VOD : Netflix/Streaming Services

[pip08456]

Originally Posted by Horizon

Ok, fair enough. I think you know full well what a profit warning is and if I read about a profit warning about Netflix on a forum ages after it actually happened, that would mean I'm not doing my job properly.

On growth projections, lets see. You can't possibly know whether they'll be realised or not and yes their last forecast missed a "bit"...

The American market is becoming saturated and then there's all the new competition coming in and this is something that Netflix has been talking about for ages. This is still all about international subscriber numbers and some of the new streamers won't even be launching intentionally for at least a year.

I have no doubt that Disney will be fierce competition for Netflix, but it's a long road for Disney to climb before they get to Netflix's 150m customers.

About 1 Star Wars film.

[Mad Max]

Originally Posted by jfman

They revised down their forecasts at their last quarterly results.

I'm not sure why people on this forum seem to take criticism of Netflix personally? It's only TV.

It's hardly a "pot, kettle..." issue. I'm reacting to new information, giving new analysis and new insight. Others on this forum have been saying the same thing for five years without adjusting for reality - indeed offering often contradictory insight.

Isn't that what OB has been doing, with his links to streaming over the past few months? You continually knock him for supplying links to people in the industry, who probably have a damn sight more knowledge than you do about what's happening with streaming services, it does look like you just want to cause an argument for the sake of it, without really having any evidence to back up your comments.

[jfman]

Originally Posted by Mad Max

Isn't that what OB has been doing, with his links to streaming over the past few months? You continually knock him for supplying links to people in the industry, who probably have a damn sight more knowledge than you do about what's happening with streaming services, it does look like you just want to cause an argument for the sake of it, without really having any evidence to back up your comments.

They aren’t in the industry - they’re digital marketing blogs promoting their own work.

I think links to financial analysis in publications like Forbes would count as suitable analysis - which I do provide. Other general principles about economics - e.g. how markets operating in oligopoly trend to monopoly pricing - are widely accepted in that field and there’s a massive amount of academic literature out there anyone is free to pursue.

Whether these blogs have more knowledge than me is subjective, and I would contend that they do not about wider economic matters. They certainly have gone quiet on Netflix and I’ve not seen any consider the collapse of Eleven Sports.

[OLD BOY]

Originally Posted by jfman

They revised down their forecasts at their last quarterly results.

I'm not sure why people on this forum seem to take criticism of Netflix personally? It's only TV.

It's hardly a "pot, kettle..." issue. I'm reacting to new information, giving new analysis and new insight. Others on this forum have been saying the same thing for five years without adjusting for reality - indeed offering often contradictory insight.

I don't see anyone getting personal about Netflix. However, I do find it necessary to comment when some are merrily talking about Netflix going down when they are the most successful streamer of the lot.

I agree that they will face major challenges when they face growing competition, particularly with the launch of Disney +, but to be talking about them going under or being in big trouble is one hell of a stretch.

Their audiences are still growing and will continue to do so as they roll out and extend their services across the globe. As some are pointing out, they still have an additional advertising option they can consider to attract even more subscribers, although the CEO has stated in the past and also fairly recently that Netflix will not do commercials. I don't think he would be so adamant about that if he was concerned about the financial position of the company, do you?

[jfman]

30% fall in share price Old Boy. A supporter of unregulated free market capitalism such as yourself must agree that the market doesn't see the projections from last year being fulfilled.

The thing with CEOs is that they come and go, strategies change. Their words now don't constitute medium to long term views of what will happen in an ever changing market.

Success now doesn't equate to long term success - you only need to look at Thomas Cook to see that.

[Legendkiller2k]

Interesting article here for those who think streaming isn't the future. https://www.cordcuttersnews.com/cabl...ting-the-cord/

Beld Internet is shutting down it’s cable TV service due to the high costs of operation.”It’s true, replacing cable can cut your bills by 100 bucks or more each month. Stream your favorite shows and content while saving money,” their website now says. Formerly Beld Broadband, the Braintree Mass. based company announced their decision Monday September 23.

“As of December 2, 2019, BELD will no longer offer cable television service due to costs beyond our control,” Beld GM Bill Bottiggi said in a statement. “So for any Braintree … resident thinking about cutting the cord, now’s the time and we’ll coach you through it with straightforward, step-by-step guidance.”

It’s true – their website now has a section dedicated on how to cut the cord with FAQs, a list of suggested streaming providers, devices and more.

[jfman]

An independent supplier to 34 000 people. Little wonder with little economies of scale they'll have struggled in negotiations with content providers.

$99 a month 1Gbps broadband though, easy money if you've got the cable in the ground.

Also I don't think you'll find anyone denying that streaming will be a significant part of the market in the future. I've three streaming services myself.

[OLD BOY]

Looks like TV Player will be getting a revamp soon.

https://tbivision.com/2019/09/26/con...vice-tvplayer/

[Horizon]

TV player lost rights to most channels, so despite the takeover, I don't see this service lasting long.

[OLD BOY]

I agree that the present line-up of channels is disappointing, but reports suggest that Alchimie is set on restructuring the channel offering. I guess we will need to wait and see just how compelling this is.

[denphone]

Originally Posted by OLD BOY

I agree that the present line-up of channels is disappointing, but reports suggest that Alchimie is set on restructuring the channel offering. I guess we will need to wait and see just how compelling this is.

Personally l agree with Horizon as l can see them struggling to survive now.

[OLD BOY]

Britbox announces new distribution deal. No confirmation about it being on STBs yet, though, although I would be surprised if it didn't appear on Sky, Virgin and BT at launch.

https://www.digitaltveurope.com/2019...ibution-deals/

[denphone]

Originally Posted by OLD BOY

Britbox announces new distribution deal. No confirmation about it being on STBs yet, though, although I would be surprised if it didn't appear on Sky, Virgin and BT at launch.

https://www.digitaltveurope.com/2019...ibution-deals/

Rank stupidity if they don't get deals with Sky, Virgin and BT at launch.

[OLD BOY]

Originally Posted by denphone

Rank stupidity if they don't get deals with Sky, Virgin and BT at launch.

On that, we are as one!

[denphone]

Originally Posted by OLD BOY

On that, we are as one!