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  Reply # 2183546 19-Feb-2019 11:47
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And the mouse's great big gloved hand slowly starts pulling its IP back from its future rivals

 

https://www.cnet.com/news/netflix-cancels-the-punisher-and-jessica-jones-ending-its-marvel-shows-jon-bernthal-krysten-ritter/

 

 


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  Reply # 2183547 19-Feb-2019 11:51
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BlakJak: I hope they don't lag too long in their international rollout. And I also hope they don't price it too high. This I fear, is the start of the 'you need to buy ALL OF THE THINGS' to see the shows you want to see'. I don't want to have half a dozen streaming subs just because of the way my favourite shows are produced. An effective aggregator of content at a realistic price would be nice. Dreaming, I know I know..

 

I fear this too, but the irony is strong with until recently the major concern in NZ around 'this sort of thing' being that the great unwashed masses wanted to be able to pick and choose the sky channels they wanted and individually pay for them because they didn't like having to buy a package.

 

We should have been more careful what we wished for :)

 

 

 

Cheers - N


 
 
 
 


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  Reply # 2183554 19-Feb-2019 12:12
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  Reply # 2183571 19-Feb-2019 12:37
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Talkiet:

BlakJak: I hope they don't lag too long in their international rollout. And I also hope they don't price it too high. This I fear, is the start of the 'you need to buy ALL OF THE THINGS' to see the shows you want to see'. I don't want to have half a dozen streaming subs just because of the way my favourite shows are produced. An effective aggregator of content at a realistic price would be nice. Dreaming, I know I know..


I fear this too, but the irony is strong with until recently the major concern in NZ around 'this sort of thing' being that the great unwashed masses wanted to be able to pick and choose the sky channels they wanted and individually pay for them because they didn't like having to buy a package.


We should have been more careful what we wished for :)


 


Cheers - N



I’m fined the streaming way better, no ads for a start is a big thing.

Just treat each streaming service like a different channel package.

Have more then a week to watch something, or not fill up hard drive space, the negative to that is program can be removed before watch it, but find stuff seems to stay on Netflix for months. Light Box not as long, Netflix still has Vikings S01 for example.

Maybe I’m the only one that doesn’t have to see programs as soon as they come out, I plan on subscribing two max services a month.
I even subscribe and unsubscribe from Sky packages, like eventually I would’ve seen 80% of movies there, so unsubscribe until a whole lot of new ones come out, but guess there are people that never drop a package regardless.

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  Reply # 2183580 19-Feb-2019 12:53
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Some people seem to be taking satisfaction in the thought that instead of a single overpriced ad-saturated provider, there will now be multiple ones so people will have to subscribe to all of them to get what they want. I think this is very premature. We are in a transitional period and over time things will shake out. The market usually adjusts itself to consumer demand if the technology makes that possible. Ultimately, exclusive content providers like Disney will either have to broaden their offerings to the point that consumers feel no need to look further, in which case there is no problem from the consumer point of view, or they will have to become non-exclusive and start offering content from other providers that does meet consumer demand. If they fail to do this they will lose business, and they are unlikely to see that as a good choice. I believe that over time there will be new new legal arrangements and new aggregators, but they won't be like Sky. Or maybe Sky will no longer be like Sky.

 

 





I reject your reality and substitute my own. - Adam Savage
 


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  Reply # 2183726 19-Feb-2019 15:44
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  Reply # 2184323 20-Feb-2019 13:43
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Disney-Fox Reality Check: Combined Company Will Profit From Deal, But Only After Streaming Spending Spree – Analyst

 

 

 

When Disney’s $71.3 billion deal to acquire most of 21st Century Fox closes in the coming weeks, the combined company will remain an appealing target for investors, but only those willing to indulge hefty near-term spending on direct-to-consumer streaming.

 

That’s the basic takeaway from a new research report by Macquarie analysts Tim Nollen and Stephen Beckett. In the 18-page note to clients, the analysts reiterate their “outperform” rating on the stock, which has moved sideways since Disney prevailed over Comcast last July in the final battle over the Murdoch family jewels. Macquarie’s 12-month price target is $125. Disney closed today at $113.51, up nearly 1%.

 

 

 

The mega-deal will redraw the Hollywood map, transferring to Disney assets such as the Fox film and TV studio and cable networks like FX, as well as giving it majority control of Hulu.

 

 “Strategically, Disney is making the right moves, but financially we don’t see a near-term positive catalyst,” the report cautions, adding that “flattish” earnings over the next couple of quarters are likely. Once Fox joins the fold, the analysts warn about several potential headwinds. Those include the cost of integrating the two companies, higher debt, an additional 30% of money-losing Hulu, and interest expenses if the regional sports networks that Disney must sell fetch too modest a price.

 

Because many details about 2019 and beyond remain fuzzy, at least until an investor day on April 11, the analysts  lay out the combined portfolios and look at all of the puts and takes.

 

Their “cautious case” sees a 4% hit to earnings in fiscal 2019 and a 5% one in 2020, excluding integration costs. Once Hulu and Disney+ losses moderate, synergies would start adding to earnings in 2021, ’22 and ‘23, by 2%, 9%, and 11%, respectively. Including integration costs, the analysts see no earnings bump until fiscal 2022.

 

In their optimistic scenario, on the other hand, Hulu losses would moderate faster than expected and the RSNs would command a price higher than the current $15 billion projection. The deal would then become neutral to earnings in fiscal 2020, adding 9% in 2021 and high-teen percentages after that.

 

Based on recent guidance from Disney’s first-quarter earnings call earlier this month, Nollen and Beckett say a $200 million hit to operating profit is expected during the current quarter due to investments in ESPN+ and Disney+. Launched last spring, ESPN+ has surpassed 2 million subscribers but is costly to operate due to sports rights fees. Holding back licensing rights to Disney movie and TV titles for Disney+, the company estimates, will create a $150 million hit to operating income in fiscal 2019.

 

“There may be as many as 18 films and 16 TV series in some form of development for [Disney+], plus we expect some licensed content to be purchased or repurchased from other outlets as Disney looks to fill in programming gaps prior to the service’s launch later this year,” the analysts write.

 

Nollen and Beckett point to recent strides by CBS in the streaming arena, indicating Disney has the potential to double its combined subscriber base each year. The analysts forecast a “perhaps conservative” Year 1 number of 2.5 million subscribers to Disney+.

 

As for Hulu, the pair expect the streaming service to finally break even in 2022, with a projected 50 million subscribers. Last month, it reported passing 25 million subscribers, up 48% from the same point in 2018. Comcast and WarnerMedia remain minority stakeholders in Hulu.

 

 

 

 

 

https://deadline.com/2019/02/disney-fox-reality-check-combined-company-will-profit-from-deal-but-only-after-streaming-spending-spree-analyst-1202560458/


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  Reply # 2184363 20-Feb-2019 14:29
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BlakJak: I hope they don't lag too long in their international rollout. And I also hope they don't price it too high. This I fear, is the start of the 'you need to buy ALL OF THE THINGS' to see the shows you want to see'. I don't want to have half a dozen streaming subs just because of the way my favourite shows are produced. An effective aggregator of content at a realistic price would be nice. Dreaming, I know I know..

 

I remember saying that years ago when I was being manhandled by Sky haters here.

 

"We need competition"

 

Now you have it!


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  Reply # 2184556 20-Feb-2019 23:06
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tdgeek:

 

BlakJak: I hope they don't lag too long in their international rollout. And I also hope they don't price it too high. This I fear, is the start of the 'you need to buy ALL OF THE THINGS' to see the shows you want to see'. I don't want to have half a dozen streaming subs just because of the way my favourite shows are produced. An effective aggregator of content at a realistic price would be nice. Dreaming, I know I know..

 

I remember saying that years ago when I was being manhandled by Sky haters here.

 

"We need competition"

 

Now you have it!

 

 

Only when all these streaming services as provided in the US are also enabled here.


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  Reply # 2184557 20-Feb-2019 23:11
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BRB, disassembling all licensing systems worldwide and replacing them with a donation based "pay what you want" honesty box. Gimme a couple of days.

 

N.

 

 


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  Reply # 2184756 21-Feb-2019 11:30
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Talkiet:

 

BRB, disassembling all licensing systems worldwide and replacing them with a donation based "pay what you want" honesty box. Gimme a couple of days.

 

N.

 

 

You joke, but it's pretty much the only way piracy is going to be eliminated.

 

I've long said we need a system more like Spotify, but with legislative backing behind it.. End users chose their platform, be it "free" tier like TVNZ or "pay tier" like Netflix/Lightbox, get access to _every single piece of content ever made_ and the content creators/owners get their fraction of a cent per view based on viewing numbers, with legislation that nullifies any copyrights or trademarks etc if content creators refuse to provide their content under that model.

 

 

 

 

 

 

 

 

 

 

 

 





Information wants to be free. The Net interprets censorship as damage and routes around it.


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  Reply # 2184789 21-Feb-2019 12:37
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Lias:

 

Talkiet:

 

BRB, disassembling all licensing systems worldwide and replacing them with a donation based "pay what you want" honesty box. Gimme a couple of days.

 

N.

 

 

You joke, but it's pretty much the only way piracy is going to be eliminated.

 

I've long said we need a system more like Spotify, but with legislative backing behind it.. End users chose their platform, be it "free" tier like TVNZ or "pay tier" like Netflix/Lightbox, get access to _every single piece of content ever made_ and the content creators/owners get their fraction of a cent per view based on viewing numbers, with legislation that nullifies any copyrights or trademarks etc if content creators refuse to provide their content under that model.

 

 

Won't happen in our lifetimes.

 

"grant me the serenity to accept the things I cannot change, Courage to change the things I can, And wisdom to know the difference"

 

This is one of those wisdom bits.... which means moving on to the serenity part.

 

Cheers - N

 

 


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  Reply # 2184861 21-Feb-2019 14:31
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Talkiet:

 

Won't happen in our lifetimes.

 

 

Don't disagree.. hence why piracy isn't going anywhere lol





Information wants to be free. The Net interprets censorship as damage and routes around it.


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  Reply # 2186099 23-Feb-2019 23:31
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tdgeek:

BlakJak: I hope they don't lag too long in their international rollout. And I also hope they don't price it too high. This I fear, is the start of the 'you need to buy ALL OF THE THINGS' to see the shows you want to see'. I don't want to have half a dozen streaming subs just because of the way my favourite shows are produced. An effective aggregator of content at a realistic price would be nice. Dreaming, I know I know..

 

I remember saying that years ago when I was being manhandled by Sky haters here.

 

"We need competition"

 

Now you have it!

 

 

Oh, I still dislike Sky with a passion. I have Netflix and Lightbox, i'm not sure I watch quite enough (in hours per week) to justify paying for a third service, certainly not a fourth.

 

And even if I do, the cumulative service offered by (say) Netflix + Lightbox + Amazon Prime still seems to be cheaper and return better value than a Sky subscription.

 

 

On the whole the competition situ is vastly improved. But when we now have virtual monopolies when the content producers are also the distributors ... we've just reoriented the stacks.






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  Reply # 2188104 27-Feb-2019 13:41
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Disney will own Fox in just a few weeks time. 

 

 

 

https://deadline.com/2019/02/disney-fox-deal-nears-finish-line-progress-in-brazil-mexico-1202565767/


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