Brind.
  1. Instagram and Netflix are competing in the streaming market.

Netflix Engagement Declines as Users Shift to Instagram

2 reports, 1 independent Updated 00:00
No new developments lately
Reports
2
Developments
1
Repetition
50%

New informationRepeats or wire copies

AI-generated briefing. Brind wrote this from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.

What happened

Some supportReported by 1 outlet

Reports indicate users are spending less time on the Netflix mobile app. Sensor Tower data cited by Goldman Sachs showed that the total amount of time people spent on the Netflix mobile app fell 20% year over year in the U.S. during the third quarter, and 7% globally. Furthermore, Nielsen’s Gauge report noted that Netflix’s share of U.S. TV viewing fell from 8.8% to 7.8% over the last twelve months, while YouTube added about 80 basis points.

From aol.com

Why it matters

Some supportBrind's analysis of the reports

The decline in user engagement coincides with Netflix shares losing 29.87% of their value over the past six months. This shift in user attention occurs as Instagram and Netflix compete in the streaming market for consumer time and revenue.

Instagram and Netflix are competing in the streaming market.

From aol.com

Who's involved

  • InstagramPhoto and video sharing social network where user engagement is increasing.
  • NetflixSubscription video on-demand service experiencing a decline in user engagement.
  • MetaTechnology company that owns and operates Instagram.
  • YouTubeVideo-sharing platform that gained viewing share in the U.S. market.

Who could feel it

Possible knock-on effects

These are possibilities Brind reasoned out, not predictions, and not advice. Most are not stated in any report.

  • NetflixSpeculative

    Netflix might see reduced subscription revenue and market share due to the loss of user engagement.

  • MetaSpeculative

    Meta might see increased ad revenue and platform value due to higher engagement on Instagram.

  • HBOSpeculative

    HBO might gain subscribers as Netflix's market position weakens.

  • AmazonSpeculative

    Amazon might capture more subscribers and market share as Netflix's market position weakens.

  • Disney+Speculative

    Disney+ might gain subscribers as Netflix's engagement declines.

Possible ripples

Who this could reach next, traced step by step from the reporting. Possibilities worth considering, not forecasts.

Keep exploring

Part of

Instagram and Netflix are competing in the streaming market. All 1 developments

The entities involved

Related events

Coverage

Newest first; wire copies grouped
1 more outlet ran the same wire story