I'm sure Disney wants and will keep it packaged with their other networks. More money for them.
Disney+
- Thread starter 3GenClone
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I'm sure Disney wants and will keep it packaged with their other networks. More money for them.
His whole mess is just cyclical. It'll keep evolving forever.
Ya streaming is about to get out of control. Soon we will be talking about cutting streaming for cable.
The Marvel shows that Netflix produces will remain on Netflix (Defenders, DareDevil, Luke Cage, Jessica Jones, Iron Fist, & The Punisher) but all other Marvel content will be removed from Netflix. That includes animated series, shows like Agents of Shield, and the MCU movies will only be available through this new service.
Here is an interesting article about the streaming company that Disney just bought majority interest. It also has some insight as to what the new ESPN streaming service will look like:
BAMTech itself is a spin-out from MLBAM (MLB Advanced Media), MLB’s digital media business. MLBAM operates the official website at MLB.com and related properties, as well as the popular MLB At Bat mobile application, among other things. Video streaming, however, became such a big business that BAMTech was approved to become its own entity back in August 2015.
The business has long since grown beyond being a streaming technology provider for baseball.
The company has also been tasked with powering streaming for HBO NOW, the National Hockey League, the PGA Tour, the WE Network, and others.
When Disney bought a minority interest in the company last summer, BAMTech began to work in the streaming infrastructure needed to run a new ESPN streaming service. (It was already powering WatchESPN, as one of its many clients.)
That new streaming service was also announced today, and will include approximately 10,000 live regional, national, and international games and events a year. It will feature events from Major League Baseball, National Hockey League, Major League Soccer, Grand Slam tennis, and college sports. ESPN said individual packages will be available for purchase, too, including MLB.TV, NHL.TV and MLS Live.
The service will launch in 2018, and be accessible through an upgraded version of ESPN’s app. The new app will let pay TV subscribers also watch ESPN’s networks, but cord cutters would not have that option.
https://techcrunch.com/2017/08/08/bamtech-valued-at-3-75-billion-following-disney-deal/The company has also been tasked with powering streaming for HBO NOW, the National Hockey League, the PGA Tour, the WE Network, and others.
When Disney bought a minority interest in the company last summer, BAMTech began to work in the streaming infrastructure needed to run a new ESPN streaming service. (It was already powering WatchESPN, as one of its many clients.)
That new streaming service was also announced today, and will include approximately 10,000 live regional, national, and international games and events a year. It will feature events from Major League Baseball, National Hockey League, Major League Soccer, Grand Slam tennis, and college sports. ESPN said individual packages will be available for purchase, too, including MLB.TV, NHL.TV and MLS Live.
The service will launch in 2018, and be accessible through an upgraded version of ESPN’s app. The new app will let pay TV subscribers also watch ESPN’s networks, but cord cutters would not have that option.
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It really is fascinating how all of this has played out. I do think the days of cable are pretty much done though and I don't think that the major networks will pull enough revenue by isolating themselves. The lack of competition is what started all of this in the first place and there is no way that Disney/ESPN can walk away from the streaming companies without financial repercussions. If they did this they would only be pulling in their niche viewers and would be leaving a lot of meat on the bone.
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will they, though? I think you're underestimating the draw of Disney's properties. Plus, they get every cent of the subscription.
Look at it this way, the Netflix/Disney exclusivity deal was rumored to have paid Disney about $300 million. If Disney charges $10 a month for their service, and got 2.5 million subscribers, they'd make that in a year. 2.5 million is a drop in the bucket, considering the size of the market for streaming. Netflix, for example, currently has around 100 million subscribers. Disney may not ever approach those kinds of numbers, but they don't have to. Even hitting 10 or 20 million subscribers would be far more profitable for them than what they're currently getting with Netflix. This is a no-brainer for Disney. They're going to clean up.
Netflix grew by being ahead of the curve to streaming and getting carriage rights from lots of different content providers for pennies on the dollar. They are having to shift to original content as the rights fees being requested start to skyrocket so they drop content and as more content providers pull their content to start their own streaming site.
There will be a lot of fragmentation then consolidation of the cable, streaming, and content provider industries over the next 5-10 years as everyone scrambles to find their piece of the (shrinking) pie. They will have to strike the balance between price, content available, and distribution channels / subscriber count to see what is best for each. Not everyone can be HBO and be standalone at $15/mo.
It is a fine line to walk as if they price too high then people won't subscribe. Price too low and you will cannibalize subscriber counts from other sources and they lose revenue. Wall off your product and lose visibility to the masses and wither on the vine as fewer and fewer people see your shows. Not everyone is willing to search out and willing to pay for a large number of different streaming subs.
Discovery / Scripps will be the next one to watch to see how they are going to go forward with their content. If they can go straight to consumer in the $5-$7/mo range as rumored it will be the cable bundle under extreme duress.
Things will start to consolidate / merge again as companies realize that the grass is not always greener on the other side.
There will be a lot of fragmentation then consolidation of the cable, streaming, and content provider industries over the next 5-10 years as everyone scrambles to find their piece of the (shrinking) pie. They will have to strike the balance between price, content available, and distribution channels / subscriber count to see what is best for each. Not everyone can be HBO and be standalone at $15/mo.
It is a fine line to walk as if they price too high then people won't subscribe. Price too low and you will cannibalize subscriber counts from other sources and they lose revenue. Wall off your product and lose visibility to the masses and wither on the vine as fewer and fewer people see your shows. Not everyone is willing to search out and willing to pay for a large number of different streaming subs.
Discovery / Scripps will be the next one to watch to see how they are going to go forward with their content. If they can go straight to consumer in the $5-$7/mo range as rumored it will be the cable bundle under extreme duress.
Things will start to consolidate / merge again as companies realize that the grass is not always greener on the other side.
Count me in the group that would pay for Disney's new service, but I've got kids, love Disney, and am a Star Wars and Marvel fanatic. Therefore, it is kind of right up my alley. Shoot, the way things are going and where shows are migrating, I may end up using both Disney and Warner Bros new apps and dropping Netflix.
Marvel or Star Wars fans dreaming of a service that streams all the films at once will be wise to remember the term "Vault Disney".
CycloneErik
Well-Known Member
I still don't have Netflix yet (I know, I'm a problem), but I'm ready to click the button to buy this Disney service for generally the same reasons.
If the ESPN stuff was in there, and I have to think it would be, that's less money to send to Mediacom. That's always a nice thing, too.
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The other thing you have to look at is that with Disney's deep pockets, they don't necessarily have to limit themselves to their own properties. They could be in a position to poach content from other sources, as well. The Disney brand is a behemoth. How many other content providers will be willing to attach themselves to it? Not many people have gotten rich betting against Disney.
I get one of these services at a time (HBO, Netflix, Hulu). They're all fantastic for a month or two that it takes to catch up on their original content and watch the 3-4 new movies worth watching then lose a little value after a few months. I'd throw AMC in there too if they ever had a standalone.
Sadly there is no streaming service that has a good selection of films older than 5 years. For that physical media or Netflix discs in the mail service are light years beyond any streaming. Sure they all have a million old movies but each one would be lucky to have what I consider .001% of classic great movies.
Disney won't be any different here. They consider "Vault" as a positive word for movie fans. It'll be dozens of their least interesting movies permanently available and one or two Star Wars or Marvel or Pixar movie at a time. Unless they radically change their strategy they've had for almost 4 decades.
CycloneErik
Well-Known Member
Big production studios like WB, Disney, Universal, Sony deciding to take back their content and create their own streaming sites, in hindsight, has probably been Netflix's biggest threat all along. While it is somewhat coming to fruition, at least Netflix has been a bit proactive with it. Where they have been proactive is by realizing that the only way to hedge against losing content to studios is by producing good original TV and movie content on their own, which they have been working on. Nobody can take what is yours. Its also no secret that comic book movies and shows are popular right now, so it shouldn't be surprising to see Disney/Marvel's announcement of removing their content from Netflix coincide with Netflix's purchase of comic book producer Millarworld (https://www.reuters.com/article/us-millarworld-m-a-netflix-idUSKBN1AN1NP) a couple days ago. Millarworld contains popular comic book titles like Kingsmen, Kick-Ass, Wanted... etc. Therefore, this is obviously a counter-play by Netflix to somewhat keep in the comic book game with no risk of being removed. It is definitely not an equal counter-play by any extent as Millarworld is nowhere near an equivalent to Marvel, but it is something at least.
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No doubt Disney will make it so only certain movies are available at any given time. I personally don't see the value in something like this. It's not like subscribing to Netflix/Amazon/Hulu/HBO where you have ongoing series to watch, they've already said the Marvel TV shows will still be on Netflix anyways. Would I pay $10-15/month for Disney TV shows and the ability to watch movies I've already seen from Disney/Star Wars/Marvel? No.
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The existing Marvel TV shows will stay on Netflix, yes. But, you can bet your bottom dollar that there will be more of them produced by Disney, exclusive to their service. Disney has already said they will be producing their own content/series. And with the properties they control, people will follow that. Guaranteed.
People aren't reading the Marvel TV shows still being on Netflix correctly. The only reason the news is saying that is because of the existing contracts Marvel has made to produce these series through Netflix, which run for quite a few more series. With that said, I'd be very surprised if at the expiration of those contracts that Marvel doesn't make the switch over to producing anything new on their own app. Now, I don't know how the deal with Netflix is written, so I can't guarantee all the existing stuff makes the switch or not, but I'd be surprised if any new type of contract gets written with Netflix at all.
Well, crap. I'll probably sign up for the Disney streaming service and in time I'll be paying as much per month for a dozen different services as I used to just paying for cable. So streaming video killed cable. I wonder what'll kill streaming?
