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Janine Gibson
The billions of dollars being spent on what we used to call telly are insane and unsustainable: Netflix is spending $15bn this year, $20bn already committed for future. Disney and HBO Max: $11bn each; Apple: $6bn
In the media arms race to take on Netflix not all new services can survive
Financial Times Financial Times @FinancialTimes
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Janine Gibson Nov 10
Replying to @janinegibson
this explains why you can’t move for billboards of Jennifer Aniston and Reese Witherspoon, though not how it can possibly be sustainable. For every dollar you spend on Netflix, you get $1bn of content.
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Janine Gibson Nov 10
Replying to @janinegibson
Claire Enders - who is the reigning crown princess of doom laden predictions, leading to her companies’ nickname “the Enders nigh” - warns “we are looking at a multibillion-dollar car crash coming, funded by US capital markets” which sounds familiar
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Janine Gibson Nov 10
Replying to @janinegibson
So Netflix valuation is under pressure - maybe overvalued by as much as $100 a share and the view is bleak
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Janine Gibson Nov 10
Replying to @annaknicolaou
my main takeaway from this brilliant piece by Alex Barker and is that that iphone note of brilliant Netflix shows/novel ideas that came to you after one-and-three-quarter-drinks really needs actioning NOW
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Janine Gibson Nov 10
Replying to @annaknicolaou
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Robert Smith Nov 10
Replying to @janinegibson
Direct consequence of easy credit conditions: Netflix is massively free cash flow negative but raises billions of junk bonds every year to fund content spend.
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Janine Gibson Nov 10
Replying to @BondHack
OK maybe i can understand junk bonds ~through the prism~ of Netflix
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folwell Nov 10
Replying to @janinegibson
It’s also entirely anticompetitive. Drags in other broadcasters to adopt unsustainable bus models leading to hastened collapse of a sector that was remarkably unaffected by OTT disruption due to balanced power between platforms, broadcasters and producers. See also podcasting
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Janine Gibson Nov 10
Replying to @folwell
Steve! i swear when i wrote this thread i thought, ‘i bet this is true on a smaller scale of podcasts but I’m going to wait for someone cleverer than me to say it’. YOU WIN THE PRIZE
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Maggie 🇬🇧 Nov 10
I watch TV. I don't stream. I don't have a smart TV but I do have an iPod and will download a programme if I am unable to record it. Why use more electricity by running WiFi when it comes from aerial to TV. Stop streaming. Charge phones and tablets less to help global warming.
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Ian Nov 10
You know it uses electricity to send those waves to your aerial don’t you?
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