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Home / Business / The big streaming battle is here. Nobody is safe.

The big streaming battle is here. Nobody is safe.



There's a new era in the entertainment world, and you'll have a whole lot more to choose from – for better or for worse. The streaming wars are here.

Media and technology titans are spending billions of consumers paying them a monthly fee to stream TV and movies over the Internet.

Walt Disney Co.


DIS 3.76%

launches a $ 6.99 service per month next week after Apple entered the market earlier this month.

AT & T Inc.


T -0.10%

and

Comcast Corp.


CMCSA 1.10%

NBCUniversal Next year, streaming Juggernaut Netflix, Inc. will present its own challenges to subscribers, but they have radically different motivations – and some have much more at stake than others.

Legacy giants like Disney and WarnerMedia of AT & T are trying to reinvent their core media business, which is in danger as consumers turn away from traditional broadcasting and cable television. For them, the sale of streaming subscriptions to consumers must work – and be profitable. For Apple, streaming is an option to drive the business forward.

Consumers have a choice when new entrants get involved: Americans are willing to spend an average of $ 44 a month on streaming video and sign up for an average of $ 44 a month, according to a Wall Street Journal and Harris survey Poll, who has interviewed over 2,000 people in recent days, has been offered 3.6 services. That's about $ 14 more than what most people pay now.

With so many players already on the market, such as Netflix, Hulu, Amazon Prime Video, CBS All Access and ESPN +, not everyone can emerge victorious. "This market is going to have to cool down – it does not seem like all of these players could play this game forever," said David Wertheimer, former president of digital products at Fox Networks Group, who is now a media and media company -Investor.

Netflix is ​​in an enviable position with a big lead, but it can cause turbulence. Nearly one in three Netflix subscribers said they would likely have to quit the service over the next three months to make way for a new subscriber, according to Journal-Harris Poll. 43% of parents with children under the age of 18 said they were likely to quit, as did 44% of men aged 18 to 34 years.

Your stated intentions may not translate into actual termination. There are currently 158 million Netflix subscribers worldwide.

Netflix, like any subscription business, has regular customer sales, and some customers who cancel eventually return. "Like the competition, surveys come and go," said a Netflix spokesman. "Years of experience, however, have taught us that consumers want control over when and how they look – and a wide selection of high-quality stories across all genres. And that's what we've always focused on.

Streaming Views

The Wall Street Journal and Harris Poll conducted a survey of some 2,000 adults to determine how often they use streaming services and how these habits could change with increasing competition.

Respondents to WSJ-Harris

survey are likely to subscribe to

Disney +.

will likely subscribe to

HBO Max

*.

will likely subscribe

Apple TV +

from Netflix subscribers.

Netflix subscribers will likely cancel Cancel

to make room for new streaming services.

For parents

of minors.

89% of subscribers to Star Wars, Pixar and Marvel say they are main raffles.

Those who have the HBO TV channel or HBO Now will probably convert.

Those who rate availability indicate that the number of older shows is important for their decision.

Millennial men are probably subscribed.

The amount that Americans are willing to spend monthly streaming their entertainment.

From cable / satellite television subscribers, consider shortening the subscription cordon within the next year.

New / original shows and movies increase the likelihood that they subscribe to a service.

The number of streaming services Americans are willing to pay for.

Respondents from WSJ-Harris Poll Survey

for parents of minors.

89% of those who are likely to subscribe to Star Wars, Pixar, and Marvel are main raffles.

will probably subscribe to Disney +

.

of those who have the HBO TV channel or HBO Now are likely to convert.

are likely to subscribe

to Apple TV +

are likely to subscribe to Peacock *.

of which are likely to subscribe say availability of older shows is important for their decision. [19659051] Respondents are expected to subscribe to Apple TV.

millennial men are expected to subscribe.

Netflix subscribers are expected to terminate

to make room for new streaming services.

The mentioned providers The number of streaming services for which Americans are willing to pay.

The number of cable / satellite television subscribers is considering cutting the string within the next year

say new / original shows and movies increase the likelihood that they will subscribe to a service.

Respondents to the survey by WSJ-Harris

of Netflix subscribers are likely to announce

to make room for new streaming services †.

will probably subscribe to

Disney +.

will likely subscribe to

HBO.

will probably subscribe to Peacock *.

will likely subscribe

Apple TV +

for Parents

of minors.

89% of subscribers to Star Wars, Pixar and Marvel say they are main raffles.

Those who have the HBO TV channel or HBO Now are expected to convert.

Those who rate availability indicate that the number of older shows is important for their decision.

She's probably subscribed to Millennial Men.

Of those who pointed out that popular old shows are available elsewhere.

cable / satellite television subscribers plan to cut the cable within the next year.

New / original shows and movies increase the likelihood that they subscribe to a service ready to pay.

Respondents to WSJ-Harris

survey are likely to subscribe to

Disney +.

will likely subscribe to

HBO Max

Peacock *.

are likely to terminate

subsc Ribe

vs. Apple TV +

by Netflix subscribers

to make room for new streaming services †.

The amount Americans are willing to spend monthly for streaming their entertainment.

Number of streaming services Americans are willing to pay for.

New / original shows and movies increase the likelihood that they will subscribe to a service

.

Cable / satellite TV subscribers are considering cutting the cable within the US next year.

Shots have already been made, and Apple and Disney set extremely competitive prices and lavish expenses to provide their services with the hottest programming, either with originals from a coveted manufacturer or with repeats of a 20-year production. old television classic. The explosion of options can confuse consumers. What service does the "office", which "Seinfeld" and which "friends" have? How do you register?

"The next 18 months will be the most interesting in the history of the entertainment business – the reasons are shifting," said Hollywood veteran Steve Mosko, director of production company Village Roadshow Entertainment, for which projects are being developed Multiple streaming outlets.

Franchise Companies and Oldies

Disney surprised the media world with a low price for its Disney + streaming service, which accounts for nearly half of Netflix's most popular monthly plan of $ 12.99: around 47% of the total Respondents would probably subscribe to this Disney +. Many were particularly enthusiastic about the big concessions – for example Star Wars and Marvel – and for the large catalog of classics for children, from "Cinderella" to "Aladdin" to "Moana". Disney acquired entertainment assets from 21st Century Fox for $ 71.3 billion last year.

Disney now worries about land grabbing and worries later about profits. It is expected that the service will be balanced in 2024. "The pricing was brilliantly thought out. This is about the aggregation of consumers, "said the analyst

Michael Nathanson.

Disney's direct contact with its customer base has largely come about through theme parks, Nathanson said, and the streaming service will allow "deeper connections". Disney could market its consumer goods, cruises or theme parks to streaming customers, some media executives said.

Walt Disney Co. is known for its movie hits and theme parks, including Walt Disney World in Orlando, Florida. However, the company expects a new streaming service called Disney + to drive future results.


Photo:

Ricardo Ramirez Buxeda / Zuma Press

A spokeswoman for Disney declined to comment.

Hulu, now controlled by Disney, becomes home to more mature and exciting dishes. Earlier this week, Disney announced that its FX Networks would also produce original shows for Hulu.

Comcast takes a different path from its peers and reflects its identity as not just content owner, but the country's leading cable distributor. Peacock, the streaming service of its NBCUniversal unit, is scheduled to launch next April. It includes a number of classics such as "The Office", "Frasier" and "Cheers" as well as originals of talents from the NBC stable. An ad-supported version is free for people who subscribe to Comcast's cable television or broadband services. If the company can contract with other cable providers, it can also be free for its customers.

Some observers suggest that Comcast wants to protect a traditional cable business that is still lucrative, even if cable cutting becomes redundant customers bit by bit. "The streaming business puts them in conflict," said

Gary Newman,

former chairman of the Fox television group. "It's difficult to deal with streaming without getting into streaming."

Comcast discusses various ways to sell Peacock to those who can not obtain it through a cable provider. One idea is to offer a limited, free version with ads designed to attract users – there may be no different hit shows or limit the number of available episodes, according to those familiar with Comcast's thoughts. A second tier would charge a modest subscription fee and make all content available with ads, while a third tier would charge a higher subscription fee without ads, people said.

NBC's prime-time broadcasts are now streamed to Hulu. At launch, Peacock will be able to share much of this content, and in September 2022, NBCUniversal will be able to cancel the deal and showcase most NBC shows exclusively on Peacock, if it chooses.

AT & T will be the last major entertainment company to enter the fight. His HBO Max service is scheduled for launch in May 2020. The biggest challenge: It will be at the top of the market at $ 14.99 a month.

HBO is in the name and the service has its entire current and past lineup. The goal, however, is to have something bigger for just about anyone – cartoons, DC franchise superheroes (Batman, Superman, Wonder Woman), The Lord of the Rings movies and one of the largest and most popular catalogs Respondents said they would probably attend. This is especially true for "Friends" and "The Big Bang Theory". But brand and service confusion could be a problem. The company will encourage people to switch to HBO Max from HBO Now, another service that offers only HBO programming at the same cost.

The proliferation of streaming options can confuse consumers who want to know which service offers TV shows like "Friends". This series is now part of AT & T's HBO Max service, which is expected to hit the market in May 2020. Every "Friends" episode was last month in Burbank, California, for investors.


Photo:

Getty Images for WarnerMedia

What about people who watch HBO on TV? AT & T hopes to win it for HBO Max by concluding contracts with cable and satellite television providers. If HBO Max included all existing US HBO subscribers, the company would have around 35 million subscribers – and would try to build on that base.

900 million reasons why

Apple's TV + service, launched on November 1, is part of a wider range of services – including subscriptions and credit cards – to offset declining sales of iPhones.

Powerhouse technology charges $ 4.99 a month for TV +. Its biggest advantage is a base of over 900 million mobile phone users worldwide. Apple is building a TV ecosystem by subscribing to its own original programs on TV + as well as adding streaming services that others can run – such as Showtime, HBO and CBS All Access.

The blatant challenge is that TV + only has nine programs at the start and no library of past hits, putting the company under pressure to find a successful show in the early harvest.

Other streaming services, including Amazon, found it hard to get a hit right from the start. "They are under tremendous pressure because of the quality of Apple products," said Francis Lawrence, executive producer of "See," an Apple show on a world where a virus has blinded humanity.

Share Your Thoughts

What would motivate you to pay for a new streaming service? Join the following conversation .

In addition to the giants, the start-up Quibi plans to launch its own streaming service this spring, which is tailored to mobile phones and contains short-form content from Hollywood talents.

Six According to the Journal-Harris Poll survey, 10 consumers believe the new streaming options are a good one. Those who cut the cable to cable to save money might pay as much when signing up for multiple streaming services, said TV producer Mike Royce, who has been awarded the title Everybody Loves Raymond.

will be cable again in five years, with the exception that there will be streaming services, "said Royce.

Newcomer

Reese Witherspoon in "The Morning Show," which premiered on Apple TV + on November 1.


Photo:

Apple

APPLE TV +

Price: 4,99 USD per month

Start: November 1st

Identity : Do you want new TV shows with this iPhone?

Portfolio Overview: Apple offers a handful of broadcasts at a bargain price (or a year for free to those purchasing a new device) as access to other programming platforms such as HBO and Showtime.

Complete Program: Launched with nine programs and plans to release several more and some original films in the coming months. Originals: "The Morning Show" starring Jennifer Aniston and

Reese Witherspoon

; "For All Mankind"

Cinema Classics: no

TV for re-viewing: none

Greatest Capital: Access to 900 million potential customers (Apple Device Owner)

Biggest Risk: Apple can not rely on a library of previous TV and movie hits. No pressure, Jen and Reese! Apple's new shows receive mixed reviews.

Mary Poppins and The Mandalorian are among Disney + entertainment options.


Photo:

Everett Collection; Disney
DISNEY +

Price: $ 6.99 / month

Start: November 12

Identity: Vader meets Elsa

Portfolio Overview: Disney and Disney's Pixar, Marvel, and Star Wars TV and Movie Programs, Including Originals and an Extensive Library of Animated Classics

Overall Program: 7,500 TV episodes, 500 films

Subscriber target: 60 to 90 million by September 2024

Originals of the note: Star Wars "The Mandalorian," High School Musical, " Lady and the Tramp "remake

TV to re-watch: 30 seasons of" The Simpsons "

classic film: " The Little Mermaid "," Aladdin, "Frozen "," Mary Poppins "and more

Greatest Capital: built-in fan base for popular Fra nchise-Unternehmen [1965901] 1] Greatest Risk: Original program does not meet the expectations of a super fan.

"The Office" will be available in April 2020 in the Peacock streaming service from Comcast.


Photo:

NBCUniversal / Getty Images

PEACOCK

Price: Free for Comcast cable and broadband customers; Subscription prices for non-cable customers not announced.

Start: April 2020

Identity: We are NOT the type of cable.

Portfolio Overview: Originals of the most famous creators of NBC and a large library of classics

Complete program: Over 15,000 hours

Subscriber target: None yet known.

Original of the note: Restart of "Battlestar Galactica"; "Brave New World" with Demi Moore; Comedy by Jimmy Fallon

TV to Watch Again: "The Office", "Parks and Recreation", "Cheers", "Everybody Loves Raymond", "Brooklyn Nine-Nine"

Movie Classics: "ET", "Jaws", "Back to the Future"

Greatest Capital: extensive library of classical programs

Greatest Risk: Its late to the game; Encouraging customers to discontinue Comcast's traditional cable service.

HBO Max will feature classic films such as "When Harry Met Sally" and recent hits like "Succession".


Photo:

Everett Collection; HBO

HBO MAX

Price: $ 14.99 / month

Start: May 2020

Identity: It is not HBO. It's … HBO Max!

Portfolio Overview: All HBO Content; Collection of programs and films across Warner Bros. and cable networks, including TNT, TBS and Cartoon Network

Overall program: 10,000 hours

Subscriber target: 75 to 90 million by the end 2025

Originals: "College Girls," a comedy by creator Mindy Kaling; "Strange Adventures", a DC superhero anthology by producer Greg Berlanti

TV for re-viewing: "Friends", "The West Wing", "The Big Bang Theory"

Movie Classic: "Casablanca", "When Harry Met Sally"

Greatest Capital: The HBO Brand

Greatest Risk: Consumers might find the price too high ; Are shows such as "Big Bang Theory" and "Friends" easily compatible with the HBO brand?

Incumbent

Netflix is ​​still the streaming juggernaut, with classic films such as "Rocky" original shows like "Stranger Things" [19659105]
Everett Collection; Netflix

NETFLIX

Price: $ 12.99 for most popular level

Start: Streaming since 2007

Identity : Catch me if you can.

Portfolio Overview: With an extensive library of TV shows and movies and a growing number of popular originals, Netflix does not want to replace a single channel. It wants to replace them all.

Complete program: 1500 TV commercials, 4,000 films

Subscribers: 158 million worldwide

Originals: "Strange things," The Crown "," The Irishman "

TV to revisit: " Breaking Bad "," Mad Men "and, shortly," Seinfeld "

" Rebel without reason "," Rocky "

Largest asset: Giant Tab

Greatest Risk: Lower costs for rivals investing in their subscription base; Increasing program costs.

"This Is Us" is one of Hulu's most popular offerings, offering live TV and on-demand entertainment in one place.


Photo:

NBC

HULU

Price: $ 5.99 with limited advertising; $ 11.99 without advertising; $ 44.99 for over 60 live channels as well as ad-supported Hulu programs

Start: 2008

Subscribers: 28.5 million paid subscribers; Majority shareholder Disney plans 40 to 60 million subscribers by fiscal 2024.

Identity: Disney after Nightfall

Portfolio Overview: Mainly adult dramas and comedies that are too risky for family-friendly Disney + or simply do not fit well.

Overall program: More than 86,000 TV episodes and 2,000 films

Original of the endorsement: "The Handmaid's Tale", "Castle Rock", "Shrill "," The Act "and" Little Fires "

TV to revisit: " This Is Us "" Lost, "" ER, "" Rick and Morty "

classic film : "Hoosiers," "Mrs. Doubtfire," Fatal Attraction "

The Biggest Capital: Only streaming service that offers live TV and on-demand in one place. [19659010] Biggest Risk: His strategy comes under the control of Disney and recently lost bidding wars to hold repeats of "Seinfeld" and "South Park."

Amazon Prime Video was launched in 2011 and now offers classic films like "True Grit" and original programs like "The Marvelous Mrs. Maisel". [19659105]
Everett Collection (2)

AMAZON PRIME VIDEO

Price: $ 8.99 / month or inclusive for those paying $ 119 / year for Amazon Prime Shipping Service.

Launch: Streaming since 2011

Identity: Thank you for choosing the book. Would you like to see the movie?

Portfolio Overview: A growing number of originals and a huge library of older shows and films. The video offering of the technology company is like the rest of the website: Labyrinth.

Overall Program: This statistics is not published by Amazon. ONE

Barclays

The 2016 report revealed that Prime Video had over 18,000 films and nearly 2,000 episodes of TV shows.

Originals: "The Wonderful Mrs. Maisel", "Jack Ryan"

Classic Film: "True Grit", "To Catch a Thief" [19659011] TV to the renewed Watch: "Family Gang", "Roseanne"

Greatest Capital: Amazon Prime has over 100 million members, a large potential audience.

Greatest Risk: Romp around in the entertainment when the competitors compete against each other.

CBS All Access currently offers 36 films and 12,000 TV episodes, including Star Trek: Discovery.


Photo:

CBS

CBS ALL ACCESS

Price: 5.99 USD (with limited commercials), 9.99 USD (commercial free); both contain a live stream of the CBS network

Start: 2014

Identity: This is not your father's streaming service … really!

Portfolio overview: a large library of current and older TV programs, a few films and a growing number of originals

Complete program: 12,000 TV episodes; currently 36 films

Original: "The Good Fight", "Star Trek: Voyager", "The Twilight Zone"

Classical Movies: "An Officer and A gentleman, "The Graduate", "Moonstruck"

TV to revisit: "The Brady Bunch", "Cheers", "Frasier", "I Love Lucy".

Largest capital: Experience on the market for years

Greatest risk: To be able to keep pace with larger competitors while offering programs to Netflix and other streaming competitors. [19659228] Copyright © 2019 Dow Jones & Company, Inc. All Rights Reserved 87990cbe856818d5eddac44c7b1cdeb8


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