VOD Netflix/Streaming Services - Page 437

1andrew1 · 30-09-2019, 13:05

Quote:

Originally Posted by OLD BOY

I know you didn't. I was asking if that's what you thought, that's all.

You put it as a statement of fact and not as a question, hence why Hugh explained to you that he didn't say it.

jfman · 30-09-2019, 13:25

Quote:

Originally Posted by 1andrew1

You put it as a statement of fact and not as a question, hence why Hugh explained to you that he didn't say it.

As well as not being framed as a question it had the snide "interesting" after it. The classic Old Boy straw man being put up trying to imply someone made an argument they actually didn't.

denphone · 30-09-2019, 13:28

4 Reasons why Disney+ Could Surpass Netflix.

https://www.fool.com/investing/2019/...s-netflix.aspx

**Hugh** · 30-09-2019, 14:45

Quote:

Originally Posted by OLD BOY

I know you didn't. I was asking if that's what you thought, that's all.

So you think the BBC Network Technical Architecture team is wrong about their knowledge of UHD and IPTV capabilities, and don't have a medium term plan.

Interesting.

jfman · 30-09-2019, 16:53

Quote:

Originally Posted by denphone

4 Reasons why Disney+ Could Surpass Netflix.

https://www.fool.com/investing/2019/...s-netflix.aspx

I’m a fan of their declaration at the bottom.

Stephen Lovely owns shares of Apple, AT&T, and Netflix. The Motley Fool owns shares of and recommends Apple, Netflix, and Walt Disney. The Motley Fool has the following options: long January 2021 $60 calls on Walt Disney, short October 2019 $125 calls on Walt Disney, short January 2020 $155 calls on Apple, long January 2020 $150 calls on Apple, short January 2020 $155 calls on Apple, and long January 2020 $150 calls on Apple. The Motley Fool recommends Comcast. The Motley Fool has a disclosure policy.

It’s more transparent than “random digital marketing company predicts streaming future due to dubious online survey”.

denphone · 30-09-2019, 17:02

Quote:

Originally Posted by jfman

I’m a fan of their declaration at the bottom.

Stephen Lovely owns shares of Apple, AT&T, and Netflix. The Motley Fool owns shares of and recommends Apple, Netflix, and Walt Disney. The Motley Fool has the following options: long January 2021 $60 calls on Walt Disney, short October 2019 $125 calls on Walt Disney, short January 2020 $155 calls on Apple, long January 2020 $150 calls on Apple, short January 2020 $155 calls on Apple, and long January 2020 $150 calls on Apple. The Motley Fool recommends Comcast. The Motley Fool has a disclosure policy.

It’s more transparent than “random digital marketing company predicts streaming future due to dubious online survey”.

l fully understand your meaning.

OLD BOY · 30-09-2019, 17:22

Quote:

Originally Posted by Hugh

So you think the BBC Network Technical Architecture team is wrong about their knowledge of UHD and IPTV capabilities, and don't have a medium term plan.

Interesting.

Very drole!

---------- Post added at 17:22 ---------- Previous post was at 17:21 ----------

Quote:

Originally Posted by jfman

I’m a fan of their declaration at the bottom.

Stephen Lovely owns shares of Apple, AT&T, and Netflix. The Motley Fool owns shares of and recommends Apple, Netflix, and Walt Disney. The Motley Fool has the following options: long January 2021 $60 calls on Walt Disney, short October 2019 $125 calls on Walt Disney, short January 2020 $155 calls on Apple, long January 2020 $150 calls on Apple, short January 2020 $155 calls on Apple, and long January 2020 $150 calls on Apple. The Motley Fool recommends Comcast. The Motley Fool has a disclosure policy.

It’s more transparent than “random digital marketing company predicts streaming future due to dubious online survey”.

That article must be right, then.

jfman · 30-09-2019, 17:30

Again that’s not the point being made, Old Boy...

**Chris** · 30-09-2019, 17:32

Quote:

Originally Posted by OLD BOY

Very drole!

---------- Post added at 17:22 ---------- Previous post was at 17:21 ----------

That article must be right, then.

In the sense that they’re prepared to put their money where their corporate mouth is, as opposed to merely using SEO and cheap survey monkey gimmicks to run self-perpetuating, clickbait-funded blogs, then yes, I’d say it’s a reasonable bet that their view is a more reliable guide to the medium term development of TV services than the fayre you usually Google up for us.

muppetman11 · 30-09-2019, 22:56

Quote:

Originally Posted by denphone

4 Reasons why Disney+ Could Surpass Netflix.

https://www.fool.com/investing/2019/...s-netflix.aspx

This is a good read
https://seekingalpha.com/article/429...ercent-problem

jfman · 30-09-2019, 23:28

Here a few months back I was starting to wonder that I was a lone wolf howling at the moon over Netflix. Now not so much.

denphone · 01-10-2019, 05:27

Quote:

Originally Posted by muppetman11

This is a good read
https://seekingalpha.com/article/429...ercent-problem

Thanks for that MM as it is a good read.

---------- Post added at 05:27 ---------- Previous post was at 05:25 ----------

Quote:

Originally Posted by jfman

Here a few months back I was starting to wonder that I was a lone wolf howling at the moon over Netflix. Now not so much.

One has to say it as it is l always find jfman and then its up to members to discuss its rights and wrongs.

muppetman11 · 01-10-2019, 09:33

Quote:

Originally Posted by jfman

Here a few months back I was starting to wonder that I was a lone wolf howling at the moon over Netflix. Now not so much.

I have been fully in agreement , whilst it's not all doom and gloom for Netflix it certainly has very challenging times ahead in my opinion.
https://www.theguardian.com/media/20...money-cant-buy

Horizon · 01-10-2019, 12:14

Just a little reminder to all:

Disney + has zero subscribers
HBOmax has zero subscribers
Peacock has zero subscribers
Apple + has zero subscribers

because they haven't launched yet and as far as many international markets go, some of these services are still at least a year away to launching.

Netflix has 150 million subscribers and counting and in another year will have millions more customers and thousands of hours of more new tv shows and films.

I don't discount the uphill challenge that Netflix will face, but at the moment, at least, Netflix is standing onto of the hill looking way down at the others.

What if Netflix were to take over someone like Lionsgate and/or MGM? That would add a ton of recognisable content. I'm not saying that will happen, but Netflix can adapt as it sees fit.

When all these streamers are launched that will then impact on the media companies' existing services, especially pay tv channels like HBO and ESPN. It's not a zero sum game.

Disney+ will be cheap when it launches, but it needs to offset losses that will inevitably happen as a result of cannibalisation to existing services and loss of revenue from expiring licensing deals. Disney's streamer will need to get a lot of subscribers very quickly, but with Disney's vast content, its doable, but even Netflix will still have rights to some of Disney's content for at least another eighteen months, so it's Disney and the others that has got the main challenge, not Netflix.

muppetman11 · 01-10-2019, 12:16

Peacock will have plenty of customers from the off as the main part of its service is ad free delivering an estimated $5 per customer.

I think you haven't fully read the articles , Netflix Originals on their own at the price they currently charge won't keep people interested they simply haven't got enough and many of what they have are cancelled shows meaning no future series.