Netflix vs Disney vs Apple

[fjtorres]

Originally Posted by ilovejedd

That content will probably be folded into HBO Max (Warner).

Warner's got a huge archive including some very popular franchises:
Harry Potter
LOTR
DC
Matrix
Game of Thrones

The question is will Warner pull their content from competing services once HBO Max is up and running? We already know Disney's pulling content from Netflix.

To be honest, I don't see how AppleTV+ is gonna compete unless they license content or acquire a studio.

1- Yes, Warner will pull stuff out of Hulu and Netflix. Not from CW or CWSEED.
(They pulled CW content from Hulu a couple years back in favor of CW app.)
2- DC UNIVERSE will continue but how they will handle new video content is unclear. DOOM PATROL is going to run there. Old Titans and SWAMP THING, too.
3- All new CW shows (Batwoman, Nancy Drew, Katy Keene, Superman and family, etc will go to HBO MAX instead of Netflix at the end of the season but existing shows will stay until tbe contracts run out.
4- HBOMAX will have in excess of 10,000 hours of movies and show at launch. More later.

https://nerdist.com/article/hbo-max-...coming-so-far/

50 new Originals on top of existing and planned new HBO originals.
HBO NOW will convert to HBOMAX.
HBO subscribers via ATT get converted. Others TBD. Smart folk will drop HBO via cable and subscribe to HBOMAX, obviously. Same cost, massively more content.

Tempting Original content:

HOUSE OF THE DRAGON
HIS DARK MATERIALS
DUNE: BENE GESSERIT
GREEN LANTERN CORPS
STRANGE ADVENTURES
DOOM PATROL season 2+
RAISED BY WOLVES
CIRCE
DR WHO ARCHIVE AND NEW SEASONS
SESAME STREET
LOONEY TUNES (ALL OLD + NEW)
ANIMANIACS (OLD AND NEW)
All TCW contents and tons of anime from Crunchyroll and studio Ghibli

Disney+ will draw from 5 brands; DISNEY, PIXAR, MARVEL, STAR WARS, NATIONAL GEO
Mature content will go to Hulu so a full experience might require both.
Plus $6.99 is startup cost. They made it clear it won't be forever.

Hbomax will draw from from over nine, for all ages; everything WB, DC, and Turner, Crunchyroll and Rooster's Teeth, etc.

Most originals will drop weekly, not all at once.
(They want to minimize churning.)

Depending on tastes, $15 may be justifiable. Don't underestimate them because of the price.
(Again, plain cable HBO has 135m subscribers at that price.)

It is going to get complicated.

[fjtorres]

Originally Posted by ilovejedd

HBO Max doesn't exist yet. DC Universe launched in 2018.

Warner needs to bring in the big guns now and consolidate considering the breadth of Disney's vault and very aggressive pricing of Disney+.

DC Universe may continue to exist as that's meant to compete with Marvel Unlimited (comics) as well. However, HBO Max needs DC included in the service as a counterpoint to Disney+'s Marvel.

My own guess is new DCU shows and movies will run on both.
DCU being niche and HBO MAX being general audience there's room for both.

After all, the CW shows are staying and even growing. (New Superman Series, for example.)

And yes, they are bringing in the big guns. And tbe smaller ones, too. They are practically emptying the vaults.

[fjtorres]

This just dropped:

https://www.cordcuttersnews.com/cabl...g-to-foxs-ceo/

On top of the previously reported loss of 10% pay tv revenues from 2015 to 2018, 2019 brought another 4% drop vs 2018.

Ad-supported streaming is growing.
And Disney and HBO MAX have yet to hit.

The big change is accelerating.

[ilovejedd]

Originally Posted by fjtorres

This just dropped:

https://www.cordcuttersnews.com/cabl...g-to-foxs-ceo/

On top of the previously reported loss of 10% pay tv revenues from 2015 to 2018, 2019 brought another 4% drop vs 2018.

Ad-supported streaming is growing.
And Disney and HBO MAX have yet to hit.

The big change is accelerating.

Cable and telcos pretty much have monopolies on internet, though.

Been a cord cutter since 2008 (antenna + Netflix DVD & streaming + occasional DVD purchase). I've dropped the discs by mail. Recently signed up for cable TV again because funnily enough, I received a TV+internet package promo offer that was cheaper than the internet-only service I previously had.

Calling customer service and threatening to cancel internet service so they'll offer another 12-month promo pricing doesn't really work when they know they're practically the only game in town.

[fjtorres]

Originally Posted by ilovejedd

Cable and telcos pretty much have monopolies on internet, though.

Been a cord cutter since 2008 (antenna + Netflix DVD & streaming + occasional DVD purchase). I've dropped the discs by mail. Recently signed up for cable TV again because funnily enough, I received a TV+internet package promo offer that was cheaper than the internet-only service I previously had.

Calling customer service and threatening to cancel internet service so they'll offer another 12-month promo pricing doesn't really work when they know they're practically the only game in town.

That monopoly is also threatened.
New satellite constellations (at least three players) as well as 5G in cities and 'burbs.
Starlink should be operational next year.

[pwalker8]

Originally Posted by ilovejedd

That content will probably be folded into HBO Max (Warner).

Warner's got a huge archive including some very popular franchises:
Harry Potter
LOTR
DC
Matrix
Game of Thrones

The question is will Warner pull their content from competing services once HBO Max is up and running? We already know Disney's pulling content from Netflix.

To be honest, I don't see how AppleTV+ is gonna compete unless they license content or acquire a studio.

It kind of depends on the contract. For example, while Warner has the current LOTR and Hobbit movies, they don't have the right to do more movies from those works. It's very different that, say for example the Star Wars situation where Disney does have the right to do a lot more movies and shows in that universe.

[OtinG]

Originally Posted by fjtorres

That monopoly is also threatened.
New satellite constellations (at least three players) as well as 5G in cities and 'burbs.
Starlink should be operational next year.

Land based internet provider monopolies will still exist. My town only allows Spectrum to peddle it at current. Starlink and others might eventually come online, but at what cost? Probably they will charge similar to land based providers, and might even use their multi-year contract systems. And how well will satellites work at providing uninterrupted and adequately fast service? DirecTV certainly sucked and was constantly dropping signals when a few fluffy white clouds passed over my house. My friends with DishTV had the same complaints. I assume there will be issues with satellite internet as well. And of course availability of reliable satellite internet could take years for many of us.

Bottom line is does it really matter which master has you by the short hairs? No! You will pay about the same regardless of which provider you choose for internet, or which type of internet service you choose.

And relying on 5G is not really an option for many people. Yes I’m grandfathered in to T-Mobile's unlimited data, but the fine print states that after about 5 GB I can expect throttling. And even with the faster speeds of 5G, it likely means I can forget about powering my entertainment addictions solely through 5G.

I think it is extremely naive to think that an internet provider will suddenly come to our rescue. Not gonna happen, ever! We are getting bent over and we can expect more of the same until hell freezes over.

[fjtorres]

Originally Posted by OtinG

Land based internet provider monopolies will still exist. My town only allows Spectrum to peddle it at current. Starlink and others might eventually come online, but at what cost? Probably they will charge similar to land based providers, and might even use their multi-year contract systems. And how well will satellites work at providing uninterrupted and adequately fast service? DirecTV certainly sucked and was constantly dropping signals when a few fluffy white clouds passed over my house. My friends with DishTV had the same complaints. I assume there will be issues with satellite internet as well. And of course availability of reliable satellite internet could take years for many of us.

Bottom line is does it really matter which master has you by the short hairs? No! You will pay about the same regardless of which provider you choose for internet, or which type of internet service you choose.

And relying on 5G is not really an option for many people. Yes I’m grandfathered in to T-Mobile's unlimited data, but the fine print states that after about 5 GB I can expect throttling. And even with the faster speeds of 5G, it likely means I can forget about powering my entertainment addictions solely through 5G.

I think it is extremely naive to think that an internet provider will suddenly come to our rescue. Not gonna happen, ever! We are getting bent over and we can expect more of the same until hell freezes over.

The point of Starlink is to be cheaper than wire.
If it isn't it won't get the volume it needs to pay back the $10B investment in satellites. It's cheap or bust and SpaceX doesn't do bust.
Musk has a track record so it won't be dirt cheap but it will be cheap.
(Plus it'll where wire won't go.)