Streaming Wars For Live Sports, Entertainment, and Gambling

For anybody who believes the CFL should move their games aired in America to FanDuel TV aka The Horse Racing Channel, you should see how they treat NBL games from Australia. Live horse racing is and will always be a priority; even at 1am Eastern or later when the NBL plays. FanDuel TV has to finish all the races before switching to the game. So what if the game is joined in progress just before halftime. And then when there is some other races around the world starting any time during the time-span of the game, they will either switch to the race completely or show a split screen.

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More Reasons To Forget About Disney et al via the CFL

The Bottom Line Beyond The Bottom Line: Having Great Content Is Not Enough

Disney’s direct-to-consumer division, which also includes Hulu and ESPN+, on Tuesday reported an operating loss of nearly $1.5 billion, more than doubling its loss of $630 million during the same quarter a year earlier.

Armed with shows and movies from the “Star Wars” and Marvel franchises, Disney+ added 12.1 million subscribers during the company’s fiscal fourth quarter, bringing its total to 164.2 million, including cheap subscriptions from India. Including Hulu and ESPN+, Disney’s streaming operation has surpassed 235 million subscribers.

This report by Disney should also put to rest any given fallacious argument, as made on a recurring basis by some on far more than this venture, that just because a major player is also well capitalized with ample resources, they will make any given idea work in due time.

The market can remain irrational longer than you can remain solvent, and in this case there are plenty of rationales for this mounting money-losing situation in streaming for Disney that are no longer or have not been in the realm of the unknown.

Disney however is so big that you wonder if they really are driven to make their streaming model succeed or if they have privately agreed to continue to use Disney+ as some sort of loss-leader. Of course like any business they want every unit and offering to be profitable as they must tell the public given they are publicly-traded, but what is the underlying reality given Disney’s vastly bigger picture in comparison to the $1.5B lost in merely streaming?

Full-year revenue surged 23% to $82.7 billion, as Disney recovered from the COVID-19 pandemic shutdowns, the company said. Net income was $3.19 billion, up 58% from the year before. The parks segment was particularly strong; revenue rose 73% to $28.7 billion, and operating income was $7.91 billion, up from $471 million last year.

As noted previously as well, it’s not in the CFL’s interest to continue to be cast as some sort of loss-leader as has done ESPN in the US as those arrogant folks do for all other content of niche interest in the US because they see themselves as “The Worldwide Leader” and all that.

All can take a step back and reflect here with more evidence at hand that the streaming model, with regards to functionality and an ongoing concern as part of a business, has a ways to go and there is more room for better ideas not that the larger players, such as especially Disney and NBC Universal who have heavy, antiquated cable and satellite television interests, are going to entertain the better new ideas that compromise their legacy offerings.

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My belief is they can disperse content better with non exclusivity at the current rate ...

if espn wants it sure have some but not with an exclusivity deal

the CFL needs innovators who are willing to disperse the content and gain audience share that should be done by selling the rights to various streaming services

now if they pay big bucks sure they can have exclusive CFL deals

but for the CFL if they are not getting an adequate return

the best thing is to allow the market to work for them by getting more platforms involved and competing to gain traction with the content whether it's Youtube , espn , paramount , apple , amazon whoever wishes to simulcast ... whether a game of the week or the complete package .

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A Case Study For the CFL:
Serie A's (Italian top league soccer) past experience with ESPN before moving to CBS's Paramount+

Much like the CFL, ESPN had the rights to Serie A for a few years and kept the property tucked away in its "worldwide" portfolio with poor promotion.

Serie A moved on to Paramount+ to have more exposure and success even though a niche sports offering and a distant third or fourth in the US in soccer behind interest in Premier League and Liga MX and seasonally MLS. Interest ramps up in the spring for the league.

Occasionally a game even makes CBS via the Champions League especially in the spring. CBS Sports Network, a cable property, has always been small and is not used exclusively for Serie A games as opposed to simulcasting the game to Paramount+ when used.

Paramount+ is becoming more and more akin to Netflix through original series though it's early in its history.

This approach by CBS is in contrast to the likes of Peacock and ESPN+, which are not at the forefront of original series and content and used primarily to try to upsell audiences when each of them put utter crap on their cable channels like USA and the ESPN channels much as they have done for years.

ESPN of course has gone out of its way to be a political network for a decade now, and of course most sports fans don't tune in to hear any given political slant when they have plenty of other options if they are into politics.

The political engagement are yet another reason not to be tied to the ESPN brand, for their strategy is to define your brand in their interests not to help you promote your brand as they grow their business around your brand.

The NFL got wind on that front two decades ago and has successfully made sure to keep ESPN in their bottom place in the pecking order for their media partners.

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When The Company You Left Criticizes Your New Choice Publicly, You Know You Have Won Something

This is hardly my first rodeo in this regard and no doubt others have had similar experiences whether it involves an employer, supervisor, product, service, job, girlfriend, supplier, even wife, et cetera.

In the US if Comcast is not your cable internet provider where you live, substitute this situation for Verizon or another cable provider.

Sometimes vindication of the better or right choice comes in the form of criticism after the fact. "I told you so" and insert your choice term or expletive as you please.

A few weeks ago Comcast XFinity began to run ads during also live sports so as to target T-Mobile internet customers. A year ago, hardly anybody heard about T-Mobile internet (with free Android TV!) but for a few like me who began to investigate via YouTube ads and so forth.

The NBC Universal giant of course has been fat, lethargic, and asleep at the wheel for years as are most overstayed and arrogant large companies. Here we are only a year later.

Of course for those like me who were sounding off aplenty to Comcast years ago with ideas that would have been even inexpensive so as to make improvements, it's about a year too late to mend your ways after not listening to customers for far longer.

Running ads with big names for certain demographics like Becky G and Ed Helms to try to humour the situation is not going to do it or impress many who were former customers. Show us MORE money for our trouble to walk away and THEN we'll talk.

Well go figure, who would have thought it, now a cable internet company ran deceptive and misleading ads and was called out.

This group is a self-policing group established by an oversight group in the US, which is a good thing so as to avoid the need for government intervention after which too often there are unintended and adverse consequences for the innocent via new regulations for everybody all because one or two bad actors screwed up wantonly and negligently.

The war has escalated and will continue to do so as the stakes grow, for that's the biggest reason Comcast and other cable are running such ads after getting their clocks cleaned with subscribers leaving and also not signing up for crap like Peacock or even so at only promotional rates or for free before dumping that awful app.

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Streaming Service Performance 3Q2022: A Comparison

Here’s how these three American media firms did via their core streaming services in the third quarter of 2022. I break the figures down by the aggregate for the entire streaming division of the media firm and then further by the dominant platform for live sports.

Disclaimer: Please note in any given reporting period that subscriber growth does not necessarily correlate, if not also has a negative correlation in a cycle of high-growth and major investments, with revenue and profitability.

All the services are heavily using promotions now, including free for a year or free when bundled with another firms offerings, to increase the subscription numbers.

Paramount Global, which includes Paramount+

Paramount Global reached nearly 67 million streaming subscribers worldwide as of the end of September, up from 63.7 million as of the end of June. But streaming investments and cord-cutting dragged on the bottom line, with several financial results falling below analysts’ expectations.

The Paramount+ streaming platform added 4.6 million global subscribers in the July-September period to hit 46 million, compared with 43.3 million as of the end of June. But the streamer’s user base now does not include 1.9 million subscribers in the Nordics anymore who were migrated to SkyShowtime.

Paramount+ 46M +2.7M Subscribers or +6.24% Quarterly

Disney+, Which Includes ESPN+

Across Disney’s streaming services, Disney+, Hulu and ESPN+ had a combined total of 235.7 million subscribers, up from 221 million in the third quarter. The company beat expectations of 233.8 million.

ESPN+ reported 24.3 million subscribers, a slight increase from 22.8 million. Hulu only gained 1 million subscribers, bringing the new total from 46.2 million to 47.2 million.

ESPN+ 24.3M +1.5M Subscribers or +6.58% Quarterly

NBCU Media, which includes Peacock

Peacock had ended the first quarter with more than 13 million paid subs and 28 million monthly active accounts in the U.S. Paid subs “stayed relatively flat at 13 million” as of the end of the second quarter. And NBCU CEO Jeff Shell told CNBC in early October, just after the end of the third quarter, that paid Peacock subscribers had since then risen to 15 million. The company confirmed that on Thursday, mentioning that Peacock paid subscribers in the U.S. “surpassed 15 million” as of the end of September.

Please note that “active accounts” is in my opinion a meaningless statistic in particular when Peacock is bundled in with internet service by Comcast. The consumer often does not have to act to sign up for anything to view the content for free unlike with the other services as noted above.

Peacock ~15.05M Estimated +2.0M Paid Subscribers or Estimated +15.33% Quarterly

NBCU’s media unit results included $506 million of revenue and an adjusted EBITDA loss of $614 million related to Peacock. That compared to $230 million of revenue and an adjusted EBITDA loss of $520 million related to the streamer in the prior-year period.

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Media and Gambling Rights Case Study: The New York Mets

Think Even Bigger CFL and Others

The bottom line is there is not a shortage of capital globally that is chasing such unprecedented expansion for those sports teams and leagues, which have the better plans in place for the new and increased streams of revenue beyond that mere TV screen and the gate.

The traditional revenue streams of course remain with their respective growth strategies all the same.

Here via the New York Mets we have a model for what is to come for many more sports teams expanding their reach beyond mere TV much as have done the New York Yankees.

The Mets already have local media rights out to SportsNet New York aka SNY via TV or via the app via sny.tv as well as a an over-the-air local station PIX 11 for 25 games per season.

Some games for those outside of NYC Metro can watch also via MLB.tv and via several streaming services.

But now fans of the Mets as well as New Yorkers might have things turn much sweeter in these times of media and gambling expansion:

New York Mets billionaire owner Steve Cohen hopes to hit the jackpot by becoming one of New York City’s only casino license holders.

Cohen has been vocal about his desire to open a casino in New York City’s Queens borough. The casino would be in the Willets Point area, which is also home to the Mets’ Citi Field.

Earlier this week, NYC Mayor Eric Adams approved a $780 million mixed-used developmental project. The plan includes a 25,000-seat stadium for the New York City Football Club, a hotel, and 2,500 units of affordable housing.

Of course there is also the rightfully and prudently contentious matter of any public-funding involved again for dominantly private profits, which is being covered for also this matter by fieldofschemes.com .

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How Real It Is: The Severe Financial Losses In Media

Plain ol’ TV means massive losses.

New streaming models are overall unproven financially if not also with some technical issues like latency during live events.

What to do? Well, the questions as are related to changes and new approaches are certainly due all the more and more important than answers nobody truly has right now.

Broadcast TV for live sports works yet is an option only occasionally for smaller sports and leagues, which do not have a mass following like the biggest sports leagues in North America and Europe, with various airings at times also for purposes of community service or make-good or charity of sorts.

Then there’s the rest as the cable TV model, which dates fundamentally to the 1990s and has not adapted sufficiently to public tastes since even 2010 during the last shake-up, fades much like the landline phone.

Media Companies Are Having Their Worst Year in Three Decades

Disney shares just posted their biggest drop in two decades, bringing an end to a corporate earnings season that Hollywood and Silicon Valley would like to forget.

The media business is on track for its worst year on Wall Street in at least three decades. Shares in the largest US media companies have dipped more than 50% in 2022, far worse than the broader market. (Tech companies aren’t faring much better.)

Streaming is supposed to be the solution. But the streaming business isn’t as lucrative as the cable business – at least not yet.

Paramount, Comcast Corp., Disney and Warner Bros. Discovery are going to lose about $10 billion on streaming this year. Netflix, 15 years into streaming, is still barely making more than it spends every year. (It will report a profit of more than $6 billion, however.)

This shouldn’t be a shock. The internet has compressed profit margins in almost every business. New players saw an opportunity to re-create physical businesses on the internet. Fueled by venture capital money, they offered products people loved at low prices. That is Amazon with retail. Netflix with TV. Uber with taxis.

https://www.bloomberg.com/news/newsletters/2022-11-10/media-companies-are-having-their-worst-year-in-three-decades

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How Are Your Online Options or Mobile Options Working Out in Canada for the World Cup?

Here's a review of our situation in the US and those with VPN's with access to the US market.

World Cup Viewing Options Free and Vast in the US

NBC Universal and Peacock Botch Their World Cup Streaming Strategy Splendidly

More Reasons The CFL Should Avoid NBC Universal At All Costs

So as a World Cup fan, the following information has been brought to my attention by other fans.

I quite simply just watch the games on regular free TV either in Spanish on NBCU's Telemundo or in English on Fox.

Fox does put some games on lowly FS1, but of course then Telemundo is still an option for those without cable of the vast record number who have cut the cord.

Then apparently there is Tubi for replays after it appears a free subscription, and then one can also watch the lives games online via Telemundo's website as well without any sign-up or downloading any app.

So despite ample promotion, why would anybody use Peacock to watch the games? Or why would they sign up for Peacock only recently based on its use for the World Cup? Please note that Peacock only has Spanish-language rights to the games as well.

Indeed Peacock does come for free with one's cable internet subscription via XFinity, which they are promoting overtime during the games on Telemundo as otherwise competitors Verizon and T-Mobile are also heavy on promotions.

This reality indicates just how low the market rates Peacock, for it's already found multiple ways to avoid it altogether.

One way or the other, I figure Peacock lasts one more year before a rebrand in 2024 assuming Comcast does not buy out Disney for its 2/3 stake in Hulu and then go down that road.

That event by January 2024, as described in the link in a post above, is essentially the crossroads for NBCU's streaming strategy.

The CFL should not want anything to do with NBC Universal given that their streaming situation has begun a downward spiral.

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WWE Having Second Thoughts On Deal With Peacock - What Happened To DVR Functions On The Streaming Apps!?

So here in 2022, who would have thought this soon and for those of you who have also cut the cord, do you remember Digital Video Recorders (DVRs)?

Those of you with a cable TV subscription still have them to go with your monthly fee for one.

Anyway, as I noticed when I still had cable with the DVR whenever watching a stream otherwise, the playback functionality of live TV was LESS than it was on a regular channel via my DVR. This is one of a few reasons I kept my cable subscription longer - I did not want to give up ANYTHING in a switch.

Who would not still want to rewind and fast forward live sports or content accordingly, right?

Apparently Peacock did not put much thought into that consumer reality either, and to be fair, some of the other streaming platforms have only recently added such functionality.

In addition, I would note a key advantage of streaming to a website as opposed to via an app is via a website now you can easily rewind and forward live action to some degree such as when now watching the World Cup action live on Fox or Telemundo sites in the US for FREE (for a set time that is).

So for fans of WWE, check this out and CFL please take note before listening to their pitch to you very long if at all:

Meltzer: “I was told that when Peacock runs live sports events, which they do all the time, that you have to watch it live.”

Alvarez: “You cannot start an hour late and go back and start watching from the beginning. There is no start from beginning feature for live sports.”

Meltzer: “Right, which sucks. And also, the other problem with that is that if somebody does something really screwy or botches a finish or something, you can’t go back (rewind). You have to just watch in real time, and then you have to go back later to search it out, rather than just go back at the time.”

If you use this transcription or any portion of it please credit WrestleTalk.com and link to this page

The move over to Peacock is set to take place on March 18, just three days before the Fastlane pay-per-view event.

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and the ECW crowd chants "YOU PHUCKED UP! YOU PHUCKED UP! YOU PHUCKED UP! LOL!

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Which isn’t streaming, it’s broadcasting…
Streaming is canned files you can go back and watch when you want during or after the event.
Same reason I don’t watch Nascar anymore. You can’t go back and forth because even on your PVR its locked out…so screw you. If I can’t watch it the way I want I won’t watch.
Same goes for NHL. When you lock down most of the out of market games - I don’t watch any out of market NHL games.

What the internet and fibre everywhere enables you to do is watch what you want, where you want, when you want. Locking and restricting and controlling like the cable company won’t attract customers anymore.

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In 2023 and 2024 we will see vast transition in streaming services to go with consolidation of those losing and losers like NBCU’s Peacock.

With live sports the biggest driver, for one can find a record amount of old or recorded content for free on YouTube and beyond any more, I figure that the broader streaming capabilities with live rewind functions, like with the cable DVR of yore, will win out as well because people who are not locked into subscriptions beyond a month, if that long, are not going to put up with such antiquated nonsense.

But as we have seen in past media consolidations and as in the examples you cite above, what happens if or when the titans of yore win out and then of course decide to change the rules anew back to their old, greedy, corrupt, and often monopolistic cable and telecommunication industry ways?

We saw just that happen not even a decade after the rollout en masse of high-speed cable internet about 2000 with firms secretly throttling high internet use and then only later, compelled by years of regulation and litigation, disclosing that internet use is in fact not 100% unlimited at high speeds let alone truly available 24/7.

That “internet backbone,” as we called it long ago, circa 2008 was in the comparative dark ages as compared to what was at hand in 2019 even before the pandemic surge in infrastructure.

Nowadays I’m all for Netflix and for some of the newer ventures not as tied to the old guard for this reason, and I already do not trust the likes of Verizon, NBC Universal / Comcast, Disney / Hulu / ESPN, and others to do well by the public and profit just fine instead of resorting to their old ways that include tactics of extortion via merely oligopoly or monopoly power in any given media market.

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Disney Shake-Up

There will be quite the shake-up at Disney as we go into 2023.

As noted above, Disney’s streaming operation, which includes Hulu and ESPN+, lost $1.5 BILLION in merely the third quarter of 2022!

I do not see how ESPN won’t be massively affected, once again belatedly as dates back to 2009, let alone all ESPN productions down to what we can obtain easily and the price and quality of the final product.

CFL, do you really want to tie yourself all the more to this challenged horse here in the US instead of other streaming and broadcast options that do not share all these headaches at Disney?

Iger is responsible for Disney’s all-in embrace of streaming, and the launch of its marquee service, Disney+, but he acknowledged the measurement of success has changed. Wall Street investors now focus on profitability, not merely subscriber gains.

“Instead of chasing (subscribers) with aggressive marketing and aggressive spend on content, we have to start chasing profitability,” Iger told a town-hall meeting on the company’s Burbank, California, lot, according to a transcript of remarks seen by Reuters.

https://www.reuters.com/business/media-telecom/disney-ceo-bob-iger-calls-drive-make-streaming-profitable-priority-2022-11-28/

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Peacock Is Now Almost Free Even Without Cable

Short Version: CFL - More Signs and Reasons To STAY AWAY FROM THIS ONE!

So this looks like the final act already at hand going into 2023 for Peacock, which tried yet failed miserably to promote more its PAID service (not all the free first-timers who subscribe to cable) as the World Cup got underway much as noted above.

I happened to notice via my American Express accounts that there is a deal for one year of Peacock for $49.99 with a $15 cash back.

It looks to me like a simple ploy to lock in as many paid subscribers as possible for 2023 as NBC Universal makes a transition to either Hulu or something else in 2024. One or the other will happen by January 2024.

So we shall see what Peacock's numbers look like in February for 4Q2022, and of course we will be left to wonder how many cancelled who did sign up just for the World Cup though that was totally unnecessary given so many other options for FREE without sign-up at all.

The advertising of Xfinity Broadband via Ed Helms in English and Becky G in Spanish has been relentless during the World Cup, and of course NBC U will double count any of those subscriptions for also Peacock though of course we've discussed how the market is already seeing through that ruse in reports of subscriber numbers.

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Already Here Before 2023:
The Streaming Service Price War and Kitchen Sink Strategy

CFL Message:
Use great caution for the media and entertainment firm you pick as a new partner for video services beyond Canada, and if the streaming service offered is not as advertised later due to any given market developments as are heavily likely as explained below, have an out addressed explicitly in the agreement so you are not stuck like at ailing ESPN and ESPN+ right now.

So following my post from late October about the average household decision amidst all the very inexpensive video options out there, as follows is an update.

As another sign from a different side of entertainment, did you know that after record numbers via tourism and gambling revenue in Las Vegas through 30 September 2022, the bustling action all year has taken a serious dive recently?

I myself noticed this very same phenomenon when living there, when in early December 2007 in otherwise a year of high activity, I was coincidentally laid off early in a series of waves at my employer from my job.

A few weeks later it was evident that the Great Recession had started there early and those jobs were not around as the West Coast tanked into recession.

Many of you recall the events of 2008 as followed as the Great Recession gripped almost all of the rest of the US with consequences in financial markets worldwide.

When economic slowdown is on the horizon, such are the early signs in the tourism sector.

With the mounting losses from streaming operations, yet a marketplace opportunity that cannot be ignored because there is no going back to plain old TV for all under a certain advanced age,
behold the Price War and Kitchen Sink Strategy of the major media firms.

Anywhere you turn now, to Google TV or any given mobile phone service or even back to your cable or fibre provider, pay for WiFi and then FREE service for months, even 12 months or indefinitely, is the norm not the exception for virtually all the main streaming apps.

At this point, unless it’s an extremely niche video offering, I can’t say I understand anybody with mobile service and who does not have young children (i.e. the Disney bundle),
who pays more than $4.99 per month for any service, and that is only AFTER a free trial of months or with some other solid discount.

Is it any wonder why these services, pressed to augment their content with NEW offerings because so much content that predates 2020 is ageing so quickly (or is on free YouTube, Pluto TV, et cetera anyway now), are really losing money?

By perhaps October 2023, we shall see which services remain in current form, rebranded, reorganized after merger or sale, et cetera as the now bloated streaming video market sorts itself out.

Quite simply even for FREE there is simply more than one can possibly watch even if retired and financially independent - even for live sports now!

Something has to give, but what will that be by late 2023?

What will TV in 2024 look like?
Will it be easier to use your current set-up, will it be more complicated than it has become (i.e. setting up Google TV today took far longer than it did with any prior service even when doing it right)?
Will video service be more expensive with more restrictions by perhaps fewer players after consolidations and reorganizations?

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("Threat Of" :roll_eyes: ) Recession Cited by NBCU's Top Executive and More Peacock Headwinds

As one example of warning signs for 2023 as noted in the previous post and in prior posts about all the troubles with Peacock and at NBCU, note these comments to UBS by NBCU's CEO Jeff Shell.

Now note the previous report, as copied above for the end of 3Q2022, cited an estimated 15.05M Paid Subscribers. Now we are getting this 18M number. I very much doubt those new subscribers are PAID subscribers and here is why.

Today for example, in setting up Google TV, I found out one could activate a free six-month subscription for Peacock. This is after discovering Peacock is available for $34.99 for a year paid upfront. And who knows what other promotions are out there for non-customers of NBCU's Comcast XFinity WiFi, which includes Peacock access at no charge.

I doubt via Google TV is the only free offering for Peacock for several months that is out there. The standard rate is $4.99 per month, but one would simply have to be lazy to pay that rate.

In the case of FREE service for months, how much you want to bet that NBCU is counting those new free subscribers now too?

Of course nobody is reporting on cancellation rates yet, which you can bet are high once the free period is over.

NBCUniversal’s top executive said the company had seen new subscription growth at its streaming Peacock hub even as he noted that the advertising market was “worsening” and prepared investors for a more challenging fourth quarter.

Speaking at an investor conference held by UBS, NBCU CEO Jeff Shell said Peacock now had more than 18 million subscribers, compared with a previously disclosed 15 million. He cited the recent decision to take some NBCU content rights away from Hulu, which the company jointly owns with Walt Disney, as a driver for the business.

But Shell noted looming headwinds. The threat of a recession in the U.S. has spurred new market caution, he said, and he indicated that advertising spend was “definitely getting worse,” though he noted NBCU ad sales were still expected to rise at a single-digit percentage rate.

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How Worthy Is Any Given Streaming Service and Expansion Path In The Public Eye?

Not entirely scientific, but it is doubtful that bots are targeting this sort of random internet survey in which I just participated, here are the results after my response to tally as the 602nd response.

  • Which of these streaming services do you think offers the most “bang for your buck” when it comes to monthly cost vs. content library? :tv:

  • Netflix 30%

  • Hulu 13%

  • Disney+ 9%

  • Amazon Prime Video 15%

  • HBO Max 13%

  • Another streaming service 7%

  • No opinion / Other 12%

Based on 602 responses

Notes:

  • It is telling that the Disney Bundle was split in the survey given an apparent emphasis on an expanded Hulu offering with a likely much different demographic for also the Hulu + Live TV offering. Even with the Disney+ and Hulu subscribers combined for 22% of responses, Netflix still comes out statistically well ahead.

  • Amazon Prime - Did anybody else think, given their vast retail volume, that this number would be far higher?

  • Paramount+, YouTube TV, Google TV, Pluto TV, and Tubi each are lower than 7% as grouped together with many others. Of these only Paramount+ and Tubi are vastly expanding content including with original content, but they have a ways to go.

  • No Opinion at 12% are likely the audience, which skews well into the retirement years, who don’t like streaming and may not ever like it akin to prior waves who would not get on a PC, would not get a smart phone, would not et cetera.

  • Suppose, and it’s not a statistically intact proposition though certainly not out of reason, that Netflix and Disney interests have more than HALF of the market’s interest along the lines of value for their streaming purchase(s). The open question is how much money, and is it nearly enough even, does that less than half value interest left leave for all the others?

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Funny that HBO Max isn’t higher. It has better content than all the other services combined. Where I live in Winnipeg I purchase Crave for about $22 a month through my cable provider Shaw. Included is HBO and Showtime as well as all TSN and Sportsnet channels and 7 movie channels for that price. I don’t need to have anything else and couldn’t even watch all of the content offered if I wanted to.

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For two years I had a cable package of internet and TV that I retained, instead of going to all-streaming, that had a similar pricing arrangement in which the TV portion was stacked with all the channels I wanted and more plus the DVR along with access to various apps and a decent library of recordings.

No doubt, why would I mess with several apps and learn a new interface when I already had more than I could watch much as your experience now?

And on just about any cable or streaming platform you can link to Pluto TV for free in the US for ease of access to even more content akin to have double cable TV subscriptions. YouTube had moved in that direction years ago, though was not always integrated, and Tubi and others moved in that direction as well.

By year three, Comcast had jacked up the price to more like +$40 AND removing more content including on the same channels for which I had been paying. I did not see the point of paying for cable video yet also having to be reminded incessantly about streaming services!

It seemed to me that by the summer of 2021, most customers who still had cable had gone through such an experience as the pandemic lingered.

Prices went up for cable yet despite having a more captive audience, did cable deliver better services and more options for content? Unequivocally for the most desired content, as in live sports and movies and NEW series, the dominant answer was
“NO” as otherwise cable and fibre did indeed build out their networks at the very least.

Of course in cable dreams once again they believed in typical arrogant bubble-headed Manhattan fashion that customers would just buy all the streaming services AND keep their cable subscriptions all the same, but of course we already know that thinking once again to have been yet another delusion of the oligopoly borne of cable television.

In the end I think the local offerings make the difference even now in times when more than half of household viewing of video is via streaming over via cable or satellite, which was a threshold surpassed this year in the US at the very least.

You have a great deal now in Winnipeg that I wish I had as well. I’m making well with a new deal in Philadelphia that will be sweeter in the spring and then come late 2023 and early 2024, the landscape will change anew almost everywhere given also the crossroads for Hulu in the US and its two owners Disney and NBCU’s Comcast.

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