Disney+ Streaming

Tue Nov 12 21:15:03 UTC 2019

Neither Good Omens nor Game of Thrones are available for streaming on 
Netflix (you'll have to go to one of their competitors). Overall I tend 
to agree with Brian that people's time and eyeballs are finite. As more 
streaming services emerge, usage will simply be split between streaming 
providers. There might be a slight increase in overall streaming usage 
due to the effect you mentioned (more content available for a wider 
audience than in previous years), but I don't expect it to be an 
overnight change for our industry.

Matthew Petach wrote on 11/12/2019 2:53 PM:
>
> Different target audiences.
>
> Now the parents can be watching "Good Omens" or "Game of Thrones" on 
> Netflix while the kids are streaming "The Lion King" on Disney+ 
> streaming.  Instead of the whole family watching one show together, 
> now we have segmentation in the marketplace.
>
> End result is more total overall bandwidth consumption.
>
> Matt
>
>
> On Tue, Nov 12, 2019, 12:38 Brian J. Murrell <brian at interlinx.bc.ca 
> <mailto:brian at interlinx.bc.ca>> wrote:
>
>     On Tue, 2019-11-12 at 15:26 -0500, Valdis Klētnieks wrote:
>     >
>     > I can foresee a lot of families subscribing to Netflix *and* Disney+
>     > because neither one has all the content the family wants to watch.
>
>     Absolutely.  But the time spent watching Disney would *replace*
>     (not be
>     in addition to, or would it?  Would Disney's content result in
>     existing
>     streamers watching more hours of streaming than they did before?)
>     Netflix watching.
>
>     > Has anybody seen a significant drop in total streaming traffic
>     due to
>     > Netflix
>     > users jumping ship to Amazon/Hulu, or are consumers just biting the
>     > bullet,
>     > coughing up the $$, and streaming more total because across the
>     > services
>     > there's more stuff they want to watch?
>
>     I actually suspect streaming is going to decline (at least in
>     comparison to where it could have grown to) if this streaming service
>     fragmentation continues.
>
>     I think people are going to reject the idea that they need to
>     subscribe
>     to a dozen streaming services at $10-$20/mo. each and will be driven
>     back the good old "single source" (piracy) they used to use before 1
>     (or perhaps 2) streaming services kept them happy enough to abandon
>     piracy.
>
>     The content providers are going to piss in their bed again due to
>     greed.  Again.
>
>     Cheers,
>     b.
>

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