News Disney and Fox come to terms -- announcement soon; huge IP acquisition

S

seascape

Well-Known Member
Quinnmac000 said:
Right now retention is a huge issue. Even Netflix has stated they cancelled Marvel shows not because they are expensive but due to the fact the only gained churners (people who subscribed one month to watch the new season and then cancelled). What do you think is gonna happen to prevent churn? They are going to do longer time commitments to look in prices which in the end to get multiple services will cost more. At least for the ones that won't be free. (Comcast will be free to paytv subscribers to include AT&T, Charter, etc while Viacom's will be supported by ads solely)

I don't like the monopoly on streaming but I don't like the future of everyone having their own streaming service because whats gonna happen is they will start to lock people in to prevent churn or start bundling which will just be streaming cable on demand 2.0.
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Comcast's stremeung service is not free, it is included in their bundle and the consumers, all of them will pay the $5.00 a month in their regular monthly bill. They also want this included with all other cable companies, so expect them to increase their package price of NBC and all their networks 5.00 a month. Free is not free if it's in a bundle.
 
JoeCamel

JoeCamel

Well-Known Member
seascape said:
Comcast's stremeung service is not free, it is included in their bundle and the consumers, all of them will pay the $5.00 a month in their regular monthly bill. They also want this included with all other cable companies, so expect them to increase their package price of NBC and all their networks 5.00 a month. Free is not free if it's in a bundle.
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Like the "Magical Express"
 
TOCPE82

TOCPE82

Well-Known Member
Quinnmac000 said:
Right now retention is a huge issue. Even Netflix has stated they cancelled Marvel shows not because they are expensive but due to the fact the only gained churners (people who subscribed one month to watch the new season and then cancelled). What do you think is gonna happen to prevent churn? They are going to do longer time commitments to look in prices which in the end to get multiple services will cost more. At least for the ones that won't be free. (Comcast will be free to paytv subscribers to include AT&T, Charter, etc while Viacom's will be supported by ads solely)

I don't like the monopoly on streaming but I don't like the future of everyone having their own streaming service because whats gonna happen is they will start to lock people in to prevent churn or start bundling which will just be streaming cable on demand 2.0.
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They key to preventing churn is to always have something that appeals. HBO has this sometimes... but not so much other times. Right now IMO, HBO is hurting without GOT or a Sopranos-type hit.
 
TOCPE82

TOCPE82

Well-Known Member
seascape said:
Comcast's stremeung service is not free, it is included in their bundle and the consumers, all of them will pay the $5.00 a month in their regular monthly bill. They also want this included with all other cable companies, so expect them to increase their package price of NBC and all their networks 5.00 a month. Free is not free if it's in a bundle.
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But Comcast's MO is to do this via below the line fees. 7 bucks for Broadcast TV, 8 for RNS, on top of all the gov't fees they pass along. It's why I finally cancelled.
 
HauntedPirate

HauntedPirate

Park nostalgist
Premium Member
Darkprime said:
its weird how people seem ok with Netflix having a monopoly on streaming. Its always the "but everything should be in one place". and "No one wants to pay for more than one streaming service" arguments. No one is forcing you to sub to multiple services. You can easily sub and resub to services on the fly as required. Hopefully this doesn't change in the near future. Tho I could see minimum contracts being introduced to stop people unsubbing after a week.

As for the number of studio shrinking. Netflix and Amazon I think will fill the gap left behind from Fox quite easily. Netflix joined the MPAA recently thats huge. And Amazon will continue to see growth over the next year as they invest more in OG content just as Netflix is. Even tho its sad to lose an OG studio like Fox others will arise to take its place without issue.
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Question - What is "OG content" or an "OG studio"? The last time I checked, OG stood for "original gangsta", not sure how that applies to studios or content. Or is it just the lazy nature of today's culture, with so many unable/incapable of uttering a single word and instead have to apply anagrams to or shorten everything because it's perceived as being simpler or easier or some other inane reason.
 
Q

Quinnmac000

Well-Known Member
seascape said:
Comcast's stremeung service is not free, it is included in their bundle and the consumers, all of them will pay the $5.00 a month in their regular monthly bill. They also want this included with all other cable companies, so expect them to increase their package price of NBC and all their networks 5.00 a month. Free is not free if it's in a bundle.
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You didn't read the article right. They stated they will make 5 dollars via ADs per customer per month.

NBC is doing a solid for the traditional pay-TV industry.

Comcast's NBCUniversal plans to debut a free, ad-supported streaming service to anyone that subscribes to a traditional pay-TV service, including competitors such as Charter, AT&T, and Dish, in the first quarter of 2020, the company announced Monday.

NBC will air between three and five minutes of ads per hour of programming, NBCUniversal CEO Steve Burke told CNBC. NBC expects to make $5 per month from every user on the service from advertising, he said. NBC's research showed subscribers prefer free services with low ad load, Burke said.

https://www.cnbc.com/2019/01/14/nbc-to-launch-free-streaming-service-in-2020.html
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Slpy3270

Slpy3270

Well-Known Member
StreetInsider, citing Bloomberg, reporting that Brazil's cinema agency is proposing behavioral fixes for Disney regarding the deal.

This is a puzzling development. Didn't CADE state they didn't find any problems with the deal on the film side?
 
D

Darkprime

Well-Known Member
Slpy3270 said:
StreetInsider, citing Bloomberg, reporting that Brazil's cinema agency is proposing behavioral fixes for Disney regarding the deal.

This is a puzzling development. Didn't CADE state they didn't find any problems with the deal on the film side?
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I dont know who or what to believe with regards to the current status of brazil approval anymore. I mean just a few weeks ago we were all set for Jan 30 approval then apparently out of no where they decide they have wait past January. The only reason I can think of is the mining disaster in Brazil is taking priority in all government agencies and may have delayed it.
 
Rodan75

Rodan75

Well-Known Member
Lafayettecalboy said:
I understand the purpose but because of all the delays by foreign regulators, I am starting to dislike antitrust laws.
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This type of back and forth is why Disney said they expected the transaction to close in the first half of 2019. Most of these discussions/reviews went better than expected. The fact that Brazil and Mexico are moving a little slower isn't really an issue. Both Brazil and Mexico saw major political changes after the last election, in the US when this happens during Merger review it generally slows down the process as well. My old company saw a 3 month delay during the changeover from the Bush Admin to the Obama Admin, it was still approved. But new appointees needed time to get situation and time to review the merger details, for instance my team had to provide new datasets for the competitive review, it wasn't a big deal, but it took time.

I don't think there is anything to worry about, but it is something that no one can rush. Disney and Fox just have to be responsive and it seems like they have been.
 
Slpy3270

Slpy3270

Well-Known Member
Rodan75 said:
I don't think there is anything to worry about, but it is something that no one can rush. Disney and Fox just have to be responsive and it seems like they have been.
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What doesn't make sense is Brazil's cinema agency getting involved despite CADE initially finding that there were no antitrust problems on the film side of things. If that's the case, why would the agency propose behavioral remedies anyway?

That's kind of a red flag that Disney may have to agree on something they may not like.
 
Slpy3270

Slpy3270

Well-Known Member
Darkprime said:
Its a bit odd that Disney hasnt offered concessions to CADE yet. They were quick to do so with the EU.
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That was because Disney didn't see much value in their A&E Europe stakes since those nets are mostly a dumping ground for shows on their US counterparts.

It's a different story with Fox Sports Brazil, which could be a major boost for ESPN Brazil.
 
D

Darkprime

Well-Known Member
Im guessing divesting Fox sports Brazil will be a last resort. If it looks like they cant close it before the Disney+ demo in April they will divest it. They need to have the Fox content in that demo.
 

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