Announced on April 19, Netflix’s disappointments, who saw his subscriber portfolio for the first time since 2011 (- 200,000, barely 0.1% of the 222 million subscribers identified in the Quarter Previous), have lost the “Tudum” firm inspired by the music comma that precedes each content of the platform – $ 50 billion (€ 46 billion) of market capitalization.
While Wall Street reacted by selling netflix’s actions massively, the Hollywood analysts felt that this first decline – the firm provides for a further decline, this time 2.5 million subscribers, in the third quarter – showed that the Streaming giants were going to be subjected to their first real “stress test” from the exponential expansion phase that accompanied the pandemic. The “Peak TV”, this massive investment period in the production of series, which saw the budget of Episodes of Game of Thrones exceed that of oscarized feature films.
This column is devoted to what we see on the screens rather than the movements of capital and technological innovations that govern the entertainment industry. The moment of weakness of Netflix will have consequences on our evenings. Reed Hastings, the president and co-founder, announced that he was studying a new subscription formula, cheaper, which would leave room for advertising, it honvenises so far. Amazon (through freevee, new name of IMDB TV) and Disney (with Hulu) already use this format.
Wonderful playground
Will
we see these black fondus soon to spare a space for advertising screens, characteristics of the Great American networks, which the hegemony of paying chains then platforms had made obsolete? It’s unlikely. The platforms are above all connected sites that can become a wonderful playground for data extraction from the spectator profile. The spectators of Sex Education will probably not offer hearing aids.
Advertisements and perhaps, too, only one episode per week. Several stock exchange analysts pointed that one of the weaknesses of the Netflix model was used to put online a whole season, at once. For those who suffer from an addiction to Stranger Things or Bridgeton, just subscribe the time to see the eight episodes of his favorite series and unsubscribe until the next season.
You have 23.32% of this article to read. The rest is reserved for subscribers.