[HN Gopher] Netflix's Big Power Clash and Rivalries Behind the C...
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       Netflix's Big Power Clash and Rivalries Behind the Crash
        
       Author : gmays
       Score  : 64 points
       Date   : 2022-05-05 15:32 UTC (7 hours ago)
        
 (HTM) web link (www.hollywoodreporter.com)
 (TXT) w3m dump (www.hollywoodreporter.com)
        
       | avl999 wrote:
       | One thing I appreciate Netflix for is atleast they are willing to
       | do the bare minimum and give me 720p on Linux. I am also an
       | Amazon Prime subscriber but Amazon is literally forcing me to
       | pirate their shows because they refuse to serve more than 480p on
       | Linux. Was trying to watch Jack Reacher last weekend and the
       | quality was so bad that it was probably 360p, gave up after 3
       | episodes and ended up torrenting the season, which is a shame
       | because I want to support shows I watch so they get more seasons.
       | 
       | In 2021 streamers should be supporting atleast 1080p for Linux
       | but if they can't I can live with 720p like Netflix does, but
       | serving 480p is just disrespectful and looks awful on any decent
       | size modern monitor.
        
         | jra_samba wrote:
         | Of course the irritating thing is that _all_ of their consumer
         | devices are internally Linux as well, including the FireTV 's
         | that happily stream Amazon Prime in 4K.
         | 
         | So it isn't like they can't do it, just won't.
        
       | ilrwbwrkhv wrote:
       | Apple should buy Netflix and combined they should focus on only
       | few, extremely high quality shows.
        
         | runevault wrote:
         | We need more companies not less. This is an awful idea. Frankly
         | I wish we'd see what happened theaters back in the day happen
         | and not allowing creators to be their own distributors. Yes
         | Netflix would have to stop creating content, but it would at
         | least somewhat mitigate this current world where everyone
         | creates their own streaming service.
        
         | micromacrofoot wrote:
         | Apple doesn't need to buy Netflix to do this, they're already
         | starting to do it.
        
         | ghaff wrote:
         | Why would Apple buy Netflix to do a few high quality shows?
         | That's pretty much (to a degree) the strategy Apple is already
         | following.
        
         | brimble wrote:
         | What _should_ happen, if we 're doing "shoulds", is that it
         | shouldn't be permitted for one company to own both distribution
         | and production, nor for such companies to create long-term
         | exclusivity agreements with one another.
        
           | ChrisLomont wrote:
           | >that it shouldn't be permitted ...
           | 
           | In other words, we want as many middlemen as possible in the
           | chain?
        
             | brimble wrote:
             | I think it's a good idea to mitigate the downsides of the
             | monopoly granted by copyright, when possible. We saw
             | similar problems with studio ownership of movie theaters,
             | and solved that by not letting studios own movie theaters
             | (via an antitrust suit). That's only very recently, and in
             | what may be the twilight of the movie theater itself,
             | changed.
             | 
             | In the current environment, I suspect we'll see (are
             | already seeing, to some extent) history repeat itself, but
             | not do anything about it this time, because we're so
             | skittish of regulating markets now.
             | 
             | I don't think you should _have to_ own an extensive catalog
             | of content to launch a streaming service. Nor that you
             | should effectively _have to_ grovel for the patronage of
             | one of a handful of integrated production+distribution mega
             | corporations to undertake production of new media. But that
             | 's rapidly where the market's heading, and I don't see any
             | mechanism to change that course short of anti-trust action.
             | 
             | There are, as usual, some benefits to the rents the current
             | monopolistic system produces (extra cash sloshing around to
             | throw at projects, for example--extra R&D money is a
             | typical benefit monopolies produce, and in this case,
             | because the monopolies are on particular content rather
             | than on all content [so far--Disney's getting alarmingly
             | close], there remain incentives to actually _spend_ that
             | money on, if you will, R &D, or the closest thing to it in
             | media production) but at the cost reduced competition on
             | cost & quality, and of making it much harder to _enter_ the
             | market, for new players.
        
           | bin_bash wrote:
           | it seems to me this market has loads of competition without
           | silly regulation like this getting in the way
        
             | bawolff wrote:
             | In certain ways yes, in certain ways no. The monopoly
             | provided by copyright does really hinder effective
             | competition. Requiring non-discriminatory licensing would
             | radically change the competitive landscape in this space.
        
             | echelon wrote:
             | [edit: yeah, my argument went on a tangent and didn't
             | return back to point. Removed to not distract from the
             | discussion.]
        
               | RussianCow wrote:
               | I think you may have posted this in the wrong thread.
        
             | ss108 wrote:
             | Interestingly, competition is worse for consumers in some
             | respects here. It's resulting in fragmentation of the
             | market such that people are too many services for 1-2 shows
             | each
        
               | kaashif wrote:
               | > competition is worse for consumers in some respects
               | here
               | 
               | The implicit assumption here is that without competition,
               | we'd have all (or most) of the same shows, just on a
               | single service.
               | 
               | I don't think that's true. I think competition between
               | streaming services largely on the basis of original
               | content has produced a lot of good shows that we wouldn't
               | have seen otherwise. It seems to me like there's a lot
               | more variety in things to watch these days, and it's not
               | like I have to pay for every streaming service every
               | month...
               | 
               | Would all of the Star Wars content on Disney+ even have
               | been made if Disney couldn't put it on Disney+, for
               | example? Netflix has started and cancelled a ton of
               | original series, but would they have even been tried at
               | all back when cable TV was king? I don't know, maybe
               | there are some statistics on the variety of TV shows
               | being watched and I'm wrong, but I can't find them.
        
               | brimble wrote:
               | A shift in the competitive landscape might encourage
               | distributors to integrate better with aggregators or
               | meta-interfaces of various sorts. Or directly with one
               | another, in some fashion.
               | 
               | > Would all of the Star Wars content on Disney+ even have
               | been made if Disney couldn't put it on Disney+, for
               | example?
               | 
               | I think the strongest argument in favor of the current
               | arrangement is that monopolies yield rents, which
               | (might!) mean more money for production. However, I think
               | in a world where _no_ production companies could own
               | streaming platforms, production companies would
               | probably... you know, still produce lots of content,
               | since selling content would be their main way of making
               | money, and you can 't sell what you don't have.
               | 
               | More importantly than whether Disney would still be OK, I
               | think it would make it easier for indies and startups to
               | participate in the market.
        
               | brimble wrote:
               | Exactly that. I want to see more competition on price,
               | features, and quality, and less on content availability.
               | 
               | It'd also make it easier to enter both parts of that
               | market, as a production company or a distributor, which
               | is currently something that only a company with an
               | enormous pile of cash and/or ownership of an existing
               | large catalog of material, can realistically do.
        
               | fshbbdssbbgdd wrote:
               | There's vastly more high-quality television being
               | produced than any other time in history. From my
               | perspective, subscribing to one of the major services
               | gives me a better experience than cable TV ever did, at a
               | much lower cost. If I run out of stuff to watch I can
               | always switch to another.
        
           | zbuf wrote:
           | No need to mandate it, Netflix should have realised the end
           | game of competing with their own suppliers.
        
             | bradstewart wrote:
             | They did realize it. The end game was that their suppliers
             | would stop supplying to take more profit for themselves.
             | 
             | So they the only thing they could and started producing
             | content.
        
           | usrn wrote:
           | I really think services like YouTube are going to win out.
           | For every hour of video I've watched on Netflix or Hulu I've
           | probably watched 40 on Youtube. The variety of content there
           | is absolutely incredible and so much of it is very deep
           | educational content.
        
             | brimble wrote:
             | I think people are watching a lot more video in general.
             | There are multiple generations, at this point, that mostly
             | wouldn't pay for cable or even bother with rabbit ears even
             | if TV & movie streaming services didn't exist, but _do_ pay
             | for a streaming service or three. I don 't think YouTube's
             | going to beat that entire market, unless they shift tactics
             | pretty substantially. I think they _expanded_ the market,
             | though, grabbing almost all of that new territory for
             | themselves in the process (at least until TikTok came
             | along)
        
               | InitialLastName wrote:
               | > I think people are watching a lot more video in general
               | 
               | My parents, their parents, and many of their peers have
               | TVs on in the background during virtually every waking
               | moment they spend at home, and have done so since at
               | least the 90s.
               | 
               | People are watching video differently, but I'm not sure
               | it's "a lot more".
        
               | skrbjc wrote:
               | My parents and my in-laws (all in their 70s) do this,
               | too, and I'm astounded by it. The TV is just on and
               | playing in the background all the time, even when we
               | visit and are sitting down and talking. It's not
               | enjoyable to me.
               | 
               | Come to think of it, my wife often does this as well
               | (she's in her 30s). She'll put something on and then do
               | something completely different, just the other day I came
               | into the room to find her with netflix running on screen,
               | a youtube video playing on another screen and her staring
               | at her phone looking at something else.
               | 
               | But I find myself, if I'm going to watch something, sit
               | down and focus on it completely, to the point that I
               | often pause and rewind if I didn't quite catch the
               | phrasing of something.
               | 
               | I guess it's just that certain people don't mind passive
               | viewing and can have a lot more inputs without being
               | bothered by it.
        
             | lnsru wrote:
             | I hate YouTube for their recommendation system. I watch few
             | things and then get million recommendations of the same
             | thing by different author. I don't want that, I want to see
             | other topics and must actively search for them.
        
               | usrn wrote:
               | I exclusively use YouTube in private mode to avoid the
               | pigeonholing.
        
             | brnt wrote:
             | I absolutely detest YouTube and the only reason I sometimes
             | use an Invidious instance to access it is that people
             | basically don't put video anywhere else anymore.
        
         | izacus wrote:
         | Why would you want even more consolidation? The other content
         | owners (Disney, WB, etc.) have already pulled all their content
         | from 3rd parties (including Netflix) to destroy competition.
         | Why is there so many people on HN that want less market
         | competition and cheer when corporations consolidate?
        
           | sliken wrote:
           | Because people want to watch the leading shows in their area
           | of interest and not have to pay 10+ services $10-$20 a month.
           | 
           | As it gets increasingly hard/expensive, not to mention the
           | bickering between services and platforms and services and
           | markets to watch them on, customers are resorting to piracy
           | as a way to get the content they want.
        
             | francisofascii wrote:
             | Agree with this sentiment, but if they consolidate, the
             | price may go from $10-20/month to $20-40/month. And then we
             | are back to cable.
        
               | wombatpm wrote:
               | But without the 50 shopping channels
        
             | mhitza wrote:
             | All these streaming companies battle for long term user
             | acquisition, thus perpetual $10/month subscription per
             | service for X providers is definitely a no-go long term.
             | 
             | I think a middle ground would be shareware-like pay-per-
             | view type model. Are you creating a new series? Make the
             | first episode freely watchable, and then don't price
             | excessively the entire season.
             | 
             | As a consumer would make sense for me to pay 5$ for a
             | season of show X on Netflix, Disney+, HBO Max/etc. But
             | allow me to watch the thing I payed for perpetually in the
             | future, as long as the show is still on the platform. And
             | when I'm looking for something new to pay for, allow me to
             | see the first episode of existing shows for free.
             | 
             | Would that work for all consumers? I don't know, most
             | people I know with streaming subscriptions, barely actively
             | watch shows and very often those are standins for
             | background noise.
        
               | sliken wrote:
               | I was hoping for something like $50 a month and pay the
               | creators accordingly. If I spend 10% of my viewing hours
               | watching a particular series then the creator+provide can
               | split the $5.
               | 
               | I wish the internet ads worked the same way. I'd happily
               | pay any website 2x whatever google or similar ad networks
               | pay, to avoid ads. Seems like it would help reduce
               | clickbait as well.
        
           | whoisjuan wrote:
           | This is one of those cases where I believe consolidation
           | helps the users instead of harming them.
           | 
           | Fragmentation in VOD is taking us back to the cable era where
           | you had to pay extra for different content packages.
           | 
           | High quality content is spread across multiple platforms so
           | users have to pay more for other services or simply miss out
           | on that content.
        
           | at_a_remove wrote:
           | You're asking, so I guess I will lay out some reasons.
           | 
           | 1) Choice fatigue.
           | 
           | 2) The annoyance of wanting to watch a specific thing and
           | then hunt it down, hoping it is on your service.
           | 
           | 3) The costs (financial, time, irritation) of subscribing to
           | multiple services to combat #2.
        
           | jfengel wrote:
           | I read it as "I want there to be less content, but more
           | content that appeals to me."
        
           | fullshark wrote:
           | It's inevitable, consumers aren't gonna support all these
           | (subscription) streaming services. Gonna be Disney and one or
           | two other streaming services in 10 years.
        
       | barrenko wrote:
       | Netflix does not have a defined product.
        
       | AlbertCory wrote:
       | > One of Holland's last projects for Netflix was The Queen's
       | Gambit, an expensive period piece that sources say was mocked as
       | "Holland's Folly" by some in-house. According to sources, Bajaria
       | and her staff were dismissive and even unpleasant to the team
       | that worked on it.
       | 
       | What a hellscape to work in. I got on Netflix very briefly, just
       | to watch that show. I can't think of any reason to get back on.
        
         | ghaff wrote:
         | Oh I loved The Queen's Gambit and thought the format was
         | perfect too. However, I can easily see why a producer might
         | have passed on a pitch.
        
           | lotsofpulp wrote:
           | I dislike this format because it makes a 4 hour story into an
           | 8 hour story where 4 hours of it is showing the character in
           | some type of inebriated state. I think flight attendant did
           | this too, and the only reason I can think of is to pad their
           | statistics and it being cheap to film those sequences. But it
           | just ends up boring me.
           | 
           | And all the content producers are doing it. I tried Severance
           | on Apple TV+, and I had to stop after 4 episodes because
           | nothing was happening, and this is supposed to be a
           | critically acclaimed show.
           | 
           | The new Batman movie was excruciatingly long too. I miss my
           | 100min stories from the early 2000s and before.
        
             | brundolf wrote:
             | Different strokes I guess; I thought Severance was great. I
             | didn't even notice the sequences you're describing, but I
             | guess in hindsight they added flavor/gave me a mental break
             | to process recent plot developments
        
               | lotsofpulp wrote:
               | Severance does not have the drunk/high sequences, but it
               | was just crazy slow for me. I might also just be an
               | atypical watcher, but it still feels like a lot of
               | shows/movies are a lot longer than they used to be when I
               | was a kid, and yet the extra minutes do not give me any
               | extra enjoyment. Or maybe I am just getting old and
               | turning into my dad.
        
               | ghaff wrote:
               | What is almost certainly true is that a lot of shows are
               | more serialized than when you were a kid given that
               | serial was mostly bad for a number of reasons in the
               | broadcast era.
               | 
               | So most shows were pretty much 30-60 self-contained
               | minutes with relatively little prior context needed. If
               | you're going to tell a story over 8 hours or even several
               | seasons, various aspects of the pace are going to be a
               | lot slower.
        
             | skrbjc wrote:
             | LOL, I just saw a category on Netflix "90 minute movies
             | from the 2000s" and your post reminded me of that. In the
             | moment, I was like, "this is exactly what I wanted" and
             | ended up watching a movie from the list.
             | 
             | I find that I often don't want to commit to another long
             | series nor do I want to watch some movie that is
             | exceptionally long. I hope this sort of shorter content
             | comes back as an alternative to the very long movies we see
             | today.
        
         | lou1306 wrote:
         | Every studio has had similar blunders. Disney expected The Lion
         | King to fail and Pocahontas to be huge.
        
       | mattboardman wrote:
       | This seems particularly well sourced for pretty intimate events.
       | There's also a lot of spin in certain parts that tells a one
       | sided story.
        
       | dec0dedab0de wrote:
       | If anyone from netflix is reading, the reason I don't watch as
       | much as I used to is because of the automatic previews. I used to
       | just leave netflix open all day and randomly pick things when I
       | felt like watching. I can't do that anymore. Though I do really
       | appreciate how easy it is to suspend/cancel. I'll be back for
       | stranger things, but who knows how long I'll stay.
        
         | drewg123 wrote:
         | On a web browser, go to
         | https://www.netflix.com/settings/playback/
         | 
         | You can disable autoplay of previews, and you can disable
         | autoplay of the next episode in a series.
        
           | moomin wrote:
           | A spectacularly dark pattern to have the setting only
           | available on the device you never use the service on.
        
             | layer8 wrote:
             | That settings page also works in mobile web browsers. But
             | yes, it's not discoverable from the app.
        
         | Lutzb wrote:
         | Autoplaying previews has really made me averse to browsing
         | Netflix for new shows. I mostly head directly to the content I
         | want to see.
        
         | paxys wrote:
         | You can turn them off
        
           | [deleted]
        
           | dmitriid wrote:
           | And then you can't play trailers. Though Netflix insists on
           | playing on random clips instead of trailers anyway.
        
             | the_common_man wrote:
             | What does trailers have to do with auto play?
        
             | barbazoo wrote:
             | I don't think so, you can still go to "Trailers & more" and
             | watch the trailer.
        
         | staccatomeasure wrote:
         | +1 I also pretty strongly dislike that they've been defaulted
         | on. They seem wasteful and the user experience is hectic.
        
         | mikkergp wrote:
         | I'm Curious if there's going to be a noticeable Stranger Things
         | dropoff. Though there will probably be a big uptick for Squid
         | Game season 2. Apparently season 1 was worth $1 billion dollars
         | for Netflix.
        
           | mgh2 wrote:
           | Usually when they do 2nd seasons is because they want to
           | squeeze more views/profit from the show, most times at the
           | expense of quality.
        
         | barbazoo wrote:
         | There is a setting, at least on some devices, "Autoplay
         | previews while browsing on all devices", would that fix your
         | issue?
        
         | gordon_freeman wrote:
         | I have to agree on that - it seems like forcing a show/movie to
         | a user even if that does not align with their mood or historic
         | picks. I am not interested at all in shows like Inventing Anna
         | or Tinder Swindler or Selling Sunset but I have to still cope
         | with them showing that moving banner ad like that covering so
         | much real estate.
         | 
         | What I would like to see is, semantic search where I could
         | elaborate the shows/movies I'd like to search for: "A classic
         | movie starring Tom Cruise and directed by Steven Spielberg" and
         | Netflix shows me "War of the Worlds" in search results.
        
           | Bekwnn wrote:
           | I'm just interested in something like a "not interested"
           | button distinct from the thumbs down button. Netflix insists
           | on suggesting the same shows I've never clicked for months or
           | even years of them showing on my front page. I'd like to say,
           | "Hey, stop suggesting this."
           | 
           | I don't feel like Netflix lacks things to watch, I just feel
           | it does a terrible job keeping its suggestions fresh.
        
             | mtnygard wrote:
             | I'd really like to be able to say "I like this _kind_ of
             | thing, just not this specific one." You know, just because
             | I don't like "Valerian", I still enjoy sci-fi.
             | 
             | Thumbs-down on a video seems to remove the whole category.
        
           | dont__panic wrote:
           | It is very similar to how Spotify tanked their platform for
           | my use -- at some point, I'm a paying customer, and I get
           | annoyed when you constantly shove your original content down
           | my through regardless of how much it matches my preferences.
           | 
           | You just can't start a service with recommendations as part
           | of your sell... and then bastardize those recommendations
           | into advertisements or original content-pushers. Paying
           | customers eventually lose patience.
        
       | cmrdporcupine wrote:
       | Netflix created the bad but successful template that the other
       | streaming services followed: own the streaming platform _and_ the
       | content -- and now they 're suffering for it, and so are
       | consumers.
       | 
       | As a consumer, I don't want to have 5 different streaming
       | services with subs coming and going depending on what shows
       | happen to be in season. I'd rather choose to subscribe to one of
       | various streaming services that in turn let me source content
       | from many providers and just let me pay per show or whatever
       | (maybe after a free first episode or something, I dunno).
       | 
       | In a way I kind of feel bad for Netflix, because they were there
       | "first" and for a long time had maybe one of the more "open" (in
       | terms of content) services. Now the studios are in control again.
       | It's not good for the consumer.
        
         | stefan_ wrote:
         | This seems to be the most obvious explanation. There is simply
         | competition now where there was none before. A good learning
         | moment here for HN, where we mistake lengthy in-depth blog
         | posts for an unassailable tech advantage when in reality this
         | stuff is kinda commodity.
        
         | jdmichal wrote:
         | I'm amazed that people didn't see this coming as the end game
         | of the "cut the cord" transition... This was always where it
         | was going to end up. Netflix proved the concept, but it ends up
         | that having an early-mover advantage doesn't matter when you
         | don't own your product, just the platform. But of course what
         | people are actually paying for is the product. And it's been
         | shown time and again that people are willing to put up with
         | "good enough" platforms as long as it has the product they
         | want.
         | 
         | It's the downside of all "content platform" plays. There's
         | nothing stopping a new platform from taking over YouTube or
         | Facebook or Twitter. All it takes is the actual content
         | producers moving to a different platform and _poof_ there it
         | goes.
        
         | dmitriid wrote:
         | > Netflix created the bad but successful template that the
         | other streaming services followed: own the streaming platform
         | and the content
         | 
         | Netflix was basically forced into this template when major
         | content owners started pulling out and creating their own
         | services.
        
           | cmrdporcupine wrote:
           | Sure, absolutely, I could probably rephrase to make that
           | clear, I don't think it was their "fault" per se, but a
           | result of the asymmetrical power relationship between content
           | producer and streaming service.
        
       | clpm4j wrote:
       | Can this really be classified as a "crash"? They're a 20+ year
       | old company, a hugely successful business, and likely to continue
       | to be a major player in both entertainment & tech for the next
       | decade+. Perpetual high growth is a fantasy.
        
         | mgh2 wrote:
         | It is a crash because the stock tumbled far below pre-pandemic
         | to 2017 levels, with still more bad news to come...
        
       | ghaff wrote:
       | This chart [1] was making the rounds a while back. Whether you
       | totally agree with its methodology or not, it certainly suggests
       | that many people consider a huge swath of Netflix' content
       | average at best.
       | 
       | And for someone like me who doesn't watch a huge amount of video,
       | that's not a great look. Tastes differ of course but my tastes
       | aren't that out of the mainstream. And I'd rather a streaming
       | service had a modest number of high quality shows than a whole
       | lot of meh.
       | 
       | [1]
       | https://twitter.com/loudmouthjulia/status/151679497810579456...
        
         | whoisjuan wrote:
         | That graph isn't showing that. Sure, Netflix produces way more
         | content than competitors but they also have more shows in the
         | far right (outstanding and exceptional) than their competitors.
        
           | brimble wrote:
           | The ratio of OK-or-worse to good-or-exceptional sure appears
           | to be a less favorable for Netflix than the others.
           | 
           | Though people's rankings seem crazy to me. Apparently just
           | producing a Star Wars thing and not totally shitting the bed
           | in the process counts as "exceptional". Then again... yeah,
           | that's kinda true, I guess. From a certain point of view.
           | Still, better than nearly all shows on all those services?
           | Yikes. I dunno about that.
        
             | jandrese wrote:
             | People were hungry for non-crap Star Wars content. Disney+
             | knows how to ride the wave.
        
             | ghaff wrote:
             | Hence my comment about the methodology. And HBO Max doesn't
             | have anything that's exceptional?
             | 
             | For that reason, it doesn't really make sense to focus on
             | the specifics of a handful of outliers as unreliably ranked
             | by RT (I think). The real message is that large as Netflix'
             | catalog is, it doesn't necessarily have a lot more highly
             | ranked content than other sites have. (Which roughly
             | squares with my anecdotal impressions.)
        
               | mikkergp wrote:
               | But doesn't this? Medthodology aside, taking the data as
               | is, Netflix has like 30 programs outstanding or better.
               | The next best is like 10. Weird about HBO Max though.
               | Maybe because they don't consider HBO shows as
               | 'streaming'. At least Succession should be in
               | exceptional. If not a lot more, if you include the older
               | work.
        
               | AuryGlenz wrote:
               | The fact that Titans is slightly higher ranked than
               | Peacemaker on HBO is insane.
               | 
               | The data would be more interesting if it could be broken
               | up by demographics. My wife (along with a lot of women)
               | likes reality tv, and Netflix has a fair amount of that.
               | I personally can't stand it.
        
             | mikkergp wrote:
             | While Ratio is usually the right way to evaluate things. Is
             | that applicable in this case? Doesn't what matters is the
             | number of good shows not the percentage? If I watch Netflix
             | I can find three Exceptional shows and a bunch of
             | Outstanding shows, including three at the high end of
             | outstanding. If I watch Apple TV + There are no exceptional
             | shows and only one at the high end of outstanding, but the
             | ratio seems better.
             | 
             | I guess it would depend on discoverability.
        
               | brimble wrote:
               | It matters if they're not spending less for each show, on
               | average, than other services. If you're dropping $20m a
               | season, on average, and so are your competitors, but more
               | of yours are duds, that's bad. If you're dropping $5m to
               | your competitors' $20m, maybe it's not a problem if, say,
               | twice as many of your seasons are bad.
               | 
               | But, part of the trouble with this analysis, as far as
               | sussing out the above issue, is season-count. How many
               | Netflix originals are as long as, say, The Sopranos? Or
               | The Wire? How many are only one season, or maybe two?
               | It's possible (possible! I do not know) the hours-of-
               | original-content difference between Netflix and the other
               | services isn't as large as this suggests. Or that it's
               | even larger. Hard to tell.
               | 
               | I'd say that this chart _points toward_ bad things for
               | Netflix, but without some other pieces of data it 's hard
               | to tell what it's actually saying.
        
           | ghaff wrote:
           | They don't really have that many more shows well out to the
           | right; it's mostly a draw. (And at that point you're talking
           | pretty small numbers.) But it's pretty clear from the graph
           | that, as a percentage of their total shows, more Netflix
           | shows are just OK than the other services. (Now if the bulk
           | of that is very cheap drek to boost the size of the catalog,
           | that's OK I guess. But I doubt that it is.)
        
             | ChrisLomont wrote:
             | >They don't really have that many more shows well out to
             | the right; it's mostly a draw.
             | 
             | Netflix has significantly more in the outstanding category:
             | for example, I count around 8 for Disney, 11 for Apple, 10
             | for HBO Max, 8 for Hulu, and at least 39 for Netflix. I
             | don't know how you call that a draw.
             | 
             | And I don't really care about the average show, since I
             | (and I suspect most others) are not uniformly randomly
             | sampling movies to watch with zero input from others. I
             | (and I suspect others) watch those that are rated as good
             | movies, and in that case, Netflix is crushing the
             | competition by the numbers in that chart.
             | 
             | Netflix, by that chart, provides a lot more shows rated
             | good, outstanding, and exceptional.
        
               | ghaff wrote:
               | Although most of those Netflix shows are on the far left
               | of that category.
               | 
               | There are a lot of ways you can interpret the info and a
               | lot of good questions that it doesn't really answer. But
               | it is interesting that Netflix clearly looks different
               | from others.
        
           | cgriswald wrote:
           | There is a disconnect between what I want and what providers
           | are trying to offer me. I want quality content with powerful
           | search. Providers seem to think I want a huge unsearchable
           | library from which they will make recommendations. Netflix
           | has lots and lots of great original content, but given a
           | random show, it's far more likely to be average or less
           | (versus, say, HBOmax).
        
             | mikkergp wrote:
             | There was a while where they were talking about providers
             | making a lot of Niche Content. I wonder if they need to do
             | a better job of adapting to personas. I love the
             | Victorian/Edwardian Farm series that are on Prime, and I
             | think of shows in a niche as sort of "beyond rating". i.e.
             | They are never going to get the money to be considered
             | "exceptional", but will be draw just as strongly for people
             | who appreciate that niche. (Deep not broad). So can Netflix
             | create a curated and simpler interface that optimizes for
             | Outstanding/Exceptional or period pieces or whatever
             | instead of just a long list that's hard to grok.
        
             | ipaddr wrote:
             | I had HBO and tried to watch every show. There are plenty
             | of ho-hum shows. An HBO show has a theme and style their
             | own which makes getting into a show a lengthy affair only
             | to realize it's not what you really want. Netflix sums up
             | the show in a preview making it easier.
        
             | autoexec wrote:
             | > Providers seem to think I want a huge unsearchable
             | library from which they will make recommendations.
             | 
             | Providers want to act as gatekeepers who have the power to
             | make something popular by limiting your options to
             | alternatives. Sometimes they also want to be able to accept
             | money for heavily promoting specific things over others.
             | It's not about delivering a quality product to you at all,
             | it's about what gives them money/power at your expense.
        
             | ghaff wrote:
             | On the other hand, a lot of people are fine with putting
             | unremarkable content on as largely background noise. That's
             | what a lot of broadcast TV was. So there's probably at
             | least some market for a large catalog of OK stuff rather
             | than more of a focus on prestige TV.
        
           | Spooky23 wrote:
           | How would you know?
           | 
           | Between deliberately bad search and a bias towards pushing
           | you to waste time rather than entertain, they bury their own
           | content and deliver swill.
           | 
           | Netflix got away with it because they were the only game in
           | town. Disney really broke the seal and delivered a good
           | platform. Apple is delivering strong content that compensates
           | for the horrific application.
        
           | dfxm12 wrote:
           | Right. I don't care about the shows/movies I _don 't_ want to
           | watch on a streaming service. I only care if there are enough
           | shows/movies on there I _do_ want to see.
        
             | bawolff wrote:
             | I also don't want to spend large amounts of time
             | researching what i want to watch. If there is one good show
             | with poor discoverability burried under a mountain of crap,
             | that is still a product failure.
        
           | quickthrowman wrote:
           | The chart doesn't include HBO originals. I've never seen a
           | Netflix show that is on par with the best HBO content.
        
         | omegalulw wrote:
         | I don't know about other people, but finding something to watch
         | on Netflix is frustrating, there's so much poor quality shows.
         | The recommendations are not good (tbf that's most streaming
         | services) and there's no option for granular filtering. For
         | example, I hate dubs, I would like to pick shows where the
         | original audio is some particular language, I don't get why
         | that isn't there?
         | 
         | In contrast, on HBO Max / Disney+, usually there's far less
         | content but since the quality is better you can easily pick
         | something to watch.
        
           | wbsss4412 wrote:
           | > I would like to pick shows where the original audio is some
           | particular language, I don't get why that isn't there?
           | 
           | I'm somewhat confused by your sentiments here, if you search
           | "French"/"Spanish"/etc Netflix will bring up a list of movies
           | and shows in those languages, it's one of my main uses of
           | Netflix these days.
        
           | o_1 wrote:
           | It used to be even better, they had user ratings in early
           | versions. Hiding content or forcing users to watch things is
           | extremely bad. they got away with all this because they had
           | such a huge headstart on 90% of online streaming. There were
           | no other options. Now... those things are starting to sour
           | out.
           | 
           | I remember finding great b movies and content with user
           | reviews.
        
           | autoexec wrote:
           | I agree, netflix might be too embarrassed by their catalogue
           | to show people a simple A-Z listing of everything they have,
           | but I'd absolutely watch netflix more often if they did.
           | Scrolling through the same shows I'm not interested in over
           | and over across their multiple random/useless categories
           | takes up way too much time.
           | 
           | Every so often I'll go to search and enter random 2-3 letter
           | combinations because I usually find a bunch of stuff I'd like
           | to see but Netflix has been hiding from me.
        
             | slowmovintarget wrote:
             | I have to wonder how much of this is to favor cache hits
             | for streams over picking the bytes up out of storage. That
             | is, if a bunch of people are streaming a show, it's easier
             | to add a few more and reuse the edge cache. Most viewers
             | won't go beyond the recommendations, so the back-catalog
             | pulls are less frequent, and less pressure on the
             | infrastructure.
             | 
             | Total speculation, though.
        
             | tedsanders wrote:
             | They already have simple A-Z listings.
             | 
             | All TV shows A-Z:
             | https://www.netflix.com/browse/genre/83?so=az
             | 
             | All movies A-Z:
             | https://www.netflix.com/browse/genre/34399?so=az
             | 
             | You can find it in the web UI by clicking a TV or movie
             | page, and then choosing Sort A-Z. The reason it's so buried
             | is that it's pretty useless. Most people don't want to
             | scroll through a hundred mostly bad shows starting with
             | punctuation symbols and numbers.
             | 
             | Agree with you that it would be lovely if Netflix had more
             | fine-grained controls.
        
         | jandrese wrote:
         | Eyeballing the chart it looks like the percentages for each
         | section are roughly the same for each service, Netflix just has
         | a lot more shows so they fill in the "just average" box more
         | than the other services.
        
         | rmatt2000 wrote:
         | Is anyone else's OCD triggered by the x-axis on that chart?
        
         | Thorrez wrote:
         | Funny that Netflix's top "original" (in fact, the top show in
         | the entire graph), Cobra Kai, was actually a YouTube Original
         | for the first 2 seasons.
         | 
         | Disclosure: I work at Google, but no on anything related to
         | this.
        
       | moomin wrote:
       | The thing is, their strategy is fundamentally flawed. They
       | understood they needed to build up a library, but their metrics
       | chased subscriber uptick that said "Only the first two seasons
       | matter." So, with a couple of exceptions they're building up a
       | large library of cancelled shows.
        
       | boredumb wrote:
       | A pile of mid tier content that i'd flick through before exiting
       | out after an episode
       | 
       | Automatic previews
       | 
       | Increasing pop politics seemingly shoe horned into everything I'd
       | turn on
       | 
       | Horrible comedians that were akin to ted talks/lectures or made
       | for people who don't actually enjoy stand up comedy.
       | 
       | Documentaries that were more ideological than interesting
       | 
       | Signing and hiring ex politicians
       | 
       | Searching is a chore and recommendations are nearly never useful.
       | (Just to have some toggles around metadata like
       | language/genre/public rating and a text box to fuzzy search
       | through titles and descriptions?)
       | 
       | I cancelled my subscription a few years ago and I get more
       | mileage and enjoyable content out of free apps like tubi, pluto,
       | vhscast and peacock than I had in a long time with netflix.
        
         | colechristensen wrote:
         | I likewise would like to watch a nature documentary once in a
         | while which didn't feel obligated to mention impending doom at
         | least once every five minutes. If anybody had anything to say
         | about said doom above a fifth grade level, I might watch that
         | too.
        
       | sytelus wrote:
       | This is great insider reporting! Most people have no clue how
       | shows gets selected and blame "wokness" for troubles at Netflix.
       | In reality, the cost-cutting high-volume risk-averse leadership
       | took over initial leadership of opposite nature. Transition from
       | " gut-driven, risktaking, maverick culture" to "prudent and
       | frequently indecisive" is exactly the story of many other areas.
       | Well put.
        
         | hammock wrote:
         | If you like this stuff here's another one
         | 
         | https://www.hollywoodreporter.com/tv/tv-news/he-makes-you-fe...
        
         | rodgerd wrote:
         | > Most people have no clue how shows gets selected and blame
         | "wokness" for troubles at Netflix.
         | 
         | Well, the people blaming "wokeness" aren't connected to reality
         | anyway, so I doubt that any evidence will change their mind.
         | 
         | But it's ironic if the reign of an "anti-woke" Chapelle
         | loyalist is what tanks them.
        
         | rmatt2000 wrote:
         | I think the "woke" people watch TV too. The problem is that
         | there are not nearly as many of them as social media makes it
         | appear that there are.
        
         | skippyboxedhero wrote:
         | This isn't "insider reporting". If you don't how the media
         | works, when the article says "Sources close to Holland" or a
         | "Holland loyalist"...it is Holland (usually journalists will
         | make an effort to disguise that, but the precise events being
         | "quoted anonymously" here make obvious that the main source for
         | the story was one person i.e. when the "anonymous" source
         | quotes a conversation that occurred with two people in the
         | room...it is obvious). There is no real analysis, it is just
         | execs sniping at each other and trying to make sure future
         | employers think it was someone else's fault.
         | 
         | On the subject, the problem with Netflix was that they tried to
         | have it both ways. They seemed to think they could
         | significantly increase output without decreasing quality. So
         | saying that the failure of the new strategy is prudence ignores
         | the fact that reckless spending got them into this
         | position...bankruptcy tends to force prudence, but that is ex-
         | post...prudence is not the cause of bankruptcy.
         | 
         | I think this should indicate that problems with NFLX are
         | slightly more fundamental. I am sure they have the capacity to
         | produce great shows. Look at their debt, look at how much
         | capital they have committed to production...you can produce
         | multiple "best ever" shows, and it won't get you out that hole.
        
           | subsubzero wrote:
           | Agree with this assessment, Cindy Holland is bitter she was
           | pushed out and reached out through "channels" to deliver her
           | own take on events. Its not really reporting just
           | highlighting a power struggle from an individuals
           | viewpoint(Cindy).
           | 
           | If the events mentioned in the story are in fact a cause of
           | NFLX's decline is another story. People were forced
           | inside(globally) during the pandemic and consumed alot more
           | media than ever before in history. The quality of shows at
           | NFLX has gone down considerably the past 2 years. NFLX pushed
           | a show that alienated alot of people with Cuties. Friends and
           | other hit shows left NFLX. Inflation has hit a 40 year high
           | and gas and food are expensive, people are cutting costs and
           | NFLX seems like an easy cut.
           | 
           | Would Cindy have stopped all of the above events? Maybe the
           | quality issue but costs(under her) seemed steep, who can say?
           | I think no matter who is at the top NFLX would have suffered
           | in some way. If Ted had chose Cindy instead of Bela Bajaria
           | we would have a similar article talking about Bela's sources
           | and how Cindy's excessive spending and smaller show lineups
           | are killing NFLX.
        
           | ketzo wrote:
           | > They seemed to think they could significantly increase
           | output without decreasing quality.
           | 
           | An executive is quoted, on their strategy, as saying "We
           | succeed if 1 in 10 shows is a hit." I think it's pretty clear
           | they didn't think they were pumping out pure winners.
        
         | conradfr wrote:
         | > (It was also Holland who warned Sarandos, to no avail, that
         | continuing to order specials from one of his comedy heroes,
         | Dave Chappelle, would lead to internal strife and bad press.)
         | 
         | Given that the journalist goes out of her way to include this,
         | it's not a mystery why "wokeness" is not mentioned in the
         | article :)
        
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