Quote:
Originally Posted by OLD BOY
While a certain amount of content is likely to be available, a great deal will by-pass the pay tv companies and go straight to the streamers. You can already see how this is beginning to impact Netflix, as it is forced to give up its Disney content, for example. Sky is likely to lose at least some of the contracts it has with the film studios, and as existing contracts expire, there will be no content left to replace the shows that have to be given up.
The stepping up of Sky's commissioning of double its original content would not have come about if it could still rely on good US shows being available for screening on their platform. It is also why the likes of Virgin Media,, Sky and BT will all be aiming at being super-aggregators of content in the future.
The attached article supports my view, but of course there are others as well if you look for them.
https://www.capitalgroup.com/pcs/lat...ng-shifts.html
Content providers are beginning to offer services directly to consumers.
The most dramatic development has come from content providers. In moves that would have been unthinkable just a few years ago, they are starting to bypass cable and satellite companies in favor of selling directly to consumers over the Internet. HBO, for example, garnered significant attention with its rollout of a stand-alone streaming service. Showtime, another premium channel, plans a similar initiative. CBS has begun offering a streaming service made up of current and past programs. These types of offerings can lure customers who don’t subscribe to cable. More importantly, the new services establish a foothold in the digital marketplace that can be leveraged as on-demand grows in popularity. |
The CBS/Viacom remerger is expected to be announced next week, so we should get a combined streamer from them at some point over the next year or so.
On Disney's removal of content, was that ever confirmed for the UK Netflix service? I can't seem to find any announcement about that. Even in the States, due to existing contracts, some Disney material will remain on Netflix US into 2021.
Although I largely agree with OB's views, I do think we need to add the caveat that we don't know whether the Hollywood media cos will withhold content from Sky/Virgin/Netflix UK etc yet. I think the signs are obvious, but we need to wait and see what actually happens.
We know what's going to happen in the States, or at least some idea, as there have been several announcements, but as contracts with global broadcasters don't expire until the mid 2020s in some cases, we may not feel the pain, yet, that will be felt in the States.