Blog: Netflix - Page 8

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.

Netflix Q3: The SVOD Giant Pushes On, but the Tail Risks Are Mounting

Tim Mulligan

17 Oct 2018

Yesterday’s Q3 earnings results for Netflix were welcomed by a Wall Street unnerved by last week’s US stock sell off and fear that the tech majors, the growth engine for the 10-year bull run,are losing momentum.

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Has the BBC Cured Streaming Latency?

Alistair Taylor

21 Sep 2018

2018 FIFA World Cup

2022 FIFA World Cup

Two weeks ago , the NFL warned subscription video on demand (SVOD) services to up their content delivery game if they are to be taken seriously when bidding for premium rights. It must therefore come as good news for streaming services as it appears the BBC may have potentially broken through the latency problem facing streamers of live sporting events.

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Why Sky has Placed A Strategic Bet On Disruptor Netflix

Tim Mulligan

19 Sep 2018

Today’s announcement that Netflix is going to be part of premium Sky offerings as from November, is a bigger deal for the UK pay-TV operator than it is for the US SVOD market leader. Netflix will form part of a new Sky subscription pack available on Sky Q called Ultimate On Demand .

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How Netflix is Slowly Disrupting YouTube

Cover image for How Netflix is Slowly Disrupting YouTube

Tim Mulligan

14 Sep 2018

One of the foundational cornerstones of monetising the digital economy is that there are two ways of paying for digital content: either with your wallet or with your attention. In the digital video streaming era, this has manifested itself in the division of business models into subscription video on demand (SVOD) streaming services, where content is accessed through a monthly paid subscription, and ad supported video on demand (AVOD), where streaming content is free to view and supported by in-video advertising.

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Amazon is all in on advertising

Alistair Taylor

31 Aug 2018

ad supported streaming

advertising video on demand

Amazon’s latest play into the TV ad market with the launch of Free Dive, an ad-supported video service for Fire TV users, showcases the company’s intent to further diversify revenue streams from its video services, pushing into advertising video on demand (AVOD).

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Why Netflix Needs To Consider Advertising

Tim Mulligan

23 Aug 2018

Last Friday’s (August 17th) revelation, that global subscription video on demand (SVOD) market leader Netflix was running trailers on the service for its original content shows, has created a Voldemort (that which cannot be said) moment for the company.

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Is Netflix on the Edge of Financial Disruption?

Tim Mulligan

16 Aug 2018

Monday’s news that Netflix’s long-serving CFO David Wells was stepping down from his position, has once again made the company’s financial operations the centre of attention. Wells's tenure oversaw an unprecedented level of debt issuance by the company with $8.

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Disney Q3 Earnings: The Painful Transition To Direct-To-Consumer

Tim Mulligan

8 Aug 2018

Yesterday a besieged Bob Iger, chairman and CEO of Walt Disney Co. had to defend his company’s Q3 (calendar Q2) results against the inflated demands of Wall Street. Disney has come out with a bold strategy to compete directly with subscription video on demand (SVOD) services, with the announcement of its intent to launch a direct-to-consumer Disney originals content proposition in 2019, alongside the launch of streaming sports service ESPN+ in April 2018 .

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DC Universe Is The First Strategic Move In The Next Round of Direct-To-Consumer Offerings

Alistair Taylor

25 Jul 2018

Warner Bro’s long awaited DC Universe subscription video on demand (SVOD) service is nearing its grand unveiling, having now decided upon a pricing plan. This is the latest of a long list of examples where networks and operators have realised the growing consumer shift from traditional pay-TV to online streaming.

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Netflix 2018 Q2 Earnings: Wall Street Wakes Up to the Savvy Switcher

Tim Mulligan

17 Jul 2018

original content

paid subscriptions

On Monday (July 16 th ) Netflix announced its 2018 Q2 earnings and came head to head with the inflated expectations raised through six months of sustained growth. Netflix’s stock price has increased everyday this year at an average of 1.

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Ego and Digital Disruption Drive S4 Capital and 21st Century Fox To Shore Up for the Future

Tim Mulligan

11 Jul 2018

21st Century Fox

Today’s increased bid by 21 st Century Fox for the 60.5% of Sky which it does not currently own comes the day after media company S4 Capital successfully won the bidding war for Dutch creative agency MediaMonks.

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Facebook deal with the English Premier League concerns traditional broadcasters

Alistair Taylor

10 Jul 2018

Facebook, the latest tech major to get involved with sports streaming, last week agreed its first ever rights deal with the English Premier league (EPL). This deal signified another step towards the transition away from traditional broadcasters and to digital streaming services.

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Subscriptions put premium consumers as well as premium content behind paywalls

Cover image for Subscriptions put premium consumers as well as premium content behind paywalls

Georgia Meyer

5 Jul 2018

There are now 436 million paying subscribers across five of the largest distributors of digital music and video content globally (Spotify, Apple Music, Netflix, Amazon Prime, Tencent). This has very different implications depending on which part of the ecosystem your business sits in.

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Where Verizon went wrong with go90

Tim Mulligan

3 Jul 2018

Last week Verizon, the US’s second largest telco provider with 116 million wireless subscribers, announced the closure of its pioneering mobile-first video streaming service which launched in 2015. Go90 was launched on the back of a $200 million purchase of Intel’s unreleased streaming service, OnCue, with a mission to create mobile-centric content for digital natives (or millennials as middle-aged C-suite executives still seem intent on labelling what are, in reality, disparate demographics who collectively all grew up in the digital era).

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News is The Marketing Plug in Streaming Video’s Offering Gap

Tim Mulligan

4 Jun 2018

Last week it was revealed that BuzzFeed News plans to launch a new video interview show to be streamed on Facebook Watch. The weekly show will feature 20-minute episodes with news-making personalities from the worlds of politics and celebrity.

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The Politician As Show Runner

Tim Mulligan

25 May 2018

Monday’s announcement by Netflix that it had engaged the Obamas to produce a show represents the further evolution of the power of the show runner and the increasing overlap between celebrity and politics.

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Could Spotify Buy Universal?

Mark Mulligan

11 May 2018

Vivendi is reported to be proposing to its board a plan for spinning out Universal Music. It is certainly the right time for a spin off (always sell before the peak), but a full divestment would leave Vivendi unbalanced and a shell of its former self.

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Disney Q2 Earnings: The Warnings Lights Are Flashing

Tim Mulligan

9 May 2018

Yesterday’s Q2 Earning Results from the Walt Disney Company pleased Wall Street by beating earnings estimates. However, a closer look at the financials reveals why Disney’s much heralded pivot to subscription video on demand (SVOD) is a strategic imperative for the longevity of the media conglomerate.

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CBS Launches International SVOD Foray with All Access in Canada

Tim Mulligan

25 Apr 2018

Amazon Prime Video

Yesterday, April 24, CBS launched CBS All Access in Canada. This the first international market for the US network’s subscription video on demand (SVOD) service and represents a clear statement of intent by CBS to compete internationally with its own brand content offerings for non-US digital audiences.

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Netflix Q1 2018 Results: Hiking Prices or Fighting Churn?

Cover image for Netflix Q1 2018 Results: Hiking Prices or Fighting Churn?

Tim Mulligan

18 Apr 2018

Monday saw another solid Netflix earnings call as the preeminent subscription video on demand (SVOD) service continues its seemingly inexorable rise to global dominance. Year-on-year (YoY) revenue growth was an impressive 40.

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