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Interesting. |
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Stephen Lovely owns shares of Apple, AT&T, and Netflix. The Motley Fool owns shares of and recommends Apple, Netflix, and Walt Disney. The Motley Fool has the following options: long January 2021 $60 calls on Walt Disney, short October 2019 $125 calls on Walt Disney, short January 2020 $155 calls on Apple, long January 2020 $150 calls on Apple, short January 2020 $155 calls on Apple, and long January 2020 $150 calls on Apple. The Motley Fool recommends Comcast. The Motley Fool has a disclosure policy. It’s more transparent than “random digital marketing company predicts streaming future due to dubious online survey”. |
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Again that’s not the point being made, Old Boy...
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https://seekingalpha.com/article/429...ercent-problem |
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Here a few months back I was starting to wonder that I was a lone wolf howling at the moon over Netflix. Now not so much.
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https://www.theguardian.com/media/20...money-cant-buy |
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Just a little reminder to all:
Disney + has zero subscribers HBOmax has zero subscribers Peacock has zero subscribers Apple + has zero subscribers because they haven't launched yet and as far as many international markets go, some of these services are still at least a year away to launching. Netflix has 150 million subscribers and counting and in another year will have millions more customers and thousands of hours of more new tv shows and films. I don't discount the uphill challenge that Netflix will face, but at the moment, at least, Netflix is standing onto of the hill looking way down at the others. What if Netflix were to take over someone like Lionsgate and/or MGM? That would add a ton of recognisable content. I'm not saying that will happen, but Netflix can adapt as it sees fit. When all these streamers are launched that will then impact on the media companies' existing services, especially pay tv channels like HBO and ESPN. It's not a zero sum game. Disney+ will be cheap when it launches, but it needs to offset losses that will inevitably happen as a result of cannibalisation to existing services and loss of revenue from expiring licensing deals. Disney's streamer will need to get a lot of subscribers very quickly, but with Disney's vast content, its doable, but even Netflix will still have rights to some of Disney's content for at least another eighteen months, so it's Disney and the others that has got the main challenge, not Netflix. |
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Peacock will have plenty of customers from the off as the main part of its service is ad free delivering an estimated $5 per customer.
I think you haven't fully read the articles , Netflix Originals on their own at the price they currently charge won't keep people interested they simply haven't got enough and many of what they have are cancelled shows meaning no future series. |
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