The way I see it, a family can only have a handful of subscriptions, and it might not just be streaming that is competing for that budget. Probably less than 5, maybe 3 on average, just based on what I hear from people.
If you have kids, one of those has to be Disney. Somehow they make some great movies, with incredible longevity. Very good songs, and you might not know it but the songs are sung in dozens of languages, and translated well, by local stars. Good, modern storylines too, and nothing awkward. Plus your kids will want to watch the movies over and over, so Disney is a must have.
If you're a sports person, maybe you go for Sky Sports or BT Sport or whatever the old dinosaur is in your country. It's expensive and you aren't going to watch all those games, but a fair few people will go for it.
So what have you got left? One or two slots maybe? Between Netflix, Apple, Amazon, Hulu, HBO, that documentary one that doesn't spend enough on ads targeted at me, and probably some others.
It's hard to see how to capture that last slot, for anyone. Amazon already has a foot in the door of course.
So it's going to be a big dogfight in this space. You'll get occasional winners in terms of content but what could ever last as a permanent advantage?
If you have kids, one of those has to be Disney. Somehow they make some great movies, with incredible longevity. Very good songs, and you might not know it but the songs are sung in dozens of languages, and translated well, by local stars. Good, modern storylines too, and nothing awkward. Plus your kids will want to watch the movies over and over, so Disney is a must have.
If you're a sports person, maybe you go for Sky Sports or BT Sport or whatever the old dinosaur is in your country. It's expensive and you aren't going to watch all those games, but a fair few people will go for it.
So what have you got left? One or two slots maybe? Between Netflix, Apple, Amazon, Hulu, HBO, that documentary one that doesn't spend enough on ads targeted at me, and probably some others.
It's hard to see how to capture that last slot, for anyone. Amazon already has a foot in the door of course.
So it's going to be a big dogfight in this space. You'll get occasional winners in terms of content but what could ever last as a permanent advantage?