ahomeplateslugger
Superstar
buying FB and SPOT tomorrow
Boiler Room: The Official Stock Market Discussion
dora_da_destroyer
Master Baker
i aint even mad, i was timid with my GOOGL buy last week, I'd like to see that 2500 again and buy more before the split, let FB drag down big techSo Apple and Google save the market. Now Facebook dropping it
Spot spent a lot to get those podcasts hosts but the AD money is starting to come in strong
unlike FB spot isn’t really in competition with TikTok if anything it can be useful to advertising
This is bullish
unlike FB spot isn’t really in competition with TikTok if anything it can be useful to advertising
This is bullish
FreshFromATL
Self Made
Can Ackman come buy Facebook too, please?
Oh shyt. Spotify...market about to be fukkery tomorrow.
I like Netflix better than Facebook right now, tbh. All Netflix have to do is add live 4K sporting events or concerts or break their popular series into weekly episodes. They could also add advertising. Imagine Netflix buying a small brand like Verzuz that has shown to generate millions of eyes (across multiple platforms)? Or striking a deal with artist like Beyoncé for live concert events or striking a deal with the NFL/NBA/boxing/etc to have a Saturday night game or fight night?
Point is…Netflix has obvious paths for additional growth. I’m not so sure I can say the same about Facebook right now.
i agree with everything else but binge watching is what Netflix is really known for
dora_da_destroyer
Master Baker
what do they have besides ozark and stranger things that you think would really become appointment TV (as in staying subscribed for weeklies vs subscribing for a few months a year to binge?)
I think NFLX has a growth problem, their existing customers won't churn because most accounts are supporting multiple viewers, but getting new customers is tough when people who would be creating accounts nowadays are juggling multiple subs. shyt hit different for some gen z in their first job trying to figure out what to subscribe to (NFLX, Paramoutnt, HBO, Apple, Hulu, etc) vs millennials in our first jobs and all we had was netflix
dora_da_destroyer
Master Baker
better than the bent over action from last week
I think the scenarios you're mentioning are much more plausible to happen with other companies. I can see Facebook and Amazon getting into live sports/concert streaming before Netflix to be honest with you. Facebook/Meta definitely going to try and have mofos going to virtual live events in their metaverse, but before then, they'd be fine with fans going HAM in the comment section on their platform watching their favorite teams play. It would be a troll and stans wetdream.
Netflix is leaving a lot of money on the table because so many people don't even pay for it and still have access to it. The flip side is, let's say they clamp down on the credential sharing, since it's so embedded in the service, they would have to be real strategic with the marketing for the backlash and social media hit they would get if they actually enforced limiting multiple user access.
BushidoBrown
Superstar
damnglad I took my 100% during market on those fb calls
damn
followed my gut and didnt get greedy
Once I saw that big ass line going down immediately AH knew I made a wise decision
NaijaProdigy Redux
Veteran
Meh…the reality is Netflix’s core markets are highly penetrated so the room to add tremendous user growth is capped. The international markets still offer opportunity but the ARPU is way less. Then you have to factor in the competition for eyeballs and wallet share with the other major streaming platforms.
Their initial advantage was being effectively sole destination for content but now all the major content providers have put their IP behind a paywall. So now Netflix is continuously increasing pricing just to fund the original content to maintain their user base
I think they need to expand more into interactive entertainment and grow their consumer products business to grow their addressable market
What about your stocks thobetter than the bent over action from last week
