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by matwood 3511 days ago
It would be interesting to know how many people subscribe and unsubscribe to Netflix for a single show. I tend to think it is a small minority, but without numbers it is hard to know.

Also, the up front production costs do not need to be recaptured on first watching. The 90M to produce Marco Polo creates and asset that can be sold, traded, etc... Eventually Netflix will have so much good, custom content that a new person joining will take years to go through it all if possible. What we are watching now is them bootstrap that process, but it will not always be that way.

5 comments

Yes, usually you'd have to consider syndication rights, DVD sales, merch, etc when looking at a show's overall profitability.

OTOH, it would appear in many cases those rights aren't going to Netflix directly. See

https://www.wired.com/2014/03/comcast-bites-netflix-snagging...

, for example.

(Of course, this is how Netflix is getting so many shows made - they're trading those rights to the production company in exchange for not footing the entire production cost.)

It's worth noting, though, that those will scale strongly with the initial success of the show. Breaking Bad DVD sales were huge. The sales of DVDs of, say, "Alphas" on Sci-Fi will not be nearly as impressive.

As for subscribe numbers - I don't have hard figures, but based on years of persuading people to watch video-based narrative content I'd guess 5% of total viewers for a weak show, 10% for a strong show or one that's capturing a new audience, 18% for one that's both very strong and targeted at a radically new audience. Occasional outliers like Breaking Bad and Game Of Thrones will probably provide higher capture for the subscription services showing them, but they're 1-3 times a decade phenomena.

"It would be interesting to know how many people subscribe and unsubscribe to Netflix for a single show."

I haven't subscribed ever for just a single show but I tend to subscribe for one month to watch a few shows and then unsubscribe for maybe 3-4 months before returning.

I have a UK account but live most of the time in Spain. The offering is similar in size. I have bothered a couple of times to go via vpn to get the US version but not found it so much better that it's worth the extra effort.

I have an amazon prime account too that I have never cancelled. Partly because I sometimes use the free delivery option when I'm in the UK but also with amazon I find new stuff worth watching tends to come along a bit more frequently.

my "to do list" on netflix probably has 500 hours of television on it. That's ignoring the random stuff I'll see as new and just watch (eg gone girl) or the re-watching of a classic (hello breaking bad).

Netflix still has shitty recommendations, and annoying pushing of content I'm not interested in. But by the time I get through all the things I actually want to watch as of today I'd be amazed if there wasn't almost as much new content. In other words I don't think I'll ever run out.

> it would be interesting to know how many people subscribe and unsubscribe to Netflix for a single show.

I don't know about Netflix, but anecdotally, I subscribed to HBO just for Westworld alone.

Well a better example of one show subscribers would have to be Game of Thrones for HBO. I would love to see their subscriber numbers throughout a year