VOD : Netflix/Streaming Services

[OLD BOY]

Originally Posted by Hugh

Because it's the equivalent of "whatever!" - not adding value to the conversation...

It's the way you've interpreted it, Hugh.

What I meant was that the article confirmed jfman's view, which he had expressed on these forums.

[vincerooney]

Apparently the entire boxset of scrubs has arrived on All4. However nothing on virgin media. do we not have the full features and content of All4?

Originally Posted by OLD BOY

It's the way you've interpreted it, Hugh.

What I meant was that the article confirmed jfman's view, which he had expressed on these forums.

Yes, that certainly plays to your mindset, OLD BOY.

[Legendkiller2k]

Originally Posted by vincerooney

Apparently the entire boxset of scrubs has arrived on All4. However nothing on virgin media. do we not have the full features and content of All4?

I've not seen it on SKYs boxsets either yet, maybe it goes live tomorrow?

[1andrew1]

Originally Posted by Legendkiller2k

I've not seen it on SKYs boxsets either yet, maybe it goes live tomorrow?

It's on All4's website, the app on my Samsung TV and the Now TV box so I assume it will arrive on the remaining platforms imminently.

[Legendkiller2k]

Originally Posted by 1andrew1

It's on All4's website, the app on my Samsung TV and the Now TV box so I assume it will arrive on the remaining platforms imminently.

Yeah just checked on my nvidia shield it's on there.

[SonicMaster]

Originally Posted by vincerooney

Apparently the entire boxset of scrubs has arrived on All4. However nothing on virgin media. do we not have the full features and content of All4?

Unfortunately not yet. I appears that the actual All4 app might be about to be added to VM, but in the meantime it's just a limited selection of Catch Up and On Demand content on VM.

[OLD BOY]

Originally Posted by SonicMaster

Unfortunately not yet. I appears that the actual All4 app might be about to be added to VM, but in the meantime it's just a limited selection of Catch Up and On Demand content on VM.

All4 without the ads would be good.

[Horizon]

Originally Posted by jfman

While Netflix (and others) are enjoying the financial consequences of a third of the planet generally staying indoors I stumbled across this article that I think sums up a lot of the streaming industry.

https://www.theguardian.com/commenti...business-model

And are you suggesting that Netflix is like Deliveroo? What is your view?

Takeaways tend to be expensive, so if there is a economic downturn, yes this could hurt Deliveroo. But Netflix is cheaper and besides, if people can't afford to go out, have takeaways etc, I suggest to you that this would be good for Netflix and the other streamers. People have got to have some pleasures in life.

The other point I'd make is that regardless of the virus and its after effects, Netflix has created a systemic change in the media industry forever. Which as I keep saying, is why Murdoch sold out, as he knew he could not compete in the new streaming age with gigantic tech giants with deep pockets.

[jfman]

Originally Posted by Horizon

And are you suggesting that Netflix is like Deliveroo? What is your view?

Takeaways tend to be expensive, so if there is a economic downturn, yes this could hurt Deliveroo. But Netflix is cheaper and besides, if people can't afford to go out, have takeaways etc, I suggest to you that this would be good for Netflix and the other streamers. People have got to have some pleasures in life.

The other point I'd make is that regardless of the virus and its after effects, Netflix has created a systemic change in the media industry forever. Which as I keep saying, is why Murdoch sold out, as he knew he could not compete in the new streaming age with gigantic tech giants with deep pockets.

My point - not specific to Netflix but the wider streaming industry - was that the hype and market valuations have no link to the underlying business models. The article goes on to say this is a staple of the technology sector just try not to be the last guy holding the shares when it all goes under.

When every customer loses you money, it’s not good news for your business if customer numbers stay solid or even increase, unless there’s someone else who believes that’s a good thing. What these companies rely on is telling a story – largely to people who will invest in them. Their narrative is they’re “disrupting” existing industries, will build huge market share and customer bases, and thus can’t help but eventually become hugely profitable – just not yet.

“Deep pockets” are no substitute for an underlying profitable business model.

I do agree with you that being a cheap affordable luxury means the virus doesn’t present a risk to streaming services in itself. Pay-tv (the market that streaming is part of) wasn’t hit in 2008.

[Legendkiller2k]

Originally Posted by OLD BOY

All4 without the ads would be good.

You can have all4 without ads for a small monthly fee.

[OLD BOY]

Originally Posted by Legendkiller2k

You can have all4 without ads for a small monthly fee.

I know, it's called All4+ I believe. I would like VM to provide the ITV Hub, All4 and My5 all free of ads, the price being absorbed within the top package.

[jfman]

Originally Posted by OLD BOY

I know, it's called All4+ I believe. I would like VM to provide the ITV Hub, All4 and My5 all free of ads, the price being absorbed within the top package.

Something that’d cost Virgin hundreds of millions of pounds per year and bring no additional content to the party.

[Legendkiller2k]

Originally Posted by OLD BOY

I know, it's called All4+ I believe. I would like VM to provide the ITV Hub, All4 and My5 all free of ads, the price being absorbed within the top package.

VM are not going to get everything LG do not have bottomless pockets, even on SKY MY5, ALL4 has ads.

[Phunkenstein]

Originally Posted by Legendkiller2k

VM are not going to get everything LG do not have bottomless pockets, even on SKY MY5, ALL4 has ads.

And even those deals outside of ad supported catch-up tv are for a small (in the case of Ch5) or rotating (in the case of CH4) library of 'box set' content, not the whole shebang - as jfman states, it would cost an extraordinary amount especially if the three PSBs are willing to give up potentially lucrative ad revenue they could likely get from the free apps. If catalogue content is such an issue, Virgin would be better off trying to bundle something like Britbox... it provides the service with a lot of content that people may want to watch and would help Britbox scale.