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Amazon acquires MGM for $8.5B

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Re: Amazon acquires MGM for $8.5B

#381

Earlier quoted context omitted.

> We could really use laws that force, once again, some sort of separation between production and distribution. Piracy is competition to bad content behavior. It's a meaningful consumer response to monopoly, balkanization and other anti-consumer practices.

Asking for a friend of course, but what would be the best setup for a Netflix/Prime/...-like experience for own media for a family of not-too-digitally-savvy users? That friend uses Kodi (and a NAS) now, but it's still a bit arduous to use for his family. She wants profiles, availability on any device over wifi and 4G and movies and series only.

Most people will suggest Plex, but I prefer Emby 1000x more than Plex

Re: Amazon acquires MGM for $8.5B

#382
post #16

> The deal can be viewed as a doubling down on business strategy that Jeff Bezos, Amazon’s CEO, articulated at a conference in 2016: “When we win a Golden Globe, it helps us sell more shoes,” he had said, referring to Amazon's diverse business divisions. This part is a real nugget.

They're not joking; this acquisition cost more than it cost Disney to buy Marvel and Lucasfilm COMBINED. They're definitely taking the entertainment end of their business very seriously.

Re: Amazon acquires MGM for $8.5B

#383

Earlier quoted context omitted.

This. And do yourself a favour and rent a seedbox where you can run all the above and stream from anywhere. Costs less monthly than the electricity costs for running them in your home.

While this can be true the local option can be quite attractive for the 90%+ use-case of watching at home. Not to mention the costs of storage in the cloud. Best deal I found was a Hertzner server for $30/mo with 6TB (2x3TB). I used that for a while but in the long run, local is king. I have gigabit fiber symmetrical so that does have to be factored in (if you have crappy upload and want to provide for remote access…

I have a basic nas at home which I periodically download content to from the seedbox so I'm getting away with just 1tb capacity online at around 11euro per month. Have plex running on a raspberrypi which just indexes from both seedbox and nas and serves to TVs around the house without transcoding.

Re: Amazon acquires MGM for $8.5B

#384

Earlier quoted context omitted.

I think that what the industry will move into will be into something very similar to cabletvm, so, instead of buying subscriptions from a few services, you'll buy a package from a bundler. On the bright side it won't be as bad as it was with cable, because it will be on-demand. But also, probably the MBAs are going to come out with infinite combinations of tiered-services that nobody will understand, at first, it wil…

>But also, probably the MBAs are going to come out with infinite combinations of tiered-services that nobody will understand Like bundling stuff you would never subscribe to.

Yes, and then you get a bundle with Prime, Netflix, Disney whatever. For the first year it will be great, SSO, maybe unified search, whatever. But then, this will become "basic netflix, basic prime". All the good stuff will be in a "new" premium tier. You'll have to add those to your subscription, and then you'll endup with cable tv over ip.

Re: Amazon acquires MGM for $8.5B

#385

Earlier quoted context omitted.

We have not yet approached the pre-streaming willingness to pay (WTP). People used to pay $150 to $200 plus onDemand for the whole package with their cable provider. Today you can have YouTubeTV, HBO, Netflix, Prime, AppleTV+, Disney+, and Spotify for less than that. So perhaps the average will hover around $100 with many paying closer to $200 a month. We are creeping back up to those numbers because people will pay.

Instead of having cable, I used to rent or buy movies. It’s no fun to rent now and the terms and duration suck and it’s hard to get a physical copy now so you’re tied to some service for life if you “buy”

Netflix still offers their original service that got them started and helped them wipe out Blockbuster and other competition: DVD's in the mail. https://dvd.netflix.com/

Re: Amazon acquires MGM for $8.5B

#386

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THIS. Forcing consumers to sign up to 10 platforms to watch 10 movies will no doubt lead to a shift back to torrents. YouTube is pretty good in this regard, as it allows paying for renting a single movie for a weekend for a reasonable price.

Blockbusters used to be really good for this. You could even get a movie for a whole week for less than YouTube will rent it to you for 24 hours. Maybe they'll make a comeback?

This. I don't understand why streaming a movie is so much more expensive than renting a physical DVD or VHS from a brick-and-morter store. If I want to watch a new movie, it is generally much cheaper to rent a DVD from redbox than watching it from any of the streaming services that allow you to rent it online.

Re: Amazon acquires MGM for $8.5B

#387

Earlier quoted context omitted.

THIS. Forcing consumers to sign up to 10 platforms to watch 10 movies will no doubt lead to a shift back to torrents. YouTube is pretty good in this regard, as it allows paying for renting a single movie for a weekend for a reasonable price.

I wish we had the data on this but I suspect a customer only selects a one or two video platforms and _MAYBE_ juggles a third when a hot show like GoT shows up, which is rare. There is a limited number of attention hours, it doesn't make sense to be on 10 platforms. Regardless, the end game of these streaming services is probably going to be consolidation or partners, if it makes since because the market is too dilut…

It's probably more than one or two. Amazon Prime Video and Netflix are two right there. But, you're right, The reality is that most people don't feel like they have to see a particular show. In any case, for the time being, it's pretty easy to dip in and out. I guess I have four at the moment (though two of them are free for various reasons).

Depending upon how you allocate the cost of Amazon Prime though, I'm saving a lot compared to when I had cable--albeit at the cost of losing live TV.

Re: Amazon acquires MGM for $8.5B

#388

Earlier quoted context omitted.

Blockbusters used to be really good for this. You could even get a movie for a whole week for less than YouTube will rent it to you for 24 hours. Maybe they'll make a comeback?

what will users insert physical media into, these days?

One use QR codes?

Re: Amazon acquires MGM for $8.5B

#389
post #386

Earlier quoted context omitted.

Blockbusters used to be really good for this. You could even get a movie for a whole week for less than YouTube will rent it to you for 24 hours. Maybe they'll make a comeback?

This. I don't understand why streaming a movie is so much more expensive than renting a physical DVD or VHS from a brick-and-morter store. If I want to watch a new movie, it is generally much cheaper to rent a DVD from redbox than watching it from any of the streaming services that allow you to rent it online.

You can also still subscribe to the Netflix DVD service, although it's degraded compared to what it used to be. They're obviously not replacing a lot of disks when they wear out.

Re: Amazon acquires MGM for $8.5B

#390

Earlier quoted context omitted.

>But also, probably the MBAs are going to come out with infinite combinations of tiered-services that nobody will understand Like bundling stuff you would never subscribe to.

Yes, and then you get a bundle with Prime, Netflix, Disney whatever. For the first year it will be great, SSO, maybe unified search, whatever. But then, this will become "basic netflix, basic prime". All the good stuff will be in a "new" premium tier. You'll have to add those to your subscription, and then you'll endup with cable tv over ip.

We just need to shove advertising somewhere and we're golden.

I'll start making the pitch deck and crunch some numbers for the boys upstairs.

"Subflix Prime TV+" sounds good to you?

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