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Media Companies Are Ready to Sell. Does Anyone Want to Buy?

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I meant streaming, particularly in the U.S. Just as with popular movies originally in theaters, I wouldn't wait until all countries are released theatrically before offering streaming in the States. Now that she's caught the wave, you ride that wave from the theatrical peak to subscription streaming before the buzz potentially diminishes. There are a lot of Swifties out there who would want to watch the concert movie over and over, including personal watch parties. That may not be the case a year from now.
My understanding is Eras was released on a Pay-Per-View basis on AZ Prime, though not yet free viewing for subscribers. You want to watch Taylor 10 times, you pay 10 times. Each time you have 48 hours to watch the movie front-to-back (with pauses, if necessary). But once you've seen it to the end, or the 48 hours expires, it's another toll charge (so to speak).
 
I never looked to see what a ticket cost when it was in theaters. Does anyone know if the streaming price of $19.89 is higher than a non-IMAX theater ticket for it was?
 
A lot of streaming services are offered as part of a “bundle”, in a way, or better yet as a free bonus/add on - I get Max with no commercials free from AT&T (I believe it’s a grandfathered deal from when they were with Warner) with my cell phone plan, and I get Paramount+ with ads for free with my Walmart+ subscription (which I got for a year on Black Friday for $49). I believe T-Mobile offers a Netflix deal as well. Before the TMo integration, Sprint customers got a certain level of Hulu for free with their plan.

I do have to wonder if the streamers are making much from these deals or if it benefits the company offering it for free more. Someone is likely taking a loss/cut to include them. I’m sure Walmart’s Paramount+ inclusion is to try to compete with Amazon Prime offering video.
 
A lot of streaming services are offered as part of a “bundle”, in a way, or better yet as a free bonus/add on - I get Max with no commercials free from AT&T (I believe it’s a grandfathered deal from when they were with Warner) with my cell phone plan, and I get Paramount+ with ads for free with my Walmart+ subscription (which I got for a year on Black Friday for $49). I believe T-Mobile offers a Netflix deal as well. Before the TMo integration, Sprint customers got a certain level of Hulu for free with their plan.

I do have to wonder if the streamers are making much from these deals or if it benefits the company offering it for free more. Someone is likely taking a loss/cut to include them. I’m sure Walmart’s Paramount+ inclusion is to try to compete with Amazon Prime offering video.
In many (not all) cases, it's a situation where they're trying to entice people to appreciate the programming their streaming service offers, hoping that once the free or reduced price offer ends, they'll continue to subscribe at full price. In other cases they lure people in on a low cost or "bundle" deal that lasts for a certain period, with the caveat that they need to provide their credit card or banking information in order to sign up. Once the lower priced offer is over, they continue to bill, often unannounced, at full price.

In other cases when they bundle plans, one might be a loss leader in favor of attracting customers to one of the services in the bundle.
 
Getting back to the Paramount Global sweepstakes, and who will buy the company that owns CBS. Now there are reports that one of the possible buyers might be Comcast, owner of NBC-Universal:


Shoring up the contract with the nation's largest cable operator is important for Paramount Global's long-term financial health. It also comes as Paramount Global has been the subject of M&A rumors for several weeks with suitors including Skydance Media and Warner Bros. Discovery circling the owner of Paramount Pictures, Paramount+ , CBS, MTV, Nickelodeon, VH1, Comedy Central, BET Networks and other channels. Comcast itself is also seen as a possible contender if Paramount Global chair Shari Redstone decides that the time is right for a transformative deal for the media assets her father, Sumner Redstone, assembled in the 1980s and '90s.

Obviously the latest announcement from the FCC about its ownership rules reiterated the ban on one company owning two of the major networks, so CBS couldn't be part of the deal.
 
^^^
One in four people who cancel a premium streaming service typically resubscribes to that service within four months, and one in three does so within seven months. Half do so within two years.


How about a very low cost tier (for example, $1.99/month) with a large number of ads, VHS quality picture (and stereo/surround sound of course), at least people would likely continue to subscribe and some of the ads could be promotions for upcoming programs (or returning favorites) on the streaming service.

I don't check the "deals" for streaming services (I have max free w/AT&T Fiber), I found out about the $0.99/mo Hulu deal doing ongoing research for OTA DTV news (subscribed right away), a low cost (very) ad supported streaming service is something I would probably subscribe to on an ongoing basis.


Kirk Bayne
 
One in four people who cancel a premium streaming service typically resubscribes to that service within four months, and one in three does so within seven months. Half do so within two years.
Netflix announced they lost 17% of viewing last year:

I don't check the "deals" for streaming services (I have max free w/AT&T Fiber), I found out about the $0.99/mo Hulu deal doing ongoing research for OTA DTV news (subscribed right away), a low cost (very) ad supported streaming service is something I would probably subscribe to on an ongoing basis.
Wait, you're paying $0.99 per month for something you can get for free?
A PT Barnum saying comes to mind...
 
Looks like a TSL (TSV?) problem. Subscriber numbers are up, viewing hours down.
17% decrease in viewership over the period of a year is a pretty big deal, one would think.

Sure, they're still getting that subscription money. But I'm sure the almost 20% loss in time spent viewing affects ad revenues. And if that almost one out of 5 Netflixers eventually decide it's not worth the money, there's that.

But, then again. a lot of people keep subscriptions even for services they aren't using all the time. If the price is low enough, there's always that "but I want to keep it because there may be that one program (or movie) I want to watch" thing going on.
 
looks like it's safe to say, the Streaming bubble has finally busted, it's a matter of time before we start seeing bundling of all streaming services on a few internet providers similar to how channels were bundled on basic cable/satellite companies because it's clear streaming is becoming more and more like the same cycle people escape from when they left Cable/Satellite, i bet the streaming channels that stream for free are the one benefiting from this, also wouldn't be surprise to find out internet piracy of content might be on the rise again too.
 
17% decrease in viewership over the period of a year is a pretty big deal, one would think.

Sure, they're still getting that subscription money. But I'm sure the almost 20% loss in time spent viewing affects ad revenues.

Probably not all that much yet. The ad-supported Netflix tier is pretty new. As of November, only 15 million of Netflix' 77 million subscribers are on it. But that's triple what it was in spring, so the advertisers are seeing a rapid climb in eyeballs.

And if that almost one out of 5 Netflixers eventually decide it's not worth the money, there's that.

But, then again. a lot of people keep subscriptions even for services they aren't using all the time. If the price is low enough, there's always that "but I want to keep it because there may be that one program (or movie) I want to watch" thing going on.

In the last couple of months, I've been more aggressive about dropping services when there's not anything we're actively watching. Peacock, Paramount+, Disney+, Hulu and Starz have all gotten the ax.

Given the nature of streaming originals, I'll probably be back at some point ("Poker Face" season 2, whenever it drops, will bring me back to Peacock---"What We Do In The Shadows" will have me signing up for Hulu again).

But the writers' and actors' strikes will delay a lot of these---could be a year and a half to two years between the end of one season and the beginning of the next. Even Apple+, where we have three favorite shows ("The Morning Show", "Shrinking" and "Severance"), may end up on pause until new seasons drop (though I have that bundled with Apple Music, so it might be advantageous to leave it alone).

Regardless, it will show up as "churn", and it will affect the streamer in terms of not having my whatever-99 per month---but it would be a mistake to read that as dissatisfaction with the platform or with streaming in general.
 
looks like it's safe to say, the Streaming bubble has finally busted, it's a matter of time before we start seeing bundling of all streaming services on a few internet providers similar to how channels were bundled on basic cable/satellite companies because it's clear streaming is becoming more and more like the same cycle people escape from when they left Cable/Satellite, i bet the streaming channels that stream for free are the one benefiting from this, also wouldn't be surprise to find out internet piracy of content might be on the rise again too.

No. Again, too many players rushed into a space Amazon, Netflix and Hulu were already dominant in and spent too much money to be instantly competitive in terms of content and subscriber numbers.

There's room for four major streaming platforms. There's not room for eight.
 
looks like it's safe to say, the Streaming bubble has finally busted, it's a matter of time before we start seeing bundling of all streaming services on a few internet providers similar to how channels were bundled on basic cable/satellite companies because it's clear streaming is becoming more and more like the same cycle people escape from when they left Cable/Satellite, i bet the streaming channels that stream for free are the one benefiting from this, also wouldn't be surprise to find out internet piracy of content might be on the rise again too.
One fundamental problem is that when people started really "cutting the cord" en masse, it was because cable had become cost prohibitive, especially considering the fact that they could view 1,000 + TV and music channels through their cable provider, when they maybe only watched 10 of them at most on a regular basis. One big difference back then is that one could often see many of the NBA, NFL or MLB games they wanted to watch at ESPN.com or another site for free. It was also simple to go to the Travel Channel, Discovery or HGTV and watch a whole hosts of back episodes of your favorite shows, for free, and so folks with a laptop, maybe 1 or 2 (relatively low cost back then) streaming subscriptions to Netflix or similar and an OTA antenna could really save a lot of $$ relatively easily. Now all those back episodes and free sports streaming are locked down and only available via a paid streaming service. More and more content is only available via streaming and the cost of those streaming subscriptions is rising - to the point where, for many who aren't terribly unhappy with the offerings from their cable company, it may be worth it financially to just stay with them.
 
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