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Disney acquires own streaming facilities, will pull Netflix content

thewaltdisneycompany.com

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Re: Disney acquires own streaming facilities, will pull Netflix content

#31

Post by Fej »

faragon wrote: post #21
dbmikus wrote: post #11

Earlier quoted context omitted.

Netflix is so cheap compared to cable, though. I wouldn't mind paying for a few streaming bundles as long as the coverage is wide enough. I don't know if the industry will move towards consolidation like we've seen in music streaming services, but if prices stay similar to cable but I can watch whatever I want whenever I want, I'd consider that a win. EDIT: my point doesn't refute that piracy will continue, just that…

Amazon Prime Video is even cheaper. If Amazon manages to increase content while leveraging costs because of their scale and vertical integration, it could be huge.

Prime Video is a value-add to get people to sign up for Prime and spend money at their shop.

Re: Disney acquires own streaming facilities, will pull Netflix content

#32

Post by ceejayoz »

Roujo wrote: post #15

I feel like the title might be jumping to conclusions. From the article, emphasis mine: > With this strategic shift, Disney will end its distribution agreement with Netflix for subscription streaming of new releases , beginning with the 2019 calendar year theatrical slate. I don't read this as "Disney will pull content currently on Netflix from the platform", and I can't see anything else in the article that would su…

https://www.cnbc.com/2017/08/08/disney-will-pull-its-movies-...

> CEO Bob Iger told CNBC's Julia Boorstin Disney had a "good relationship" with Netflix, but decided to exercise an option to move its content off the platform. Movies to be removed include Disney as well as Pixar's titles, according to Iger. Netflix said Disney movies will be available through the end of 2018 on its platform. Marvel TV shows will remain.

Re: Disney acquires own streaming facilities, will pull Netflix content

#33

Post by adamredwoods »

jerhinesmith wrote: post #9
jdpedrie wrote: post #2

I guess this was inevitable, but I wonder how long until we're stuck paying for internet streaming service bundles?

I feel like piracy is going to continue to be an issue until we get a spotify/tidal/apple music-type service for video content. Netflix seemed a lot closer to that several years ago, but it feels like we're moving backwards.

Personally, I don't feel like paying for multiple subscription services, and I suspect I'm not alone. Cable still enables me with options, and includes ESPN and Disney Channel. Sadly, this means I still cannot "cut the cord".

Re: Disney acquires own streaming facilities, will pull Netflix content

#34

Post by TheGRS »

faragon wrote: post #21
dbmikus wrote: post #11

Earlier quoted context omitted.

Netflix is so cheap compared to cable, though. I wouldn't mind paying for a few streaming bundles as long as the coverage is wide enough. I don't know if the industry will move towards consolidation like we've seen in music streaming services, but if prices stay similar to cable but I can watch whatever I want whenever I want, I'd consider that a win. EDIT: my point doesn't refute that piracy will continue, just that…

Amazon Prime Video is even cheaper. If Amazon manages to increase content while leveraging costs because of their scale and vertical integration, it could be huge.

They just need a much better platform for browsing. It would make a huge difference in at least my own usage of their service.

Re: Disney acquires own streaming facilities, will pull Netflix content

#35

Post by kbenson »

reitanqild wrote: post #20

I'm happy to pay Spotify a monthly fee. It is more than I ever spent on music before though (not a pirate, just didn't buy much music.) Same with netflix. I'll not be happy with paying monthly for n different channels to watch a film. I want to pay. But either one service with all I need like Spotify or paying for the stiff I actually watch.

Maybe one day we'll get to the point where the content is mostly commoditized, and we'll simple be paying for whichever aggregating service provides the best usability (such as searching, recommendation, shared watching with remote friends, etc) will be leading instead. I don't think it will be anytime soon though.

Re: Disney acquires own streaming facilities, will pull Netflix content

#36

Post by BryantD »

revelation wrote: post #13

Wow it's 2017 and they still haven't understood this. Nobody will pay for a Disney service, a HBO service, a Netflix Originals service, an Amazon Originals service, .. Not because people can't afford it, Americans happily paid $120 for cable, but simply because the balkanization throws convenience out of the window and nobody wants to deal with that .

https://www.fool.com/investing/2017/02/13/hbo-now-subscriber...

> Time Warner (NYSE:TWX) CEO Jeff Bewkes announced that the company surpassed 2 million domestic HBO Now subscribers during the company's fourth-quarter earnings call. He later added that subscriptions tripled in 2016 compared to the end of 2015, which implies closer to 2.4 million subscribers.

That's a fraction of Netflix's US subscriber base, but it's not nobody.

Re: Disney acquires own streaming facilities, will pull Netflix content

#37

Post by wongarsu »

A large part why Spotify, Netflix and Steam are so successful is because they are more convenient than piracy, and they have most of the content you would want.

When you again have the choice to either check half a dozen services to see who has the show you want, or to go one-stop shopping at the pirate bay, guess what a lot of people will do.

Re: Disney acquires own streaming facilities, will pull Netflix content

#38

Post by TheGRS »

thephyber wrote: post #14
B1narySunset wrote: post #7

Does this mean no more Star Wars content on Netflix?

Anything that is currently on Netflix is contracted. When the contracts are up, the answer to your question depends on how negotiations go.

i.e. Disney stuff probably isn't coming back.

Re: Disney acquires own streaming facilities, will pull Netflix content

#39

Post by timfrietas »

This may be an even more strategic move than the press release suggests, as MLBAM powers other streaming services like HBO Now:https://www.theverge.com/2015/8/4/9090897/mlb-bam-live-strea...

It allows Disney leverage not just over Netflix but others like Time Warner.

Re: Disney acquires own streaming facilities, will pull Netflix content

#40

Post by pwinnski »

revelation wrote: post #13

Wow it's 2017 and they still haven't understood this. Nobody will pay for a Disney service, a HBO service, a Netflix Originals service, an Amazon Originals service, .. Not because people can't afford it, Americans happily paid $120 for cable, but simply because the balkanization throws convenience out of the window and nobody wants to deal with that .

People absolutely are paying for separate services. There's a limit to how many, but many, many people are paying for Netflix + HBO, or Amazon + HBO, because they believe HBO delivers value for the money. In contrast, I suspect very few people are likely to sign up for the CBS service, Star Trek or not, because I don't think many people believe CBS delivers value for the money.

Disney is banking on people believing they deliver value for the money. For parents of young children, maybe they do. Certainly more than "nobody" will agree.

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