Netflix social investor presentation draft v1

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No more lonely movie time!.

Netflix Social™

Investors ConferenceAugust 22nd , 2012

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Company and Value Proposition Product Features and Benefits Competition Market Opportunity Potential Risks and Strategies

AgendaNetflix Social™



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•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!.


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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



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The Human Need to Feel Connected


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How It Looks LikeNetflix Social™


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There are not current direct competitors Include best features of existing

technologies loved by users

CompetitionNetflix Social™


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Leverage existing Netflix customer base◦ 27 million subscribers

Partner with top social network providers

Market OpportunityNetflix Social™



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™



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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



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Thank you!



Netflix social investor presentation draft v1

Technology

Transcript of Netflix social investor presentation draft v1