Netflix faces its final quarter of calm before the streaming wars begin

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Disney+ and Apple+ will have launched by the time Netflix's next reports quarterly earnings. HBO Max and Peacock will soon follow in 2020.

There are two schools of thought on how competition will affect Netflix. The bull case is the "rising tide lifts all boats" option: more streaming services will bolster Netflix's growth by accelerating the transition from traditional bundled pay-TV to streaming alternatives. Aboutof all U.S. households still subscribe to some form of traditional TV, with an additional 29 percent paying for live TV streaming services, according to a Deloitte survey earlier this year.

The bear case for Netflix is that consumers will view new streaming options as replacements, rather than supplements, for Netflix. If consumers don't cancel traditional TV and stick with an average of three additional streaming products, Netflix will now be vying not only withNetflix's stock has slumped more than 22 percent since it reported its last quarterly earnings on July 17. Netflix added just 2.7 million new net subscribers in the second quarter, well below its 5 million estimate.

 

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Netflix movies either horror, radical, political correct - or very boring or even silly. Nothing inbetween - except Breaking Bad or El Camino.

Yeah, that's not going to affect us in Africa. Netflix is the only service that doesn't require a frikkin VPN.

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