Comcast Weighs Pulling Some Content From Hulu in Effort to Boost Peacock

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I knew this was going to happen with every studio owning its' own content using it exclusively on their own channels. Since this change, I have noticed services like TCM has lost a lot of content. For example, TCM used to run old classic Wonderful World of Disney movies a few times a year that haven't been seen in years. Now that there is Disney+, they do not allow their content elsewhere. Instead of offering their classic old content out to others, they just keep in the vault, so no one can see it. I picked up Disney+ for the 3 year deal. I have been very disappointed that most of the Wonderful World of Disney material still is not available after 2 years now. There are so many movies & TV shows locked up somewhere that are never offered.
 
Bruce

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I knew this was going to happen with every studio owning its' own content using it exclusively on their own channels.
Yep, I said two years ago here that this was going to happen, only Sony does not have a streaming service.

This is only about movies-
HBO-only Warner films since Universal and 20th Century Fox films are leaving
Peacock-Universal
Hulu/Disney+-20th Century Fox ( depends on the film)
Disney+-duh’
Paramount+-Paramount
Netflix-Sony ( leaving Starz)
Starz-Lionsgate who also owns Starz
Amazon Prime-MGM ( Amazon is buying MGM).
Showtime-Leftovers from Paramount
Epix-losing Paramount and sooner or later MGM films, not much left then.
 
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NashGuy

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NBCUniversal unit has a window allowing it to remove shows that appear on the Disney-controlled streaming service​

I think what this is referring to is the longstanding arrangement where NBC shows (pretty much all of them except The Blacklist, anyway) appear next-day on Hulu, with at least the five most recent eps staying on Hulu before rolling off. This is what they call "stacking rights" in the industry. The network that airs a series typically has stacking rights to stream the five most recent eps wherever they please, although for some series, stacking rights include the entire current season. Outside of that, streaming rights belong to the producer/distributor of the show, which may be a different company than the network.

Right now, NBC uses its stacking rights to place their current shows next-day on Hulu, Peacock, and their own NBC (cable-authenticated) app. IMO, NBCU should take this opportunity to stop putting those shows on Hulu. They made the decision already that their streaming future doesn't lie with Hulu but with their own service, Peacock. If they're going to make a go of it in streaming, they should stop helping their competitor Disney/Hulu and work on building Peacock.

That said, I'm skeptical that both Peacock and Paramount+ can survive. Both are sub-scale and a bit underwhelming in terms of what they offer. Perhaps the two will merge into a joint venture. Or I can imagine Warner Discovery merging with either ViacomCBS or NBCU (if Comcast agrees to spin it off) and using all that additional content to grow HBO Max into an even more formidable Netflix challenger.

There are too many streaming services to survive long-term. Some of them will die or get absorbed into other ones. Easy to imagine that Hulu, once Disney is the sole owner, will get absorbed into Disney+.
 
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Bruce

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That said, I'm skeptical that both Peacock and Paramount+ can survive. Both are sub-scale and a bit underwhelming in terms of what they offer. Perhaps the two will merge into a joint venture. Or I can imagine Warner Discovery merging with either ViacomCBS or NBCU (if Comcast agrees to spin it off) and using all that additional content to grow HBO Max into an even more formidable Netflix challenger.
Paramount+ has a head-start on Peacock and is already at 47 million paid subscribers, it has been reported that most of Peacock’s subs are the freebies.

As for if any of those companies merging, I have a friend that works at Netflix that gives me all the inside info, the only company right now that wants to do any buying for entertainment is Amazon, they have tons of cash, a great cash to debt ratio, so no issues getting any deal financed, they already bought MGM, part of NFL Media, TNF and is about to toss 2-3 billion for Sunday Ticket.

The Discovery/Warner deal is the exception since Discovery is getting a great deal because AT&T is really hurting right now and needs money, Cash on hand is only $20 Billion while long term debt ( a lot is coming due soon) is a whopper $155 Billion, that is a real bad cash to debt ratio, specially since AT&T’s net income for the twelve months ending September 30, 2021 was $944M, a 91.39% decline year-over-year.


There are too many streaming services to survive long-term. Some of them will die or get absorbed into other ones. Easy to imagine that Hulu, once Disney is the sole owner, will get absorbed into Disney+.
Hulu is actually gaining subs still, up to 43 million and even if Disney did merge the two, what do they do with Hulu Live, which just gained more subscribers, they are at a tad above 4 million, so half what Dish Network’s Sat Service has and they have been offering a Live TV Service for about 3 years vs the 20+ years of Dish Network

Disney always wanted a Cable TV service, maybe they want to try it with with Hulu Live, I cannot see why of course, since everything has been moving to a every company has their own paid app service.
 
mwdxer1

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I have no idea why these streaming services would not offer their complete library as people are paying for the service. When I drop Disney+ in Nov 2022, I will tell them the reason I am leaving. I will only return once they offer what they promised.
 
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NashGuy

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Paramount+ has a head-start on Peacock and is already at 47 million paid subscribers, it has been reported that most of Peacock’s subs are the freebies.

As for if any of those companies merging, I have a friend that works at Netflix that gives me all the inside info, the only company right now that wants to do any buying for entertainment is Amazon, they have tons of cash, a great cash to debt ratio, so no issues getting any deal financed, they already bought MGM, part of NFL Media, TNF and is about to toss 2-3 billion for Sunday Ticket.
Amazon's acquisition of MGM might get approved by the feds but I really don't see them being able to buy much else beyond that. Does anyone think that Amazon isn't already too big and powerful? In fact, it wouldn't surprise me if Amazon got broken up in the years to come, as opposition to Big Tech grows on both ends of the political spectrum. If that happened, I would expect Prime Video to simply die, with its content snapped up piecemeal by remaining competitors. I'm not saying I think that *will* happen, but that I think it's plausible. Certainly more plausible than Amazon making any further M&A moves in the media world after buying little MGM.

The Discovery/Warner deal is the exception since Discovery is getting a great deal because AT&T is really hurting right now and needs money, Cash on hand is only $20 Billion while long term debt ( a lot is coming due soon) is a whopper $155 Billion, that is a real bad cash to debt ratio, specially since AT&T’s net income for the twelve months ending September 30, 2021 was $944M, a 91.39% decline year-over-year.
The Warner/Discovery deal makes strategic sense because their content libraries complement each other. But Discovery's CEO Zaslow flatly stated that there may be further deals in their future:

“We’re not done yet,” Zaslav said when asked about additional deal targets following Discovery’s $43 billion merger with AT&T’s entertainment unit WarnerMedia.

Although the planned merger will create a media behemoth — joining AT&T’s CNN, HBO, and Hollywood studio Warner Bros. with Discovery’s Food Network and TLC — Zaslav says he’ll continue to be on the lookout for other possible targets after the deal closes in about eight months.


There are only so many pieces left on the media chess board. It's possible that Warner Disco would go after one of the small ones left, which basically boil down to AMC, Lionsgate/Starz, A+E (a joint venture of Disney and Hearst), and the privately-held Crown Media (Hallmark). A smaller-scale deal would be easier to pass anti-trust muster. If not one of those little guys, well, the only players left are Comcast's NBCU (which had been considered a potential merger candidate for Warner in the past), ViacomCBS (which virtually all industry analysts believe will get swallowed whole or broken up), and Sony Pictures (which doesn't look that appealing now that they've signed an output deal with Netflix). Keep in mind that a combo of Warner Bros. Discovery with NBCU (the largest of those three) would still result in a media company significantly smaller than Disney after they were allowed to acquire most of Fox.

At any rate, you can bet there's going to be further consolidation involving one or more of the following companies: Warner Bros. Discovery, ViacomCBS, and NBCUniversal. WBD is already in a decent place with HBO Max, which should only get stronger once Discovery content gets folded in. If you're either ViacomCBS or NBCU, I think you have to be nervous about the other one getting snapped up by WBD, leaving your little Paramount+ or Peacock out in the cold as the last remaining sub-scale general audience non-global streamer. Which might prompt those two to join forces as they've already done in parts of Europe, where they'll launch a joint service called SkyShowtime that will combine content from both NBCU and ViacomCBS. Why not do the same in the US to better compete with bigger competitors who are far ahead of them?

Hulu is actually gaining subs still, up to 43 million and even if Disney did merge the two, what do they do with Hulu Live, which just gained more subscribers, they are at a tad above 4 million, so half what Dish Network’s Sat Service has and they have been offering a Live TV Service for about 3 years vs the 20+ years of Dish Network

Disney always wanted a Cable TV service, maybe they want to try it with with Hulu Live, I cannot see why of course, since everything has been moving to a every company has their own paid app service.
Hulu Live just raised their price to $70 but now automatically includes both Disney+ and ESPN+. If Hulu gets absorbed into Disney+ (as the sixth content hub alongside Disney, Pixar, Marvel, Star Wars, and Nat Geo), then I see no reason why the live cable TV service wouldn't just get folded into the Disney+ app too. The UI and feature set might change a bit, but it would be easy enough to just have an optional "Live TV" tab on the Disney+ home screen with a live channel grid guide.
 
Bruce

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Amazon's acquisition of MGM might get approved by the feds but I really don't see them being able to buy much else beyond that. Does anyone think that Amazon isn't already too big and powerful? In fact, it wouldn't surprise me if Amazon got broken up in the years to come, as opposition to Big Tech grows on both ends of the political spectrum. If that happened, I would expect Prime Video to simply die, with its content snapped up piecemeal by remaining competitors. I'm not saying I think that *will* happen, but that I think it's plausible. Certainly more plausible than Amazon making any further M&A moves in the media world after buying little MGM.
They can buy what they want and easily able to get financing for it-

Amazon cash on hand-$78 Billion
Long Term Debt-$50 Billion
Amazon revenue for the twelve months ending September 30, 2021 was $457 Billion
Amazon gross profit for the twelve months ending September 30, 2021 was $189 Billion

 
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leaving your little Paramount+ or Peacock out in the cold as the last remaining sub-scale general audience non-global streamer.
FWIW: Paramount+ is going global in 2022, which is why they pulled the new season of ST: Disco from Netflix internationally. Peacock seems to be in a very weak position in comparison. They seem like the biggest loser in the long term (also in the present).
 
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NashGuy

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They can buy what they want and easily able to get financing for it-

Amazon cash on hand-$78 Billion
Long Term Debt-$50 Billion
Amazon revenue for the twelve months ending September 30, 2021 was $457 Billion
Amazon gross profit for the twelve months ending September 30, 2021 was $189 Billion

The question isn't whether Amazon can *afford* to buy other companies, it's whether the DOJ and Congress will allow them to.
 
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NashGuy

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FWIW: Paramount+ is going global in 2022, which is why they pulled the new season of ST: Disco from Netflix internationally. Peacock seems to be in a very weak position in comparison. They seem like the biggest loser in the long term (also in the present).
Keep in mind, though, that Peacock is part of Comcast, which is a major cable TV operator in the US and Europe (via its Sky subsidiary). And Universal is a bigger and more successful movie studio than Paramount. When first-run Universal movies leave HBO soon and stream exclusively on Peacock within a few months of debuting in theaters, that will be a shot in the arm for the service. Same holds true if NBC decides to pull next-day streaming of their shows from Hulu and make that exclusive to Peacock.

Meanwhile, Paramount+ is just warmed up and rebranded CBS All Access with lots of reruns but not much new exclusive stuff except Star Trek shows. If they were really serious about it, they'd go all-in and fold in Showtime and BET+. Shari Redstone just gussied up CBS AA and called it Paramount+ to better position the company for a future deal. Either the whole kit and caboodle gets merged/bought by a larger outfit or she sells it off in pieces, CBS here, Showtime there, etc.
 
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FWIW: Paramount+ is going global in 2022, which is why they pulled the new season of ST: Disco from Netflix internationally. Peacock seems to be in a very weak position in comparison. They seem like the biggest loser in the long term (also in the present).
It isn't ST: Disco, it's STD due to it being a disease on the Star Trek franchise.
 
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Mochuf

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Keep in mind, though, that Peacock is part of Comcast, which is a major cable TV operator in the US and Europe (via its Sky subsidiary). And Universal is a bigger and more successful movie studio than Paramount. When first-run Universal movies leave HBO soon and stream exclusively on Peacock within a few months of debuting in theaters, that will be a shot in the arm for the service. Same holds true if NBC decides to pull next-day streaming of their shows from Hulu and make that exclusive to Peacock.

Meanwhile, Paramount+ is just warmed up and rebranded CBS All Access with lots of reruns but not much new exclusive stuff except Star Trek shows. If they were really serious about it, they'd go all-in and fold in Showtime and BET+. Shari Redstone just gussied up CBS AA and called it Paramount+ to better position the company for a future deal. Either the whole kit and caboodle gets merged/bought by a larger outfit or she sells it off in pieces, CBS here, Showtime there, etc.
I recently signed up with Paramount+ through Amazon Prime for 99 cents/month for two months. I sure as hell won't be signing up for it after that. You are correct about it being a warmed over CBS All Access. Not many new programing and the new stuff they do have is mediocre. Peacock is nothing to write home about either, but have plenty of new content and some of it is even good.
 
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I recently signed up with Paramount+ through Amazon Prime for 99 cents/month for two months. I sure as hell won't be signing up for it after that. You are correct about it being a warmed over CBS All Access. Not many new programing and the new stuff they do have is mediocre. Peacock is nothing to write home about either, but have plenty of new content and some of it is even good.
I share your opinion of both services. Part of the reason why I don't think the outlook for either on its own is very good.
 
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Keep in mind, though, that Peacock is part of Comcast, which is a major cable TV operator in the US and Europe (via its Sky subsidiary). And Universal is a bigger and more successful movie studio than Paramount. When first-run Universal movies leave HBO soon and stream exclusively on Peacock within a few months of debuting in theaters, that will be a shot in the arm for the service. Same holds true if NBC decides to pull next-day streaming of their shows from Hulu and make that exclusive to Peacock.

Meanwhile, Paramount+ is just warmed up and rebranded CBS All Access with lots of reruns but not much new exclusive stuff except Star Trek shows. If they were really serious about it, they'd go all-in and fold in Showtime and BET+. Shari Redstone just gussied up CBS AA and called it Paramount+ to better position the company for a future deal. Either the whole kit and caboodle gets merged/bought by a larger outfit or she sells it off in pieces, CBS here, Showtime there, etc.
If NBC pulls first-run shows off Hulu, that might be enough to make me sub to Peacock, but P+ has tons of movies, just like everyone else, so I am not sure how much of an actual differentiator that might be in the SVOD space. Giving Peacock to Sky customers for free doesn't seem like any more of a winning strategy than what they are currently doing in the US. Yes, P+ is just CBSAA with some new stuff, but that was a successful streaming service before the rebrand. The big difference I see is P+ is a paid service. P+ numbers are not based largely on including it with cable subscriptions, etc. They are bundling SHO currently, and BET content is there. I suspect they are limited on what they can do additionally with those properties in the short term due to existing licensing deals elsewhere. You can't even get the evening news on-demand on P+ or Peacock on the same day due to licensing issues. It will take time to work through these things.

Will there be further consolidation in this space? Probably, but I also see headwinds given how the recent mergers are viewed by government regulators and politicians. The anti-trust push back is starting in earnest across a number of industries.
 
Bruce

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Meanwhile, Paramount+ is just warmed up and rebranded CBS All Access with lots of reruns but not much new exclusive stuff except Star Trek shows.
Paramount+ has a lot more then just Star Trek, it just might not be of any interest to you, from memory they have Evil, Seal Team, Mayor of Kingstown, Good Fight, Yellowstone prequel series, Halo, new Criminal Minds, new Frasier, another Yellowstone spin-off based in Texas, etc.

 
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NashGuy

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Paramount+ has a lot more then just Star Trek, it just might not be of any interest to you, from memory they have Evil, Seal Team, Mayor of Kingstown, Good Fight, Yellowstone prequel series, Halo, new Criminal Minds, new Frasier, another Yellowstone spin-off based in Texas, etc.

Yeah, I'm aware. I've had a couple of trial subs to it, one of which just ended today. They have a ton of hours of older content but there's really very little that Paramount+ offers, in terms of fresh new original/exclusive content, that has broken through and become a hit, either with the masses or the critics. As one industry observer remarked, P+ is "all rice and no sushi".

All the industry analysts seem to think that we'll end up with 5 or 6 big, general-appeal global streaming services. Netflix, Prime Video, and Disney+/Hulu will definitely be among them. I'd bet on HBO Max/Discovery for the 4th slot. Apple is kind of off in their own category, with a focus on a narrower slate of high-quality originals. They have basically unlimited funds to keep building Apple TV+ and they're really starting to gain traction with critics.

Which leaves us with Peacock and Paramount+ duking it out for that sixth spot. They'd be much better off if they combined forces, IMO.
 

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