1/ A thread https://abs.twimg.com/emoji/v2/... draggable="false" alt="đŸ§”" title="Thread" aria-label="Emoji: Thread"> on the power of IP vs Platform

"After languishing in relative obscurity on YouTube Red, the "Karate Kid" spinoff #CobraKai has become one of the fastest-rising series on streaming. That& #39;s the power of #Netflix" via @CNN – more context https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="RĂŒckhand Zeigefinger nach unten" aria-label="Emoji: RĂŒckhand Zeigefinger nach unten"> https://edition.cnn.com/2020/08/31/media/cobra-kai-netflix-youtube-red/index.html">https://edition.cnn.com/2020/08/3...
2/ "Demand for the series grew by 110% during the week of Aug 23-29, according to @ParrotAnalytics. A third season, which will be released as a Netflix original series, is expected to arrive in 2021"

@CobraKaiSeries spiked to be #11 most popular show in the US in the last 24hrs
3/ BUT the trending media narrative that the show went from "obscurity" to mass appeal isn& #39;t quite accurate...

Here is @CobraKaiSeries& #39;s demand the week after its season 2 launch in April 2019:
4/ So, #CobraKai was previously (recently) a top-10 title in the US.. hardly "obscure"

BUT, the show hasn& #39;t released any new episodes for almost 18 months and it& #39;s now trending at similar demand levels to its peak demand after its last season drop. THIS is the power of @netflix
5/ This is not the first time and it won& #39;t be the last...

Scale gives @netflix a number of superpowers. Dusting off existing IP off the shelf and achieving a higher marginal return on $ content investment relative to competitors is certainly one of them https://twitter.com/WaredSeger/status/1287824082348564481?s=20">https://twitter.com/WaredSege...
6/ Another superpower is the ability to leverage existing demand to increase the adoption of content.

"Tell people that other people are into something, and a significant number of folks are going to want to see what all the fuss is about." @TVMoJoe https://abs.twimg.com/emoji/v2/... draggable="false" alt="👌" title="Ok hand" aria-label="Emoji: Ok hand"> https://www.vulture.com/2020/06/avatar-last-airbender-netflix-summer-hit.html">https://www.vulture.com/2020/06/a...
7/ But in most cases, there is measurable demand & longevity for the IP. @netflix& #39;s superpowers enable them to extract more value (i.e. better monetize that demand) than the rest.

@lacasadepapel is the best "Netflix Effect" example (needs its own https://abs.twimg.com/emoji/v2/... draggable="false" alt="đŸ§”" title="Thread" aria-label="Emoji: Thread">) https://tv.parrotanalytics.com/US/la-casa-de-papel-money-heist-netflix">https://tv.parrotanalytics.com/US/la-cas...
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