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Mostly because market consolidation is inevitable and has already started. It's going to be Disney and then everyone else, and merging with a traditional conte
by fullshark 4y ago
Mostly because market consolidation is inevitable and has already started. It's going to be Disney and then everyone else, and merging with a traditional content creator will get them IP (for example star trek, south park, discovery shows, looney toons whatever) and content creation experts and partnerships. Netflix's last few years were a bet on being able to generate IP or business intelligence technologies to enable them to ensure people never cancel and always are satisfied and I think they are going to learn that content is king, and their off-brand versions of cable TV shows aren't sticky enough to keep people subscribed.
- ghaff 4y agoI don't disagree with respect to consolidation. And we're in violent agreement that content is king which almost certainly means some combination of new "must see" content and a back catalog. Paramount is actually interesting because to my eye, unless you're a Star Trek fanatic, they don't have a super-compelling catalog that would lead me to subscribe. But Paramount+Netflix would be an interesting combination. No idea if the economics would work. I suspect Netflix subscription prices are about as high as they can go even if you add in Paramount's library.