jlee003
Mouseketeer
- Joined
- Mar 22, 2016
I must say i enjoyed the streaming conversation when i listened to the news yesterday, but had a few notes:
1. you all quoted cable bill as if it was a direct correlation to streaming service prices. wouldnt your primary bill also include your ISP? NETFLIX nor Disney are ISPs, so you will still have an internet bill.
2. Netflix started out as a web service aggregating content. They have moved successfully into the content creation world, but are not even in the ball park of the content IP power house of disney.
3. The distribution of the content is really only as good as the ISP in between, so preference on the service comes down to the user interface. To me this is a subjective decision and we havent seen the UI of new Dis streaming service.
4. i think the biggest impact here is the pressure on the triple play companies like spectrum, ATT (direct tv), Verizon. We are already seeing acquisitions by these companies in relation to content creation. ATT has recently placed a bid to buy time warner content (not internet service). This would give them HBO, CNN...etc. As an ISP, this is a huge advantage for end to end business model. I think that this is where the huge impact of the disney announcement truly lies. I actually believe this could hurt netflix as providers branch into their business model with their own offerings in fresh content. DirecTV via ATT network launched its own internet streaming service as an add on for subscribers recently, but also as a solo service.
All in all it is an interesting market right now. Feels like a replay of blu-ray and hd-dvd (for you older folks think VCR vs BetaMax). Exciting for consumer either way.
1. you all quoted cable bill as if it was a direct correlation to streaming service prices. wouldnt your primary bill also include your ISP? NETFLIX nor Disney are ISPs, so you will still have an internet bill.
2. Netflix started out as a web service aggregating content. They have moved successfully into the content creation world, but are not even in the ball park of the content IP power house of disney.
3. The distribution of the content is really only as good as the ISP in between, so preference on the service comes down to the user interface. To me this is a subjective decision and we havent seen the UI of new Dis streaming service.
4. i think the biggest impact here is the pressure on the triple play companies like spectrum, ATT (direct tv), Verizon. We are already seeing acquisitions by these companies in relation to content creation. ATT has recently placed a bid to buy time warner content (not internet service). This would give them HBO, CNN...etc. As an ISP, this is a huge advantage for end to end business model. I think that this is where the huge impact of the disney announcement truly lies. I actually believe this could hurt netflix as providers branch into their business model with their own offerings in fresh content. DirecTV via ATT network launched its own internet streaming service as an add on for subscribers recently, but also as a solo service.
All in all it is an interesting market right now. Feels like a replay of blu-ray and hd-dvd (for you older folks think VCR vs BetaMax). Exciting for consumer either way.