All Things Streaming (VOD, OTT)

MisterPenguin

President of Animal Kingdom
Premium Member
Original Poster

MisterPenguin

President of Animal Kingdom
Premium Member
Original Poster

Sony (which includes Columbia and Tristar) is the one big studio that doesn't own a streaming service, nor does its parent company. Therefor, it's a free agent in the streaming wars.

Previously, Sony Live Action went first (Pay 1 Window) to Starz ( a Lionsgate premium channel and, now, streamer), and Sony's Animation films went first to Netflix.

And now, Sony is giving Netflix first dibs for both Live Action and Animated movies in the Pay 1 window, and then Disney+ gets it in the Pay 2 window. [This leaves Starz's only exclusive content from Lionsgate films... put your bets in now for when it gets sold and who buys it.]

This is why all the Sony/Marvel Spider-Man (and Spider-verse [Venom]) movies will eventually wind up on Disney+ to be reunited with its MCU cousins.

Sony is now completely out of running their own linear channels and streaming channels.
 

Slpy3270

Well-Known Member
Peacock to keep Premier League games thanks to contract extension with NBC Sports.

ESPN and CBS probably would've liked getting those rights but given the high price tag, I imagine McManus and Pitaro are relieved knowing Paramount+ and ESPN+ won't be getting huge price increases.
 

MisterPenguin

President of Animal Kingdom
Premium Member
Original Poster





 

MisterPenguin

President of Animal Kingdom
Premium Member
Original Poster

MisterPenguin

President of Animal Kingdom
Premium Member
Original Poster
Disney takes their acquired FX cable channels and rebrands them into a top notch streaming/linear brand.

CBSviacom (Paramount+) and WarnderMedia (HBO and holder of DCcomics), on the other hand, want to sell off their co-owned CW Network.

Up until recently, CW (formed from the merger of UPN and The WB) owned their own streaming site (mostly as a library of their shows), was available on Live TV streamers (such as HULU). Originally targeting adult young women, now targets just young adults, The CW hosted most of TV shows featuring characters from DC superhero comics (Smallville, Arrow, Supergirl, etc...).

And up until recently, full seasons of CW shows wind up on Netflix. But, that plug is now pulled.

And so, now, instead of leveraging that asset into a doing something like Disney did with FX... they want to sell it off.

And Nextstar, the leading contender to buy it, will become a yet another small fish streamer (unlikely to survive). And DC TV will not be united under one streamer (compare that to D+'s Marvel TV series).

I don't know what they're thinking. But Warner and CBS have been taking turns shooting themselves in the foot. Now, they can do it together.

 

Slpy3270

Well-Known Member
Netflix beat earnings, matched revenue and modestly beat sub projections (which isn't saying much since Squid Game was during this period).

But, Netflix now anticipates 2.5 million subs for Q1 2022, below the 6.26 million analysts were expecting.

Stock down nearly 11% AH
 

Clamman73

Well-Known Member
Netflix beat earnings, matched revenue and modestly beat sub projections (which isn't saying much since Squid Game was during this period).

But, Netflix now anticipates 2.5 million subs for Q1 2022, below the 6.26 million analysts were expecting.

Stock down nearly 11% AH
And it's dragging down DIS with it.
 

Slpy3270

Well-Known Member
And it's dragging down DIS with it.
At least Disney has other divisions that will bail them out of massive losses. Netflix will only survive because of the numbers they have.

But if you're Paramount+ and Peacock, the message is clear: you have no future.
 

Slpy3270

Well-Known Member
Of note: Netflix free cash flow was negative for 2021, meaning they lost money that year.

Optimistic scenarios anticipated they would at least break even.
 

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