INSIGHTS

  • Kirby Grines

The Streaming Wars - The wars officially kick off this Friday

Updated: Oct 30, 2019

Issue #33 presented by WIREWAX

Happy Tuesday! Every headline below references song lyrics. Can you identify what they are?


I’ll grab the tee, I’ll tee off

Looking to build brand awareness and subscriptions, GolfTV is experimenting with originals and offering compelling, one-off exhibition matches that won’t be available anywhere else. 

There's a war going on outside...You could run but you can't hide forever

The "streaming wars" officially kick of this week with Apple TV+ launching on Friday. CNBC’s Alex Sherman dropped a very excellent piece on the subject. To understand the streaming war, you must first understand how Disney, Comcast, and AT&T make money from the cable bundle. 

Blood stains, speed kills. Fast cars, cheap spills?

Netflix is testing variable playback speeds in its Android app, allowing customers to play movies and TV shows at various speeds, which is something pretty common in the podcasting space. Netflix tests out features regularly and often on Android. Although this is just a test and not an actual product implementation, Aaron Paul, Judd Apatow, and others are not happy.

This piece on Adage looks at how advertisers, consumers, and platforms are starting to reap the benefits of the seismic shift in the TV landscape, but they’re about to feel a few consequences too. 

So the F-C-C won't let me be or want me streaming TV from AT&T

What does Reed Hastings and FCC Chair, Ajit Pai, have in common? They both think that cable TV could end up the biggest loser in the streaming wars

Historically, the FCC has said the presence of a direct-broadcast satellite service (DirecTV or DISH) in a particular market can trigger an effective competition finding, but this is the first time a streaming service has been deemed a competitor.

While the ruling took aim at AT&T Now, the decision could spark up a debate on the regulatory status of OTT video in the future given Pai’s reference to Netflix, Hulu, Amazon, Disney+, and Apple TV+.

Disney and Verizon sitting in a tree. And customers will be D-O-W-N-L-O-A-D-I-N-G

When Disney+ launches in 14 days, Verizon will begin offering 12 months of the OTT service to all new and existing 4G LTE and 5G unlimited wireless customers. In addition, Verizon will extend the same offer to new Fios broadband or 5G home wireless internet customers.

As Telcos and streaming services respectively compete for new customers and ARPU, add-ons like this one have become common.

Verizon is hoping to increase customer growth in the future and the Disney+ promotion should be a win for both parties. Verizon seeks to differentiate itself from its competitors and Disney looking to quickly amass as many subscribers as possible.

On Sunday I switched all my Verizon lines over to unlimited plans and intend to take the Disney+ offer.

What I don’t know is how  my charge will be “papered”. Meaning, when my promotion ends on November 11 2020, will Disney+ be set to auto-renew through Verizon or will I be required to reactive the service directly on disneyplus.com or one of the Disney+ Connected TV or mobile applications? I’ll let you know in 2 weeks. 

What I do know is Bob Iger recently informed us that Disney+ downloads will be available after its content leaves for other streaming services. This is extremely important as several Disney titles that have left Netflix are set to come back in 2026.


INSIGHTS

  • Apple TV+ launches this Friday – here’s what you need to know. BGR

  • Too Many Streaming Services, New Consumer Study Finds. Broadcasting & Cable

  • Ad-supported downloads coming in Q1 2020, Penthera exec says. Fierce Video

  • Netflix Was Just Given A Huge Gift By Verizon And Disney. Seeking Alpha

  • Apple and Disney are creating an explosion of TV series budgets. Quartz

  • Why Nielsen Is Now Measuring Amazon and What That Means for New Streaming Services. TheWrap

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