1/ The undermonetization of the Prime membership will be an important growth lever for $AMZN
The price/value gap is evident in the US, but more so in international markets.
Let's see some numbers for Spain.
(Cont.)
The price/value gap is evident in the US, but more so in international markets.
Let's see some numbers for Spain.
(Cont.)
2/ $NFLX costs a minimum of €7.99/month and $SPOT costs €9.99/month
I pay €36/year for my $AMZN prime membership and I could get Amazon Music unlimited for an additional €9.99/month, bringing the yearly total to €156 for both subscriptions
I pay €36/year for my $AMZN prime membership and I could get Amazon Music unlimited for an additional €9.99/month, bringing the yearly total to €156 for both subscriptions
3/ By paying €156 euros I would have access to:
- Fast delivery
- Amazon Music Unlimited
- Amazon Prime Video
On the other hand, it would cost me €215/year (39% more) to enjoy $NFLX (the low tier) and $SPOT and I would forfeit fast shipping
- Fast delivery
- Amazon Music Unlimited
- Amazon Prime Video
On the other hand, it would cost me €215/year (39% more) to enjoy $NFLX (the low tier) and $SPOT and I would forfeit fast shipping
4/ Yes, $SPOT might be better than Amazon Music today, but the gap is closing
Yes, $NFLX might be better than Prime Video today, but the gap is also closing
Ps: I'm not a typical $NFLX user because I don't watch a lot of shows
Yes, $NFLX might be better than Prime Video today, but the gap is also closing
Ps: I'm not a typical $NFLX user because I don't watch a lot of shows
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