a money getting system

You know what it is

Subscription Video On Demand (SVOD)

Linear TV sucks

Desired content available only at specific times
Not portable (mostly)
Unpersonalised
Poor online "catch-up" offerings
Commercials

Superior internet entertainment

Anytime, anywhere (with an internet connection)
Personalised suggestions
Large catalogue of content
High definition

Brief Netflix timeline

1997 Starts as a movie rental business
1999 Subscription service, unlimited DVD rentals
2002 IPOs on Nasdaq as NFLX with 600K subs
2005 Subscribers exceeds 4.2 million
2007 Introduces streaming on Computers
2009 Partners with consumer electronic companies
2011 Launches in Latin America/Carribean
2012 Launches in Europe, first Emmy
2013 Earns 31 Emmy nominations for original content
2014 More countries, wins 7 Emmys
2015 Available in Australia
2016 Netflix worldwide

Where are they now?

117 Million subscribers
190 Countries
140 Million hours of content watched PER DAY
35.2% of total downstream Internet traffic in North America

There's lots of streaming services what's Netflix differences?

Started streaming in 2007 (First mover)
Ubiquitous (on every device)
Availability (from shitty internet to fibre)
Value (9.95 flat fee, no pay per view)
Customer service (ranked highest amongst peers)
Original Content

Subscribers over time

Revenue over time

But where does it come from?

Netflix killed the Cable star

Mr Worldwide

Insane Reach

Most of its porn

Interbutt

Major Risks

Licensed content expiring
Disney
Jeff
High debt load

Content is king

Disney

21st Century Fox deal
Marvel
Hulu

Amazon Prime

Similar content strategy
Classic Beesos

Debt for content

Who are NFLX's competitors?

Netflix competes with your free time

[...] we compete with all the activities that consumers have at their disposal in their leisure time. This includes watching content on other streaming services, linear TV, DVD or TVOD but also reading a book, surfing YouTube, playing video games, socializing on Facebook, going out to dinner with friends or enjoying a glass of wine with their partner, just to name a few. We earn a tiny fraction of consumers’ time and money, and have lots of opportunity to win more share of leisure time, if we can keep improving.