a result of general bullshit and
           | uncertainty in the economy. It's never really just one thing.
           | 
           | Then again...yeah Disney+ is a really good deal. And Amazon's
           | numbers are inflated from other Prime stuff. I'm just an old
           | man yelling at a screen from his arm chair because I can't
           | trust anyone.
        
             | smackeyacky wrote:
             | "slowing at a rapid pace" makes no sense as a statement. Is
             | their growth stalled?
             | 
             | How can anything slow at a rapid pace?
        
               | xboxnolifes wrote:
               | > How can anything slow at a rapid pace?
               | 
               | Rapid deceleration. Just because a car is still moving,
               | doesn't mean it's moving as fast as it was 1 second ago.
        
               | colinmhayes wrote:
               | Second derivative is negative
        
               | Misdicorl wrote:
               | Imagine a car slamming on anti lock brakes versus one
               | coasting to a stop.
        
           | altdataseller wrote:
           | How much more growth can Netflix really muster? They really
           | have penetrated most regions including APAC. Adding 500k is a
           | major accomplishment when viewed thru that lens.
        
             | Kon-Peki wrote:
             | > Netflix previously told shareholders it expected to add
             | 2.5 million net subscribers during the first quarter.
             | 
             | It wasn't just the analysts. Netflix itself missed big in
             | their forecast.
        
               | EnKopVand wrote:
               | I'm curious as to when the forecast is from. We missed
               | our expected q1 target by quite a margin as well because
               | the market, and I mean any market, has been hit by the
               | war and the inflation.
        
         | mupuff1234 wrote:
         | They also forecasted a global paid subscriber loss of 2 million
         | for the second quarter.
        
           | pcurve wrote:
           | They're really lousy at forecasting.
           | 
           | As recently as Feb., mgmt was forecasting 2.5 million growth.
           | (much lower than 7 million consensus)
           | 
           | I'm sure their inability to forecast isn't helping.
        
         | [deleted]
        
         | cwkoss wrote:
         | I hope they expand their international catalog. 3%, Biohackers
         | and Better than Us were all quite enjoyable and each had their
         | own interesting cultural spins.
         | 
         | 'Smoking' is really good (not sci fi, though, but I recommend
         | it to everyone). Old Enough has been thoroughly charming as
         | well.
        
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