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> I think eventually we'll have each major VOD provider (Sky, LoveFilm and Netflix) have exclusive licensing arrangements with 1/3rd of the content providers ea

by danudey 14y ago

> I think eventually we'll have each major VOD provider (Sky, LoveFilm and Netflix) have exclusive licensing arrangements with 1/3rd of the content providers each so to enjoy a full range of content you'd need subscriptions to all three. I feel like, at least from a business perspective, this is the ideal circumstance for Netflix, Sky, and Lovefilm. If they can get a lock on 1/3 of the content, then everybody wins. If they got rid of exclusive arrangements, then Netflix could certainly take over from the other two, but they could take over from Netflix also. A contractually-enforced stalemate is a pretty good scenario.

joonix 14y ago
If that became the case you would see rapid consolidation.
aidenn0 14y ago
That is not at all stable; if any two of the 3 combine together they will crush the 3rd one, so any 2 together will be more valuable than the sum of their values separately which will force a merger.