Netflix Market Report: Part One
Part One: Netflix Subscribers and Exclusivity. Netflix lost subscribers in the United States for the first time in nearly a decade. The next battleground in streaming will take place over content exclusivity.
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Will Amazon Buy ViacomCBS?
There is growing speculation that Amazon will acquire ViacomCBS after the post-merger dust settles.
Merger In Name Only
CBS and Viacom have reunited as one company after two failed attempts since 2016. The new company will be named ViacomCBS.
Disney Takes Aim At Netflix
Disney will bundle its three streaming services, Disney+, ESPN+ and the ad-supported Hulu starting in November.
Uncharted Waters
By reclaiming their content from licensees to launch standalone streaming services, traditional media companies are sailing headlong into uncharted waters.
Netflix’s Big Budget Bet
Netflix is banking on a slate of big budget films to attract new subscribers. The streamer is spending over $550 million to make just three big budget films.
European OTT Trends
European broadcasters and content providers are implementing three strategies in the online content delivery market to stave off competition from Disney, Amazon and Netflix.
Cord Cutting Continues
During the second quarter, DirecTV’s traditional satellite service lost 778,000 subscribers and its streaming service DirecTV Now lost 168,000 accounts.
Netflix Faces Slowdown
Beyond ballooning content and acquisition costs, fueled by costly debt, there are five additional obstacles that will challenge Netflix’s streaming dominance.
Netflix Lost Subscribers
Netflix lost subscribers in the United States for the first time in nearly a decade. The second quarter was also the worst quarter in terms of international additions that Netflix has posted in four years.