Trouble Ahead: Netflix's Bad Quarter Could Turn Into a Bad Year
Ever since the news that Netflix would be losing Disney 和 Marvel content—a move that's well underway—as well as 朋友 和 办公室 在接下来的几年里, analysts have been predicting that the streaming giant is headed for a major loss in subscribers. But yesterday Netflix announced its first major drop in U.S. 用户- 126,000 left in the second quarter—indicating that the exodus may have already begun, indicating that a lack of licensed content isn't really the issue.
办公室 和 朋友 are, according to some reports, the most-watched shows on Netflix, 和 they're still on the service. 而是通过Netflix的 自己也承认, Q2 was light on tentpole original content. 第三季 陌生的东西 直到第三季才开播 橙色是新黑人的 new season is coming later this month, 和 season three of 皇冠 会在今年晚些时候推出吗.
When Netflix doesn't have to pay the hefty licensing fees for Disney/Marvel, 办公室, 和 朋友, it will have even more to spend on Netflix Originals, 和 it's going to have to do just that. 原创系列如 欧扎克 和 死于我 获得艾美奖提名, but nobody is checking daily to find out when the next seasons will premiere, so Netflix is going to have to come up with a lot more original series to fill the void. 让我们面对现实吧，就像 i is, Netflix has yet to create its Game of Thrones. Netflix has had a few blockbusters, but has yet to create a mega-blockbuster like that.
迪士尼+，时代华纳的 HBOMax (其中将包括 朋友), 和 NBCUniversal's yet-unnamed streaming service (which will include 办公室伺机行动, 网飞公司有很多工作要做, 和 that work needs to happen on two fronts: the blockbusters 和 the "comfort food" series like 朋友 和 办公室, which are the streaming equivalent of the M * * * H reruns that used to run on local affiliates up to three times a day: shows that keep viewers coming back but don't dem和 too much from them. 不幸的是Netflix, that kind of content isn’t necessarily something they can create themselves, 因为这需要熟悉度, 怀旧之情, 还有很多季的剧集.
Without it, though, Netflix's days as the undisputed streaming service champion are over.
[This article appears in the July/August 2019 issue of 流媒体杂志 作为“一个时代的终结?"]
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