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October 27, 2021
Netflix has been criticized for not having enough enduring franchises like Marvel and Star Wars. Having those would certainly aid its efforts to expand into merchandise licensing, which is one of Walt Disney Co.’s highest-margin businesses. Still, while those franchises may have helped Disney+ get a lot subscribers out of the gate, its narrow focus could also limit the ultimate size of its subscriber base. Even for viewers who favor a specific genre, the overwhelming majority of their viewing time is spent on services with broad menus, according to a recent Parks Associates survey.
From the article "Netflix is Winning Streaming's Own 'Squid Game" by Tara Lachapelle.
Perhaps the bigger surprise is that more haven’t exited the market — yet. “We’re finding that there are many services that are … getting enough subscribers just to be able to be sustainable,” Brett Sa...
“While pay TV penetration has declined among U.S. broadband households, adoption has remained steady among Spanish-preferred and bilingual households over the past few years,” Brett Sappington, Parks...
The popular “subscription fatigue” narrative is that consumers have topped out on the number of over-the-top services they’re willing to pay for and are now in pruning mode. But Parks Associates—wh...
While the home is shaping up to be the battleground, cable operators and other service providers are jostling to position themselves as the aggregation and management point of this emerging class of s...
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