After blowing its 2017 expansion targets out of the water way ahead of time, Netflix (NASDAQ:NFLX) is setting its sights on becoming the world's television channel.
In this video segment, Motley Fool analysts Sean O'Reilly and Dylan Lewis talk about how Netflix is looking to do that with originals The Get Down and The Crown. The former, according to IMDB, is about "a rag tag group of teenagers [who] run wild in the streets of the Bronx in the late 70's," while the latter "focuses on Queen Elizabeth II as a 25-year-old newlywed faced with the daunting prospect of leading the world's most famous monarchy while forging a relationship with legendary Prime Minister, Sir Winston Churchill."
A full transcript follows the video.
This podcast was recorded on Jan. 8, 2016.
Sean O'Reilly: Way ahead of schedule ... the stock went up a bunch. Basically, the moral of the story, and what the thrust of the speech was, Netflix wants to be the world's TV channel.
Dylan Lewis: I buy it.
O'Reilly: I don't know, I think, how much I use it and my son uses it now to watch Daniel Tiger. It's a big deal.
Lewis: For them to be doing that, and to become a channel in their own right, that involves a lot of original content.
O'Reilly: That kept on coming, too. By the way, House of Cards is coming out in a month and a half.
Lewis: I can't wait.
O'Reilly: So excited! "America, I'm just getting started."
Lewis: That was pretty good.
O'Reilly: Thank you. If you didn't know, that was my Frank Underwood, poorly done impression. Anyways, in addition to all of this, Reed Hastings announced two series, which is what you were hinting at. The first was The Crown. It's going to be a British period drama, starring Claire Foy as Princess Elizabeth and Matt Smith from Doctor Who -- I don't know if you're a Doctor Who fan.
Lewis: I'm not, but there are many people around the office in HQ who are really into Doctor Who.
O'Reilly: Yeah. He's going to be playing Prince Philip. It's basically when she becomes queen and all this stuff, they show her trying on the crown and everything. I couldn't believe how long that preview was. I watched it and it was like 4 minutes. I was like, wow, really? The other one, this actually looks cool, too, it's a '70s period drama set in the Bronx, and it's called The Get Down, starring Baz Luhrmann, and he's basically a disco club scene things, it looks really cool. This is a big deal, because Netflix just keeps diving deeper into owning their own content, and the value for both of them and us, the viewer, is huge. I can't imagine not having House of Cards.
Lewis: What better way to make your platform super sticky than to have content you can only get there?
O'Reilly: Only on Netflix.
Lewis: Yeah. I mean--
O'Reilly: These things get buzz, and it's just game over.