Disney+

[3GenClone]

Netflix purchased "Millarworld" on Monday. It is the comic book publish owned and operated by Mark Millar (creator of Kingsmen, Wanted, and Kick-Ass). A lot of outlets are saying this is Netflix becoming a buyer/creator rather than distributor. This may be first of many more properties that Netflix purchases.

https://www.google.com/amp/s/www.gq.com/story/netflix-mark-millar/amp

 

[AgronAlum]

Netflix purchased "Millarworld" on Monday. It is the comic book publish owned and operated by Mark Millar (creator of Kingsmen, Wanted, and Kick-Ass). A lot of outlets are saying this is Netflix becoming a buyer/creator rather than distributor. This may be first of many more properties that Netflix purchases.

https://www.google.com/amp/s/www.gq.com/story/netflix-mark-millar/amp

They have a hell of a long ways to go to get to the amount and quality of content that the major players produce and aren't sitting on the cash to buy their way there. Buying entities like Millarworld when others have the big names like Marvel isn't going to get them there when the only thing they can offer is a couple dollars less per month. I just don't see how Netflix makes it out of this long term if the big players want to squeeze them out.

 

[BillBrasky4Cy]

ESPN's current carriage agreements with the cable / satellite providers does not allow them to go direct to consumer with a streaming option. No content that is on their linear networks (ESPN, ESPN2, ESPNU, etc..) would be available. This sounds like it will be a way to monetize the ESPN3 streaming only content instead of giving it away as part of the cable subscription...

Focus on the bold.

 

[Judoka]

Let's just say I'm less convinced of it's massive success than you seem to be. It'll be 2 subscriptions to do what you can do with one sub now. I don't think people want to pay $10-15/month for each additional channel they watch, plus a subscription to one or more of Netflix/Hulu/Amazon Prime. If they move ESPN to a similar paid subscription service we're getting very near the point where it doesn't make sense to drop cable/satellite anymore.

And it won't make sense for everybody - if you want every one of the streaming services then it would make more sense to keep cable. But if you just want 1-2, or to cycle through them (for example ESPN in the fall/winter and then HBO in the summer) then this would be a big win.

 

[Cyclone.TV]

They have a hell of a long ways to go to get to the amount and quality of content that the major players produce and aren't sitting on the cash to buy their way there. Buying entities like Millarworld when others have the big names like Marvel isn't going to get them there when the only thing they can offer is a couple dollars less per month. I just don't see how Netflix makes it out of this long term if the big players want to squeeze them out.

Most of the new stuff they are putting out are all Netflix Originals. They are buying shows and movies at a high rate. It would be interesting to see the amount of original content they have vs a lot of the other networks.

 

[Judoka]

No, they said quite expressly you won't get espn/espn2 wthout already subscribing to a cable/sat provider.

Not including content from ESPN/ESPN2 would make a stand alone ESPN service worthless. I don't see why they'd even try to do that. Are you sure that's correct?

 

[BillBrasky4Cy]

And it won't make sense for everybody - if you want every one of the streaming services then it would make more sense to keep cable. But if you just want 1-2, or to cycle through them (for example ESPN in the fall/winter and then HBO in the summer) then this would be a big win.

Why is everyone assuming that ESPN is going to just pull their service form the streaming companies? My biggest takeaway from the various articles I've read about this is that they are trying to monetize their Watch ESPN content aka ESPN 3. They are going to turn this into a paid subscription instead of giving it away for free.

 

[3GenClone]

Why is everyone assuming that ESPN is going to just pull their service form the streaming companies? My biggest takeaway from the various articles I've read about this is that they are trying to monetize their Watch ESPN content aka ESPN 3. They are going to turn this into a paid subscription instead of giving it away for free.

You are exactly right.

LA Times article posted this morning with some insight into the new ESPN streaming service:

The new ESPN over-the-top offering meant to appeal to streaming video users will not be the same channel that cable subscribers currently receive. It will be a separate service available through the ESPN app and offer access to thousands of live events from Major League Baseball, the National Hockey League, Major League Soccer, Grand Slam Tennis, and various college sports organizations.

It will not include NFL or National Basketball Assn. contests that are the big ratings drivers for ESPN’s cable channels, which can only be streamed with a pay-TV subscription. Disney has not said how much the service will cost.​

http://www.latimes.com/business/hollywood/la-fi-ct-espn-streaming-20170810-story.html

I highly recommend reading this article. Lot's of interesting numbers in there about ESPN's declining subscribers, cost of contracts with professional sports organizations, and some interesting thoughts about Google and Amazon getting involved.

 

[BillBrasky4Cy]

You are exactly right.

LA Times article posted this morning with some insight into the new ESPN streaming service:

The new ESPN over-the-top offering meant to appeal to streaming video users will not be the same channel that cable subscribers currently receive. It will be a separate service available through the ESPN app and offer access to thousands of live events from Major League Baseball, the National Hockey League, Major League Soccer, Grand Slam Tennis, and various college sports organizations.

It will not include NFL or National Basketball Assn. contests that are the big ratings drivers for ESPN’s cable channels, which can only be streamed with a pay-TV subscription. Disney has not said how much the service will cost.​

http://www.latimes.com/business/hollywood/la-fi-ct-espn-streaming-20170810-story.html

I highly recommend reading this article. Lot's of interesting numbers in there about ESPN's declining subscribers, cost of contracts with professional sports organizations, and some interesting thoughts about Google and Amazon getting involved.

Good stuff, thanks for the info. This is the first article I've seen that actually gave a good explanation on what this platform is going to look like. ESPN isn't alone in this department , all of the major networks are going to find ways to get the eyeballs back that they are losing at a crazy clip. Streaming companies will continue to be the major player in their plan and the networks will use subscription base platforms to capture more of their niche type customers. Competition is a great thing folks!

 

[Judoka]

Why is everyone assuming that ESPN is going to just pull their service form the streaming companies? My biggest takeaway from the various articles I've read about this is that they are trying to monetize their Watch ESPN content aka ESPN 3. They are going to turn this into a paid subscription instead of giving it away for free.

Nobody is assuming that, people are assuming that the ESPN standalone service will essentially be a WatchESPN login.

 

[BillBrasky4Cy]

Nobody is assuming that, people are assuming that the ESPN standalone service will essentially be a WatchESPN login.

Go back and tread through the thread, several people interpreted this new platform as a way to force cable cutters to subscribe to their new service if they want their content.

 

[Triggermv]

http://screenrant.com/netflix-debt-success-explained/

Good article analyzing Netflix's debt and what it means for the company.

 

[3GenClone]

And now Amazon makes their counter to Netflix and Disney: they have made a deal with Robert Kirkman (creator of the Walking Dead on AMC). All original content from his production company will be Amazon exclusive going forward.

http://io9.gizmodo.com/walking-dead-creator-robert-kirkman-leaving-amc-signs-1797747694

 

[CycoCyclone]

BOOOOO

 

[Triggermv]

And now Amazon makes their counter to Netflix and Disney: they have made a deal with Robert Kirkman (creator of the Walking Dead on AMC). All original content from his production company will be Amazon exclusive going forward.

http://io9.gizmodo.com/walking-dead-creator-robert-kirkman-leaving-amc-signs-1797747694

Interesting play by Amazon. I'm still a bit confused as it never fully clarifies if new seasons of The Walking Dead will be shifting over soon or not.

 

[Triggermv]

http://screenrant.com/disney-netflix-marvel-star-wars/

Well, I guess the latest news on this front is that while Disney and Pixar movies are pretty much a done deal to move over to Disney's new streaming platform in 2019, its future home for Marvel and Star Wars movies are still up in the air apparently. Netflix claims they are still "in negotiation" for those. So, while I'm still in the boat that Disney has the clout and catalog to actually pull off their own streaming service, without Marvel and Star Wars, two of their biggest brands, I'd call it MUCH more questionable.

 

[Triggermv]

http://screenrant.com/apple-investing-1-billion-in-original-movie-tv-content/

Bing bang boom. Companies like Netflix have to be having like the worst week ever. First, Disney announces their own future streaming service while pulling their content from Netflix, and now Apple just announced that they are entering the original movie and TV content game as well, however that ends up looking exactly for them. It could mean the launch of their own streaming platform. There is no doubt that Netflix's counter-move to Disney's action has been to take on a bunch of additional debt lately in order to migrate more and more into the original content game, rather than relying on paying royalties for other studio's content. Only time will tell how that shakes out. Now, as they keep expanding their original content, a new behemoth direct competitor suddenly looks to be entering the game on the original content side with LOTS deeper potential pocketbooks than Netflix ever could imagine having. Its also never good when one competitor has to compete by using debt while the other cuts checks through cash reserves. All said and done, I'm sure Netflix has known all this news has been coming for a while now, it just hasn't been public, but it still doesn't take away the sting from maybe the "worst week eva" for them.

 

[3GenClone]

http://io9.gizmodo.com/star-wars-and-marvel-movies-will-move-to-disneys-new-st-1801916063

Disney just confirmed today that all Star Wars and Marvel movies will be leaving Netflix and will only be available on the Disney Streaming Service when it goes live sometime in 2019.

 

[Mr Janny]

http://io9.gizmodo.com/star-wars-and-marvel-movies-will-move-to-disneys-new-st-1801916063

Disney just confirmed today that all Star Wars and Marvel movies will be leaving Netflix and will only be available on the Disney Streaming Service when it goes live sometime in 2019.

Disney is in it to win it. Very very difficult to bet against them, knowing the properties the control. Big catalog of popular movies/shows already under their belt, and the potential to do a bunch of high demand original programming.

They've got tons of Marvel heroes they could develop shows around, or imagine a big budget dramatic series set in the Star Wars universe. People would be falling over themselves to sign up for that service.

 

[3GenClone]

Disney is in it to win it. Very very difficult to bet against them, knowing the properties the control. Big catalog of popular movies/shows already under their belt, and the potential to do a bunch of high demand original programming.

They've got tons of Marvel heroes they could develop shows around, or imagine a big budget dramatic series set in the Star Wars universe. People would be falling over themselves to sign up for that service.

Disney also owns Indiana Jones (currently streaming on Hulu). I would love it if Disney took another crack at a Young Indiana Jones Chronicles like they did in the 90s.