INSIGHTS

  • Kirby Grines

The Streaming Wars: Can't We All Play Along?

Updated: Aug 20, 2019


CREDIT: CHEYNE GATELEY

NBCUniversal is following Disney and WarnerMedia into the streaming space. Last week, I pointed out that Netflix wasn’t scared.

Doesn’t seem NBCU is threatened by competition either.  

NBCU head, Steve Burke, says today’s streaming services are like cable in the 70’s and 80’s.

A new report from the Wall Street Journal suggests that ahead of the service launch, NBCU has began discussions about removing “The Office” from Netflix when the current distribution deal ends in 2021.

According to the report, “The Office” far and away leads all other titles in terms of share of minutes watched on Netflix.


OTT ROUNDUP


Media Merger Activity Quiets Down in First Quarter. Link

“In one quarter, Netflix added more subs than ESPN+, the OTT platform is likely to have in five years.” Link

Disney+ content lineup will be less than 20% of Netflix’s but Disney titles have higher consumer perceptions of quality. Link

DIRECTV is bleeding subscribers and AT&T is throwing five streaming services at the wall. Link

DIRECTV NOW loses another 83K subs and unsurprisingly, AT&T's CEO is happy with recent DIRECTV NOW price hike

Amazon on pace to Spend $7 billion on content in 2019. Link

Verizon will resell YouTube TV to wireless, broadband customers across U.S. Link

Comcast is in talks to sell its 30% stake in Hulu to Disney. Link

Why DTC brands may corner the connected TV market. Link

6 ways OTT is shaking up the TV landscape from nudity to new ads. Link

Global OTT Viu vows to fend off Netflix, Disney+ Competition. Link

What if $100M Netflix Deals Actually Shortchange Creators? Link

NBA League Pass, F1 TV and Amazon Prime: The direct-to-consumer trend pushing sports to go it alone. Link

Inside Newsy’s Plan to Use Live Video to Target a Younger Audience. Link

T-Mobile defends $90 baseline pricing on TVision Home. Link

Amazon and Google Are Making Music Free — And That Could Be a Big Headache for Spotify. Link

SiriusXM launches a cheaper streaming only plan for Amazon Alexa, Roku, Fire TV, & other streaming devices.. Link

CNN Launches Channel on Pluto TV Free Streaming Service. Link

Netflix to bolster marketing operations in New York City. Link


INSIGHTS


TV's golden age, or content overload? Netflix, Disney+ Battle for dominance with no clear winners. Link

OTT Revenue to Rise 35% in 2019. Link

Cord cutting will accelerate in 2019, Skinny bundles poised to fail. Link

Netflix, Hulu, Amazon will lead OTT access revenue to $22B in 2019. Link

What are advertisers’ challenges with using first-party data? Link



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