Netflix wins this month’s streaming war (November 2019)
The news: Netflix wins November streaming war as its stock rises by 2.6 percent to its highest point since August 2018.
We ask: Wasn’t November meant to be Netflix’s most difficult month?
Overview: This is what Netflix has faced so far this month.
- Apple TV+ launched on November 5th
- Friends and The Office leave to HBO Max
- Disney+ launched November 12
- Netflix is getting sued for discrimination
- Disney+ has Netflix in its sights
None of it mattered to Netflix
What happened: This is why Netflix won November.
- Disney+ has launch day outages
- Netflix sign Benioff and Weiss
- Disney+ hacking issues
- Netflix’s Beverly Hills Cop announcement
- Disney meddling with classics
- The Crown released
- The Irishman is coming
Reality: Disney+ needs Hulu to be relevant for adults. Fans picking up the service for Marvel and Star Wars are left with content they’ve seen already and very little more.
Disney+ stuck for kids
Compelling reason: The Mandalorian is Disney+’s only compelling new exclusive, and it’s impressing with high critical and audience reviews. Whether this show can keep people subscribed beyond the first month is a big question, as there isn’t anything else original coming soon to the service.
“We’re basically unbundling to rebundle” and “At some point, there will be platforms that re-aggregate and rebuild. … We’d like [HBO Max] ultimately to be a place where re-aggregation occurs.”John Stankey, HBO CEO
Conclusion: I’ve said it already: Disney+ appears to be ideal for babysitters. As a service user, I’ve been massively underwhelmed to this point, so not the best start.
I can comfortably say that if this was a war, Netflix wins November’s battle.
If The Irishman is the hit it’s expected to be after its Wednesday streaming release, then Netflix should rack up plenty of awards season wins, too.