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Revelation
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Disney To Pull Its Movies From Netflix and Start Its Own Streaming Service

Thu Aug 10, 2017 12:56 am

Ref: https://www.theverge.com/2017/8/8/16115 ... tflix-deal
Ref: https://news.slashdot.org/story/17/08/0 ... ng-service

Disney these days is a lot more than kids movies. They own the Star Wars and Marvel franchises, for instance, and tons of mainstream movies along with their back catalog.

I find the size of the investment and the tech angle to be interesting:

Disney’s streaming service will be built off technology from BAMTech, the MLB-founded video streaming platform. Disney was already a major investor in BAMTech, and today it’s making an even bigger investment — of $1.58 billion — giving it a 75 percent stake in the company. The acquisition still requires regulatory approval.

I also read on Twitter that Wall Street has reacted negatively.

Commenters are saying that we may be getting to the "tipping point" where people are OK with having a small number of paid subscription services but are going to get overwhelmed with subscribing to all these different silos. I agree with that. Others are saying that people might be making an exception for Disney, because they do have a lot of content and parents will do almost anything to keep their kiddies amused except spend more of their own time keeping the kiddies amused. I kind of agree with that. I think Disney has the content, the branding and now the tech to pull it off. On the other hand, Disney has the track record of charging dearly for everything they do.

Another thing being mentioned is that Disney (parent company of ESPN) will set up its own ESPN streaming channels. Not sure how those will overlap with ESPN on cable. It's tricky territory because content providers usually don't offer their streaming rights along with the cable TV rights.

So, going forward, how many subscription services do you think you'll be carrying after Disney leaves Netflix?

For me, I still see Netflix, Amazon Prime and not Disney as paid services. Unpaid stuff I use a lot is YouTube and PBS.

In the future I can picture myself getting some sort of NFL streaming service if the over-the-air content disappears and if it's not too expensive. Time will tell on that. NFL is used to living high off the hog, and it's going to be ugly if/when they have to get used to a different kind of revenue stream.
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Raventech
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Re: Disney To Pull Its Movies From Netflix and Start Its Own Streaming Service

Thu Aug 10, 2017 1:22 am

Revelation wrote:
Commenters are saying that we may be getting to the "tipping point" where people are OK with having a small number of paid subscription services but are going to get overwhelmed with subscribing to all these different silos. I agree with that. Others are saying that people might be making an exception for Disney, because they do have a lot of content and parents will do almost anything to keep their kiddies amused except spend more of their own time keeping the kiddies amused. I kind of agree with that. I think Disney has the content, the branding and now the tech to pull it off. On the other hand, Disney has the track record of charging dearly for everything they do.


I'm having the same feeling, because it is Disney and their vast content they will be able to attract enough people to that they won't lose money on this deal. We are getting to the tipping point of so many subscriptions that people are going to start either not signing up or cancelling them, and this works against Disney because how many people have Netflix because of the Disney content. I would say very slim. For this to work they will also need to release effectively their entire catalog to the site as well. They cannot wait months after DVD release to the site because if I were to buy this it would be mainly to watch the new content without having to go buy the DVD or hit a Redbox
 
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Re: Disney To Pull Its Movies From Netflix and Start Its Own Streaming Service

Thu Aug 10, 2017 1:45 am

Raventech wrote:
I'm having the same feeling, because it is Disney and their vast content they will be able to attract enough people to that they won't lose money on this deal. We are getting to the tipping point of so many subscriptions that people are going to start either not signing up or cancelling them, and this works against Disney because how many people have Netflix because of the Disney content. I would say very slim. For this to work they will also need to release effectively their entire catalog to the site as well. They cannot wait months after DVD release to the site because if I were to buy this it would be mainly to watch the new content without having to go buy the DVD or hit a Redbox

Tis true, we can talk about all these fancy streaming services as the wave of the future, but there's still a lot of other fallbacks out there. I personally don't watch much of what comes out via Redbox, but every time I walk past the ones at the grocery stores I use there's a bunch of people milling around them trying to decide what if anything to get from the good ol' Redbox.

Hey, there's still one Blockbuster out there -- https://www.buzzfeed.com/farrahpenn/the ... y-too-much
The gun is NOT a precious symbol of freedom
It is a deadly cancer on American society
Those who believe otherwise are consumed by an ideology
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tommy1808
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Re: Disney To Pull Its Movies From Netflix and Start Its Own Streaming Service

Thu Aug 10, 2017 5:33 am

Revelation wrote:
Commenters are saying that we may be getting to the "tipping point" where people are OK with having a small number of paid subscription services but are going to get overwhelmed with subscribing to all these different silos. I agree with that. Others are saying that people might be making an exception for Disney, because they do have a lot of content and parents will do almost anything to keep their kiddies amused except spend more of their own time keeping the kiddies amused. I kind of agree with that. I think Disney has the content, the branding and now the tech to pull it off. On the other hand, Disney has the track record of charging dearly for everything they do..


Simple case of stupidity coming back. What did people do before they could get easy, quick and reasonable priced legal access to TV shows and movies? Depending on how law abiding they where, they just downloaded it, made a copy of a rental DVD or bought a used one. ......

best regards
Thomas
Times are changing: 70 years ago the USA went to war to defeat the Nazis, now they elect them to run their country.
 
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Revelation
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Re: Disney To Pull Its Movies From Netflix and Start Its Own Streaming Service

Thu Aug 10, 2017 12:06 pm

tommy1808 wrote:
Revelation wrote:
Commenters are saying that we may be getting to the "tipping point" where people are OK with having a small number of paid subscription services but are going to get overwhelmed with subscribing to all these different silos. I agree with that. Others are saying that people might be making an exception for Disney, because they do have a lot of content and parents will do almost anything to keep their kiddies amused except spend more of their own time keeping the kiddies amused. I kind of agree with that. I think Disney has the content, the branding and now the tech to pull it off. On the other hand, Disney has the track record of charging dearly for everything they do..


Simple case of stupidity coming back. What did people do before they could get easy, quick and reasonable priced legal access to TV shows and movies? Depending on how law abiding they where, they just downloaded it, made a copy of a rental DVD or bought a used one. ......

best regards
Thomas

I agree, if it all ends up being too expensive people will resort to piracy or just do other things. Streaming devices have been a happy medium ground. The thing is, I think the traditional studios will have a hard time resisting the urge to make as much money as they can which will chase people towards piracy.

One reason iTunes worked so well (at least for Apple and the consumer) was the $0.99 a song price point.

What are the odds that greedy Disney will keep its price point the same as Netflix or lower? Pretty low, says I. Time will tell...
The gun is NOT a precious symbol of freedom
It is a deadly cancer on American society
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casinterest
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Re: Disney To Pull Its Movies From Netflix and Start Its Own Streaming Service

Thu Aug 10, 2017 12:34 pm

The move will not be immediate, and Disney will take the next year or two to explore their options of bringing this service forward, which means that Disney has not put a lot of thought into the model yet. I think Disney will be folded back into Amazon or Netflix over time.
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cjg225
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Re: Disney To Pull Its Movies From Netflix and Start Its Own Streaming Service

Thu Aug 10, 2017 1:48 pm

With this move, I will still have 0 streaming subscriptions. I'm perfectly content with my DirecTV bill.
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tommy1808
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Re: Disney To Pull Its Movies From Netflix and Start Its Own Streaming Service

Thu Aug 10, 2017 1:53 pm

cjg225 wrote:
With this move, I will still have 0 streaming subscriptions. I'm perfectly content with my DirecTV bill.


how much do they charge? So far my streaming bill is 8 EUR/month for Netflix and Amazon Prime, that i have for shipping ..... my Cellphone provider tosses in unlimited streaming for free.

best regards
Thomas
Times are changing: 70 years ago the USA went to war to defeat the Nazis, now they elect them to run their country.
 
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Tugger
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Re: Disney To Pull Its Movies From Netflix and Start Its Own Streaming Service

Thu Aug 10, 2017 2:59 pm

Revelation wrote:
Another thing being mentioned is that Disney (parent company of ESPN) will set up its own ESPN streaming channels. Not sure how those will overlap with ESPN on cable. It's tricky territory because content providers usually don't offer their streaming rights along with the cable TV rights.

The other question is what happens when ESPN content providers think the same thing as Disney? Disney owns its own properties and they are enormously attractive and profitable because they are so popular, so it can certainly do what they want with them. But MLB and the NFL and NBA may also say "why go through a third party, why not go straight to the consumer and get all the money for ourselves directly?"

In the end a shared, cooperative, bundling system will probably be better and make the companies more money rather than everyone going "consumer direct" but corprations are notoriously selfish and Disney is among the best/toughest at saying "mine".

Tugg
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cjg225
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Re: Disney To Pull Its Movies From Netflix and Start Its Own Streaming Service

Thu Aug 10, 2017 3:25 pm

tommy1808 wrote:
how much do they charge? So far my streaming bill is 8 EUR/month for Netflix and Amazon Prime, that i have for shipping ..... my Cellphone provider tosses in unlimited streaming for free.

best regards
Thomas

It's not inexpensive. It's over $100/month. But everything is consolidated into 1 bill (not fragmented bills for different streaming providers) and I get everything that I really want. Maybe I could save money streaming, but it's not worth the extra effort.
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scbriml
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Re: Disney To Pull Its Movies From Netflix and Start Its Own Streaming Service

Thu Aug 10, 2017 3:46 pm

I don't see much of a downside for Netflix here. They've slowly been moving away from studio films and more to TV and their own shows and films. Much of their original content is now very good. I don't know how it is elsewhere, but new TVs in the UK nearly all come with the Netflix app built it.
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treetreeseven
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Re: Disney To Pull Its Movies From Netflix and Start Its Own Streaming Service

Thu Aug 10, 2017 5:26 pm

I'll have one subscription. To a VPN provider.

The ongoing fragmentation of the streaming market is not going to help the bottom line of any of these players. Very few people are going to maintain 17 subscriptions and the handful of devices required to use them because of the dark machinations of media companies determining that they will support Roku and Apple TV but not PS4 etc.

Disney may be a big player, but the Free Market™ with its large cohort of self-interested individuals has demonstrated time and again that when people are not given high-quality solutions which are easy to use, they will pirate. Doing so often involves less hassle and may yield better quality to boot. Torrenting a HD copy of something from a known piracy group involves waiting for a download, but once it's done the image quality is great and there is no "buffering" right in the middle of critical scenes.
 
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Aesma
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Re: Disney To Pull Its Movies From Netflix and Start Its Own Streaming Service

Mon Aug 21, 2017 2:10 pm

Same as others, I predicted this from the start and have never subscribed to Netflix or a competitor for this reason.

I can get everything I want in other manners, and I'll let the actors figure out what people really want, something similar to my cinema card, 22€/month for unlimited movies, 3D included.
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LJ
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Re: Disney To Pull Its Movies From Netflix and Start Its Own Streaming Service

Mon Aug 21, 2017 3:03 pm

scbriml wrote:
I don't see much of a downside for Netflix here. They've slowly been moving away from studio films and more to TV and their own shows and films. Much of their original content is now very good. I don't know how it is elsewhere, but new TVs in the UK nearly all come with the Netflix app built it.


There will be a downside. Netflix will loose a competitive edge as for people with kids Disney is a selling point. Fortunately (for me) Disney does this only in the US.
 
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Channex757
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Re: Disney To Pull Its Movies From Netflix and Start Its Own Streaming Service

Mon Aug 21, 2017 8:58 pm

Streaming does have some upsides though. I bought a TV not long ago, and it came with several 'apps' onboard that let me access Amazon Prime (via subscription) and Now TV (via subscription), which is the streaming division of Sky TV. No boxes, just TV On Demand.

I was up until recently also paying my service provider for TV channels via their box, and have cancelled that. When the contract runs out the streaming service Now TV also has an internet access package and I'll shift to that and save even more money. My total phone, fiber broadband and TVOD channels should work out for less than thirty five a month.

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