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Netflix extends its tightrope part 2: Abroad - Venture Insights

Report Overview

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Netflix extends its tightrope part 2: Abroad

PublisherEnders Analysis.
Publish Date April 16, 2014
Sector Fixed Line (Internet and Voice), OTT Video, Pay TV, Technology.

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Netflix is making steady progress with the global expansion of its streaming business, which now makes up 20% of total revenues, but is still far short of its long term vision of 70-80% share.

Building a large presence in Europe is vital to long term success. The signs are that Netflix is steadily growing its UK and Ireland base, and performing even more strongly in the Nordics and possibly also in the Netherlands.

We are reaching the most critical point of Netflix’s European journey, as it contemplates entry into the key markets of France and Germany. Germany looks the more obvious first choice, with rumours of a September launch, but ideally Netflix will want an autumn launch in France too, if it can handle the extra strain on budgets.