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Originally Posted by Horizon
Not all at the same time every month, no, but most people will pick and mix their services to suit their needs as they do now with current subscription services.
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Which in turn hits revenue for
someone. Netflix didn’t blow $20bn for a sizeable proportion of its subscriber base to give them $30 a year.
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---------- Post added at 19:56 ---------- Previous post was at 19:55 ----------
Consolidation.
There's already only five major Hollywood studios left and they will all get bought out by the tech cos in the next few years, if not sooner. We've already got the next big merger about to start when Viacom and CBS come back together and John Malone has made no secret he wants to sell some/all of his companies out to them and preferably join up with a mobile player like Verizon too. Then, someone like Amazon will come and along and gobble the lot in one bite.
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So we lose the competition that was supposed to drive prices down and just end up with a small number of large players anyway. So, and this is the question no-one can answer, how are Comcast/Liberty not well placed to work in this environment given they are well placed to offer both linear and VOD
and have the subscriber base already?