It didn't take streaming long to come full circle

[winb83]

Seems like just a few years ago Disney was trying to get all it's content off other services and onto services they own. Now they're looking to sell their own content to other providers. HBO Max is doing the same.

It's all so funny because these greedy companies saw Netflix back when it was the only game in town and wanted a piece of the action. They've flooded the market with competing services and they're destroying each other's opportunity at profitability. None of them can price their services at a sustainable level to drive profits and they're burning money of making content with little hope in sight to reach profitability given how many services there are.

I know cord cutters hate what the cable industry became but streaming is on that same path. Consolidation to about 3 major services and the prices will probably go sky high. The next move could be long term deals on pricing or contracts to lock in a certain price. They also gotta break up password sharing.

Bloomberg - Are you a robot?

 

[MidniteJay]

They should have let netflix eat in peace.

 

[Diondon]

lol Cable gon come right back in style
Having 10-15 subscriptions is ludicrous

 

[Black Ball]

I pay for the Hulu/Disney/ESPN bundle & Netflix.

My parents still on that old school cable shyt and pay for Spectrum all channels.

So I use their password with the spectrum App for live TV and access to all other network Apps.

Cost would be outrageous if I couldn't leach.

 

[winb83]

They should have let netflix eat in peace.

It’s looking like it. They all scrambling to reach profitability. Peacock killed the free tier for new subs. Netflix trying to block devices. Warner Discovery canceling unreleased products and removing content to sell to other companies and Disney also looking to sell content.

 

[Saysumthinfunnymike]

What are Disney selling?

 

[Khalil's_Black_Excellence]

What are Disney selling?

Their soul.

 

[nieman]

I think the Mouse will prob lease content instead of selling. They love holding the cards...historically. This is the conglomerate that periodically shelve their own content for a few years, to put the hype around bringing it back.

But everyone saw this coming 5 yrs ago. It's the exact reason I never got any streaming service and stayed with the cord

 

[shopthatwrecks]

disney hulu n espn came with my verizon plan...

so i cancelled those last yr...

 

[humminbird]

we'll know by feb 8th if this is true or not
probably is though
I don't see them licensing out big titles but maybe things like phase 1-3 marvel films, the 20th century fox content, and some of the non marvel/Star Wars disney shows

 

[winb83]

I think the Mouse will prob lease content instead of selling. They love holding the cards...historically. This is the conglomerate that periodically shelve their own content for a few years, to put the hype around bringing it back.

But everyone saw this coming 5 yrs ago. It's the exact reason I never got any streaming service and stayed with the cord

Yeah I misspoke. They’re looking to license the programming to other platforms. Something a year or 2 ago they were doing the opposite of.

 

[Saysumthinfunnymike]

Yeah I misspoke. They’re looking to license the programming to other platforms. Something a year or 2 ago they were doing the opposite of.

You seem to be framing Netflix as the winner here and while it's true that Disney and Warner miscalculated how costly all of this would be and Netflix has them beat on subs.. Netflix has a host of their own problems. They can't cont. to throw money they don't actually have at those problems either.

 

[old pig]

no I’m not a fukking robot!

 

[humminbird]

They should have let netflix eat in peace.

I bet if a timeline of this existed Netflix would be a 35 a month now

 

[re'up]

I remember thinking and saying this around 2016/2017, conversationally, not sure I have the access or sophistication for short or long hedges, but I for sure would have wanted to make money on that bet. it just seemed so likely, there would be this arms race and then regression.