Re: Netflix/Streaming Services
Quote:
Originally Posted by jfman
(Post 36000148)
The 60 million people figure is a red herring - it's simply unrealistic all will sit down and watch the same thing at the same time. It stands to reason that more choice will lead to lower viewing figures - nobody has disputed that but the threshold at which content providers completely abandon linear is extremely low. Millions of people do still look at their EPGs to see what is on.
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Indeed they do and streaming is just the next step from pay tv channels.
It's not necessarily how many eyeballs are watching a channel at any given time which will be the main factor here, although that will be still be a factor, but whether the main content providers withhold content from each other and keep it exclusively on their own services.
Disney has fired the first shots here by withholding content from Netflix and keeping it on its own service, but what about the channels? The first proper "Disney" channel in Europe was Super RTL a Disney/RTL joint venture and this kind of relationship is replicated all over the world across multiple channels between various companies. Most tv channels around the world are either joint ventures between different companies and/or have content on them from different companies.
I think there is a good argument to be had that the fate of all of these joint venture channels and channels which are supplied content from multiple providers will be under serious threat over the coming years. Add in lower viewing for these channels, especially among the younger demographics which are the groups most of interest to advertisers and most of these pay tv channels, I believe, will fold over the next ten or so years.
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