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Netflix will launch in New Zealand and Australia on March 24

Ruth Reader / VentureBeat :

VentureBeat Ruth Reader

Context & Ripple Effects

This launch is one step in Netflix's stated plan to be in 200 countries within two years — announced in January, it set the cadence the rest of the year followed. New Zealand and Australia arrive just weeks before the fall launch in Japan, making Oceania the first leg of a rapid-fire international sprint.

The rollout didn't slow after March: by June Netflix had committed to an October launch in Italy, Spain, and Portugal, and by September to Singapore, South Korea, Hong Kong, and Taiwan for early 2016. The March 24 date matters because it is where the two-year global plan stopped being a promise and became an operating schedule.

First-order effects

  • Netflix subscribers in both countries get same-day access at launch-day pricing of AU$8.99 for standard definition and AU$14.99 for Ultra HD (confirmed when the service went live) — a two-tier structure that becomes the local price anchor overnight.
  • The launch moves Netflix materially closer to its 200-country target, converting two entire national markets from unavailable to served in a single date.

Second-order effects

  • The AU$8.99 entry tier sets the benchmark any competing subscription video service in Australia or New Zealand now has to price against, compressing what local entrants can charge.
  • Each successive market announcement — Japan, Southern Europe, East Asia — reuses the same launch template, so operational lessons and content-licensing deals struck for ANZ become inputs to the next wave rather than one-off efforts.

Third-order effects

  • If the 200-countries-in-two-years pace holds, streaming distribution shifts from region-by-region licensing windows toward near-simultaneous global availability, eroding the territorial release structures that paid-TV and film distribution were built on.
  • A globally uniform service model also concentrates bargaining power with rights holders around a handful of platform-scale buyers, raising the cost floor for any regional player trying to compete country-by-country.

The trend: Netflix is executing a compressed, region-staggered global rollout that aims to make its service available in 200 countries within two years of the January 2015 announcement.