cover of episode Is Netflix Spending its $18 Billion Content Budget Correctly?

Is Netflix Spending its $18 Billion Content Budget Correctly?

2025/3/12
logo of podcast The Town with Matthew Belloni

The Town with Matthew Belloni
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Lucas Shaw
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Matt Belloni
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@Matt Belloni : Netflix 的用户参与度虽然总体上升，但每位用户的参与度却下降了约 5%，这可能是因为打击密码共享导致用户分散到多个独立账户。这一趋势表明，Netflix 在扩大用户基础的同时，需要找到新的方式来提升单个用户的参与度，尤其是在内容多样性和个性化推荐方面。 @Lucas Shaw : Netflix 的中等预算原创动作电影（例如《Carry On》和《Rebel Ridge》）表现良好，不需要大制作、高成本的电影也能获得成功。这些电影的成功表明，Netflix 应该继续专注于制作成本效益高的中等预算电影，而不是过度依赖大制作。此外，Netflix 应该更多地授权购买好莱坞电影，因为这些电影在平台上的表现非常好，授权内容的观看量占总观看量的比例越来越高。

Deep Dive

Chapters
This chapter discusses Netflix's recent viewership statistics, and the performance of various content types, and evaluates whether Netflix should focus on mid-budget movies instead of big-budget films.
  • Netflix's subscriber growth was strong, but engagement per subscriber decreased by 5%.
  • The top-performing content includes a mix of originals and acquired shows, with 'Squid Game' as a standout.
  • Mid-budget action movies like 'Carry On' and 'Rebel Ridge' perform better than some big-budget titles.
  • Netflix plans to spend $18 billion on content in 2025 and seeks the right content mix.
  • Mid-budget movies around $40-50 million are suggested as a sweet spot for Netflix.

Shownotes Transcript

Matt is joined by Bloomberg’s Lucas Shaw to parse Netflix’s latest data dump and look at what is and is not working for the streamer. Big-budget live-action movies, sitcoms, reality shows, crime documentaries, foreign films and TV all contribute to Netflix’s enormous slate of content, but which of them are working the most? Is Netflix in need of a Taylor Sheridan-like universe? Do they need $200M live-action movies? How much do they need live events like the Jake Paul-Mike Tyson fight? Should they get into podcasting? (02:56). Matt finishes the show with a prediction about Amazon’s commitment to release 12-14 movies in theaters in 2026 (23:54).

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Host: Matt Belloni

Guest: Lucas Shaw

Producers: Craig Horlbeck and Jessie Lopez

Theme Song: Devon Renaldo

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