“We are still far from having reached a ceiling”. Netflix does not look at the expense, and should not do it immediately. While his competitors plan to reduce their investments in content creation, Prime Video and Disney+ first, the SVOD leader confirms his strike force with an envelope of $ 18 billion just for The year 2025.
It is an increase in 11% compared As of last year, 16.2 billion at the time, proof of the good health of the firm which displayed a record increase in its number of subscribers in the last quarter as much as of growing revenues. For Spencer Neumann, director finance of Netflix, the company does not “What to start. We are far from having reached a ceiling ”. It must be said that the company also sees its competitors muscling their game.
Netflix goes to conquer the market
In 2025, the SVOD panorama was never so burst. While the company reigned supreme ten years ago, the giants have embarked in turn in entertainment by subscription with more or less success. Netflix is very aware of the need for its offer to reinvent yourself and strengthen to maintain its dominant position. If 700 million people look at Netflix content, the firm is still small in the wider sector of entertainment.
Indeed, although it is present in 40% of equipped households of connected televisions in the world, the company has only won over 6% of its potential market. It always represents less than 10% of the total spectators of the world, between linear television and free platforms like Youtube to name that. “We see growth opportunities everywhere. Rather, it is a question of knowing where the greatest growth and investment opportunities are … We want to stay in growth mode rather than mode now as long as possible ”.
2025, a pivotal year
In addition to its $ 18 billion investments, which will only bear fruit in a few years, Netflix aims to put its content at the heart of the concerns of spectators. In 2025, the company will sign the return of its biggest success. Season 3 of Squid Game is expected for the month of June, while we are still waiting for news from Wednesday Season 2 and the Grand Final of Stranger Things.
Neumann took advantage of his presence at the Morgan Stanleytech, Media & Telecom conference to reaffirm his desire to bet more widely on live events. If the Jake Paul vs Mike Tyson fight did not go without a hitch, he made excellent audiences and reinforced the firm in his desire to multiply the proposals of the genre. It is nevertheless a technical challenge for the teams, even Netflix seems ready to put the means.
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