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Originally Posted by OLD BOY
Sky is certainly under pressure. It is feeling the pinch with imported content as well as the cost of sports rights. That doesn't mean Sky is under threat (that's your interpretation) but it is certainly under pressure.
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Is it you consistently portraying these issues for Sky that somehow Netflix/Amazon are apparently immune to, or at least you fail to consider the impacts.
The Premiership rights have fell in value - Sky's main competitor in the market (
BT) have indicated they are not going to enter into never ending bidding wars.
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The takeover by Comcast is a blessing for Sky because that has enabled a considerable amount of extra content to be secured. However, if much of that has been shown already in the UK, it will still have to invest in a lot more original content to keep the punters opening their wallets.
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Your word choice 'blessing' is quite curious. Mergers and acquisitions of companies don't happen by chance. The whole point is to extract greater value from existing assets under the one umbrella.
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Netflix will also suffer a loss of content, but by golly, they are certainly churning out the originals. And that is why Netflix is in a better place than Sky, content wise.
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By golly indeed. Eye watering amounts being spent on top of an already eye watering level of debt.
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Amazon also has quite a lot of original content, albeit not as much as Netflix. However its attraction lies in the fact that they also carry a lot of new stuff on a pay per view basis. Additionally, of course, they have their retail business, which sets them apart from Sky and Netflix.
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Amazon's retail operation doesn't guarantee them success, or otherwise, in the pay-tv market.