2026-01-18 08:31:17

Looking at Netflix's financial reports, it's clear that since 2019, the growth in movies, TV shows, and variety programs has plummeted dramatically. In the film industry, after the pandemic, box office revenue has not recovered; by 2025, global box office is only expected to reach $8 billion, which is less than in 2002.

The reason is quite simple. Platforms like YouTube, TikTok, and Twitch have almost completely rewritten the entire video content ecosystem. Traditional production processes, distribution channels, and monetization models have been overturned. The once-fortified moat of giants like Netflix and Hulu now seems like yesterday's story.

Content creators no longer rely on Netflix contracts; they can thrive directly on these platforms. Users are also no fools—why wait for weekly updates and pay high subscription fees when they can scroll through short videos and watch live streams more freely? The power structure of the entire industry has been reshuffled, and the era of traditional media is truly over.

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OnChainDetective

· 9h ago

80 billion USD? Wait, I checked the historical data, the global box office in 2019 was 42.1 billion, and now it's dropped to 8 billion... The flow of funds behind this needs to be carefully examined, it feels like big players are quietly shifting their positions. I’ve read the financial report from Netflix three times, and the timing of the sharp decline in growth is too suspicious. Could they have known something in advance? The rise of short video platforms seems to be a change in content format on the surface, but where is the real money flowing? That’s the key, we need to track the anomalies in institutional address movements. Traditional media is dead, but big capital definitely isn’t dead, they’ve just changed shells to continue harvesting the leeks.

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PumpAnalyst

· 9h ago

Oh no, this wave has indeed broken through the support level on the technical side. Netflix's moat is being hollowed out by the big players[Thinking]. While bearishness is justified, the momentum in the short video sector is indeed strong, and there is still room for a rebound intraday. Attention, all retail investors: the bottoming phase of traditional media should be over. Be careful of the fate of the bagholders. This is not meant to be discouraging. Netflix should take profits now; waiting any longer would just be handing knives to others. The risk control capabilities of short videos and live streaming are really strong. Those who haven't kept up with this power reshuffle are the ones getting chopped, so take care of yourselves.

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BugBountyHunter

· 9h ago

Is anyone still subscribing to Netflix now? I deleted it a long time ago. --- Short videos are truly addictive. Netflix's business model should go bankrupt. --- Basically, the content is too scattered, and people's attention is fragmented. --- But I still occasionally watch Netflix, mainly to follow a certain show, not because it's so great. --- The argument that traditional media is dead is too absolute. There are still people willing to pay for quality. --- YouTube and TikTok have completely rewritten the rules of the game. Netflix now feels like an old relic. --- Really, who still wants weekly releases? Isn't it better to binge-watch everything at once? --- This is how the market should be—survival of the fittest. Netflix is the one being eliminated. --- But can long videos and short videos really compare? One is for leisure, the other is true entertainment. --- Wait, if box office numbers were so high in 2002, then there wasn't much room for growth afterward, right?

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Blockwatcher9000

· 10h ago

Basically, our generation is just tired of watching Netflix.

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WalletWhisperer

· 10h ago

nfl collapse pattern is textbook—watch the transaction velocity on creator wallets, they're already migrating to decentralized primitives. blockchain's eating this lunch systematically.

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