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1
No more lonely movie time!.
Netflix Social™
Investors ConferenceAugust 22nd , 2012
2
Company and Value Proposition Product Features and Benefits Competition Market Opportunity Potential Risks and Strategies
AgendaNetflix Social™
No more lonely movie time!.
Investors ConferenceAugust 22nd , 2012
3
•Neflix (NASDAQ: NFLX)•With more than 27 million streaming members in the United States, Canada, Latin America, the United Kingdom and Ireland, Netflix, Inc. is the world's leading internet subscription service for enjoying movies and TV programs. For one low monthly price, Netflix members can instantly watch movies and TV programs streamed over the internet to PCs, Macs and TVs.
Parent Company
• No more lonely movie time!. •Netflix is launching a new era of watching movies. Netflix Social™ is the perfect solution for social people who enjoy company to watch movies and television, but distance and time constrains them to fulfill this desire.
Value Proposition
•Broad market appeal; e.g. family members and friends in different locations•Online education
Target Market
Company and Value Proposition
Netflix Social™ No more lonely movie time!.
Investors ConferenceAugust 22nd , 2012
4
Product Features & Benefits
Invite friends &
family
• Break the distance barrier
• Leverage social network
Chat / video
feature in real time
• Improved entertainment (viewing) experience
Social Network
integration
• Post-viewing socialization
Enjoyable movie
watching experience
Netflix Social™ No more lonely movie time!.
Investors ConferenceAugust 22nd , 2012
5
The Human Need to Feel Connected
Netflix Social™ No more lonely movie time!.
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How It Looks LikeNetflix Social™
No more lonely movie time!.
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There are not current direct competitors Include best features of existing
technologies loved by users
CompetitionNetflix Social™
No more lonely movie time!.
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Leverage existing Netflix customer base◦ 27 million subscribers
Partner with top social network providers
Market OpportunityNetflix Social™
No more lonely movie time!.
Investors ConferenceAugust 22nd , 2012
Americans spend more time on Facebook than they do on any other U.S. website with 845 million users at the end of December 2011, and more than 425 million of them use the site daily.
Social network + video experience
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Paid by users:◦ Fixed: Monthly subscription fee; good deal for
super users◦ Variable: Pay as you view; attractive for new or
infrequent users
Paid by brand companies◦ Leverage user profiles for target advertisement ◦ Ads will show up at the beginning and end of
movie show.
Revenue ModelNetflix Social™
No more lonely movie time!.
Investors ConferenceAugust 22nd , 2012
10
Potential Risks and Strategies
Big competition interested in this market
First to market, offer great value and service to discourage users to switch
Cost of content risingOffer incentives to movie providers to join Netflix Social
Brandwidth taken for transmission could affect qualityDevelop right technology, establish partnership with data centers
Netflix Social™ No more lonely movie time!.
Investors ConferenceAugust 22nd , 2012
11
Thank you!
Netflix Social™ No more lonely movie time!.
Investors ConferenceAugust 22nd , 2012