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HBO is owned by WB, DC is leveraging WB to build their streaming service. Disney and WB both have a stake in Hulu. So the realistic remaining players after the

HBO is owned by WB, DC is leveraging WB to build their streaming service. Disney and WB both have a stake in Hulu. So the realistic remaining players after the dust settles would be Disney+Hulu, CBS, Netflix, and Amazon. And of those 4, CBS lacks the capital or content to compete with the other 3 and given their relatively friendly relationship with WB, I can see them integrating into the Disney/Hulu heavyweight.

ocdtrekkie 9y ago
What you 'see' lacks a lot of understanding. - CBS remains the dominant power in network TV, shows like NCIS, Big Bang Theory, etc. - CBS has always been the standout in refusing to offer their shows over Hulu, feeling they have enough independent value of their own. All Access has it's weaknesses, but it's also one of the cheapest offerings ($5.99 to watch with commercials), and CBS easily has the content to work with. Discovery alone is worth the cost of admission, and for anyone who also watches CBS' network shows, it becomes an easy sell. Again, at the end of the day, these businesses are based on a $100 a month cable package model. All of this content is not going to keep being made at $10 a month offerings. Either you're going to end up with ten services, or the three or four services you see 'consolidating' will end up costing $25 a month each.
- kenhwang 9y ago
  Dominant meaning the smallest of the big 4 (Disney, Comcast, Fox, CBS) along with being the only one with a dropping stock price YoY in a bull market? (+3.2%, +16.6%, +25.1%, -8.25%) Discovery is my favorite show at the moment, but one show can't carry a company.
  - ocdtrekkie 9y ago
    I will restate what I wrote above: CBS is the number one network channel. There are a big three: CBS, NBC, and ABC. Disney owns the third biggest channel, Comcast owns the second biggest channel. Fox isn't even on the playing field, and is cashing in their entertainment arm.
- glomph 9y ago
  Unless more people in total subscribe at the lower price points. Not everyone had cable.
  - rhino369 9y ago
    Which is probably more than cancled out by lack of advertising revenue. Cable networks get 50% of their revenue from ads.

ocdtrekkie 9y ago

What you 'see' lacks a lot of understanding. - CBS remains the dominant power in network TV, shows like NCIS, Big Bang Theory, etc. - CBS has always been the standout in refusing to offer their shows over Hulu, feeling they have enough independent value of their own. All Access has it's weaknesses, but it's also one of the cheapest offerings ($5.99 to watch with commercials), and CBS easily has the content to work with. Discovery alone is worth the cost of admission, and for anyone who also watches CBS' network shows, it becomes an easy sell. Again, at the end of the day, these businesses are based on a $100 a month cable package model. All of this content is not going to keep being made at $10 a month offerings. Either you're going to end up with ten services, or the three or four services you see 'consolidating' will end up costing $25 a month each.

kenhwang 9y ago
Dominant meaning the smallest of the big 4 (Disney, Comcast, Fox, CBS) along with being the only one with a dropping stock price YoY in a bull market? (+3.2%, +16.6%, +25.1%, -8.25%) Discovery is my favorite show at the moment, but one show can't carry a company.
- ocdtrekkie 9y ago
  I will restate what I wrote above: CBS is the number one network channel. There are a big three: CBS, NBC, and ABC. Disney owns the third biggest channel, Comcast owns the second biggest channel. Fox isn't even on the playing field, and is cashing in their entertainment arm.
glomph 9y ago
Unless more people in total subscribe at the lower price points. Not everyone had cable.
- rhino369 9y ago
  Which is probably more than cancled out by lack of advertising revenue. Cable networks get 50% of their revenue from ads.