Tuesday, April 16, 2019

All the Streaming Video

Mark Hughes:

In which I compare some of the thousands of streaming media services[…]

Ben Thompson:

Look no further than that Disney investor event: while most of the time and subsequent attention was given to the new Disney+ offering, the company also spent time talking about ESPN+ and Hulu. At first glance, it might seem odd that the company has three distinct streaming services; why not put all of the company’s efforts behind a single offering?

In fact, I just explained why: in a world where distribution mattered more than anything else it made sense for Disney to put all of its television properties together; that offered maximum leverage with the cable companies. On the Internet, though, it is best to start with jobs.


Traditional TV will be dominated by news and sports, with ESPN, Fox, and Turner the biggest players. All have very strong assets in sports and/or news, and will remain dependent (and why not!) on the traditional TV mix of advertising and ever-increasing affiliate fees.

The long tail of content, including most information and education, will continue to be dominated by YouTube and its advertising-based model.

That leaves the specialists and the resellers, who will have a symbiotic relationship[…]


Update (2019-04-17): Josh Centers:

The only clear shot Netflix has is to sell. It cannot survive as an independent company.

Let’s examine how screwed Netflix is. They’re 8 billion in debt. Their biggest stars are either plagued by scandal or rapidly outgrowing their cuteness. They have no fallback plan. The largest companies in the world are coming after them.

1 Comment RSS · Twitter

I'm more interested in Disney+ as a bundle with Hulu and ESPN. I actually do watch ESPN and sometimes even Hulu given it's only costing me $1/month for the ad version. I have a free month of Prime too since Amazon keeps offering me deals after I canceled my Prime account (first was a week for $2 then a free month).

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