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

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My wife can sit in her recliner on a Saturday and watch NCIS marathons for the entire day, then sit and watch football all day Sunday. I can't sit still in front of a screen longer than ninety minutes or two hours. The thought of binge watching or listen to anything over twenty four hours is just inconceivable.
 
What is surprising about Netflix winning the streaming wars is they are the most expensive and never offer deals. I have 6 streaming services for under $10 total this month, with Black Friday and holiday deals:

Hulu (free month-holiday sale)
Sundance Now (free month)
Peacock ($2 Black Friday)
Paramount ($2 Black Friday)
Max ($3 Black Friday)
Starz ($25 for six months--roughly $4.25 a month, a bit under that)

Netflix never offers anything like that, yet they are the most popular.
 
I've probably seen every "Matlock" but there may be some episodes I didn't. I just won't be taking chances with every episode because I won't remember it. But no, that's not one.
Captain Kirk, we seem to have flown into a parallel universe.
 
There may be 110 streaming services out there, but there are eight majors in the USA—-Amazon, Netflix, Hulu, Disney+, Max, Apple, Peacock and Paramount+. They are not in competition with 102 smaller (in many cases microscopic) players.

This year, Hulu gets folded into Disney+, so there will be seven. Apple made a lot of noise about being a major, but never really executed. They’ll survive as a boutique streamer, but it’s not a major and not likely to be, so that’s six.

Four of the six (Amazon, Netflix, Disney/Hulu and Max) are profitable. The odds are heavily against Peacock and Paramount+ being profitable as stand-alones.

If it sounds familiar, it’s because it’s page 42 and them’s the facts, despite (from various posters) ignorance, antipathy toward big corporations, pre-pandemic articles and wild-ass guesses, all of which require me to repeat the facts as they exist today lest someone read that stuff unchallenged and mistakenly think it’s relevant.

Serious question, how many majors would you like to see it get reduced to?
 
What is surprising about Netflix winning the streaming wars is they are the most expensive and never offer deals. I have 6 streaming services for under $10 total this month, with Black Friday and holiday deals:

Many years ago Netflix did offer free trials and discounts but doesn't need to now. Most of those services you mentioned are losing millions of dollars and are desperate to capture new subscribers.
 
Many years ago Netflix did offer free trials and discounts but doesn't need to now. Most of those services you mentioned are losing millions of dollars and are desperate to capture new subscribers.
Hmmm....with such low prices, you would think viewers would ditch Netflix for a bit and try them out.
 
Hmmm....with such low prices, you would think viewers would ditch Netflix for a bit and try them out.
The vast number of consumers like familiarity when it comes to entertainment choices. They've probably had a Netflix subscription from the days of DVD rental. That's one big reason Netflix has been the most profitable for the longest time.
 
Blame Comet TV - they do these blocks of the same TV show. :)

Still - as with radio competing for part of a smaller and smaller pie - there's some limit to how much content a person can "consume".

When my son was four, my ex-wife and I took him and his six-year old sister to dinner at an Italian restaurant that never let the basket of bread go empty.

When they brought the third refill, he started crying.

"What's wrong, buddy?"

"I can't eat all that bread, Daddy!"




You may have noticed that Comet and most other TV channels/streamers/whatever are on 24 hours a day.

You're not supposed to watch it all.
 
I keep telling myself I’m not coming back to this thread, yet here I am 🤣

Isn’t Discovery+ supposed to go away and be folded in to Max completely? I see a D+ only subscription is still an option.
 
My wife can sit in her recliner on a Saturday and watch NCIS marathons for the entire day, then sit and watch football all day Sunday. I can't sit still in front of a screen longer than ninety minutes or two hours. The thought of binge watching or listen to anything over twenty four hours is just inconceivable.

This. I never watch sports. If you put me in the stands at a game---football, baseball, basketball, hockey---pro, college, high school---I have a great time. I LIKE sports.

But I can't sit in front of a screen and watch it for two or three hours. The only exception is getting invited to someone's Super Bowl or World Series party---and then that's more of a social thing----I'm talking to people and only glancing at the screen.

Fortunately, my wife's the same way. We max out at two hours of TV most nights (and some nights less).
 
What is surprising about Netflix winning the streaming wars is they are the most expensive and never offer deals. I have 6 streaming services for under $10 total this month, with Black Friday and holiday deals:

Hulu (free month-holiday sale)
Sundance Now (free month)
Peacock ($2 Black Friday)
Paramount ($2 Black Friday)
Max ($3 Black Friday)
Starz ($25 for six months--roughly $4.25 a month, a bit under that)

Netflix never offers anything like that, yet they are the most popular.

In the words of Sumner Redstone, content is king. Most people aren't looking for cheap TV, they're looking for TV they like.
 
Serious question, how many majors would you like to see it get reduced to?

@Mikey Radio , ready to count?

You'll notice (I hope) there's not much opinion or advocacy in what I write (allegations by some to the contrary). I come with facts.
I look stuff up. It's what I do. If I get something wrong, I say so and furnish the correct information.

That's what I said to Mikey Radio literally this morning on these pages.

It's not about what I would like to see. It's about what the market can bear.

Currently, four major streamers are profitable. Peacock and Paramount+ appear to be in the mid-stages of realizing they're losing this round of musical chairs and probably won't succeed as stand-alone streaming platforms. Apple appears to realize they missed the window for being a profitable major and are content with being a boutique.

Consolidation occurs in every industry. First phase usually gets you down to a "Big 3" situation. Sometimes it goes to two majors in a category. And the only reason it doesn't go to one is anti-trust laws, which I support.
 
The vast number of consumers like familiarity when it comes to entertainment choices. They've probably had a Netflix subscription from the days of DVD rental. That's one big reason Netflix has been the most profitable for the longest time.

Yep. Netflix and I go back 20 years, counting the DVD. It's a brand I know, its a service that has never let me down, and there's a lot of content that I want to see on their platform.
 
I keep telling myself I’m not coming back to this thread, yet here I am 🤣

Isn’t Discovery+ supposed to go away and be folded in to Max completely? I see a D+ only subscription is still an option.

Zaslav said in an earnings call almost a year ago that, even though there's duplication in content between Discovery+ and Max, it has a satisfied customer base and he doesn't see a reason to mess with that, so they both live for now. Max is a major, Discovery+ isn't.
 
Zaslav said in an earnings call almost a year ago that, even though there's duplication in content between Discovery+ and Max, it has a satisfied customer base and he doesn't see a reason to mess with that, so they both live for now. Max is a major, Discovery+ isn't.
I wonder how AMC Networks will stay afloat? They relied on carriage linear fees from cable, and license shows like Breaking Bad, but are not major players in the streaming world.
 
I wonder how AMC Networks will stay afloat? They relied on carriage linear fees from cable, and license shows like Breaking Bad, but are not major players in the streaming world.
*sigh*

It is not only majors that will survive. We're talking about which majors will survive and why there are merger talks. Smaller streamers with profitable business models will be fine.
 
Isn’t Discovery+ supposed to go away and be folded in to Max completely? I see a D+ only subscription is still an option.
I think I remember reading they didn’t consolidate them because the price points are too different. With D+ starting at about $5/month they thought they’d lose a lot of D+ subscribers if they made them pay the $10-$15/month Max starts at.
 
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