[bizaro86]

Originally Posted by #-3

Netflix is basically an 18th century Iberian empire, a middle power that made a huge land grab, and is struggling to hold it now that the big boys in the North see the market, and are starting to play the game.

Pivoting to regions that big guys aren't interested in is a good way to buy time, I think in terms of profit opportunities today it's probably the right move, but I'm not sure it will be remembered as the right move in 10 years.

I actually think they've done a lot of good things with reality, and historic dramas but they haven't showed the IP enough care, the seasons are too short, the release schedules are too far apart, a lot of premises aren't self serious enough, and they let shows overlap with each other too much. One way or another they need to find a way to intrench in western markets with IP that will last longer than 3 years to remain a credible challenger to Amazon, Disney, Apple, HBO.

They probably should have bought MGM a few years before Amazon did. I also think they should buy spinmaster. Full ownership of paw patrol outside the USA, plus a new toy division to start capitalizing on IP.