Poll: Which FAANG is the most likely to decline in the years ahead?

Re:Poll: Which FAANG is the most likely to decline in the ye... by HWR_14 on Monday January 03, 2022 @05:02PM (#29787596)

Iirc, Nintendo has too many large shareholders to ever be acquireable. How they let Disney and Amazon purchase Marvel, Star Wars and Paramount for around 5 billion a piece without jumping in I'll never understand.

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Re:Poll: Which FAANG is the most likely to decline in the ye... by cstejerean on Monday January 03, 2022 @05:49PM (#29788157)

Although I don’t think that the Marvel IP would have been as valuable in Netflix’s hands. Compare all of the early Marvel shows on Netflix compared to what Disney has done with the MCU.

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Re:Poll: Which FAANG is the most likely to decline in the ye... by webmaven on Tuesday January 04, 2022 @01:29PM (#29798150)

> Although I don’t think that the Marvel IP would have been as valuable in Netflix’s hands. Compare all of the early Marvel shows on Netflix compared to what Disney has done with the MCU.

I'm not sure what you're comparing. Netflix's Jessica Jones, Daredevil, and Luke Cage were standouts. WandaVision and Loki are certainly flashier, but are they really better shows?

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Re:Poll: Which FAANG is the most likely to decline in the ye... by cstejerean on Tuesday January 04, 2022 @05:59PM (#29802076)

I’m not saying those shows weren’t good, just that Disney has monetized the Marvel brand really well with a long streak of movies that are printing money, and sure a few shows to promote their streaming service.

4 out for the top 5 grossing movies of all time for Disney (adjusted for inflation) are Marvel IP. By comparison none of the Marvel shows on Netflix have been a commercial hit for Netflix. Looking at the list of most watched Netflix shows none of those make the cut.

Basically Disney is well suited to turn Marvel IP into dollars and Netflix just wasn’t.

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Re:Poll: Which FAANG is the most likely to decline in the ye... by webmaven on Wednesday January 05, 2022 @03:12PM (#29814295)

> Basically Disney is well suited to turn Marvel IP into dollars and Netflix just wasn’t.

Oh. Well, I can't argue with that, especially since Netflix almost certainly never had the necessary rights to develop a revenue stream from merchandising. There is probably no other company on Earth better suited to turning IP into dollars than Disney, especially since they've acquired Pixar, Lucasfilm, Jim Henson, Marvel, etc. Netflix has only started trying to make tentpole 'blockbuster' (irony intended) movies in the past few years.

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Re:Poll: Which FAANG is the most likely to decline in the ye... by dwighttk on Saturday January 08, 2022 @08:32AM (#29851501)

I’m sort of on board with your argument, but might it have been different if Netflix owned Marvel instead of having a license to make a few shows?

Probably not and that is why they didn’t bid, and the Netflix execs are in a better position to know than us… but I think the comparison is a little tilted against Netflix at least.

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Re:Poll: Which FAANG is the most likely to decline in the ye... by HWR_14 on Monday January 03, 2022 @05:59PM (#29788281)

It may or may not have been as valuable, but Netflix could still have used it to generate tons of content. It still would have been a smart buy.

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