Why Batman and Everything Else Is Coming to Netflix
The Town with Matthew Belloni
The Ringer
4.3 • 1.1K Ratings
🗓️ 7 November 2023
⏱️ 30 minutes
🧾️ Download transcript
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| 0:00.0 | For all your fantasy football needs, check out the ringer fantasy football show with me, Danny Highfetz, and Craig Horlebeck. |
| 0:07.9 | That's the ringer fantasy football show on Spotify or wherever you get your podcast. |
| 0:14.4 | It is Monday, November 6th. Why do you subscribe to a streaming service? Once you're subscribed, why do you keep the service? |
| 0:22.3 | Those sound like pretty simple questions. |
| 0:24.3 | There's a lot of people whose jobs are to try to figure out the answers. |
| 0:28.0 | If you think about it, actually, those are the fundamental questions, |
| 0:30.5 | maybe even the only questions that matter in the streaming business. |
| 0:33.5 | Is this piece of content going to make people more likely to subscribe |
| 0:36.9 | or less likely to churn out? |
| 0:39.8 | There are no easy answers. |
| 0:40.9 | It's, by far the biggest winner so far in the streaming wars. |
| 0:44.3 | It's getting super aggressive at a time when some of the others are struggling and more willing to sell them A-level content. |
| 0:50.4 | Starting December 1st, about 12 of the recent DC movies from Warner Brothers will drop on Netflix. |
| 0:57.0 | Man of Steel, the Batman, Black Adam. |
| 1:00.2 | Great move by Netflix. |
| 1:01.5 | Those movies have built-in audiences, young people, just the kind they're trying to win over with the password-sharing crackdown. |
| 1:07.9 | And on the Warner's side, they're just trying to extract as much money from these |
| 1:11.8 | titles as possible. Warner Discovery has tens of billions of dollars in debt to pay down. Stock |
| 1:17.4 | prices languished. Plus, it has argued, thanks to the data, it has a pretty good idea of which |
| 1:23.0 | content is driving subscriptions on Max and preventing churn, which isn't. For the most part, very few |
| 1:29.4 | titles drive most of the activity on all these streaming services. Bloomberg published some |
| 1:34.1 | data on that front as well. A London firm called Digital Eye did a study, and less than 5% |
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