MFP

[MFP @mediaflixplus]

@BitmanTW @ShitbeastGrlz PND

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@bradybrendan1 *there has never been a better time in history to watch TV (period!)

[MFP @mediaflixplus]

@loudmouthjulia @ballmatthew @AntennaData @ParrotAnalytics https://t.co/VlNYv9Il2M

[MFP @mediaflixplus]

@AntennaData What are the absolute numbers? True growth for @disneyplus and @hbomax is international not domestic, so showing this on a percentage basis for US-only probably doesn’t tell the whole story (a bit like scaling the y-axis to start at 50 for bar charts only showing values 80-100).

[MFP @mediaflixplus]

@ballmatthew @loudmouthjulia I think d) applies to pretty much all DTC engagement data... @AntennaData @ParrotAnalytics

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@TZM_TMT Bottom line is that the 2 minute metric probably isn’t that meaningful to gauge U.S. audience engagement/interest in international content given who knows how many people “try it out”, only watch a few minutes and then exit (probably a lot)

[Reed Hastings @reedhastings]

At 200m, Rich, it was Denny's on Demand at home.

[netflixde @NetflixDE]

Ok Leute, wer von euch war das??

[Netflix Malaysia @NetflixMY]

📂 Netflix
L 📂 My List
L 📁 Watched (6 items)
L 📁 Unwatched (1,237 items)

… y'all know it's true 👀

[MFP @mediaflixplus]

@WaredSeger @aagave @ScottPorch @netflix But looks like they (and others) are getting there 📺📺📺

[MFP @mediaflixplus]

@WaredSeger @aagave @ScottPorch @netflix Historically film models/ultimates/cash flow waterfalls were used value content. Not for Netflix. They probably value content better than anyone, for a while now. Disney licensing MCU/Star Wars to Netlfix showed they knew how to value content (for cash flows) but not really..

[MFP @mediaflixplus]

@WaredSeger @aagave @ScottPorch @netflix Could people that make content ever value content well?

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@RichLightShed But.. Rebellions are built on hope

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@ballmatthew *Want

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@ballmatthew Need help with Western Media loses ROW?

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@ballmatthew @vlasso Will @Roblox etc partner with entertainment apps? Then instead of @AppleTV, @Roku etc you access entertainment apps through a gaming platform where instead of click-through icons, you access apps through an open interface/world, an open place to hang out while deciding what to do

[MFP @mediaflixplus]

@AntennaData What are the absolute numbers? True growth for @disneyplus and @hbomax is international not domestic, so showing this on a percentage basis for US-only probably doesn’t tell the whole story (a bit like scaling the y-axis to start at 50 for bar charts only showing values 80-100).

[MFP @mediaflixplus]

@AntennaData *US-only

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@ballmatthew @loudmouthjulia Doubt Mulan was ever going to be a hit in China regardless of controversy. It’s basically Hamilton played by an American cast speaking only Chinese.

[MFP @mediaflixplus]

@rameeztase @raoulm @houseofhighligh @BachelorABC Hard to silo to young people unless argument is driving young viewership of live sports. A personal antidote: in 2009 (in college) when @netflix streaming was new, my friends and I (huge sports fans) chose to binge Lost vs watch @NFL playoff games - we laughed about it afterwards

[MFP @mediaflixplus]

@rameeztase @raoulm @houseofhighligh A non-sports analogy: if all ad slots were removed from live broadcast of @BachelorABC would that drive viewership? Guessing probably not meaningfully. Back to live sports, just seems ad experience isn’t a meaningful driver given choice of video content now vs only linear before