Chapter 1198： United 1 Front

In the next few days, in addition to filming, Lehmann paid attention to the progress of the international film market and the preparation of the streaming conference.

These days, Amber's official membership group has gradually stabilized at around 15.08 million. With the drainage of "Game of Thrones", overseas servers have been deployed in Britain, France and other places, as well as the Latin American market that continues to consolidate, and overseas members have risen rapidly. At 4.78 million, the number of members in North America remained stable at 10.3 million.

In addition, there are several important data to testify to the progress of the platform. For example, the monthly churn rate of members has dropped to 7.2%. In the past, it was generally above 8.5%, and the monthly increase was slowed to 70,000 to 800,000. The open level on the left and right is positive no matter how you count it.

Of course, if there is no necessary good content to continue to drive the popularity, there will be a situation where the monthly growth rate will decline, the monthly loss will rise, and the number of members will fall below the increase in membership. Therefore, all Amber employees have not slackened, chasing good content and developing the market. , The building of platform reputation has not stopped for a moment.

Moreover, the slowing down of the operation is similar to the curve expected by everyone. With the exclusive content of Firefly's boutique and the frenzy of the self-made drama "Game of Thrones", once the peak has passed, there will definitely be a rebound in the market, and then it will enter a relative market. Slow climb state.

With every good work, whether it is in the field of television or the field of cinema, it is often seen that when it was just launched, it used novelty, audience demand and freshness to forcefully cut the cake of the downward market. Such things often happen. And the situation will not and cannot last, and only after the experience has passed, can you see the chassis of a certain value.

When the tide goes out, you will know who is swimming naked. This sentence is definitely not wrong to describe Amber's madness in early March.

Being able to overtake Netflix in terms of active traffic and playback value with a momentary momentum does not mean that it can achieve a breakthrough in user viscosity.

Is the heart more than enough?

To be honest, there are still a lot of barriers that Amber has not been able to overcome and maintain its advantages for a long time. How can Netflix be the first mover? Their own clustering effect and the market accumulation after 7 or 8 years of exploration are still very energetic. .

Moreover, based on Lehman's understanding of Netflix's execution courage, he also knew in his heart that the emergence of self-made online dramas, under the current stock, Netflix has a greater advantage in going right, because they are listed companies, and every move can trigger The market volatility has more breadth of realization.

After all, from the previous life, Netflix strongly broke the audience's acceptance of film and television channels, and even did not give face to the academies, just to use their own channels to replace the theater to release movies. Once Netflix wants to do something, it will definitely find a way to do it. Ultimately, it does not leave any way out for its own enemies, nor does it seek industry change with "warm feelings".

In fact, "Game of Thrones" has been on the air for nearly a month. There are countless viewers around the world who have watched the show through pirated or genuine copies. However, Netflix has not released any relevant news. Lehman suspects that they are in Holding back his big move, he was ready to take over Amber's self-made banner in one fell swoop.

Think about it and know that even Amazon pretends to use the browsing traces collected, and the users of Amazon streaming media tend to guide the development of their own content. Netflix certainly cannot just cut off the traffic share of the downstream market.

As for when Netflix will openly develop its strength, Lehman can't guess. It's just a matter of waiting for the changes. You develop yours, and I develop mine. No matter how my colleagues play, Amber will firmly implement their own plans.

It is even said that everyone has not defeated the TV station. Streaming media has not really replaced the set-top box as the standard in the home market. The cake is still in the stage of becoming bigger.

Sure enough, Lehman, who had just returned to Burbank to attend the streaming conference, found that Netflix had taken a shot.

"More than 60 million political thrillers? If you don't make it, it's already amazing. Boss, you guessed it right."

In the office, Perlman said, looking at some of the messages posted by Netflix's press officers on Yahoo and Twitter.

I have to say that Perlman still admires the boss's vision. He said that Netflix would make big moves in self-control, and the other party really did it.

Just two hours ago, at around 9:00 a.m., Netflix's press officer revealed a lot of useful and substantive measures on the pace of Netflix's development in the second quarter of this year.

The first big topic in this is that Netflix commissioned David Fincher's studio to shoot a "power story focusing on the working mechanism of the White House", which is adapted from the same name created by Michael Dobbs, "House of Cards".

The other is that Netflix plans to spend 700 million yuan, that is, their members generate about a quarter of profits to develop their own dramas, claiming that "if there is a good project, you will invest in it". This special fund will benefit the majority of the drama industry chain. Very attractive for people.

You know, even in the United States, which has the largest film market environment and market share, there are still many monks and few porridges. A large number of screenwriters, actors, directors, art lighting and other personnel need job opportunities to support and even live a "decent" life.

As soon as this announcement came out, various trade unions, economic companies, and playwrights who thought they were underappreciated fell in love with Netflix, which was rich and powerful. The only thing that made them uncertain was whether Netflix could maintain such an investment amount every year.

But no matter whether it lasts, the money thrown in will mean a lot of jobs waiting to be filled. For a time, streaming media funds have become the third largest source of funds in addition to traditional Hollywood funds such as the Big Six and Wall Street investment banks, and continue to consolidate Hollywood That huge industrial chain.

Of course, apart from the possible positives, it is not that no one has doubts about "House of Cards" and other similar follow-up online dramas, but compared with the popularity of Netflix's offensive, there are more people who are optimistic and support it.

"It's like fighting in the ring on purpose."

Some viewers commented so.

"Game of Thrones" has become the drama with the highest investment amount for fantasy epics, and Netflix has cast a drama with a political theme investment amount that breaks the ceiling. This is not what "very real" is.

The audience is happy, and the uncompromising competition is what drives an industry to thrive.

The more unwilling and wanting to surpass, the more willing manufacturers are to carefully polish good dramas and high-quality dramas in order to take into account the viewing experience of the masses, and wait for users to choose and harvest success.

The high threshold brought by healthy competition is of course a good thing. As an audience, it is definitely the least willing to see the phenomenon of bad money driving out good money in the film and television industry.

"The election is released at this time to raise the stock price."

After listening to it, Lehman didn't think much. "House of Cards" makes money, but Hollywood can't make enough money. He just feels that Netflix's management and the investment banks behind Netflix are calculating and amplifying this. A few good news.

Just look at the current environment:

First, the launch of "Game of Thrones" has obtained enough good feedback, which has weakened the pressure on Netflix;

Second, TV stations do not have that much energy to prevent the majority of producers in the downstream of the industry chain from not cooperating with Netflix. This is no better than the copyright of the content library. When several companies join together, they can block them without supplying new films. Thousands of Hollywood creators need it. Platforms and funds incubate ideas, which cannot be stopped;

Three, Comcast just released the news of expanding the introduction, and the tentative negotiations broke down. Netflix held a streaming media conference to unite the interests of the front, and released the "House of Cards" bomb on the eve of the conference, which attracted attention and caught a good one. The wind direction of the series has improved, and it has become an advantageous bargaining chip for Netflix.

Perlman hummed, agreeing with the boss's conclusion that "Netflix's market value will be affected by this increase", and then chatted about other things.

"The Incredible Hulk 2 has already started to promote, and fans are looking forward to it. The later progress of "Iron Man 3" has not fallen behind, and there will be no problem in July."

"How about Rise of the Planet of the Apes?"

"Universal said that it is scheduled for the end of May, and when the peak of "Hulk 2" passes, it will be launched in theaters."

"Also," Perlman reported on Blue Butterfly Pictures' recent distribution plan, and talked about another thing, "BOSS, there is one more thing, after Amber's copyright legal department was established, it was found that many websites were stealing a lot of money. Recordings of our content, especially Game of Thrones, have been distributed privately in a surprising number of ways."

"Recover the losses as much as possible. Although I don't think it will be very effective, we have to show our attitude."

Killing chickens to warn monkeys?

In the name of user behavior, it is really impossible to isolate things that infringe on the interests of creators and copyright owners on a large scale.

For example, a certain cloud, a certain network disk, etc. are all examples of pirated content but it is difficult to ban it at the legal level. If you really want to be serious, people will take it off the shelves first, and then put it up in the way of user uploading or sharing after a few days. , is not an open and above-mentioned infringement of copyright rights.

This kind of thing exists at home and abroad, and the more areas Mann Media has no energy to take care of, the more rampant the violations will be.

Unless there is a strong and spontaneous protection of the fruits of creation from among the people, there will be no so-called "user collection" that is rubbish.

So hearing that the number of "Game of Thrones" being privately circulated may be comparable to the number of viewing traces recorded on the Amber website, Lehman was not very angry, and his mood was inexplicably relieved.

"Okay, I see, you can go."

...

Wall Street, inside a trading floor.

The streaming media environment has been bullish since Comcast's intention to reach a strategic partnership with streaming media.

Of course, after all, Amazon has a big business, and the benefits brought by its sub-businesses cannot produce too influential growth, and companies like Hulu and Amber are unlisted companies, and no matter how good they are, they cannot be realized from the stock market. Therefore, many Investors can only focus on Netflix, the first stock in the streaming media industry.

When Netflix makes a strong announcement to build its own self-made drama library, it will be even more incredible. A large number of investment institutions start to revel, especially the securities funds that already hold a certain amount of tradable shares.

"It went up! It went up again!"

The U.S. stock market is de-retailed, but this does not mean that the fun of investors is lower and the gambling-gaming psychology is lower.

In particular, the mobile Internet has begun to show its power, and many investors are accustomed to watching the market on their mobile phones and calling securities managers to help them buy and sell.

"It's going to go up, and you can buy it at this price, buy it fast."

On the phone, a middle-aged white man with a wide body and a fat body shouted and cheered, staring at Netflix's slowly rising and firm pace after the opening bell with a red face, and instructing his manager.

"Back to the price of 260 per share."

The manager is also happy.

He followed the customer's needs to find out what the other party wanted him to do.

To be honest, it’s hard not to attract the attention of investors by bringing out the gimmick of “House of Cards” and the self-made craze. Originally, Netflix was the golden flower of the stock market, with a peak value of more than 370 per share and a market value of more than 200 billion. It has a great potential for development. The prospects are still very promising. Even if the measures are improper for a while, everyone believes that it can be turned back.

This is why once Netflix plays the card of "purposeful development of self-made content", both industry insiders and Wall Street analysts are optimistic about it rising.

Everyone else doesn’t understand. After the launch of “Game of Thrones”, many professionals have analyzed whether the next growth point of streaming media is the development of self-made business. Those who have a plan and are willing to develop it are considered to be on the right path. If it weren't for "House of Cards" failing to score -- if it's good, the gains wouldn't be slowing.

However, David Fincher's recent works have never failed The personal style is quite colorful, and it is also a political theme. Everyone is looking forward to the performance of "House of Cards", and it is easy to become popular before it is released.

And just as some stock traders fluttered their arms to be bullish on Netflix, Lyman took Black and his party to Los Gato, California.

This is a conference center that is not open to the public. The lobby with the corresponding background painted on it is just one of the halls. It is decorated in a grand manner and can accommodate thousands of people, but at the moment there are only a few rows of tables and chairs.

As soon as Lehman led the team into the field under the guidance of Miss Sister, he saw Reed Hastings walking over with a few people.

"Amber is hot right now. The performance of "Game of Thrones" after its launch has terrified us."

A few polite words, Hastings said with some emotion.

"I believe your "House of Cards" will not be bad either."

Lyman meant something.

"Thank you for your blessings."

Hastings laughed and said, "I don't know about the cooperation proposed by Comcast. What do you think?"

Speaking of business, Lehman thought for a while, "We must be responsible for technical operations, Mr. Reed, what do you think?"

"We also mean the same thing. We must take care of our own affairs. When we vote on the position, we need all of us to unify our opinions."

Regarding the other party's meaning, Lehman smiled lightly, "Of course, I will never allow anyone to harm our industry anyway."

Hearing this, the other party greeted the others with satisfaction.

In today's venue, there are no more than a few companies with the most energy. As long as they reach an agreement first, the rest of the small websites have to follow. After all, for Comcast, what they want most is the top traffic, not the top traffic. It really has a charitable heart, helping streaming media expand its business scope, and there are calculations.

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