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Netflix Is Why AT&T bought Time Warner, and Comcast and Disney want Fox

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Re: Netflix Is Why AT&T bought Time Warner, and Comcast and Disney want Fox

#41
post #5

If those company think it’s about content libraries they’re going to lose. All those companies think: we own a lot of media, we can just build a streaming media platform. And I think they’re way underestimating how hard it is to build the technology stack and processes that Netflix has. Netflix has an engineering team and a development and deployment process that has some production studios attached to it. Disney can…

Getting the engineering to scale fast would be difficult, but IMO isn't a fundamental issue. Streaming video is basically a solved problem and is not where the money is. People subscribe for the content, not the technology. HBO isn't a tech first company but is probably doing a disproportionate amount of subscriptions thanks to Game of Thrones.

And does HBO still lease that technology from MLB Advanced Media? Strange to think a leader in this technology is spun off from a sport that took off back when "streaming" meant "watching the guy update the box score outside the telegraph office."

Re: Netflix Is Why AT&T bought Time Warner, and Comcast and Disney want Fox

#42

These companies are obsessed with fragmenting the market for the sake of owning content from production to delivery. I have bad news for them: you're going to lose. People don't want to go back to paying $100/month for a dozen streaming "channels" with one or two good shows and a the same crap the rest of the other "channels" have. We want an on-demand nexus. A single hub. Just the other day I had the urge to watch g…

> Off to a torrent site or asking around to see if someone has rips or a box set.

The other option is to just not watch it.

Re: Netflix Is Why AT&T bought Time Warner, and Comcast and Disney want Fox

#43
post #16

Earlier quoted context omitted.

Lionsgate Starz isn’t a big company with a lot of products so paying extra to watch things for that channel will be a challenge no matter what. On the other hand, HBO seems to be doing well enough with their not so cheap stand alone offering. Disney with Fox’s media would be a pretty big streaming provider and many people would likely get onto it. Good chance of it becoming a standard streaming service. So I don’t se…

If you're talking about HBO Go, I don't know how you gauge success, but if it's subscriber numbers I would take that with a grain of salt. I am a Comcast subscriber, and like many Comcast subscribers I'm sure, I have one of their boxes in my house, with the most basic Cable TV package, because if I don't take it my cost goes up (I mean the overall price of the monthly billed amount from Comcast/Xfinity). We get crapp…

HBO Go is what you get when you subscribe to HBO through your cable service, HBO Now is a direct subscription to HBO.

Re: Netflix Is Why AT&T bought Time Warner, and Comcast and Disney want Fox

#44
post #5

If those company think it’s about content libraries they’re going to lose. All those companies think: we own a lot of media, we can just build a streaming media platform. And I think they’re way underestimating how hard it is to build the technology stack and processes that Netflix has. Netflix has an engineering team and a development and deployment process that has some production studios attached to it. Disney can…

>> Disney can probably copy what Netflix has today, but by the time they’ve done that, Netflix will have updated their platform hundreds of time Last year Disney acquired BAMTech (a spun of MLB Media) - though less known, their technical chops when it comes to video streaming are already in Netflix territory. https://www.theverge.com/2015/8/4/9090897/mlb-bam-live-strea...

Yeah the MLB media team really knows what they are doing. The MLB has long had the best tech out of the big 5 sports leagues in the US

Re: Netflix Is Why AT&T bought Time Warner, and Comcast and Disney want Fox

#45

Earlier quoted context omitted.

> If those company think it’s about content libraries they’re going to lose. As long as your platform meets some bare minimum standard of reliability (and every service I use seems to be able to) then content is the only thing that matters. > And I think they’re way underestimating how hard it is to build the technology stack and processes that Netflix has. I think you are way overestimating the complexity. Sure, it'…

Nobody in here seems to appreciate the networking complexity that Netflix deals with - they are 37% of North America's internet traffic! At that point the network isn't an abstraction that "just works" like most web apps; you have to be aware of physical and business realities that dictate traffic (e.g. negotiate peering agreements, deploy caching/CDN boxes to network POPs, etc.).

Or you can buy the CDN service from a myriad of companies in the world. It only takes money to get servers and bandwidth in many places.

Re: Netflix Is Why AT&T bought Time Warner, and Comcast and Disney want Fox

#46
post #39

Earlier quoted context omitted.

That would be true if each of these services had enough unique content to stand on it's own. Netflix does, Amazon does, and HBO does if you take their entire historical cannon into account. The rest of the services (Starz, Cinemax, Hulu, Showtime et al) have 1-2 great exclusives and a bunch of old so-so content. I shouldn't have to pay for 5 additional instances of Netflix to get one instance of Netflix worth of qual…

If you don’t want to subscribe, then don’t. But these services are cheap compared to what they’re replacing. The average cable bill is over $100. These streaming services are the a la carte channels everyone was always saying they wanted in the bad old days when content was bundled together in cable packages.

Most of these services are the same a la carte premium channels that already existed 10 years ago for roughly the same price (HBO, Starz, Cinemax, and Showtime). Little has changed except the content delivery mechanism and availability of content on demand.

Re: Netflix Is Why AT&T bought Time Warner, and Comcast and Disney want Fox

#47

These companies are obsessed with fragmenting the market for the sake of owning content from production to delivery. I have bad news for them: you're going to lose. People don't want to go back to paying $100/month for a dozen streaming "channels" with one or two good shows and a the same crap the rest of the other "channels" have. We want an on-demand nexus. A single hub. Just the other day I had the urge to watch g…

> Just the other day I had the urge to watch ghost in the shell. Not available on any of the major streaming sites (Netflix, Hulu, Prime) but available on stars via prime ... Off to a torrent site or asking around to see if someone has rips or a box set. I have better things to do with $7 like buy dinner

Or you could have rented the Blu-ray at Redbox for $2 (or streamed it from Redbox for $5).

Re: Netflix Is Why AT&T bought Time Warner, and Comcast and Disney want Fox

#48
post #39

Earlier quoted context omitted.

If you don’t want to subscribe, then don’t. But these services are cheap compared to what they’re replacing. The average cable bill is over $100. These streaming services are the a la carte channels everyone was always saying they wanted in the bad old days when content was bundled together in cable packages.

Most of these services are the same a la carte premium channels that already existed 10 years ago for roughly the same price (HBO, Starz, Cinemax, and Showtime). Little has changed except the content delivery mechanism and availability of content on demand.

It’s completely different now—they’re no longer tied to an expensive cable package with a bunch of other channels you don’t want.

Re: Netflix Is Why AT&T bought Time Warner, and Comcast and Disney want Fox

#49
post #42

These companies are obsessed with fragmenting the market for the sake of owning content from production to delivery. I have bad news for them: you're going to lose. People don't want to go back to paying $100/month for a dozen streaming "channels" with one or two good shows and a the same crap the rest of the other "channels" have. We want an on-demand nexus. A single hub. Just the other day I had the urge to watch g…

> Off to a torrent site or asking around to see if someone has rips or a box set. The other option is to just not watch it.

The down voting you’re getting is emblematic of the entitlement mentality among tech folks when it comes to content. There is no right to consume entertainment someone else produced for free. If you don’t like the terms on which they’re selling the fruits of their labor, don’t buy it.

Re: Netflix Is Why AT&T bought Time Warner, and Comcast and Disney want Fox

#50

These companies are obsessed with fragmenting the market for the sake of owning content from production to delivery. I have bad news for them: you're going to lose. People don't want to go back to paying $100/month for a dozen streaming "channels" with one or two good shows and a the same crap the rest of the other "channels" have. We want an on-demand nexus. A single hub. Just the other day I had the urge to watch g…

Lionsgate Starz isn’t a big company with a lot of products so paying extra to watch things for that channel will be a challenge no matter what. On the other hand, HBO seems to be doing well enough with their not so cheap stand alone offering. Disney with Fox’s media would be a pretty big streaming provider and many people would likely get onto it. Good chance of it becoming a standard streaming service. So I don’t se…

Even without Fox, Disney has the best chance of success even if it e dis up having a smaller library. Small kids will watch the same thing over and over again. If you have kids, being able to pay $10-$15 a month for all Disney content is a great deal.
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