1) 2016–15%
2) 2017–25%
3) 2018–43%
Flashback #1: Netflix’s Dilemma: Marketing 700 New Original Series Is A Lot Harder Than Making Them
How much content does $8B buy? The answer from Netflix appears to be 700 original TV shows and 80 original movies.
Quick math: That is a pace of 1 original show every 13 hours and 1 original movie every 5 days.
Flashback #2: Apple Goes to Hollywood. Will Its Story Have a Happy Ending?
Original scripted shows by year (% change YoY):
1) 2009–210
2) 2010–216 (↑ 3%)
3) 2011–266 (↑ 23%)
4) 2012–288 (↑ 8%)
5) 2013–349 (↑ 21%)
6) 2014–389 (↑ 12%)
7) 2015–422 (↑ 9%)
8) 2016–455 (↑ 8%)
9) 2017–487 (↑ 7%)
10) 2018P — 500+ (↑ 3%+)
More #1: Netflix, Amazon Video, and Xfinity are accidentally re-creating cable TV
More #2: Pivoting to TV is the new pivoting to video
More #3: A Six Point Plan for HBO (The Future of HBO, Pt. II)
