Industry News

Netflix: Dominance, doubt, and the demystification of competition

3 May, 2021

Netflix missed subscriber forecasts in Q1 2021 by two million and is guiding for only one million paid net adds in Q2 2021. Management is blaming pull-forward effects and weak content for the miss. They see no material change in competitive intensity and point to the huge opportunity in front of them. Independent research data suggests that Netflix's dominance in streaming is fading. Are we seeing a changing of the guard in streaming?

I believe that Netflix is still in the best strategic position in streaming and will continue to dominate the market. Competition is increasing but Netflix will handle it. Shares are out of favor for quite some time now which presents a good buying opportunity for investors.

Visit Seeking Alpha to read this article.

Other insights you may enjoy

Demand360 Lite screenshot


Gain unprecedented access to market-specific TV series demand data and consolidated insights on global industry trends


Rank 15,000+ TV shows in 46 markets across all platforms.

Analytics chart

Discover consolidated insights on global television trends.

Strategy board

Exclusive analyses on global , regional and local content and audience trends.

The Global Television Demand Report 2020

  • Truly understand the global SVOD originals landscape
  • Comprehensive platform market share benchmarks
  • Released each quarter covering 10 global markets
  • Get exclusive access to our comprehensive reports
  • Available for FREE with a DEMAND360LITE subscription