Ok. So FB ends up getting the top spot, which needs to be discounted by the utter hate for the company on HN. (They're called Meta btw) :)
But, surprisingly Netflix seems to ending up on second place. I think that's shortsighted and not taking into account how deeply they're integrated into the film production industry by now.
It's one thing to build a streaming platform and acquire some customers. It's a whole different game to do this and create great content.
PS: My bet is google. Just look at their deteriorating search results and the missing other revenue streams.
I think the problem with Netflix is there's a ceiling. Disney (which owns, like, all the IP out there... not to mention theme parks, sports and countless other things) is worth $288bn and Netflix is somehow worth $291bn!?
Sure, Netflix has some decent movies out there... but do you really think their catalogue even begins to touch Disney? Either Disney is undervalued (probably true) or Netflix is overvalued (definitely true), and Netflix doesn't currently seem to have significant momentum.
Disney owns/co-owns ESPN, Hulu, ABC, Fox, A&E, The History Channel, Lifetime, Vice, 20th Century Fox, 21st Century Fox, Touchstone, Lucasfilm, Searchlight, National Geographic, FX, FXX... the list goes on.
It's worth remembering that Disney's single largest revenue source is... ESPN. Not its animated movies, other film IPs, other TV series, theme parks, or merchandising, but ESPN.
My armchair/couch analysis says that I see way more new, worthwhile content appear on a regular basis on Netflix than on Disney+. Disney does have arguably better content, and the theme parks are certainly a whole different market from Netflix's limited content and content delivery market, though. Disney+ seems to get much less frequent "new" content.
EDIT: Although, I forgot they own Hulu. We use Hulu about as much as Netflix :) They get content at a good pace.
But, surprisingly Netflix seems to ending up on second place. I think that's shortsighted and not taking into account how deeply they're integrated into the film production industry by now.
It's one thing to build a streaming platform and acquire some customers. It's a whole different game to do this and create great content.
PS: My bet is google. Just look at their deteriorating search results and the missing other revenue streams.