Quote:
Originally Posted by jfman
The beginning of the end for many streamers I suspect.
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We know that next year, Lionsgate and Viaplay will go and that My5 and Pluto will merge.
AMC's Shudder is niche enough to survive (as are other niche operatiors like Mubi, BFI, etc) but its mainstream Acorn service is probably better off as part of Now TV or Discovery+ or bundled with subscription TV services.
Paramount is in a similar situation to Acorn. It has close ties to Sky so could end up being a membership level on Now and a tier on its owner's Pluto TV service.
It will be more interesting to see what WBD does with its HBO content - will it licence it exclusively to Sky as now? Will it keep it in-house and launch it via its Discovery + streamer? Or will it licence it to Sky
and add it to its own streamer?
For the record, here's how much each leading streamer's parent company is valued at on the stock exchange. I'm pretty surprised at WBD and Comcast - I expected Disney to be ahead of Comcast and WBD to be worth a lot more.
Apple $3.00 trillion
Amazon $1.59 trillion
Netflix $214.98 billion
Comcast $176.82 billion
Walt Disney $166.47 billion
Warner Brothers Discovery $28.04 billion
Paramount $10.01 billion
AMC $1.21 billion