Member Mailing #255: Rethinking the Long-Term Value of Original Content in Streaming

Netflix owns the precedent for the long-term value of original content on a platform, & HBO Max, Roku, Tubi TV, and IMDb TV learning targeting software is key

Key takeaway: Netflix set the bar for long-term value of original content on an SVOD at more than $0, but those economics are changing with the emergence of original content on free AVOD services, and HBO Max’s AVOD tier. A key factor in these economics is personalization software, which Netflix, Roku, Tubi TV, and IMDb TV offer, but HBO Max is in the e…