All Things Streaming (VOD, OTT)

[Slpy3270]

Things in that WSJ profile that I forgot to mention:

* NBCUni content is being gradually pulled from Hulu beginning next year; they'll be gone completely by the time Comcast sells its Hulu stake in 2024.
* Universal's first-run movie deal with HBO is over beginning next year. Movies post-theatrical run will instead show up on Peacock beginning that year (same thing with Illumination movies, which are with Netflix until around the same time as the HBO deal; DreamWorks movies are still stuck at Hulu until 2023).

 

[MisterPenguin]

VOD Services in U.S., U.K. and European Union Grew a Third in Four Years, Report Finds

The number of VOD services launched in the U.S., U.K. and European Union territories has increased by 32%, a new report has revealed.

variety.com

WarnerMedia-Discovery: ‘Compelling’ Global Streaming Leader or Uncertain Gamble?

Wall Street analysts are divided on the prospects for the WarnerMedia-Discovery merger, which is expected to close in mid-2022.

variety.com

 

[Slpy3270]

 

[MisterPenguin]

Universal Moves Film Licensing Deal From HBO to Peacock, Bolstering Streaming Service

Universal moves pay TV licensing deal from HBO to Peacock.

variety.com

 

[Slpy3270]

Universal Moves Film Licensing Deal From HBO to Peacock, Bolstering Streaming Service

Universal moves pay TV licensing deal from HBO to Peacock.

variety.com

Caveat: The movies will be exclusive to Peacock for only four months, with a third-party licensee gaining rights for the remainder of the pay 1 window.

That's what happens when your streamer is doing lackluster business.

 

[Ripken10]

Caveat: The movies will be exclusive to Peacock for only four months, with a third-party licensee gaining rights for the remainder of the pay 1 window.

That's what happens when your streamer is doing lackluster business.

The article there said it a little differently. Said first four months and last four months:

Universal’s slate will go to Peacock as the pay-one partner for the initial four months of the period, as well as the final four months of the window. During the middle 10 months, those films will be licensed to additional partners, who will not have exclusive rights. Roughly two streamers or cable networks will have the rights to air Universal films during that period.

 

[Slpy3270]

Prime Video is sharing Universal movies on Peacock after their four month exclusive window lapses.

Amazon Prime Picks Up Universal Films After Peacock Window

Prime Video and IMDb TV will have licensing rights to hits like 'F9' and 'Jurassic World: Dominion' for 10 months after they stream on Peacock.

www.hollywoodreporter.com

This is similar to the deal Prime had with Epix for Paramount, MGM and Lionsgate movies.

 

[Slpy3270]

The findings of this article are shocking.

Bloomberg - Are you a robot?

* 42 million sign ups by April, a third of whom (14 million) are active
* Only 20% of active users (about 3 million people) are paying customers, meaning the rest either have the free tier or get it through Xfinity or C(o)x
* Per that WSJ story from about a week or two ago, Peacock has 10 million subs for the premium. If we take that 3 million figure, the vast majority of premium users get it through Xfinity or C(o)x

Yeesh. Not exactly direct-to-consumer.

 

[Slpy3270]

Universal extends Netflix deal for animated slate, will include DreamWorks and Illumination movies.

Netflix, Universal Extend and Expand Animated Film Licensing Deal (EXCLUSIVE)

Netflix and Universal extend their animated film licensing deal, expanding it to include DreamWorks Animation titles.

variety.com

Similar to the Prime Video deal, for Uni's live-action movies, DWA/Illumination movies will appear on Netflix after a four-month window on Peacock.

No more DWA movies on Hulu after 2021.

 

[MisterPenguin]

Universal extends Netflix deal for animated slate, will include DreamWorks and Illumination movies.

Netflix, Universal Extend and Expand Animated Film Licensing Deal (EXCLUSIVE)

Netflix and Universal extend their animated film licensing deal, expanding it to include DreamWorks Animation titles.

variety.com

Similar to the Prime Video deal, for Uni's live-action movies, DWA/Illumination movies will appear on Netflix after a four-month window on Peacock.

No more DWA movies on Hulu after 2021.

Peacock is saved!!!

 

[MisterPenguin]

Quibi Shows ‘Reno 911!’, ‘Die Hart’ & ‘Mapleworth Murders’, Reborn As Roku Originals, Score Eight Emmy Nominations

"Reno 911!," "Die Hart" and "Mapleworth Murders," formerly Quibi shows and now Roku Originals, collected eight Emmy nominations among them.

deadline.com

 

[Slpy3270]

Comcast, ViacomCBS Are Exploring International Streaming Partnerships

Comcast and ViacomCBS are exploring a partnership in international streaming. Bosses broached the possibility at a meeting in New York.

deadline.com

Comcast and Viacom realizing their US streaming sub numbers are so bad they might as well partner together overseas.

 

[Slpy3270]

Netflix results not too bad, but that earnings miss...oof.


Definitely seems to give credence to that D+ sub number leak earlier this month.

Netflix also lost 433,000 subs in North America during the quarter, the only region they lost subs.

 

[MisterPenguin]

With Lockdowns Lifting, Netflix and Other Streamers Battle Slowing Subscriber Growth Rates

As pandemic lockdowns lift, Netflix, Amazon, Disney Plus and other streamers implement new strategies to stoke slowing subscriber growth.

variety.com

Netflix Claims Huge Viewing for ‘Army of the Dead,’ ‘Mitchells vs. The Machines’ and More, Using Its Own Proprietary Metric

Netflix touted big audiences for "Army of the Dead," "Mitchells vs. The Machines" and other originals -- based on its proprietary metric.

variety.com

Netflix Growth Sputters in Q2, Streamer Plans to Launch Video Games for No Extra Charge

Netflix, coming off a pandemic-fueled subscriber boom in 2020, added 1.5 million customers in Q2 and unveiled plans to launch video games.

variety.com

 

[Slpy3270]

Netflix physical production head Ty Warren out in restructuring.

Netflix Global Head Of Physical Production Ty Warren Exiting

Netflix Global Head Of Physical Production Ty Warren Exiting

deadline.com

 

[MisterPenguin]

AT&T Adds 2.8M HBO And HBO Max Subscribers In Q2, Smashes Wall Street Forecasts

HBO and HBO Max added 2.8 million subscribers in the second quarter, reaching 47 million in the U.S. and helping parent AT&T handily beat Wall Street forecasts. Total AT&T revenue of $44 billion rose almost 8% from the year-earlier period and topped analysts’ consensus estimate of $42.6 billion...

deadline.com

 

[Slpy3270]

World Soccer Talk - TV schedules and streaming links, news and podcasts

The #1 Source for Soccer TV Schedules, Streaming Links, Cord Cutting Reviews, Soccer News and Interviews With Broadcasters.

worldsoccertalk.com

 

[Slpy3270]

From Comcast Q2 report: Peacock has 54 million signups and 20 million active accounts, up from 42 million and 14 million respectively last quarter.

 

[Slpy3270]

Yikes.

Peacock to exclusively air Notre Dame’s 2021 home opener vs. Toledo

Notre Dame’s home opener will be broadcast exclusively through Peacock. The Irish host Toledo on Sept. 11. to begin their 31st year working with NBC.

irish.nbcsports.com

Lots of Notre Dame fans unhappy about this. Wouldn't be surprised if Notre Dame decides to go to ACC full time (which would mean Notre Dame Football on NBC goes bye-bye).

 

[MisterPenguin]

Vudu Becomes Roku’s Official Movie and TV Store, as Fandango Kills Off FandangoNow Brand

Fandango merged FandangoNow with Vudu, which is now the official movie and TV store on the Roku platform.

variety.com