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Disney acquires own streaming facilities, will pull Netflix content

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

#121

If every studio thinks I'm going to pay them $10+ a month to stream their content, they are going to be very mistaken. I can't imagine that a lot of people want to spend the collective hundreds of dollars to sign up for all the streaming services. It's almost asking to drive people to torrents. Now, if Disney does something like $30/year or something really affordable - sure. I might do that on a whim. I guess it's a…

I would pay $20 a month if it had every disney movie ever, and every new release after a certain time period. I imagine there are a lot of parents that would as well.

Disney already artificially creates scarcity with the physical supply of their movies; I doubt they would provide the entire catalog online when I can neither buy some physically nor watch it on Disney Movies Anywhere.

https://en.wikipedia.org/wiki/Disney_Vault

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

#122

If every studio thinks I'm going to pay them $10+ a month to stream their content, they are going to be very mistaken. I can't imagine that a lot of people want to spend the collective hundreds of dollars to sign up for all the streaming services. It's almost asking to drive people to torrents. Now, if Disney does something like $30/year or something really affordable - sure. I might do that on a whim. I guess it's a…

We asked for a la carte TV pricing. I think this is what it looks like. I'll probably pay for a few channels and forget the rest.

How is this "a la carte"? I don't care about channels; I'd be willing to pay a couple bucks to watch some specific movie or TV show, but "you have to sign up for a monthly subscription to some corporation's arbitrary bundle of media offerings in order to get access to the one or two things you actually want to see" is pretty much the opposite of "a la carte TV".

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

#123

If every studio thinks I'm going to pay them $10+ a month to stream their content, they are going to be very mistaken. I can't imagine that a lot of people want to spend the collective hundreds of dollars to sign up for all the streaming services. It's almost asking to drive people to torrents. Now, if Disney does something like $30/year or something really affordable - sure. I might do that on a whim. I guess it's a…

If all major studios pull their content from Netflix, then it will not have the large library size anymore.

Also Disney is currently in a strong position for this right now. They released ~10 movies in 2016 and had the 4 highest grossing films of 2016. This, of course, assumes that Marvel and Lucasfilm properties are put on the Disney streaming service (I would expect that Touchstone label will not be included in this, as it's always been distinctly branded).

Either way, $10 per month is a bit steep up until the point that they stop selling discs; right now it's not much more than $10 per month to buy every single new release on bluray, and it's less than $10 per month to buy them on dvd, if you shop around.

The thing that scares me is that this puts them in a position where they could stop selling media altogether, and it's no longer possible to pay a flat fee to watch a movie any time you want. At that point the only competition with the streaming service would be piracy.

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

#124
post #86

Earlier quoted context omitted.

Agreed. I only pay for netflix and HBO (and amazon, but that's a bonus for paying for prime). HBO doesn't feel like "extra" because it's always been an optional add-on that costs more. First all the "major" studios will split and start charing $10/month. Then adds will start creeping back in. Before you know it everyone will be paying for an ad-hoc cable subscription. I think a better option would be to do what Amazo…

Long term, we'll probably wind up with a couple of major marketplaces that provide a UI that ties together content bundles that you've purchased from different distributors (who will actually serve up their catalogs). It's a bit depressing how similar that sounds to how cable networks work. Or platform specific app stores.

Long term, it'll be the DRM free copies that are preserved for future generations to enjoy the historical context of.

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

#126

Wouldn't it be better if Disney bought Netflix. Sure it's a much more expensive move, but consider their large (and pretty loyal) customer base, content library, data insights on what people want to watch, award winning movie and series strategy, etc. Disney could populate Netflix with more content of their own, own all the revenue, while still providing users with a vast variety of content. Netflix brought all the c…

The market cap of Netflix is 78 billion USD at the time of this writing. On top of that, they'd have to pay a premium. I suspect that you were thinking Netflix was an order of magnitude or two smaller than that.

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

#127

If every studio thinks I'm going to pay them $10+ a month to stream their content, they are going to be very mistaken. I can't imagine that a lot of people want to spend the collective hundreds of dollars to sign up for all the streaming services. It's almost asking to drive people to torrents. Now, if Disney does something like $30/year or something really affordable - sure. I might do that on a whim. I guess it's a…

The funny thing is, I don't think executives think this way. One example is Bezos where he says he imagines theres enough demand that people will subscribe to netflix and prime and hulu and hbo and ...

https://youtu.be/guVxubbQQKE?t=42m41s

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

#128

If every studio thinks I'm going to pay them $10+ a month to stream their content, they are going to be very mistaken. I can't imagine that a lot of people want to spend the collective hundreds of dollars to sign up for all the streaming services. It's almost asking to drive people to torrents. Now, if Disney does something like $30/year or something really affordable - sure. I might do that on a whim. I guess it's a…

"Netflix, however, I'll keep paying for gladly because of the library size. For the streaming price, it is well worth the value."

Well sure, assuming you only want to watch content created by Netflix itself. That's the direction it's going with Netflix.

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

#129

People forget that Disney owns a lot of must-see content: For example, here is the list of top grossing movies of 2016 http://www.imdb.com/list/ls074920894/ Disney had the following films 1. Captain America: Civil War 2. Rogue One 3. Finding Dory 4. Zootopia 5. The Jungle Book 11. Doctor Strange 12. Moana 19. Alice Through the Looking Glass For 2017 so far ( http://www.the-numbers.com/box-office-records/domestic/all-…

Those are all movies. Streaming services get traction from episodic series and live shows. If Disney streams only feature film content, it will go nowhere. No parent will pay $10-$20 month to access the same 50 to 100 films over and over.

TFA specifically mentioned all of the series that will be included with this. The Disney channel has been around for ~35 years, so they are not lacking for content there.

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

#130

People forget that Disney owns a lot of must-see content: For example, here is the list of top grossing movies of 2016 http://www.imdb.com/list/ls074920894/ Disney had the following films 1. Captain America: Civil War 2. Rogue One 3. Finding Dory 4. Zootopia 5. The Jungle Book 11. Doctor Strange 12. Moana 19. Alice Through the Looking Glass For 2017 so far ( http://www.the-numbers.com/box-office-records/domestic/all-…

Those are all movies. Streaming services get traction from episodic series and live shows. If Disney streams only feature film content, it will go nowhere. No parent will pay $10-$20 month to access the same 50 to 100 films over and over.

Daredevil, Luke Cage, Jessica Jones are all Disney/Marvel. I assume they won't get pulled but Disney may not extend the license.
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