[jfman]

Originally Posted by Horizon

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.

If Netflix were to take over someone else their already substantial debt, and associated interest payments, go up!