Entering text into the input field will update the search result below

Why Everyone Is Asking The Wrong Question About Facebook's Original Programming Strategy


  • Facebook recently revealed its plans to enter the original content space with a variety of programs.
  • While many have asked if getting into the area is a good idea, the better question revolves around whether the content Facebook will use to populate it is strong.
  • Among the programming reportedly on deck includes the revival of a cancelled series, a game show, a relationship drama, a reality project and a docudrama around the controversial Ball family.
  • On the surface, that roster doesn't really inspire a lot of confidence when higher-tier programming exists on a number of rivals' platforms.
  • That's not to say an innovative disruptor like Facebook won't be successful in the space, but for the moment, investors should take pause in the plan.

With Apple (NASDAQ: AAPL) (finally) stepping up its original programming strategy, it shouldn’t be a shock to see other top-shelf companies re-thinking their own strategy in the space. The one that is getting the most attention at the moment is Facebook (NASDAQ:FB), as the tech company looks to enter the world of media.

Earlier this year, Facebook revealed its plans to follow in the footsteps of Netflix (NFLX), Hulu, Amazon (AMZN) and others by again challenging the traditional network model of TV. For a company that was already a disruptor, the move is seemingly the next logical step, but that's not the question we should be asking.

Instead of focusing on the aspect of whether the company should enter the space, the better question investors should be keyed in on is whether it has the right content to enter the space. We've all seen what Netflix and the like have done to the industry, and we know that people want (and will pay for) new and exciting content. Yet, we've also seen that not everything counts as new and exciting content.

Even Netflix, which invests roughly $6 billion in new programming, has seen that sometimes its highest-concept big swing series are not being well received (and as a result, are now being cancelled quicker). Investors should also remember it took Hulu until last year to start to break through with "name" shows, and it took until this year for it to even have a bona fide hit series.

This is not easy. Any network programming chief will tell you that putting together their schedule is a delicate balance. While the streamers don't have to worry about a lineup, those teams still have to worry if their content will be watched or even sampled.

This is actually a unique situation in

This article was written by

A long time entertainment industry professional, I have worked with a number of top Hollywood studios and networks. With over a decade in the field I use my in-depth knowledge of film and television to inform potential investors about the viability of the many upcoming projects in the industry. Questions? E-mail me at TheEntertainmentOracle[at]gmail.com.

Analyst’s Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.