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Dumbo

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“As the world’s largest streaming service, they’re the folks with the target on their back and everyone has to compare to, if not try to, beat,” McLennan noted. “That said, they’re not the most popular everywhere. Regional services can and are beating them at their own game in many parts of the world. To their credit though, Netflix has made, and continually makes, changes in their content mix/investments/pricing and local relationships to meet the mercurial consumer and governmental requirements to get better traction in those select markets.” Netflix and HBO have always had a “friendly” contest to have award-winning tentpole productions because they realize Oscars and Emmys garner consumer buzz, which has proven to attract viewers which in turn become subscribers. With Disney taking back their own Marvel, Fox, mouse and other content for the Disney+ channel as well as other first-run content production houses; Netflix has been investing billions in original content ($12.04B last year, $15B in 2019), expanded production activities internationally and has been aggressive in retiring titles to their growing library – often upsetting subscribers – for “later.” With his eyes fixed on his own star on the Hollywood Walk of Fame, Jeff Bezos’ Amazon followed Netflix with its Prime Video Service for 190 countries with “a lot” of subscribers. Content is part of the company’s umbrella Prime subscription which has 100M subscribers. But they have also been aggressively investing in original content and awards. HBO with in-demand content like Game of Thrones and Westworld also offers content from sister companies Warner Bros. Pictures, 20th Century Fox and Universal Pictures and has about 5M subscribers.

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