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Old 05-07-2019, 18:38   #5536
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Re: Netflix/Streaming Services

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Originally Posted by denphone View Post
It is obviously spreading then...

---------- Post added at 15:35 ---------- Previous post was at 15:33 ----------



It will happen despite your kicking and screaming reticence towards it.
Maybe in future yes but it is not in Netflix's plans in the foreseeable future, product placement can often be more effective than running adverts after all we're less likely to fast forward product placements right?
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Old 05-07-2019, 21:03   #5537
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Re: Netflix/Streaming Services

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Originally Posted by OLD BOY View Post
Despite Netflix continuing to deny that they will run ads, people keep suggesting the opposite. I guess those people think they know best whereas they are clearly deluded!

I think it is possible (wouldn't put it stronger than that) Netflix might allow an advertising option at a cheaper price or maybe without a subscription altogether, but that is many years off, if it happens at all.
They only need to change their mind once in the entire future of human civilisation for you to be wrong. Once. In a very long time.
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Old 06-07-2019, 00:55   #5538
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Re: Netflix/Streaming Services

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Originally Posted by jfman View Post
They only need to change their mind once in the entire future of human civilisation for you to be wrong. Once. In a very long time.
True. And what evidence do you have for your distopian future?

---------- Post added at 23:55 ---------- Previous post was at 23:53 ----------

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Originally Posted by denphone View Post
It It will happen despite your kicking and screaming reticence towards it.
Er, so you know better than Netflix?

OK. Link? Evidence?

No, I thought so!
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Old 06-07-2019, 06:14   #5539
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Re: Netflix/Streaming Services

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Originally Posted by OLD BOY View Post

Er, so you know better than Netflix?

OK. Link? Evidence?

No, I thought so!
Several were posted several weeks ago but you seem to have developed convienent memory loss as usual..
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Old 06-07-2019, 06:56   #5540
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Re: Netflix/Streaming Services

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Originally Posted by OLD BOY View Post
True. And what evidence do you have for your distopian future?[COLOR="Silver"]
On the contrary it’s not my dystopian future. It’s yours!

Advertising spend is at something like $600bn globally. TV accounts for an estimated 40% of this and TV (as we know it), you continue to remind us, will cease to exist.

That’s people that advertisers need new and innovative ways to target. Or, you could just offer a wad of cash to a streamer that’s in debt to the tune of $20bn. As ever it’s simply a matter of economics.
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Old 06-07-2019, 11:40   #5541
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Re: Netflix/Streaming Services

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Originally Posted by denphone View Post
Several were posted several weeks ago but you seem to have developed convienent memory loss as usual..
Those links were just journalistic speculation. Netflix have just confirmed again that they will not introduce advertising. I think I would rather put my money on what the company says than on any wild rumours.

---------- Post added at 10:40 ---------- Previous post was at 10:34 ----------

Quote:
Originally Posted by jfman View Post
On the contrary itís not my dystopian future. Itís yours!

Advertising spend is at something like $600bn globally. TV accounts for an estimated 40% of this and TV (as we know it), you continue to remind us, will cease to exist.

Thatís people that advertisers need new and innovative ways to target. Or, you could just offer a wad of cash to a streamer thatís in debt to the tune of $20bn. As ever itís simply a matter of economics.
So what if 40% of advertising is via TV? Is that supposed to worry Netflix?

Anyhow, TV advertising will not dry up simply because the linear channels disappear. There will be plenty of AVOD services around by that time.
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Old 06-07-2019, 13:11   #5542
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Re: Netflix/Streaming Services

Quote:
Originally Posted by jfman View Post
On the contrary itís not my dystopian future. Itís yours!

Advertising spend is at something like $600bn globally. TV accounts for an estimated 40% of this and TV (as we know it), you continue to remind us, will cease to exist.

Thatís people that advertisers need new and innovative ways to target. Or, you could just offer a wad of cash to a streamer thatís in debt to the tune of $20bn. As ever itís simply a matter of economics.
Again NETFLIX themselves have said they are not going to run adverts, they will instead continue to use product placement.
I'd rather go by what Netflix themselves are saying rather than various websites or rumours.
However this does not mean that Netflix won't change their mind in the future as a poll was ran and viewers said they'd be fine with adverts at a much lower subscription cost.
But for the foreseeable future adverts are not in Netflix's plans.
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Old 06-07-2019, 14:20   #5543
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Re: Netflix/Streaming Services

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Originally Posted by OLD BOY View Post
Those links were just journalistic speculation. Netflix have just confirmed again that they will not introduce advertising. I think I would rather put my money on what the company says than on any wild rumours.

---------- Post added at 10:40 ---------- Previous post was at 10:34 ----------



So what if 40% of advertising is via TV? Is that supposed to worry Netflix?

Anyhow, TV advertising will not dry up simply because the linear channels disappear. There will be plenty of AVOD services around by that time.
For once we are in agreement - TV advertising won't dry up. Anything that has people with eyeballs looking at it, like Netflix or others, will succumb to pressure from advertisers ($$$) and the average subscriber will just have t wear it.
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Old 06-07-2019, 16:04   #5544
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Re: Netflix/Streaming Services

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Originally Posted by jfman View Post
For once we are in agreement - TV advertising won't dry up. Anything that has people with eyeballs looking at it, like Netflix or others, will succumb to pressure from advertisers ($$$) and the average subscriber will just have t wear it.
Exactly.
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Old 06-07-2019, 17:19   #5545
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Re: Netflix/Streaming Services

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Originally Posted by Legendkiller2k View Post
Again NETFLIX themselves have said they are not going to run adverts, they will instead continue to use product placement.
I'd rather go by what Netflix themselves are saying rather than various websites or rumours.
However this does not mean that Netflix won't change their mind in the future as a poll was ran and viewers said they'd be fine with adverts at a much lower subscription cost.
But for the foreseeable future adverts are not in Netflix's plans.
Companies say things to attract customers - that's a natural thing to do. That doesn't mean there aren't long term plans to do something in a slightly different way once people are 'in'.

It's easy for Netflix to say they won't now - indeed it could be a selling point in a market of company A through to company Z. Once the market consolidates into company A, B, C, D, E or F it'll be a quick way to fetch a large and substantial dividend.

As I've pointed out before - these companies don't just know what you watch - they can ascertain information about your lifestyle, wider household and others than present commercial broadcasters cannot. That's far more valuable on a localised level and personal level that how many ABC1s watch Love Island.
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Old 06-07-2019, 17:30   #5546
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Re: Netflix/Streaming Services

Quote:
Originally Posted by jfman View Post
Companies say things to attract customers - that's a natural thing to do. That doesn't mean there aren't long term plans to do something in a slightly different way once people are 'in'.

It's easy for Netflix to say they won't now - indeed it could be a selling point in a market of company A through to company Z. Once the market consolidates into company A, B, C, D, E or F it'll be a quick way to fetch a large and substantial dividend.

As I've pointed out before - these companies don't just know what you watch - they can ascertain information about your lifestyle, wider household and others than present commercial broadcasters cannot. That's far more valuable on a localised level and personal level that how many ABC1s watch Love Island.
BIB very true for example Gmail monitor your shopping habits and use that information to place relevant ads to you.
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Old 06-07-2019, 17:44   #5547
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Re: Netflix/Streaming Services

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Originally Posted by Legendkiller2k View Post
BIB very true for example Gmail monitor your shopping habits and use that information to place relevant ads to you.
Indeed - it's not going to be 18 minutes of random ads per hour. It could even be just one advert at the start of a programme. However it'll be so targeted it's talking to you.

It could be for a Mercedes, a beach holiday in Tenerife, a trip to Disneyworld, it could be Just Eat. The last of which could tell you popular local places, live estimated delivery times etc. Just Eat can then take that to their vendors and charge higher commission. If you've got kids they'll know the rough age (based on viewing habits) and could sell you all kinds of local 'days out' and even factor in the local weather forecast for the weekend into it (indoor or outdoor events).

The capability is genuinely immense.

The largest and most popular providers will be able to harvest the most data, and therefore attract the highest fees. Netflix, or someone else, could take the higher ground. However the evidence base from the vast majority of cable and satellite providers all over the world is that the added value of going 'no ads' doesn't outweigh not actually showing adverts.

Last edited by jfman; 06-07-2019 at 17:48.
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Old 06-07-2019, 19:33   #5548
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Re: Netflix/Streaming Services

Quote:
Originally Posted by jfman View Post
Companies say things to attract customers - that's a natural thing to do. That doesn't mean there aren't long term plans to do something in a slightly different way once people are 'in'.

It's easy for Netflix to say they won't now - indeed it could be a selling point in a market of company A through to company Z. Once the market consolidates into company A, B, C, D, E or F it'll be a quick way to fetch a large and substantial dividend.

As I've pointed out before - these companies don't just know what you watch - they can ascertain information about your lifestyle, wider household and others than present commercial broadcasters cannot. That's far more valuable on a localised level and personal level that how many ABC1s watch Love Island.
In terms of info on people, Netflix pulled off a blinder here and became the daddy of them all never to be repeated by anyone else.

It is highly unlikely that any other streamer will ever have the kind of access to the full spectrum of content from multiple companies that Netflix has enjoyed up to now. And by having all that content, Netflix has built up a mountain of info on user's viewing habits. That in itself is priceless.

On ads, like you, lets wait and see. Netflix is gradually turning the corner now from being a pure growth company into actually becoming a proper company that must make a profit.

We've already had phase one of this with the recent price rises, phase two is the brakes being put on content spend which some speculators are saying is just about to happen and the third phase may well be ads.

Netflix is on the top of the perch and it will take a awful lot for even someone like Disney to knock them off now, but they do need to start making money in the next few years and bringing that debt down.

On consolidation, as I'm sure you'll know, CBS and Viacom are about to recombine in the next few weeks and we'll see what streaming plans they come up with. Like Disney and all the traditional media cos, so far their plans are still based on having multiple streamers each, which I think is the wrong way to go about it. We may then see Discovery gobbled up by this company too, or get taken over by Comcast which again, will all effect what and how many streamers there will be in the future and how expensive it will be for us!

---------- Post added at 18:33 ---------- Previous post was at 18:27 ----------

Quote:
Originally Posted by jfman View Post
Indeed - it's not going to be 18 minutes of random ads per hour. It could even be just one advert at the start of a programme. However it'll be so targeted it's talking to you.

It could be for a Mercedes, a beach holiday in Tenerife, a trip to Disneyworld, it could be Just Eat. The last of which could tell you popular local places, live estimated delivery times etc. Just Eat can then take that to their vendors and charge higher commission. If you've got kids they'll know the rough age (based on viewing habits) and could sell you all kinds of local 'days out' and even factor in the local weather forecast for the weekend into it (indoor or outdoor events).

The capability is genuinely immense.

The largest and most popular providers will be able to harvest the most data, and therefore attract the highest fees. Netflix, or someone else, could take the higher ground. However the evidence base from the vast majority of cable and satellite providers all over the world is that the added value of going 'no ads' doesn't outweigh not actually showing adverts.
But Netflix won't have too much of this wider info, as they're a pure streamer. If you're talking Amazon, Google etc, then yes. Oh yes. Far too big brother for my liking.

My main investments at the moment, beyond companies like Netflix and Disney, are ones involved in all things cloud, especially digital ads and there is a lot more coming down the "wires" in regards to ads and other stuff - 5G.
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Old 09-07-2019, 19:03   #5549
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Re: Netflix/Streaming Services

For anyone with Amazon Prime you can now watch on Chromecast which for me is a very welcome addition.
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Old 09-07-2019, 19:34   #5550
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Re: Netflix/Streaming Services

It's been announced the name for the new WarnerMedia streaming service is HBO Max.

Interesting they are using HBO brand to house shows like Friends.
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