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State of the Screens

Netflix Can Either Become the Dominant Media Monopoly of the 21st Century or Go Bust

By July 24, 2018No Comments

Netflix stock price:
Current — $361.05
52-week high — $423.21
52-week low — $164.23

Why is Netflix stock so volatile? Netflix is a binary bet. You either believe that they are building the dominant media platform of the future or is on its way to bankruptcy. Not much middle ground.

High bar: 5.1M new subscribers was a disappointment!

Wall Street expectations vs. Actual in 2018-Q2:
1) Projected — 6.3M
2) Actual — 5.1M

Several analysts believe that Netflix needs at least 250M global subscribers in order to make their economic model work.

Emmy nominations 2018 by show:
1) Game of Thrones (HBO) — 22
2) Saturday Night Live (NBC) — 21
3) Westworld (HBO) — 21
4) The Handmaid’s Tale (Hulu) — 20

Emmy nominations 2018 by network:
1) Netflix — 112
2) HBO — 108
3) NBC — 78
4) FX Networks — 50

30% of the 538 nominations went to a tech platform.

Flashback: Streaming services led by Netflix pile up 2017 Emmy nominations

More #1: Netflix Is Spending More on Marketing This Year Than Some of Its Rivals Are on Content

More #2: The Crazy Numbers Behind Netflix’s 20 Years of Success

More #3: It takes 11 months for Netflix to achieve payback on each new U.S. subscriber

Michael Beach

Michael Beach

Michael Beach is the Chief Executive Officer of Cross Screen Media, a media analytics and software company that enables marketers to plan, activate, and measure CTV and linear TV at the local level. Michael is also the founder and editor of State of the Screens, a weekly newsletter focused on video advertising that is a must-read for thought leaders in the advertising industry. He has appeared in such publications as PBS Frontline, The Wall Street Journal, The New York Times, Axios, CNBC and Bloomberg, and on NPR’s Planet Money podcast.