Search results for query: *

  1. N

    Warner, Fox, Disney to Launch Streaming Sports Joint Venture

    Ah, true. But they do still stream current-season Fox primetime shows on an authenticated basis via Fox.com. My larger point is that Fox did not sign away exclusive in-season streaming rights to their primetime shows to Hulu. That's a non-exclusive deal as Fox continues to retain in-season...
  2. N

    Warner, Fox, Disney to Launch Streaming Sports Joint Venture

    This is why I have been saying for the past few years that when ESPN (in its entirety) goes DTC, that's the beginning of the end of the cable bundle. That's when the floodgates open. The whole thing breaks apart into a few DTC chunks. And we can see the outlines of it now. Disney will put their...
  3. N

    Warner, Fox, Disney to Launch Streaming Sports Joint Venture

    The licensing deal that Fox has in place with Hulu is non-exclusive. Fox also has in-season streaming rights for its own shows (allowing them to stream on the authenticated Fox app). If they wanted to, Fox could make additional deals to license that content next-day to other services, e.g...
  4. N

    Warner, Fox, Disney to Launch Streaming Sports Joint Venture

    I see your point but I tend to think that those folks who care enough about local news (in addition to live sports) that they need to have it all in the same app/UI rather than switching to a free source (apps like Zeam, NewsOn, etc. or OTA antenna) aren't the kind of folks who would likely to...
  5. N

    Warner, Fox, Disney to Launch Streaming Sports Joint Venture

    Weak responses. People will sign up for Venu Sports because they care about sports, not local news. And frankly, by not including 24/7 local feeds of ABC and Fox, Venu might have avoided some of the legal/regulatory scrutiny they are receiving now, because they would be a bit less of a direct...
  6. N

    Warner, Fox, Disney to Launch Streaming Sports Joint Venture

    There's no reason why Disney couldn't have offered Venu a national-only feed of ABC (i.e. no local content, with maybe ABC News Live playing on the feed when local affiliates air their stuff). Same holds true for Fox. That's what I'm talking about. But instead, both companies are trying to get...
  7. N

    Warner, Fox, Disney to Launch Streaming Sports Joint Venture

    OK. You didn't really respond to any of the points of my post, but OK.
  8. N

    Warner, Fox, Disney to Launch Streaming Sports Joint Venture

    I really don't get why Venu Sports is going to include the full 24/7 feeds of local ABC and Fox stations. (Has that been officially confirmed by Venu themselves recently?) The price could be lower if they didn't have to pay retrans fees to all those ABC and Fox locals that aren't owned and...
  9. N

    Warner, Fox, Disney to Launch Streaming Sports Joint Venture

    The math doesn't work quite like that. You're using the carriage rates that channels charge "full-bundle" pay TV services (e.g. Comcast, DirecTV, YouTube TV, etc.) to include them in their line-ups. But those rates are premised on those services having a large minimum number of subscribers. The...
  10. N

    AppleTV+ getting ads?

    If this simply means that they introduce a new service tier at roughly half the cost, while keeping the current tier as-is (i.e. same price), then it's a good thing, IMO. What I'm afraid of, though, is that the current ad-free tier will see another price increase at the same time the cheaper ad...
  11. N

    HBO Max/Discovery+ Merger

    I think Fox realizes that they're in a very dangerous situation now, with expensive sports rights but no DTC distribution for them. I think their strategy in the past was to keep all those sports exclusive to linear, to prop up the value of their locals and cable nets. But fighting against the...
  12. N

    HBO Max/Discovery+ Merger

    I'll be surprised if the entirety of ESPN can be bought on a standalone basis for $20/mo. I'll be absolutely shocked if all of ESPN *and* Fox Sports can be bought at that price. But we'll see. This is the first I've heard about Fox Sports doing a wholesale deal with the forthcoming ESPN DTC...
  13. N

    HBO Max/Discovery+ Merger

    LOL. You never concede when called out on something. You're always on this kick about how you can get "everything" from the traditional cable bundle by cobbling together various DTC apps while also spending less that way. All I was doing is pointing out that, no, that's false. Now you're moving...
  14. N

    HBO Max/Discovery+ Merger

    OK, but that bundle of streaming services you've assembled is missing a ton of live sports that YTTV has. So to make it a fairer comparison, you need to add Venu Sports to your list of streamers. And OTOH, you need to add subscriptions to HBO/Max ($17) and Showtime ($11) to YTTV. YTTV with...
  15. N

    Netflix Just Commissioned Its Largest Number of Titles in 3 Years

    For the live of me, I do not understand why the traditional networks/studios aren't putting *all* of their new content on both linear *and* DTC at the same time. They save a lot of their best scripted stuff for DTC. They save some of their sports, news and reality shows for linear. Just put...
  16. N

    HBO Max/Discovery+ Merger

    ...of channels/studios. But at that point there was still a ton of TV that just wasn't available via streaming at all. It's not like Netflix ever had *all* the stuff that's now on Peacock, Paramount+, Disney+ and Max combined. And even back then, Netflix was competing against Amazon Prime Video...
  17. N

    HBO Max/Discovery+ Merger

    ...to the industry that none of the existing players would risk trying it. And as a viewer, I'm afraid it would create a sort of uncurated race-to-the-bottom in terms of content quality, with *all* video entertainment essentially operating on the algorithms and economic incentives of YouTube.
  18. N

    HBO Max/Discovery+ Merger

    An interesting idea that the BofA analyst floated in their research note (discussed in the article above) is that WBD might make a play for Fox. Zaslav is clearly interested in another M&A deal for WBD. He kicked the tires on Paramount last December. I suspect he was most interested in CBS...
  19. N

    HBO Max/Discovery+ Merger

    ...basically the same library of songs. I frankly don't understand how his concept would work, though. With those music services, it's one price for *everything* in the music catalog. What would be the cost of a similar TV and movies service powered by all the traditional Hollywood studios...
  20. N

    HBO Max/Discovery+ Merger

    Keep in mind that Warner's "streaming" division includes all that revenue from those tens of millions of households that subscribe to HBO via their pay TV provider, some of whom never even use the Max app. Imagine how bad the numbers would be if that traditional HBO revenue wasn't included! And...
  21. N

    HBO Max/Discovery+ Merger

    https://www.hollywoodreporter.com/business/business-news/warner-bros-discovery-explore-strategic-options-1235949753/ There's a growing recognition that WBD's strategy, largely centered on Max, isn't working. Some of you say that the HBO name should never have been taken from their DTC...
  22. N

    Paramount +

    ...and/or WBD -- would contribute the content currently in Peacock and/or Max. I actually think this is a smart idea, at least if they could get *both* of those studios on board. Pool all their content together and then divide it into themed packages. (Why not sell it all in one big service...
  23. N

    Real vMVPD US subscribers totals

    LOL. The irony of posting your own evidence-free unsubstantiated suspicion and then asking Bruce to provide evidence to the contrary.
  24. N

    Real vMVPD US subscribers totals

    LOL. Probably best to just avoid all of his threads then, no?
  25. N

    Real vMVPD US subscribers totals

    Yes, although keep in mind that they have done little or no marketing for DirecTV Stream for over a year now. They currently only push the main DirecTV brand, which requires a contract and can be accessed either via satellite or via internet. No idea how many customers exist under that brand who...