Netflix's vulnerability is content offerings: it <i>must</i> have the biggest selection of movies possible. Much of its audience relies on it being the near-sole source of content, being unwilling to fiddle with more than 2-3 content providers (ex.: I'm content with Netflix for bulk/old content, iTunes for premium, and Redbox for latest & cheap...if it's not there, I'm not watching it). A headline today notes Netflix is about to lose >1700 titles soon for want of licensing; I wonder how much of my 100+ item queue is going to evaporate as a result, and how annoyed I'll be (there's no hint as to what's going away).<p>Word now is Netflix is starting to focus on "exclusive content". That's fine, so long as it is <i>not</i> to the <i>exclusion</i> of other content. I'm not interested in House Of Cards or other particular shows to the point of giving up anything else I want to see on a moment's notice. Be sure there's enough available that there's far more I want to see than I possibly can at any given time. When users go to Netflix and decide "there's nothing I want to watch", it dies.<p>Losing prolific titles in favor for a handful of high-profile exclusive offerings? Doom awaits.
Horrible article, poorly written plug for "plateaus". Somebody should tell the authors of this article about "House of Cards", apparently they missed the fact that Netflix is trying to become a content provider.