Lucia Moses’ Post

There was a time when the main topic was always the #streamingwar, now it appears this is not hot anymore as we had a clear winner: Netflix! How the big players The Walt Disney Company, Warner Bros. Discovery, Paramount Pictures, Apple and Prime Video & Amazon MGM Studios are going to fight back? Thanks to David Urgell for sharing this interesting article that explain How Netflix won the streaming wars. https://lnkd.in/d6bbDgVi

While many will (rightly) say that the streaming bundle is an inevitability, as the legacy media giants scramble for ways to replicate the creaking pay tv business (although with dramatically different economics...), it somehow feels like this is just putting a plaster on a broken leg - the real battleground will be how to (re)capture an entire generation (gen alphas) now growing up without any perception of the value of "premium", long-form content altogether? Can a mix of old and new models + services (i.e., a Disney/WB/Roblox/Mr Beast hybrid bundle) be the answer, perhaps? #streamingwars #paytv #ott #workinprogress #entertainment

The streaming business model is under scrutiny as media executives acknowledge its sustainability challenges. While legacy companies like Paramount, Warner Bros. Discovery, and Disney grapple with financial losses, Netflix and Amazon stand out as success stories in the industry. The focus remains on traditional TV strategies such as bundling, licensing, live sports, and ad-supported tiers to retain subscribers and drive profitability. What are your thoughts on the future of streaming? (https://lnkd.in/g-qjEnVQ)

If you can't beat 'em, join 'em HBO Max, Hulu, and Disney Streaming all collab on a streaming bundle as they need scale to compete with Netflix. As an aside, Warner Bros. Discovery at one time owned 10% of Netflix which today would be $26B (10% of Netflix's $262B) 35% more than WBD's entire market cap of $19B, but I digress. The #streamingwars are seemingly over (well this battle is over, but the war is never won......) and Netflix is on top, despite Disney squeaking out a few pennies on the last earnings call (47M, basically covers Bob 1's salary, plus the champagne fee). This new bundle kinda sounds like #ultraviolet, anyone remember that? It merged with #disneymoviesanywhere, which became #moviesanywhere, which became? Does anyone know what this became? Ultraviolet was doomed from the start at the studios could not agree on almost anything except that they needed something to compete with Netflix. Could not agree on strategy, could not agree on how much to fund it, and so on. Meanwhile, a lean-mean Netflix machine pumped money into their strategy and gained users when Wall-Street money was cheap. Those days are over. As long as these companies  ̶c̶o̶l̶l̶a̶b̶o̶r̶a̶t̶e̶ chase and cut costs, the next battle is already won, and you can have one "tudum" to figure out who that winner will be. Media Play News #streaming #bundles #whatelsecanwedo https://lnkd.in/gukcAfcy

Streaming wars have bruised the entertainment industry. Despite Netflix's success in subscription-based streaming, profitability is elusive with high content costs. Amazon, NBCUniversal, Paramount aren't profitable yet, while Disney and Warner Bros. survived with tough strategies. In pursuit of online growth, industry's health suffered. Strikes by Writers Guild of America and Screen Actors Guild highlight how industry math doesn't add up, impacting mid-tier creatives. Pre-streaming era had stability and success metrics, now a locked box of data. Don't just dream endless potential, enjoy reality. More at https://lnkd.in/d4wyNAgt. #StreamingWars #EntertainmentIndustry

✅🖥️ The Hollywood Reporter (6/26): “By now everyone in Hollywood seems to accept that streaming is a cutthroat business. It may not be zero sum (most studies suggest that consumers will pay for about four streaming services at a time), but it is mighty close to it. And with Netflix holding a secure lock on one of those subscriptions for most consumers, there is increasingly little room for error. But the streaming wars between giant services like Netflix, Prime Video, Disney, Max, Peacock, Paramount+ and others also obscure an entire ecosystem of streaming offerings that are trying to carve out their own niches in an increasingly difficult environment. For all the press that the big streaming platforms get, there is a surprisingly vibrant world of boutique and specialty streamers chasing loyal and engaged fans at a much smaller scale. And new players continue to enter the space. In the world of comedy, there is Dropout, born out of the comedy website College Humor. And BuzzFeed veterans-turned YouTubers The Try Guys and Watcher have launched dedicated subscription streaming offerings of their own in recent weeks in an effort to more effectively monetize the sometimes fleeting audience that YouTube or social platforms deliver. Sony offers CrunchyRoll, an anime-focused service, which boasts 13MM subscribers; AMC Networks operates services like the horror-centric Shudder and the British-focused Acorn TV; and Cineverse operates the horror service Screambox and independent film service Fandor.” ⬇️ #streamingtv #ctvadvertising #avod #svod #fast #ott https://lnkd.in/eyBBAdWE

What does the future of Post-Peak TV IP strategy look like? According to Tyler Aquilina, in a recent report for Variety, successful adaptations like "Fallout" and "Knuckles" highlight the appeal of new narratives, while "Percy Jackson" on Disney+ underscores the strength of untapped existing literary IPs. However, the underperformance of recent installments in established franchises like "Fast & Furious" suggests a declining interest in recycled content. Platforms must strategically balance established and new IPs to cater to evolving viewer interests and gain a competitive edge in the streaming market. Read the full report below: https://lnkd.in/gQZSTp3a

Lots going on in the streaming world. Streamers seeking to reinvent the wheel as we edge closer towards the successful traditional pay-TV model with channels bundled into one subscription delivered via the Internet. Comcast CEO, Brian Roberts, announced a new bundle called Streamsaver at an investment conference. This bundles Netflix and Apple TV+ together with its own Peacock streaming service in the US. Pricing is TBA, but is promised by Roberts to “come at a vastly reduced price to anything in the market today and will be available to all our customers.” This followed The Walt Disney Company and Warner Bros. Discovery announcement of an as yet unnamed new super bundle which reflects the industry’s need to concentrate on revenue and not just subscriber growth. Hollywood is going through major disruption. These traditional media giants have really struggled to pivot and make a successful move to the streaming-driven future. Initial forays were largely focused on the hope of copying Netflix’s successful and proven strategy of subscription growth. However, the one-size-fits-all approach hasn’t materialised the way they had hoped due to numerous and very good reasons. These include a lack of a broad content catalogue, a lack of distribution and billing relationships, the cost of living crisis, and, of course, more recently the actors and writers strike. All should be looking at Sky who has shown the way for streamers and others. More here on the chances of success and implications moving forward 👇 🔗 https://lnkd.in/e7ew_k_f #media #broadcast #broadcasters #video #streaming #streamers #disneyplus #paramountplus #discoveryplus #netflix #peacock #max #PrimeVideo #espnplus #Sports #SportsBusiness #AppleTVPlus #HBO #Max #Hulu

Interesting article from Hernan Lopez writing for Variety on how Netflix, YouTube, The Walt Disney Company and Amazon dominate as streaming wars enter a new phase, with each platform boasting its own tactical advantages. https://lnkd.in/ePBtHZXX #streaming #film #studios #broadcast

🌟 Apple TV+ is making waves in the streaming world! In an insightful article by Luminate's Carolyn Finger, she explores how Apple TV+ is making a significant impact despite being a relative newcomer to original content. With 72 Emmy nominations this year—its highest ever—Apple is showing that it's a force to be reckoned with in the streaming landscape. 👉 Key takeaway: Apple’s Emmy nominations led to a 32% increase in minutes watched, proving that recognition can directly boost audience engagement. Read the full analysis to see how Emmy nominations are influencing streaming platforms: https://lnkd.in/ge-n9Wwr #StreamingWars #AppleTVPlus #EmmyNominations #ContentStrategy #LuminateData