If you like stories about con artists, this one is for you. The company reports earnings Tuesday. - Lucas Shaw The best of Screentime (and other stuff) The good news is we leave the realm of speculation in a couple days. The company has pushed back on this narrative, noting in recent quarters that its average user is spending more time on Netflix. We know people are watching more video online.īut as people leave cable and satellite for streaming, are they just watching video online in more places, or are they watching less Netflix? If they are watching less Netflix, they are more likely to cancel. We know people are watching less live TV, and leaving cable and satellite packages. The real question, which none of this data really answers, is whether this loss of share means interest in Netflix is sagging. Netflix accounts for 7 of the 10, but Disney+ and Amazon have entries as well. Here is a list of the most in-demand shows during the first quarter. More people than ever are watching video online, and Netflix isn’t the only place they are watching. The data from Parrot and Ampere reflects that Netflix, once one of just a couple players in its market, is now competing for attention with Disney+, HBO Max, Peacock, Apple TV+, Paramount+, Discovery+, as well as Amazon and Hulu. No company can monopolize creativity, not even Disney. And now that it’s an entertainment company, it really can’t be a monopoly. In fact, its access to catalogs shrank as it shifted from being a tech company that distributed other people shows to an entertainment company that makes its own.
Netflix was never going to have access to every single TV show or movie. It creates a better and better product by using all your searches to make its results better and better. Google – our one true king – can dominate search because it has access to all the relevant information it needs. But is that what these numbers mean? Despite concerns that Netflix would be the next great technology monopoly, Netflix was never going to be the only online video network people used.