retail news in context, analysis with attitude

Variety reports that Netflix said yesterday that it "surpassed 75 million members on Jan. 1, just hours after the end of the Q4 period ... Netflix said its members streamed 42.5 billion hours of video in 2015, up from 29 billion hours in 2014."

The story notes that "earlier this month, Netflix surprised investors with the announcement earlier this month that it had expanded to 130 additional countries, bringing it to a total of 190 worldwide (virtually everywhere except China)."

In a letter to investors, the company said that it intended to continue building on its growth by owning "more of our original programming to allow for greater creative and business control and to ensure global access to content."
KC's View:
This isn't a new thought, but it is worth thinking about Netflix as trying to following the Amazon model ... wanting to be the first, best choice for content. That's a much trickier proposition than it is for Amazon, because entertainment content is a lot harder to corner the market on, but it tells us about Netflix's broader disruptive strategy.

Here's the thing. I think that it won't be long before companies like Amazon and Netflix begin bidding for the rights to stream major sporting events. The Super Bowl on Amazon? Not as hard to believe as it would've been five years ago.