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Even if Netflix continues to add to their library every week and announce new projects almost daily, the online broadcast service will soon lose a decent share of its offers for subscribers. According to recent badysis, Netflix may lose 20% of its library as new streaming services from Disney, WarnerMedia and others begin to appear this year.
According to industry research firm Ampere Analysis (via ComicBook.com), Comcast (or NBCUniversal), Fox, Disney and WarnerMedia currently account for about 20% of the Netflix content library. And almost all have announced their intention to launch their own streaming services, which means that each of them will probably not send as much content to Netflix.
Disney is launching its Disney + streaming service by the end of 2019 and WarnerMedia has already detailed plans for its own streaming service in the same non-specific time window. Meanwhile, Comcast (owner of NBCUniversal) has just restructured its management team to focus on a new streaming service for its television and film offerings, a service that could eliminate basic programming such as Office of Netflix in the years to come. Finally, Fox is absorbed by the Disney banner. As a result, many movies and TV shows will likely be heading to Disney +.
However, it is simply a forecast based on badumptions. Although many programs will eventually be exclusive to these streaming services and will no longer be available to Netflix, it is not irrefutable to conclude that all this content will be exclusive. After all, Netflix has to pay this content to these companies, and if they are willing to pay $ 100 million to WarnerMedia to keep all of Friends' seasons until 2019, it would be incumbent upon them to give Netflix the opportunity to keep part of their income. movies and television shows.
It's also worth noting that all Disney, Fox, WarnerMedia and Comcast content is not as valuable as something like: friends or Office. So, although Netflix may lose 20% of its library if these companies take all their balls and go home, this is not likely to be a big loss for most subscribers. This is especially true when you consider the original content produced by Netflix, which spent about $ 13 billion last year for new content.
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