The increasingly crowded streaming market

Television Streaming
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FFS!

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The US Department of Justice seems to be looking into the joint service:
https://www.reuters.com/business/media-telecom/doj-scrutinize-disney-fox-warner-bros-sports-streaming-deal-bloomberg-law-2024-02-15/

Meanwhile, Fubo is suing them for anti-competitive practices.
https://www.businesswire.com/news/home/20240220332523/en/Fubo-Sues-The-Walt-Disney-Company-FOX-Corp.-Warner-Bros.-Discovery-and-Affiliates-for-Antitrust-Practices

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I noticed a bunch of Disney titles (movies and shows) have popped up on Netflix, as well as from NBC-U and CBS-Paramount. Such as “Lost”, “Pretty Woman”, “SVU”, “NCIS”, etc etc

Note this great article back in December reporting the new licencing negotiations, with studio/executive quotes as Netflix continues to turn a healthy profit vs the rest and licencing still drives strong revenue and viewrrship:

For Disney at least, this is a stark turnaround from 2019 when Disney+ first launched and they were highly protective (exclusivity) of all their IP, but as we’ve seen (for FTA and Pay TV broadcasters too) they and other studios have been really back-flipping like we’re back in pre-streaming days again.

In the US, Warners have also been on Netflix (but I think in Australia/NZ though it’s a tight contract to Foxtel/Binge).
And in regards to licenced content on Netflix, for TV shows, not all seasons are available for every show and some are very random, depending on current agreements in each territory. Here with Disney+, Amazon Prime, Foxtel/Binge, Stan, Paramount Plus, Seven, Nine, Ten, ABC and SBS (e.g.) only more recent seasons of NCIS are available on Netflix, while SVU only has some select seasons too, as Paramount Plus/10 Play/10/Foxtel-Binge and 7Plus/Seven/Foxtel-Binge respectively already have specific FTA/Pay/BVOD/SVOD deals in place.

Fascinating times.

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I wonder if we might see more of this. Say licensing 5 seasons of a show but the full 15 seasons are on Disney+ or whatever

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Interesting thought. And if we look at SVU here, its current rights are bizarre:

Bvod:
7Plus: S4-9 (and gradually progressing).

Svod:
Binge: S5-23 excl S19, S20-21.
Netflix: S6-7, S9-11.
Amazon Prime Video: S1-22.

Pay TV:
Foxtel/Foxtel Now: S7-11, S13-14, S17-18, S20, S23. Weird how it’s markedly different to Binge.

FTA TV:
10: first run only (S25). No 10Play rights.
Seven (7flix): as per bvod 7Plus.

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Lost isn’t on Netflix.

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Sorry, it was in that article, must be certain territories or the USA then

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Paramount have toyed with this recently. Season 1 of Yellowjackets is on Netflix and I’m getting heaps of ads on Facebook and Instagram along the lines of “finished season 1? watch season 2 on Paramount+”. Clever strategy but I wonder if it’s working.

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This is why I’m seriously considering getting a Hubbl puck.

It follows shows if you put them on your watch list and will keep where you’re at even if it moves to a different provider.

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An interesting article about how NBC News has put all their eggs into the streaming basket with NBC News Now and shifted away from MSNBC. I’m surprised 7 or 9 haven’t looked at the news streaming market.

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I think it’s only a matter of time.

But I’m not sure Australia is large enough to sustain two more 24 hour News channels. And no doubt it would flatten numbers for their 6pm local news services.

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In the US they have local 24 hour local news channels
Serving just a few million people as over the air channels.

If massively fragmented US with much smaller linear FTA viewing than Australia can make News channels serving just a few million people profitable (and there are dozens of examples across the US and France now too) then I’m sure 7 and 9 can

You’re looking at it wrong. Linear is dying. Shrinking. Streaming is growing. Young viewers don’t consumer FTA. The networks need to start putting their news services in places where younger viewers are - or they won’t have any viewers for their news in 10 years

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Understand, but it all comes down to $$$ and what seven and nine can get out of it.

Seven have said, they are hesitant to do it.

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When I worked at seven they were hesitant to launch a streamin / catch up service - worrying it would accelerate the decline of FTA.

This kind of thinking eventually evaporate
They will be forced into it. Ad revenue on FTA is declining fast. In digital it’s growing fast. The lines will eventually meet and cross.

The key will be to have a successful streaming news service up before then. First to market will have a considerable advantage

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What are these producers whinging about? Back in the old days networks would axe poor rating shows after 1 or 2 episodes. At least now in streaming it’s more season to season.

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All comes down to profit and an advertising model.

If that’s not there, then it won’t get off the ground.

Doesn’t matter about population size etc

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Maybe they’re questioning whether the shows are actually performing badly or whether the streaming service is making the decision based on what they like or don’t like.

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honestly with how Sky News is, we really only have one pure 24 hour news channel, with ABC24

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ABC News (Channel)
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SBS World Watch says hello :wink:

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