VOD : Netflix/Streaming Services

[denphone]

Originally Posted by OLD BOY

That's right and Netflix shares have taken a tumble too, with the prospect of increased competition with Disney+ launching in November.

https://www.digitaltveurope.com/2019...ck-to-plummet/

Customers also are very price sensitive as Muppetman has repeatedly stated in the past.

---------- Post added at 14:07 ---------- Previous post was at 14:04 ----------

Originally Posted by OLD BOY

And I don't like this news at all!

https://www.digitaltveurope.com/2019...vr-recordings/

TiVo seems to have forgotten its basic principles! I hope this doesn't dribble through to VM's V6s.

[Extract]

TiVo is testing inserting pre-roll ads on DVR recordings.

According to a report from Zats Not Funny, some viewers have begun to see adverts preceding their recorded videos. It is believed that this move is a part of a wider move from TiVo to monetise its platform.

l thought you would have realised that this was absolutely inevitable OB as its all about monetising in this modern age.

[oliver1948uk]

If it keeps down costs to the customer, the adverts at the beginning seem a good idea to me. We don't all have bottomless pockets!

[OLD BOY]

Originally Posted by denphone

Customers also are very price sensitive as Muppetman has repeatedly stated in the past.

---------- Post added at 14:07 ---------- Previous post was at 14:04 ----------



l thought you would have realised that this was absolutely inevitable OB as its all about monetising in this modern age.

I haven't read any posts that have forecast the addition of compulsory ads for recordings on an STB!

[denphone]

Originally Posted by oliver1948uk

If it keeps down costs to the customer, the adverts at the beginning seem a good idea to me. We don't all have bottomless pockets!

Exactly as adverts have never worried me one iota as if it keep prices down that seems a fair swap to me..

[OLD BOY]

Originally Posted by oliver1948uk

If it keeps down costs to the customer, the adverts at the beginning seem a good idea to me. We don't all have bottomless pockets!

How is that keeping costs down?

[denphone]

Originally Posted by OLD BOY

How is that keeping costs down?

Adverts is a extra way of monetising content.

[OLD BOY]

Originally Posted by denphone

Adverts is a extra way of monetising content.

I appreciate that, Den, but that's not the answer to the question I asked! The cost of subscribing with VM for television services isn't going to reduce costs for customers.

I suppose we can be thankful that you will be able to fast forward over them...and through the ads thzt prscede the programme you want to watch from the TV channel! Grr!

[Legendkiller2k]

Originally Posted by denphone

Exactly as adverts have never worried me one iota as if it keep prices down that seems a fair swap to me..

Netflix have made it perfectly clear they won't have adverts https://www.thewrap.com/netflix-to-remain-ad-free/

[denphone]

Originally Posted by Legendkiller2k

Netflix have made it perfectly clear they won't have adverts https://www.thewrap.com/netflix-to-remain-ad-free/

That will change l suspect given the considerable opportunity of monetising its content especially when other big streamers will be doing it.

[gba93]

Originally Posted by denphone

That will change l suspect given the considerable opportunity of monetising its content especially when other big streamers will be doing it.

"No Adverts" could be their USP in days to come

[denphone]

Originally Posted by gba93

"No Adverts" could be their USP in days to come

Not if their bottom line comes under pressure.

[jfman]

Netflix shares taking a pasting from their high in July. Obviously nobody is expecting it to deliver the shareholder value that some were predicting.

[OLD BOY]

Originally Posted by denphone

That will change l suspect given the considerable opportunity of monetising its content especially when other big streamers will be doing it.

If it does change, the ads will be on a lower cost or free subscription. There must always be a subscription option with no ads.

---------- Post added at 20:26 ---------- Previous post was at 20:25 ----------

Originally Posted by denphone

Not if their bottom line comes under pressure.

Their bottom line will come under a lot of pressure if they try to put ads on the subscription offer.

---------- Post added at 20:27 ---------- Previous post was at 20:26 ----------

Originally Posted by jfman

Netflix shares taking a pasting from their high in July. Obviously nobody is expecting it to deliver the shareholder value that some were predicting.

Uncertainty always has an adverse impact on share prices.

[denphone]

Originally Posted by OLD BOY

Their bottom line will come under a lot of pressure if they try to put ads on the subscription offer.

Well that is what is going to happen sooner rather then later and l suspect for all your bleating about adverts you will put up with it in the end if it means cheaper subscriptions.

[jfman]

Originally Posted by OLD BOY

Uncertainty always has an adverse impact on share prices.

Well, yes, as I’ve been saying. The ability of Netflix to maintain its market share, content offering, keep prices low and service a mountain of debt are massive uncertainties in what will be a hugely competitive marketplace.

I was mocked earlier in the year for describing the position as “precarious” but having lost 30% of its value since July I can’t help but feel the market sees the huge risks the way I do.