Timothy kuzigi’s Post

Before Warner Bros. Discovery's Max can live up to its tagline of "the one to watch," the streaming service must first become "the one to not cancel." Alarmingly, Max has the least loyal customer base of any major streamer by one key measure, according to a report released this morning by Antenna. A staggering 80% of Max's users are either relatively new or had previously unsubscribed, Antenna found, which indicates that they may be more likely to cancel in the future. There's a clear answer to this massive issue: WBD's new bundle with streaming services from The Walt Disney Company. I explain why in my latest analysis for Business Insider: https://lnkd.in/eSCC9j8F

Here’s an insightful article on the current state of the streaming wars.

Streaming Showdown: Rivals Face $5 Billion Challenge! 🚀 Dive into the turbulence reshaping the streaming landscape and what it means for your binge-worthy nights. #StreamingWars #IndustryInsights"

Reiterating the value of sports content for streaming services (and all broadcasters). #sportsbiz #sportsbroadcasting #disney #streaming https://lnkd.in/eNSvZaXH

✅🖥️ NYTimes (11/18): “About two dozen smaller, low-cost specialty streaming services have generated significant subscriber growth over the past couple of years, according to a new report from Antenna, a subscription research firm. This includes streamers from traditional cable networks (AMC+, BET+) as well as those that fall under specific genres, including British television (BritBox, Acorn TV), horror (Shudder) and anime (Crunchyroll, Hidive). “It’s an explosion,” Antenna CEO Jonathan Carson said. In the second quarter of 2022, 24.5MM people bought at least one niche streaming service subscription. That figure more than doubled by the second quarter of this year, to 51.4MM Antenna said. Overall, active subscriptions for niche streamers grew 27% last year and 20% this year, outpacing the biggest streaming services. (Those growth rates stood at 17% in 2023 and 7% this year, Antenna said.). The shift has arrived despite the deep skepticism that niche streamers could ever really take flight. When Discovery execs took control of Warner Media in 2022, one of their first acts was to pull the plug on CNN+, a $300MM investment that was only a few weeks old. Discovery execs said one of the main reasons for the quick shutdown was that they had taken earlier stabs at smaller, single-topic streamers — including apps for cars, golf and food — and that they had gone terribly.” ⬇️ #niche #streaming #anime #ctv #ott #fast #tvos #programmatic #vmvpd https://lnkd.in/eHpF4-jA

Streaming bundle here? "The Walt Disney Studios Entertainment and Warner Bros. Discovery (WBD) have announced a new streaming bundle that includes Disney+, Hulu and Max. Beginning this summer in the US the streaming services will be offered together, featuring content from ABC, CNN, DC, Discovery, Disney, Food Network, FX, HBO, HGTV, Hulu, Marvel, Pixar, Searchlight, Warner Bros, and more. The new bundle will be available for purchase on any of the three streaming platform’s websites and offered as both an ad-supported and ad-free plan." This is only in the US to begin with, but this is providing a model of how the #streamingmedia industry could change, and consolidate in some way to bring about a less fractuous market. "Additional details regarding the bundle, including pricing, offer will be unveiled in the coming months." It will be intriguing to see what the price will be. My guess would be there will be a modest increase in price, but I think the main aim of this strategy would be to curb the #churnrate as subscribers would no longer need to drop Disney to subscribe to Max and vis-versa. It would make sense to me to be less about offense and increasing pricing and more about defence to keep the subscribers who join their platform. If it does turn out to be a ploy to be able to increase pricing, I think it will fail badly, people will go to other platforms, the market is fragmented enough that no one platform is indispensable, and if there was one, it would be Netflix anyway. If it's a defensive move, it will stand more chance of success. It goes to show the new era of co-operation, and this will be watched closely by other #streamingplatform rivals. If this move leads to less churn and more stability in subscription, then will we see other alliances amongst streamers? We've seen now alliances between pay-tv and streaming across the board, but as of yet, no streaming alliances. And yet, it remains to be seen how this will work. It's a great idea in principle, but how exactly will it function? What's the split of revenue? Is there a benefit for Disney if the package is subscribed via their platform, or vis-versa? What if Max accounts for more viewing than Disney on the JV or vis-versa? Will this affect the terms of business between the two? It seems hazardous to have two big separate companies, with their own interests trying to co-operate on this. It's not like paytv, where the operators acted as middle man and aggregator of channels, this is D2C, and with two rivals trying to co-operate, it could either be a big success or end in acrimony. It's a big move in the industry, aggregation is the direction that the industry needs to go without a doubt. However, its laden with risk and challenges. #streaming #tvindustry #mediaindustry #television #streamingservices #svod #vod #wbd #disneyplus

Streaming revenue going up, and park revenue going down? But why? Follow the link to read the full news and learn more. Visit Here- https://lnkd.in/gPyZtFYj #tradeflock #disney #entertainment #unitedstatesofamerica #trending #entertainmentindustry #mediamarket #themeparks #streamingservices #financialnews #marketanalysis #economictrends #industryinsight #businessupdates #markettrends #businessnews #consumerbehavior #digitalentertainment #economicshift #revenuegrowth #businessstrategy #industrynews

The streaming market continues to evolve, and arguably consumers are getting a worse deal with higher prices for less content. It is not surprising that there are more people adopting the approach of rotating subscriptions - sign up for a month or two, binge what you want to see, then cancel. The streaming platforms have to be putting a lot of effort into addressing this. Which one will be the first to insist on minimum subscription periods of 3 or 6 months? One approach that was tried here in Sweden was from HBO Nordic a few years ago. They offered a once off 50% reduction in the subscription cost which would be applied for life. As long as you stay with them you get the discount. But if you leave... At the time it drove a very large number of subscribers to their platform. I would love to see the numbers for what it did for churn :-) https://lnkd.in/d2T9GZfP

Streaming content has revolutionized the way we consume media. However, as more and more streaming platforms emerge, we seem to have recreated cable with extra steps. According to Engadget, a Disney, Hulu, and Max streaming bundle will soon be available in the US. Are these bundles helping or hindering our viewing experience? What do you think? #streaming #mediatrends