• @thibnton
    tbn PUBLIC DOMAIN

    Le rapport trimestriel de #Netflix (T1/2020 #confinement)
    ▻https://s22.q4cdn.com/959853165/files/doc_financials/2020/q1/updated/FINAL-Q1-20-Shareholder-Letter.pdf

    At Netflix, we’re acutely aware that we are fortunate to have a service that is even more meaningful to people confined at home, and which we can operate remotely with minimal disruption in the short to medium term. Like other home entertainment services, we’re seeing temporarily higher viewing and increased membership growth. In our case, this is offset by a sharply stronger US dollar, depressing our international revenue, resulting in revenue-as-forecast. We expect viewing to decline and membership growth to decelerate as home confinement ends, which we hope is soon.

    toujours intéressant à lire #industrie_culturelle

    tbn PUBLIC DOMAIN
    • @thibnton
      tbn PUBLIC DOMAIN

      Meanwhile… 

      ‘Trolls World Tour’ Breaks Digital Records and Charts a New Path for Hollywood ▻https://www.wsj.com/articles/trolls-world-tour-breaks-digital-records-and-charts-a-new-path-for-hollywood-11
      ▻https://images.wsj.net/im-179727/social

      A massive marketing campaign was already under way for the studio’s April 10 release, “Trolls World Tour,” an animated sequel to the 2016 hit. The studio decided not to postpone the opening, instead making the movie available as a digital rental on platforms like Apple Inc.’s Apple TV for $19.99.

      Three weeks later, “Trolls World Tour” has racked up nearly $100 million in rentals.

      With nearly five million rentals in the U.S. and Canada, the digital release has in three weeks generated more revenue for Universal than the original “Trolls” did during its five-month domestic theatrical run, according to a person familiar with the matter. Its performance has convinced Universal executives that digital releases can be a winning strategy, and may diminish the role of theaters even after the pandemic passes.

      Hollywood has had its eye on “Trolls,” which may now offer the best ammunition yet in an industrywide push to change the way movies are released.

      #cinéma #SVOD

      tbn PUBLIC DOMAIN
    Écrire un commentaire
  • @thibnton
    tbn PUBLIC DOMAIN

    #Netflix Reports Paid Customers Rise on Strength Overseas
    ▻https://www.wsj.com/articles/netflix-reports-paid-customers-rise-on-strength-overseas-11547759799

    Companies including AT&T Inc.’s WarnerMedia and Walt Disney Co. are preparing their own content-streaming services to launch later this year. They will be competing with Netflix to sign up consumers and stock their services with content.

    Their entry could drive up Netflix’s programming costs even further, including for popular reruns.

    “We want to win,” [On n’avait pas remarqué] said Netflix Chairman and Chief Executive Reed Hastings when asked about all the new competition. On the company’s earnings call, Mr. Hastings said the goal is still to provide a better environment with incredible content and “no advertising.”

    Netflix said Thursday it was “ready to pay top-of-market prices for second run content.” At the same time, it is making more of its own content in-house as it aims to be less reliant on outside suppliers for original shows and movies.

    Dans son dernier rapport trimestriel — toujours très suivi, ça me fait penser aux Keynote d’Apple —, on apprend notamment :

    – que la firme, qui ne cesse de professer la #transparence, notamment en interne, mais l’est très peu quand il s’agit de communiquer des #chiffres de visionnages de tel ou tel contenu, va commencer à le faire, mais on s’en doute de manière très ciblée.
    – qu’évidemment elle n’a rien contre les salles de cinéma en soi, à condition de ne pas être contrainte par des obligations de financement de la création et les règlementations type "chronologie des médias" en France ; elle communique donc sur le nombre de cinéma qui ont diffusé Roma : 900 en tout. « People love films… at home AND in theaters. »
    – que la techno utilisée pour l’épisode interactif de Black Mirror, dont on a pas mal parlé ici a été baptisée « Branch Manager ».

    Source : ▻https://s22.q4cdn.com/959853165/files/doc_financials/quarterly_reports/2018/q4/01/FINAL-Q4-18-Shareholder-Letter.pdf

    #SVOD #industrie_culturelle

    tbn PUBLIC DOMAIN
    Écrire un commentaire