VOD : Netflix/Streaming Services

[denphone]

Originally Posted by Mad Max

Not at all, Den, you cannot say that Amazon, or whoever it may be, will never seriously put a bid in for the rights to the EPL, it's very early days, and they, imo, are testing the water with the games that they have coming this December.

They just picked up those 2 sets of matches for December because they were going for next to nothing and my opinion is you are reading far too much into that MM.

[Horizon]

Originally Posted by Mad Max

Not at all, Den, you cannot say that Amazon, or whoever it may be, will never seriously put a bid in for the rights to the EPL, it's very early days, and they, imo, are testing the water with the games that they have coming this December.

Exactly, that is all I am saying apart from the fact that the tech cos are far bigger than the existing media cos and can easily outbid them if they choose to do so.

---------- Post added at 20:12 ---------- Previous post was at 20:07 ----------

Originally Posted by denphone

They just picked up those 2 sets of matches for December because they were going for next to nothing and my opinion is you are reading far too much into that MM.

If it were in isolation, then I'd agree with that, but the fact that they are adding loads of other sports all the time now, seems to at least suggest, does it not, that their interest in sports is more than just a passing fad. How serious they are, who knows, but we'll have to wait a few years and see if they ever do go for more rights.

[Mad Max]

Originally Posted by Horizon

Exactly, that is all I am saying apart from the fact that the tech cos are far bigger than the existing media cos and can easily outbid them if they choose to do so.

---------- Post added at 20:12 ---------- Previous post was at 20:07 ----------

If it were in isolation, then I'd agree with that, but the fact that they are adding loads of other sports all the time now, seems to at least suggest, does it not, that their interest in sports is more than just a passing fad. How serious they are, who knows, but we'll have to wait a few years and see if they ever do go for more rights.

Exactly..

[Media Boy UK]

Originally Posted by Raider999

It will be interesting to see if the 2 rounds of Premier League football will be available to Virgin customers and of so at what cost.

Originally Posted by Virgin Media

Premier League football
Virgin TV is the home of football. And this season, Amazon Prime Video will be showing two nights of Premier League action in December, featuring every single club. That’s 20 matches, including all ten Boxing Day games.

Amazon Prime Video online costs £5.99. Maybe Virgin customers will need to pay the same!

NOTE: At time of posting Media Boy HQ do not know the real price.

[vincerooney]

Originally Posted by Media Boy

Amazon Prime Video online costs £5.99. Maybe Virgin customers will need to pay the same!

NOTE: At time of posting Media Boy HQ do not know the real price.

any idea when the app launches. i hate the whole "summer!!" because its clearly summer and the lack of talking from virgin media publicly embarrases them.

[jfman]

Monday.

---------- Post added at 22:21 ---------- Previous post was at 21:47 ----------

Oh dear. Netflix shares down 10%, subscriber growth half what they expected. Subscribers numbers DOWN 130,000 in the United States.

https://www.theguardian.com/media/20...growth-targets

That’s without all the exciting competition that Old Boy promises us.

[muppetman11]

Originally Posted by jfman

Monday.

---------- Post added at 22:21 ---------- Previous post was at 21:47 ----------

Oh dear. Netflix shares down 10%, subscriber growth half what they expected. Subscribers numbers DOWN 130,000 in the United States.

https://www.theguardian.com/media/20...growth-targets

That’s without all the exciting competition that Old Boy promises us.

As quite a few of us have been saying for a long while , just wait until the competition hots up even further and more and more third party content gets removed.

The other problem is how do you combat it , if you spend lots more on original content the subscriber is then handed even larger increases in subscription costs leading to higher churn.

[jfman]

Originally Posted by muppetman11

As quite a few of us have been saying for a long while , just wait until the competition hots up even further and more and more third party content gets removed.

The other problem is how do you combat it , if you spend lots more on original content the subscriber is then handed even larger increases in subscription costs leading to higher churn.

Indeed, as I’ve said before there’s nothing new about streaming as such - it’s still TV delivered by a different method. The basic economic principles apply to streaming as they do to traditional platforms. Content is king and established media companies could have decades of back catalogue available to beef up their offerings for minimal expenditure (royalties).

Netflix need to establish a back catalogue, service $20bn debt and still competitively price their product. That’s a fundamentally broken model by itself.

The value is in the subscriber base and the potential tax efficiencies around the debt to a bigger player in the field. I’d expect Netflix to sail around uncontroversially until swallowed up - I doubt the Premier League can expect a “blow Sky out the water” bid in 2021 from Netflix.

[Mad Max]

Originally Posted by jfman

Indeed, as I’ve said before there’s nothing new about streaming as such - it’s still TV delivered by a different method. The basic economic principles apply to streaming as they do to traditional platforms. Content is king and established media companies could have decades of back catalogue available to beef up their offerings for minimal expenditure (royalties).

Netflix need to establish a back catalogue, service $20bn debt and still competitively price their product. That’s a fundamentally broken model by itself.

The value is in the subscriber base and the potential tax efficiencies around the debt to a bigger player in the field. I’d expect Netflix to sail around uncontroversially until swallowed up - I doubt the Premier League can expect a “blow Sky out the water” bid in 2021 from Netflix.

I don't think Netflix were ever interested in bidding for the EPL rights, or am I wrong in saying that?

---------- Post added at 00:57 ---------- Previous post was at 00:52 ----------

Originally Posted by jfman

Monday.

---------- Post added at 22:21 ---------- Previous post was at 21:47 ----------

Oh dear. Netflix shares down 10%, subscriber growth half what they expected. Subscribers numbers DOWN 130,000 in the United States.

https://www.theguardian.com/media/20...growth-targets

That’s without all the exciting competition that Old Boy promises us.

Maybe so, but if you read down a bit in that article, Netflix go on to say this,

The company blamed its content slate for the miss and said the next quarter, which will include the newly released season of Stranger Things, should be much stronger, with an expected 7 million new subscribers.

I suppose it's easy to take the downside in an article, even when there seems to be an upside too.

[SnoopZ]

I think Kodi maybe reducing subscribers too, I know it is the reason I don't pay for Netflix.

[denphone]

Originally Posted by Mad Max

I don't think Netflix were ever interested in bidding for the EPL rights, or am I wrong in saying that?

Netflix have no interest in the football MM.

[jfman]

Originally Posted by Mad Max

I don't think Netflix were ever interested in bidding for the EPL rights, or am I wrong in saying that?

---------- Post added at 00:57 ---------- Previous post was at 00:52 ----------




Maybe so, but if you read down a bit in that article, Netflix go on to say this,

I suppose it's easy to take the downside in an article, even when there seems to be an upside too.

It’s not an upside that you most recent projection was wrong leaving you millions of subscribers below forecast.

If they get those 7m subscribers despite enhanced competition that’s good news for the business model. Thats a big “if” from this armchair.

[OLD BOY]

Originally Posted by Raider999

It will be interesting to see if the 2 rounds of Premier League football will be available to Virgin customers and of so at what cost.

It will be available for no extra charge to all Amazon subscribers.

[jfman]

Originally Posted by OLD BOY

It will be available for no extra charge to all Amazon subscribers.

Which, if you read the question carefully, isn't what he asked.

He asked about Virgin customers, not Amazon customers.

[OLD BOY]

Originally Posted by jfman

Which, if you read the question carefully, isn't what he asked.

He asked about Virgin customers, not Amazon customers.

And if you read my answer carefully, I said ALL Amazon subscribers. By definition, that includes VM viewers who subscribe to Amazon.