Netflix had a truly disastrous earnings call the other day, losing more than $50 billion dollars in market cap in just a few hours. But the reasons why it’s struggling should be obvious to anyone with a solid understanding of digital strategy. It’s not that Netflix is a bad company; actually, I think they’re a great company (and, to be abundantly clear, I have zero opinion on their stock). It’s just that lumping them in with Facebook and Apple and Amazon and Google fundamentally misunderstands their value in the marketplace. FAANG doesn’t make sense—and never has. They’re not part of the AGFAM—Apple, Google, Facebook, Amazon, Microsoft—and for good reason.

What is that reason? What separates Netflix from the other major online players? And what can their recent struggles teach you about your digital strategy?

This episode of Thinks Out Loud dives into where Netflix actually fits in the marketplace, why it’s dramatically different from Apple and Amazon (and, for that matter, HBO Max and Disney+), and what lessons you can learn from them to improve your digital strategy.

Want to know more? Here are the show notes for you.

Thinks Out Loud Episode 347: "What Netflix’s Struggles Can Teach You About Your Digital Strategy" Headlines and Show Notes

Show Notes and Links

Here are this week’s show notes for Thinks Out Loud with links and news related to this week’s episode. Be sure to check out all the links that matter for your business once you’ve given the episode a listen.

* Netflix stock plunges after subscriber losses – CNN

* The Marketplace 100: 2022 | Future

* Beyond Metcalfe’s Law for Network Effects | Future

* The Rise of Netflix Competitors Has Pushed Consumers Back Toward Piracy

* Warner Bros. Discovery – Wikipedia

* List of assets owned by Warner Bros. Discovery – Wikipedia

* The Walt Disney Company – Wikipedia

* List of Netflix original programming – Wikipedia

* List of libraries owned by Warner Bros. Discovery – Wikipedia

* Metro-Goldwyn-Mayer – Wikipedia

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