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INSIGHTS

  • Kirby Grines

The Streaming Wars: Netflix Killer or Streaming War Filler?

Updated: Aug 20, 2019


Disney has unveiled details about its forthcoming Disney+ streaming service, which will launch November 12th, cost $6.99 per month and feature content from Disney Studios, Pixar, Lucasfilm, Marvel Studios, National Geographic, 30 seasons of The Simpsons, and movies from Twentieth Century Fox.

Financial journalists keep reminding us that we’re in the midst of streaming wars and this service is going to be a Netflix-killer. But is it really? Be honest. Are people really going to cancel Netflix for Disney+? Not 60% of American viewers between the ages of 16-34 who would rather have Netflix than anything else.

Wall Street does what they do and on Friday Disney shares went up 11.5% to an all-time high, while Netflix dropped 4.5%.

While Disney is projected to incur $4 billion in OTT losses, Disney+ is also expected to reach 55 millions subs by 2023 according to MoffettNathanson. Look, I wish the House of Mouse nothing but the best, but does Disney+ compete with Netflix? Does it even need to? Or do we just like spewing about the new shiny “Netflix killer” or latest “streaming wars”.



OTT ROUNDUP: WHAT’S OLD IS NEW


YouTube is the latest vMVPD to up its price to $50/month. Using an Apple device? There’s a tax for that.

The prices of online television bundles keep rising and this is all starting to look like cable.

And since cable’s “in” these days...T-Mobile announces a Pay TV bundle for $100 per month. Link


Netflix is putting out its own magazine and SiriusXM radio station. By the way, did you know that 2.7 million Americans still get Netflix DVDs in the mail?

Are Hybrid OTT Models Way of the Future? You wanna know the future of TV? Give the people what they want, when they want, and where/how they want it. It’s that simple. And maybe that includes a hybrid OTT model.

Here’s the Tech that powers your favorite OTT services. Link

“Streaming Wars” Alert: The next front of the streaming wars is the battle for ad-supported programming. Link

Viacom preps for content arms race: ‘We’re Looking Beyond Our Own Networks’. Link

SVOD service Britbox is beating its targets. Link

Hulu teams with MillerCoors in most expansive integration ever. Link

Philo trials feature that lets OTT subs synchronize viewing. Link

Roku updates OS with auto playback for Roku Channel, expanded voice and search features. Link


INSIGHTS


Survey finds 14% of Netflix users share their passwords. I‘d guess about 20% of the respondents aren’t telling the truth. Link

Report: AT&T, Comcast, Disney will struggle with streaming. Link

How much streaming can Americans take? New data sheds light on the OTT revolution, but confuses me at the same time. For example, “Millennials who subscribe to at least one OTT service watch more than twice as much OTT content as they do live TV.”

Can live TV not exist on OTT? What about millennials that watch live TV via Hulu, Sling TV, fuboTV, or DIRECTV NOW? 🙄



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