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Streaming Services 2: The Purge [business/marketing/not-content news]


SpaceChampion
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https://www.streamtvinsider.com/video/mybundle-ceo-hundreds-cable-operators-drop-traditional-pay-tv-coming-years

Days of the pay-TV on cable is reaching a twilight.

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Three small-sized cable television operators have announced plans to wind down their traditional pay TV services and push customers toward streaming cable-like replacement products. It’s a move that one industry expert says will become part of a much broader trend as cable companies shift their focus toward higher-margin broadband offerings.

Since the start of December, thousands of customers in Alaska, Nebraska, Indiana and several other states have received notices from their local cable operator that they will soon need to purchase a streaming cable replacement like Sling TV, YouTube TV or Hulu with Live TV if they want to continue watching cable news and certain sports in the future.

In Alaska, Ketchikan Public Utilities (KPU) said around 1,200 cable TV customers will need to find a streaming option to receive the channels they want by next September, when the company plans to shut off its pay TV product. In an interview with the website Policyband, a KPU executive said the decision to shut off cable TV was driven by a desire to save around $500,000 on replacement cable TV boxes and an uptick in the number of streaming cable-like services on the market.

 

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Regarding the WBD-Paramount merger rumors.

On the one hand, a quick google search suggests that WBD is twice the size of Paramount in terms of market cap, which suggests it would be more of an acquisition than a merger. On the other hand, Paramount is actually going to make money this year; WBD definitely isn't. Plus WBD is still carrying a massive $45 billion in debt after being spun off from ATT.

There are probably some economies of scale to be had from combining their streaming services, and with their combined catalogues, they'll have something pretty formidable. It'll be interesting to see how they make this work. 

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1 hour ago, Ser Rodrigo Belmonte II said:

Surprised Disney dosent try to acquire Paramount or other studios considering their history 

I think their history is the problem.

They're still dealing with the Fox acquisition, the biggest in their history, which came barely a year before the company's earnings took a massive shit thanks to the pandemic. A bowel movement from which they have yet to recover thanks to sluggish streaming numbers and multiple box office, ah, "disappointments". It's questionable whether or not the Fox deal has contributed much of anything to Disney's bottom line. 

Previous box office juggernauts like the MCU, Pixar, and Star Wars aren't the money printing machines they once were. I still say we won't see a SW film in theaters before the end of the decade.

The one cinematic bright spot is Avatar, which they own now that Fox is a subsidiary. The problem is, they have to share those profits. 

MCU films are made by Marvel studios. SW films are made by Lucasfilm. Both are wholly owned by Disney. Avatar 2 lists 3 production companies: Lightstorm Entertainment: Cameron's production company, TSG Entertainment: a production company that does film financing, and 20th century Studios: which is owned by Disney.

Lightstorm owns the IP, (which means Disney has to pay Jim if they want to do anything Avatar related like park attractions or merch), guaranteed he's getting paid.  And depending on what TSG kicks in, it's possible Disney sees very little of the revenues from that film.

I think they're more concerned with getting their own house in order than adding to it. Then you have the federal approval required for Disney to make another acquisition. That might not be so straightforward.

Nah. I think they're good for now. 

 

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Archer Season 14 has dropped on Netflix UK.

Fun. The show is faded from its glory days but the agency now being led by Lana who can't keep herself out of the field is a good premise. It's also interesting they are acknowledging the passage of time more, with Archer's antics now being increasingly silly given his age. The show feels like it could have maybe struggled on for a few more seasons before dying of apathy, so at least it went out when it was still amusing.

Annoyingly, this is just the 8-episode main season. The 3-part season finale that aired separately hasn't joined reached Netflix UK yet.

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  • 1 month later...
  • 1 month later...
37 minutes ago, BigFatCoward said:

When the fuck did they start doing adverts on prime? What the actual fuck. 

Yeah it’s shit. They put out emails saying you can upgrade to not get adverts. Cheek of it, they have almost nothing on there most of the time anyway.

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The end of January -- unless you pay AP more every month. Earlier in Europe.

They are all doing this.

The Golden Age is over.  Back to the drek of cable with hundreds of shows, none of which you want, and costing more, even as they consolidate.  MAX/HBO is utter shyte at this point.

Edited by Zorral
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Time to keep track of how much I use Amazon for the free shipping. If it doesn't severely surpass the rising annual fee, I'll start treating Amazon Prime Video like other streaming services: only subscribe for a month to catch up and cancel.

The rise of Disney+'s price put them in that category too. I'd like to keep streaming around $30-40 a month, thank you very much.

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  • 1 month later...

I only noticed ads at the start of videos on Prime which is not that bad, honestly, certainly not to the same extent as, say, Hulu or Paramount+. If they get more prevalent then, yeah, that's annoying, but right now? Meh.

Certainly does mark the end of the golden age of streaming, if there ever really was such a thing.

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we left the house the other day and i paused netflix, which meant i could only use one account, even for downloaded content in the car, so one of the kids had a meltdown.  Surely it can recognise that a paused TV is not a device being used.  Wankers. 

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3 hours ago, Durckad said:

I only noticed ads at the start of videos on Prime which is not that bad, honestly, certainly not to the same extent as, say, Hulu or Paramount+. If they get more prevalent then, yeah, that's annoying, but right now? Meh.

Certainly does mark the end of the golden age of streaming, if there ever really was such a thing.

Yeah the ads so far are not too egregious. But that is so far.

If YouTube is a good model, then they will gradually ramp up the amount of ads and try and strong arm you into going for the more expensive ad free version. Then they will lose their shit when you find ways around the ads like ad blockers.

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Ads have definitely gotten longer and less skippable. Also finding a lot ads being cheaply made using AI which is curious. 
 

There is also the controversy of YouTube fighting back against ad blocks. Ad blocking is a life saver really, but they even went so far as to actively slow down your machine if you watch videos with an ad blocker on. 

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Netflix Added More Than 9 Million Subscribers in First Quarter
The company’s revenue was 15 percent higher compared with last year, and it solidified its standing as the entertainment company’s dominant streaming service.

https://www.nytimes.com/2024/04/18/business/media/netflix-earnings.html.

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... It also generated $2.3 billion in net income and its revenue was $9.3 billion, 15 percent higher compared with the same time last year. Netflix now has almost 270 million subscribers around the world.

The streaming giant said its quarter was buoyed by audience interest in series such as “Griselda,” “3 Body Problem” and “Avatar: The Last Airbender.”

Its ad-tier business, which is now a year old and offers subscribers a lower-priced option, grew 65 percent from last quarter. The company said that in the markets where the ad tier was available, 40 percent of new sign-ups chose that option. Cracking down on password sharing among households also buoyed the company’s quarterly numbers. ....

 

 

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  • 2 weeks later...

Interesting. "We have entered the Golden Age of Mid TV."

Although also owch.

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Netflix’s “Ozark” showed that you could ask, “What if ChatGPT rewrote ‘Breaking Bad’?” and enough people would embrace the result as if it were “Breaking Bad.”

 

Dude is down on Manhunt for no reason though (Poniewozik can be hit and miss in his criticisms). He seems to think the show is about just finding Lincoln's murderer, when that's just the excuse to talk about why the fuck America fought a brutal five-year civil war just to completely roll over at the end of it and not follow through on giving black people the rights the war was supposedly fought over, and it took another century plus to even start getting there.

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