Netflix was the top stock of the decade

Re:Netflix was the top stock of the decade by doomlaser on Friday December 27, 2019 @02:05AM (#21889714)

In a discussion of Netflix's poor original content hit-rate, an example of a direct competitor's massively higher hit-rate seems apt. How does Disney's strategy result in better performing content, and how could Netflix learn from it? Is it something wrong with their executive team, or is it just poor strategy, or is it something else?

Netflix has taken on enough debt to finance original content that their performance track record in that domain should make investors ask these questions.

https://variety.com/2019/digital/news/netflix-debt-junk-bond...

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Re:Netflix was the top stock of the decade by inferiorhuman on Friday December 27, 2019 @04:24AM (#21890168)

In a discussion of Netflix's poor original content hit-rate, an example of a direct competitor's massively higher hit-rate seems apt.

Disney/Touchstone's "massively higher hit-rate" is not representative of most of the companies Netflix competes with ergo a comparison of Netflix to only Disney is not particularly apt. Netflix hasn't matched Disney's success, but neither have most of Disney's rivals.

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Re:Netflix was the top stock of the decade by doomlaser on Friday December 27, 2019 @04:55AM (#21890292)

AT&T/Time Warner's hit rate for HBO seems pretty high, especially in a highly desired & affluent market segment, so there's another one?

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Re:Netflix was the top stock of the decade by inferiorhuman on Friday December 27, 2019 @05:04AM (#21890325)

What about the rest of Time Warner?

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Re:Netflix was the top stock of the decade by doomlaser on Friday December 27, 2019 @06:22AM (#21890679)

Time Warner has the Harry Potter license, Nolan's Batman movies and Joker, The Hobbit, Lego Movie, Wonder Woman, and all of Turner Communications, including CNN & Adult Swim / Cartoon Network.

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Re:Netflix was the top stock of the decade by inferiorhuman on Sunday December 29, 2019 @07:04PM (#21909586)

Time Warner has the Harry Potter license

So are you talking licensed stuff or original material? Netflix has licensed plenty of good content (incl. Adult Swim stuff).

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Re:Netflix was the top stock of the decade by baby on Friday December 27, 2019 @04:41AM (#21890243)

how much content does Disney produce? It seems relatively small compared to what Netflix produces but I might be wrong.

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Re:Netflix was the top stock of the decade by doomlaser on Friday December 27, 2019 @05:00AM (#21890311)

Beyond Disney proper, there's: Disney Theatrical Group, Walt Disney Television, Radio Disney, ESPN, FX Networks, National Geographic Partners, The Muppets Studio, Pixar, Marvel Studios, 20th Century Fox, Fox 2000 Pictures, Fox Searchlight Pictures, Blue Sky Studios, Lucasfilm, ABC, ABC News, Freeform, Touchstone Pictures, and a 33% stake in Hulu... They make a lot of stuff, though the Fox properties are part of a recent acquisition from Murdoch

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Re:Netflix was the top stock of the decade by jorams on Friday December 27, 2019 @05:36AM (#21890475)

Very few of those have a hit rate close to Disney proper.

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Re:Netflix was the top stock of the decade by doomlaser on Friday December 27, 2019 @06:25AM (#21890690)

Netflix has nothing like ESPN, or Pixar, or Marvel, or Star Wars. ESPN alone has a total U.S. subscriber base of about 86 million, to Netflix's 60.62 million

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Re:Netflix was the top stock of the decade by ribosometronome on Friday December 27, 2019 @06:42AM (#21890766)

How much of ESPN's subscriber base is packaged cable? Having Netflix is an active decision, but I recall almost always having ESPN in the early 2000s due to cable packaging.

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Re:Netflix was the top stock of the decade by doomlaser on Friday December 27, 2019 @08:17AM (#21891143)

ESPN+, their unbundled streaming service has 3.5 million subscribers as of November. So well over 90% of their subscriber base is cable. But cable is still a beast to be reckoned with, especially in the arena of live events.

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Re:Netflix was the top stock of the decade by baby on Friday December 27, 2019 @12:44PM (#21892802)

Isn’t 20th century fox one of the biggest studio?

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