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Disney may buy Netflix, and if that happens...

mhall85mhall85 Member Posts: 2,852 Arc User1
CBS will look like geniuses.

Check out the report, via Collider (but the rumor apparently originated via TechCrunch): https://www.youtube.com/watch?v=2uWtdYYetCs

Yes, it's just a rumor... for now. But, in my opinion, the writing has been on the wall for this FOR YEARS. Disney has slowly been creeping into Netflix, with content deals and the Marvel shows. The future is streaming, and Disney knows that.

Make no mistake. If this happens, it will be a SEISMIC shift in the entertainment industry. Disney will lock down their streaming future, and could potentially use Netflix's buffering boosters with ISPs to help push ESPN to streaming. If THAT happens... cable is dead.

What does this mean for Trek? A lot.

This is just my guess, but I think this would mean Trek would leave Netflix for good. I can't see CBS enjoying giving Disney a slice of their pie. That means that the All Access gamble will pay off, big time, for CBS.

TL;DR - your dreams of Netflix being a one-stop shop for content are very close to dead, and Trek fans may need to give serious considerations to supporting CBS and All Access.

NOTE for International fans: This is just a US perspective, and I would imagine that Netflix International is a bit of a different master than the US version. You don't need to freak out, if this happens (at least in the relative short-term). If anything, CBS already has the contract for Discovery in-hand, and that may be an instance where CBS would allow Disney a slice of the pie... for the "greater good" of getting their brand out there. If they have to leech off of Disney, for a little while, so be it.
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Comments

  • markhawkmanmarkhawkman Member Posts: 35,236 Arc User
    I'm not expecting cable to last much longer really. The dawn of youtube marked the beginning of the end. Cable has an inconvenient format. An online library that you can pick and choose from at will? Much more convenient.
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  • mhall85mhall85 Member Posts: 2,852 Arc User1
    I'm not expecting cable to last much longer really. The dawn of youtube marked the beginning of the end. Cable has an inconvenient format. An online library that you can pick and choose from at will? Much more convenient.

    Also, don't underestimate the sports angle.

    Sports, and ESPN in particular, are responsible for cable's success. They are a vital part of cable's business model. And Disney has been reporting for a while that ESPN is losing money badly, thanks to cord-cutters.

    Leveraging their stake in sports ON TOP OF their HUGE content library... this is why I think Disney is the only company that could pull this off.
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  • markhawkmanmarkhawkman Member Posts: 35,236 Arc User
    Well, yeah, but that's why we have special packages that are tailored to people who watch sports and don't really care about the rest.
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  • mhall85mhall85 Member Posts: 2,852 Arc User1
    Well, yeah, but that's why we have special packages that are tailored to people who watch sports and don't really care about the rest.

    Well, yes... and I realize that talking sports on a Trek MMO forum might not resonate with many people, LOL... but, sports will be the thing that kills cable and pushes streaming as the new standard. Sports are starting to stream now, but they want to cut out the middle men too. Disney could save ESPN by doing this, even though I think sports will continue to contract until streaming options will be offered by the leagues themselves.

    Sports are why your cable/internet bills are so high. Check that, ESPN is the reason why. The sooner cable dies, the sooner non-sports fans will realize just how much money they were losing.

    I hope I'm making sense, LOL. This kind of stuff fascinates me, and I can see a big-picture game of where this is going... true a-la-carte entertainment that deals directly with content makers, and we only pay for what we want. In that world, Netflix would be Disney's new home... and CBS would have All Access.
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  • legendarylycan#5411 legendarylycan Member Posts: 37,283 Arc User
    until disney buys up CBS and becomes a truly monstrous entertainment company of monumental proportion​​
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  • admiralkogaradmiralkogar Member Posts: 875 Arc User
    I'm not expecting cable to last much longer really. The dawn of youtube marked the beginning of the end. Cable has an inconvenient format. An online library that you can pick and choose from at will? Much more convenient.

    You are so right. I got all my 'cable news' last week from Yoo toob and others. Shopped the news by topic, after using google and yahoo to give me a 'most popular topics' list to work from. Spent time on what seemed inmportant and skipped fluff pieces. It was more efficient. :)

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  • hawku001xhawku001x Member Posts: 10,768 Arc User
    edited November 2016
    If Disney buys Netflix, it's going to be all Lion King spinoffs.
  • evilmark444evilmark444 Member Posts: 6,950 Arc User
    Tbh, as someone who works in the cable industry (I'm not going to say what company), I highly doubt cable is going anywhere anytime soon. First, cord cutting still requires Internet and I see very few accounts that have Internet only, and 90% of the ones I do see with Internet only have a satellite provider for their TV service, so those really don't count as far as this is concerned.

    Second, purely from a consumer perspective, the vast majority of what I like to watch would be unavailable to me through legitimate sources if I were to get rid of cable.

    Now, in 15 - 20 years sure, cable could be gone or at the very least vastly different than what it is now, but right now I just don't see enough people cutting the cord, and I see no benefit to doing it myself.
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  • markhawkmanmarkhawkman Member Posts: 35,236 Arc User
    yeah I personally imagine it to be a gradual shift rather than a quick one. Slowly becoming less and less profitable.
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  • themadprofessor#9835 themadprofessor Member Posts: 1,203 Arc User
    As others have stated, cable's an outdated format. Fewer and fewer people (myself included) are willing to shell out exorbitant prices for a cable package of 500 or more channels just to watch three or four shows, especially with the presence of Netflix, Hulu, and others. By cutting the cord, my monthly entertainment bill dropped from $150 for cable and DVR to around $20 for Netflix and Hulu Plus, where I can watch what I want to watch, when I want to watch it.

    Realistically, the only chance cable has of staying relevant is to go from the "buy all these channels in a single package" format to an a la carte system, where you select certain channels you want and pay based on that alone.

    As to the idea of Disney buying Netflix, I really don't see that happening. The benefits they would see from owning it would be outclassed by the downsides. Disney could make it very difficult financially for non-Disney affiliated shows and movies or even outright refuse to allow certain content. This would mean that a lot of current content would disappear and go elsewhere, causing a net drop in subscriptions. Their original programming would take a hit as well due to the more adult nature involved (Orange is the New Black is a prime example of this).

    For my part, I love Netflix because I get the opportunity to see content that I would have NEVER seen otherwise. Foreign movies and shows, lower budget movies never released in theaters, etc. A lot of that would go away as well.
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  • evilmark444evilmark444 Member Posts: 6,950 Arc User
    I'm not saying Netflix is bad, I love it as well and have it as well as a Hulu Plus subscription in addition to my cable subscription. What I'm saying is that most of what I watch is not available on either streaming service, at least not until 6-12 months after it's aired. I'm not willing to wait that long, so cord cutting wouldn't work for me, and based on what I see at work in terms of Internet only vs Internet and TV customers I think it's safe to say most people agree with me.
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  • markhawkmanmarkhawkman Member Posts: 35,236 Arc User
    Well, yes, but, how has the ratio shifted over time? Is it the same ratio as it was 3, 6, 9, or 12 months ago?
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  • evilmark444evilmark444 Member Posts: 6,950 Arc User
    Well, yes, but, how has the ratio shifted over time? Is it the same ratio as it was 3, 6, 9, or 12 months ago?

    Honestly I haven't really seen a significant change in at least several years. About once a week I might have someone who wants/has Internet only and has a satellite provider for TV (again I don't count these as cord cutters), and about once every two months I might get one customer who wants/has Internet only and has no TV provider. The one thing that has noticeably dropped off in the past 3-4 years is people who want a land line phone, which is waaaay down.

    Keep in mind I'm just a technician, so what I see isn't necessarily representative of the entire country, but where I live those are my experiences.
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  • smokebaileysmokebailey Member Posts: 4,668 Arc User
    I won't shed a tear is cable dies.

    Not to mention that 99.9% of TV is TRIBBLE these days.
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  • nikeixnikeix Member Posts: 3,972 Arc User
    People on the internet assume everyone has internet? I'm shocked, I tell you...
  • mhall85mhall85 Member Posts: 2,852 Arc User1
    First off, thanks @evilmark444 for offering your perspective. I'm fascinated by this topic, and have studied it to some degree. For me, when I see a company like AT&T buying (or attempting to buy, at least) Time Warner, I see a massive telecom corporation making a move for the future. I do think cord cutters have, and will continue, to chip away at cable's power... but, something big needs to happen before cable should be worried.

    Local broadcasts and live sports are two major areas where cord cutters lack viable options. I do think that the day that we wake up and see a standalone ESPN subscription model will be the day to worry about cable's future. Given Netflix's infrastructure, and Disney's ownership of ESPN, the two companies coming together could introduce that.

    Perhaps your 15-20 year forecast for cable is more accurate, Evilmark... but, if Disney can answer the live sports problem through using better infrastructure (like Netflix's), then that would move up that forecast, I believe.

    And, this also touches on issues of "net neutrality", and whether or not the government should be regulating the internet (making internet a government-controlled utility). Cable won't be dead for good until high-speed internet is widely available. It's close, and I could see pockets of the US (and the world) use other/alternative forms of receiving media. We already see that with internet and satellite, so it could just be a shift between these players resulting in a new "top dog."

    Finally, and for the record, I don't think a Disney purchase of Netflix would change the world overnight. I would imagine that, for starters, Netflix would honor its current contracts with other content providers. That alone could keep things the way they are for 2-5 years. Quickness is a relative term here.
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  • nikeixnikeix Member Posts: 3,972 Arc User
    My folks cut the cord... but they also own an antenna, which works just dandy for picking up local programing in all its digital glory.
  • mhall85mhall85 Member Posts: 2,852 Arc User1
    I hear the OTA quality is superior, in both picture and audio, from anything cable/satellite/FIOS offers. It's a simple issue over compression.

    OTA doesn't use compression, so...
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