Blog: Netflix - Page 2

Read our latest daily deep dives, hot takes, and exciting updates about the entertainment world. Check out the latest insight from your favourite analyst, or search by coverage areas - music, entertainment and fandom, creator economy and social.

How back catalogue shows can soften the blow from the Hollywood strikes in 2024

Cover image for How back catalogue shows can soften the blow from the Hollywood strikes in 2024

Ben Woods

15 Dec 2023

Hollywood Strikes

It is that time of year when MIDiA Research makes its annual predictions for 2024 . While there is a strong track record of accuracy, there will always be unforeseen opportunities and challenges that boost and buffet the music, video, and games industry over the next 12 months.

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Podcasts are following in the footsteps of TV and film…. should they?

Cover image for Podcasts are following in the footsteps of TV and film…. should they?

Rutger Rosenborg

14 Dec 2023

Spotify’s 17 percent workforce reduction was one of the biggest headlines in music, audio, and tech last week. Those layoffs coincided with the cancelation of some of the most critically-acclaimed podcasts to come out of Spotify’s acquisition drive: Heavyweight and Stolen .

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Squid Game: The Challenge - successfully spinning new content from existing IP

Cover image for Squid Game: The Challenge - successfully spinning new content from existing IP

Tim Mulligan

5 Dec 2023

Squid Game: The Challenge

Tomorrow sees the release of the final episode of season one of Squid Game: The Challenge, the reality game show spin-off of the 2021 dystopian global hit episodic drama Squid Game . The original drama was an early example of TV internationalisation 2.

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Can ReelShort succeed with short-form video entertainment where Quibi failed?

Cover image for Can ReelShort succeed with short-form video entertainment where Quibi failed?

Ben Woods

30 Nov 2023

A little over three years ago some of America’s most notable entertainment executives killed off an attempt to revolutionise smartphone entertainment. The ill-fated platform, spearheaded by former Walt Disney chairman Jeffrey Katzenberg and backed with a $2 billion war chest, was Quibi.

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Why ad innovation will be so important for Netflix

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Tim Mulligan

7 Nov 2023

This week, Netflix introduced a download feature into its Basic with Adverts subscription tier, making it the first ad-supported streaming service to offer this in video. This comes off the back of last week’s announcement that there were now 15 million monthly active users (MAUs) on its Basic with Adverts tier, up from one million MAUs in Q1 2023.

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What Netflix needs to do next

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Tim Mulligan

25 Oct 2023

Business Strategy

Netflix’s Q3 2023 numbers were better than expected, with quarterly revenue up by 7.8% year on year to reach $8.5 billion, and operating margin now up to an impressive 22.4%. The company attributed its revenue growth to three areas: firstly, an increase in average paid memberships, which is due to the paid sharing rollout in June (where it prompted password sharers to subscribe to retain access); secondly, a strong content line up and thirdly, a strong global expansion in streaming subscriptions.

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Goodbye DVDs, hello streaming economics rationalisation

Cover image for Goodbye DVDs, hello streaming economics rationalisation

Tim Mulligan

4 Oct 2023

streeaming economics

Last Friday saw the end of 25 years of Netflix’s DVDs subscription business, drawing to a close the pre-streaming model of home entertainment for the largest international subscription video on demand (SVOD) service.

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Why Netflix should become a channel distributor for its streaming rivals

Cover image for Why Netflix should become a channel distributor for its streaming rivals

Ben Woods

21 Sep 2023

Long-running legal drama Suits has become a bittersweet tale for NBCUniversal. The show that gave Meghan Markle her pre-royalty taste of stardom was already considered a commercial success after its final episode aired on September 25, 2019.

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Bauer and Audible: Radio and podcasts CAN work together

Cover image for Bauer and Audible: Radio and podcasts CAN work together

Annie Langston

9 Aug 2023

Although podcasts are sometimes considered radio’s replacement, there are key differences between the formats – such as on demand versus live – that serve distinct audiences. In Bauer’s new partnership with Audible, presenters Fleur East (Hits Radio) and Tyler West (KISS Radio) will discuss their top podcasts and audiobooks during their Monday programs, and invite fellow hosts to share their favourite titles.

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Netflix Bites into Reality (for a limited time only)

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Tim Mulligan

15 Jun 2023

On June 30th, Netflix will launch its first ever pop-up restaurant, NETFLIX BITES ,at the Short Stories Hotel in Los Angeles. Featuring sampling menus from its celebrity chefs from Netflix original shows, such as Chef’s Table (surprisingly enough, Netflix’s longest running nonfiction series), Is It Cake?, and Iron Chef: Quest for an Iron Legend, the restaurant promises to offer in real life (IRL) fandom experiences for the shows’ fans who are able to visit in person.

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Localisation needs to support paid sharing as the key revenue growth driver for Netflix

Cover image for Localisation needs to support paid sharing as the key revenue growth driver for Netflix

Tim Mulligan

2 Jun 2023

Business Strategy

Netflix finds itself at yet another inflection point as it rolls out its paid sharing plan in the US. With a saturated domestic market (32% of paid members in Q1 2023 were from North America), finding additional subscribers means pushing subscription dodgers onto the recently launched basic with ads tier (note that this equates to the monthly subscription cost of Disney+ when it launched as an ad-free service in 2019).

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Are streaming TV services poised to become pay TV channels in all but name?

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Ben Woods

16 May 2023

Amazon Prime Video

The streaming TV landscape is changing rapidly. Leading entertainment industry executives are questioning every aspect of the subscription video on-demand (SVOD) model in pursuit of sustainable profits.

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Netflix’s risk averse strategy is right for the retention age

Cover image for Netflix’s risk averse strategy is right for the retention age

Ben Woods

12 Apr 2023

Stranger Things

Netflix is known for its fearless approach to financing new movies and shows. And yet the recent flurry of press coverage suggests the streaming TV service behind Glass Onion: A Knives Out Mystery is now taking a more conservative approach to commissioning.

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Love is (not) sharing a password: Why Netflix’s crackdown on account sharing is a longer-term gamble

Cover image for Love is (not) sharing a password: Why Netflix’s crackdown on account sharing is a longer-term gamble

Hanna Kahlert

15 Feb 2023

Media and Marketing

Audience Insight

After a successful trial in Latin America, Netflix is planning to roll out its solution to account sharing worldwide over the next year, called ‘ paid sharing ’. For every user on an account who does not share the same IP address as the account holder, the account holder will be charged an additional fee, and that user will get their own login.

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Why the paid sharing push by Netflix is a sign of weakness

Cover image for Why the paid sharing push by Netflix is a sign of weakness

Tim Mulligan

27 Jan 2023

InNetflix’s Q4 2022 earnings, the world’s pre-eminent subscription video on demand (SVOD) service painted a bullish picture of a company having navigated a difficult 2022. In its own words : “2022 was a tough year, with a bumpy start but a brighter finish.

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Netflix adds a splash of colour to 2023 content marketing

Cover image for Netflix adds a splash of colour to 2023 content marketing

Ashleigh Millar

11 Jan 2023

Netflix originals

Netflix has catapulted itself into being one of the first viral entertainment-focused discussions of 2023. Its new original series, Kaleidoscope , released on January 1st, has caused chatter throughout social media platforms – not because of its plot, but because of its unique viewer experience.

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Netflix feels the pressure of succumbing to market demands around advertising

Cover image for Netflix feels the pressure of succumbing to market demands around advertising

Tim Mulligan

22 Dec 2022

Netflix basic with ads

The revelation that Netflix is returning “unspent” ad dollars to advertisers reveals the pressure that the world’s second largest subscription video on demand (SVOD) service finds itself under. Netflix’s Basic with ads tier launched on November 3rdin 12 markets to address a perceived weakness in its lowest tier pricing.

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Why TV is at risk of losing its cultural value

Cover image for Why TV is at risk of losing its cultural value

Hanna Kahlert

21 Dec 2022

Warner Bros Discovery

Humans have been telling stories since they first looked at the sky and decided that clusters of stars resembled scorpions and centaurs. Storytelling is intrinsic to culture. It builds relationships, religions, national identities, and hope in dark times.

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Why HBO Max being back on Amazon Prime highlights the growing risk of piracy

Cover image for Why HBO Max being back on Amazon Prime highlights the growing risk of piracy

Hanna Kahlert

8 Dec 2022

Warner Bros. Discovery and Amazon have announced that HBO Max will become available on Prime Video channels in the US, with users able to subscribe through the Amazon platform. HBO Max was previously withdrawn from Amazon Channels in 2021 due to a dispute over data sharing (Amazon Channels provides less user data than an equivalent Fire TV app would do for Warner Bros.

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A resurgent Netflix has reassured Wall Street despite the warning signs appearing in emerging markets

Cover image for A resurgent Netflix has reassured Wall Street despite the warning signs appearing in emerging markets

Tim Mulligan

19 Oct 2022

Netflix Q3 2022

emerging markets

Netflix Q3 2022 results were well received by the financial markets, with NFLX shares up 14.4% in after-hours trading. This follows a challenging year for the world’s largest subscription video on demand (SVOD) service, one that saw its first-ever global membership decline in Q1 2022 and resulted in its stock price declining by a third.

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