If everyone does that there will be no new tv shows or movies. Although when I look at my letterboxd reviews for 2022 and 2023, that might be fine overall
So their busineess requires people to not be assholes and illegally stream content other people's lifelyhood depend on? Shouldn't be that hard for most people, should it?
You are delusional. It mitght win in the tech community but Streaming is mainstream and 80% of people have no idea what torrent or prirate bay even is and would never do it. It is like the delusional takes on modern cars that lock features behind a paywall and people claiming that "everybody will just hack/unlock it with tool XYZ from the internet" like that wouldever happen outside of the car community
Piracy right now is more convenient than the streaming services, better image and audio quality, and more reliable. As long as you have the knowledge to use it
UA-cam Premium is the only one I subscribe too. Combined with UA-cam Music helps, but no ads on UA-cam is far better for me than paying for these other services which offer so little in comparison to me.
Yeah I reckon 80-90% of my viewing is Utube with the odd Netflix and Amazon series/film. Ironically I had Disney for a year and probably watched it about 3 times before it was cancelled! Their content was quite poor
Yup, this 100%. Maybe not TPB specifically because it seems to be past its prime, but piracy in general is certainly seeing a resurgence. Piracy has always been an issue of convenience, and with the big legal streamers making themselves more and more inconvenient over the last couple of years, piracy is becoming more and more popular. Look at music. First iTunes and then streaming music platforms like Spotify have basically _killed_ music piracy. I'm sure it still exists, but you _never_ hear about people doing it. Netflix had, for a time, killed off so much TV and film piracy. But by cracking down on account sharing, adding advertising, increasing prices, cancelling shows seemingly on a whim, and balkanising shows across a dozen different platforms, streaming video is no longer looking anywhere near as convenient as it did in 2015. We need a world where: 1. Prices are reasonable and reasonably stable. 2. With few exceptions, popular shows are widely available across a variety of platforms. 3. Accounts can be used by their users to a reasonable extent 4. If you're producing exclusives, put a good faith effort into giving them a proper conclusion. If you develop a reputation for producing one-season shows that attract a strong cult following and then cancelling them, people are going to say goodbye.
Depends on what you mean with win. Win customers? Yes Win the "war"? Nope nope nope and 100% nope. Too inconvinient and only viable for techies. Like your mom would suddenly start downloading movies from some website and setting up a Plex server in your living room.
You sound like someone who isn’t old enough to remember the pre streaming era 15+ years ago. Cable had installation charges, min 1 yr contracts, rental fees of equipment, and all of it controlled by company. Wanted HBO? You needed to get basic package PLUS cable PLUS HBO package. That could be a min of $75 in today’s money ($50 min back then). Now if you want HBO, you can just get Max for $15. And Max comes with other sister company content
You kinda overlook how services like Apple TV and Amazon Prime function, as they are offered more as a supplementary service to their bundle subscription. So, they’re less likely to suffer than other streamers, where their shows success are crucial to the platforms survivals…
Yes but you also underestimating Prime. Majority of their content is piss poor, they have cheap hardware price from AWS... whereas the others will have to keep theirs running and bezos will just be watching and laughing. Apple on the other hand, have a lot of cash... but I don't think there's a major focus from apple... its "We'll stay in the game and watch what happens".
Apple runs a lean streaming platform and they have big bucks so they can afford it meanwhile Amazon is wasting a lot $$$ and a lot of people don’t even use the service they only want “free” shipping and they have besides aws low margins businesses.
Amazon Prime Video also serves as a gateway to many other streaming offerings, including local offerings but also content like Discovery+(with Eurosport), DAZN, MGM, MTV/Paramount) etc., while Apple TV is now coming bundled with Paramount+ in some markets. And of course, both serve a vital function in their parent companies' main subscription business and are more likely to be able to withstand losses as they can be subsidized by delivery, cloud or music streaming.
@@weird-guy Amazon uses Prime to hook consumers into making Amazon the first, and often the only, place they look when they want to buy something online. Prime Video is, in effect, a loss-leader designed to make Prime seem like an even better deal than if all it did was offer free 2-day shipping. That's why they don't mind if people who live in different homes share a single Prime account. I used to live with my brother. I was going to get Prime for myself, but my brother already had it, and since we lived together, that seemed wasteful. But he bought a house in upstate NYC 4 years ago and I stayed in NYC. I still use his Prime account, and Amazon hasn't cared. They must figure that it's more important that I shop on Amazon than if I pay for my own Prime account. I think Apple's streaming service was created for a similar reason. They aren't trying to make money from streaming. They want to sell more iPhones, iPads, and MacBooks. I bought an iPad Pro last month and it came with 3 free months of Apple TV+. If I recall correctly, it used to come with a free year, but I might be misremembering. Basically, it's like a toaster. You can buy a toaster from Amazon and eat a bagel while watching Reacher, or you can open a bank account and get the toaster for free (or, in Apple's case, get to use the toaster for 3 months for free before you start paying to rent it.)
How can you say that when the websites that are hosting the said piracy is being shut down faster than you guys can make new websites start piracy once again.
I'm surprised Netflix is that far ahead because they cancel new shows so often that I've stopped watching. I didn't realize I was such a special snowflake exception, lol, I expected more people to be similarly annoyed and disinterested in their new stuff
Netflix has my favorite casual/background sitcoms like the office, Brooklyn 99 and community along with some genuinely incredible animated series. Arcane, blue eye samurai, cyberpunk edge runners and love death and robots are all great watches
bare in mind the list is only about the positives streamers have going for them not there down sides your definitely not alone its just not reflected in this list
Cable tv is forced on to you by telecommunications companies in my country without it internet is more expensive, my estimate is that cable tv costs~12€, the cheapest Netflix tier is 7,99€
Ad-based revenue is the only business model that makes sense for Netflix (or any other streaming service that offers 3rd party licensed content) - the problem is that content licenses are a continuous cost and calculating its value, when your customers are only paying a flat rate to access the entire library, is a _hard_ problem (in the mathematical sense of the word. Calculating the value of self-produced content, OTOH, is very easy: you estimate trends based on the massive viewership data you collected, sum your expected revenue, double by the expected lifetime of the content and you have your content creation budget - now we're back at a classic media production pipe: pour in money and wait to see if the producers can come up with anything good. Which explains why Netflix started the massive production drive (that, and seeing all the media companies pulling all their content to their own streaming services today that show only exclusive content).
Lets be honest. Advertisers are mugs, the minute ads come onto the tv we go straight to our social media on our phones until they finish and the ads still dont get watched
You may think that, but the efficacy of ads has been extensively studied. Even if you don't pay 100% attention, you've absorbed at least some of what you saw.
@@ColonelGreenExactly. If you've ever found yourself wondering why you're suddenly craving Doritos or pizza or anything like that, it's the ads still getting to you.
Thanks for the video! I don't pay for any streaming service I think you missed the interest rate rises meant these big, bloated media companies now had to pay back more money for thier loans. This perhaps to a great benefit to Apple+ as they have bottomless pockets - and they don't care to win and that's why they'll do well.
You want to make some money? Create an app where you enter all of you favorite shows and the app signs you up/cancels when your shows drop and when they end
I agree with you instead of that other idiot laughing at you there was a point when Netflix was winning the streaming competition now that companies are pulling their content off of Netflix how can anybody say that Netflix is winning when the content that they are creating to replace what they are losing is a steaming pile of dog crap not because I say so it's because there are an alarming amount of people that are saying the content is terrible and Netflix needs to wake up to that fact for they can't just throw things at the wall and hope it sticks for that strategy has never worked and never will work since the time of dawn. The only people that are getting hurt by that model are the consumer for in the Netflix has to find a way to foot the bill regardless of the show or movie being popular.
@@frankrodriguez6998 oh I think they were laughing with me, not at me… Anyway, I agree, Netflix’s strategy is a dangerous one that’s only making them burn money
I use to subscribe to Netflix, then I began switching beween Netlix and Prime depending on what series was released... but only ever subscribing to one at a time. Then shows began disappearing to Disney and Paramount. Long story short I found sailing the seven seas got me everything in one place and now I don't subscribe to anything.
What I really miss are a few long running series. Even mediocre ones would be okay for me. I often use the streaming service to watch something in the background. I don't need a billion dollar product for that.
You forgot to mention the box office. Streamers like Max, Disney, etc have conditioned people to wait til their movie comes out on their platform. Diminishing their box office returns and their physical media all the while not improving on the streaming front.
Would be cool to follow this with a analysis on the effect of Piracy, UA-cam and physical Media on the streaming model. A lot of people have started to realize how bad streaming looks and sounds compared to BR or even a downloaded file. Plus, there are still a lot of people for whom TV has never been about following a 10 episode story but rather putting something on and just "potatoing", for those people, youtube is a much more compeling offer than Netflix or Disney+
hey guys next time you cover this topic you showed probably score the negatives as well like how netflix and other are constantly axing shows before they can find there feet
Peacock has already experimented with streaming live events even before the NFL wildcard. For a couple of years now it streams the Eurovision Song Contest.
Anti-monopoly laws should force the content to be licensed to all interested platforms for the same price (barring ~two weeks "exclusivity" window). In case platforms would try set up artificial prohibitively high prices to make getting their shows unappealing for competitors, the show should move to the public domain.
This is the core problem. As each show is licensed on different platforms, this isn't a competitive market, but different monopoles. Which is why each company is stuck on a "create exclusive content and drive the price up". It worked in the beginning because people could afford a 2 - 3 subscription, but now people are just not able to afford everything. If a high quality show is missing for someone's library, they are just not going to watch it or torrent the content they are missing.
Er, what? That is not how media has ever worked. ABC isn't required to let other networks simulcast _Abbott Elementary_ and thereby undermine the economics of its existence.
For me, I tried Apple, Amazon, and Disney but cancelled all three for lack of good content. Netflix has the best content and the most good content, plus I love that they have lots of foreign content. All we have now is Netflix and my watch list is longer than I can get through.
What is missing here is both a deeper look into the US market as well as a more global perspective. In the US, Fox/Tubi, ABC/ESPN(+Disney+Hulu) and NBC/Peacock) are planning a joint sports streaming service, while CBS is planning to run their own thing with Paramount+, which they hope to boost with the super bowl. As correctly pointed out, sports is going to be a major game changer in the streaming market, especially in the US, but it has to be seen whether a stand-alone service can survive. Additionally, internationally there already is a (failing) sports streaming service (DAZN), while another (Eurosport Player) has been folded into Warner/max. And in Europe, let's not forget Sky/Wow(Comcast/NBC), which has teamed up with Warner in some markets and is even offering bundled Peacock and Paramount+ content, and local players like Mediaset or RTL are also fairly succesful as "local champions", that sometimes come bundled with music streaming services etc.
Personally I think that if Valve created another launcher dedicated to Movies and Shows, thus bringing back that old feature it would be useful. Or if streaming services would just allow people to buy them to keep, ESPECIALLY if they are being removed. Basically offer official DOWNLOADS of the videos, much like what Bandcamp does with music.
I'm surprised too, that was big news weeks ago, increasing the stock too! I think it's because wwe is classified as sports entertainment so it's more of a scripted drama show. Edit: Actually I just remembered, streaming doesn't start til 2025 so it wouldn't count on this year's score
Every new industry have a "boom" time where lots of companies jump on the same new successful bandwagon. This leads to fragmentation and less money for each company because there aren't enough customers out there to make all of them succeed at the same time. Look at mobile phone companies for example. There used to be loads of companies trying to benefit from the smartphone boom but since then the likes of LG, HTC and others have all but disappeared which has benefited the Samsung and Apple who gain the customers who used to be with those companies. I think the goal of each of these streaming services is to outlast the competition and reap the rewards after their competitors give up
People complaining they're too expensive .. Well you don't need to be subscribed to all of them at the same time, they don't have enough content to justify that anyway
Interesting report. Perhaps a bit too partial to Netflix. Also, when the report cites Variety identifying the “most anticipated” new streaming shows that is an industry entertainment publication talking to people in the industry… not the average viewer’s thoughts. However, the one item that I am interested to see in terms of how it pans out is the Peacock move regarding that streaming only football event. Sure they got a bunch of new sign ups, but 30,60 and 90 days from now, will they have the largest number of people ever dropping a service . That is to say people that many folks were not really wanting Peacock, they just signed up to see that game…. they may well drop the service. if this pans out positively, Peacock will be deemed as “brilliant“… If hoards of people cancel their service, creating a loss for the record books, Peacock will be seen as desperate.
Big streaming platforms are going to start licensing their content again to new 3rd party unified services like emerald. This "exclusivity" play clearly isn't working anymore.
9:50 - Catalogs to Netflix. These are "previews" for the service(s) that own (will own) the content, or just abandon it on Netflix (WB's Snyderverse?). Say you put Suits on Netflix today in international markets and domestic. Who can ALSO play Suits? Peacock may have a shared deal like WBD does with Band of Brothers, or temporary exclusivity. So then the other studios license the content to Netflix to "enter" a market ahead of a wider launch? Why would I think this? Netflix makes money globally. Max Makes money in 2 territories. Max launches in Latin America, EMEA, or APAC, moves the series back to the "home" service, and boom, built-in audience. So, the licensors are either just trying to make some extra cash, or paving the road for an audience.
I kinda wished that Netflix is still the only big streaming service out there, where they're licensing multiple movies/shows from all the different companies for our convenience. It's just not practical to pay for multiple streaming services just to have the full catalogue of movies & shows that I want to watch. I might as well use pirate sites for the convenience or buy my favourite movies/shows outright to avoid the recurring payment headache.
@TLDRBusiness Some of your conclusions are wrong. The HBO/Discovery mergers is an absolute mess. As someone who has been a subscriber to HBO for 25 years, I am now doubting continuing my subscription. The people who wanted HBO, wanted high quality content and were wiling to pay for it. All of the discovery content is reality TV trash, which makes finding good content on HBO tedious. They also have no ability to vote up or hide content, so you are always stuck looking at the same trash again and again. Additionally, I've now seen HBO originals like Band of Brothers on Netflix. Why pay for HBO if the content is going to end up on other platforms.
"parent company" should've been a section. Discuss who has the most money, most patience, etc. apple and prime could easily get 3 extra points there, Netflix not so much. Some studios are considering selling their streaming platforms, so they wouldn't get any points.
It didn’t work that way in my country, we have more cable tv channels than ever although most are football related, we get more various shows, theres less repetitive content and some shows are only late on week in relation to the original country ect, Netflix has almost every show, so unless you really like hbo or Disney programming you don’t need another streamer, broadcasters on the other hand now are filled with ads to scam old people
You guys made a pretty big mistake. Bob Igor confirmed ESPN will move to Disney+ in 2025, considering he announced it more than a year in advance I assume it's to wait for existing TV licenses to expire. Also WWE is going to Netflix which is going to massively boost their subscribers. Lastly for anyone else reading this comment the only paid subscriptions you need in 2024 are nebula (to support this channel) & a VPN for everything else.
I thought he was going to sell espn, in reality you don’t need to subscribe to any streaming platform, UA-cam is free, fast channels are free, fta channels but you like the pirate way unless you are in Germany or something you also don’t need a vpn
Interesting list. Surprised to see Apple so far down. Since launch they’ve had easily my favourite shows. I now watch them religiously, our whole family does. Very good quality over quantity.
Foundation, masters of the air, shrinking, silo, ted lasso and the morning show are some of the best from any streaming service. Amazon is good for prime and I can’t wait for season 2 of rings of power( Gonna get a lot of dislikes for this one😅). And shogun on Amazon is one of the most anticipated series on Disney for me. Read the books 2 times. Haven’t seen much on Netflix lately. Don’t know why I keep it. And it’s god damn expensive to watch in 4K. When Seinfeld goes to another streaming company, I’m probably gonna cancel them finnaly.
As for sports, you don't delve into another aspect. How much do they have to pay for streaming rights (A LOT), and how much subscriber growth did it generate (not counting those who drop the service after the event). I would venture to say it is a net loss. Also, another category to look at is how much cash does the company have. Apple had few points but they have tremendous resources behind them (as does Peacock). By the end of 2024 I'd say Paramount+ will go away, and Disney+ will be folded into Hulu or the other way around. I also predict that you will see a huge growth in torrent piracy. Netflix had the right idea in it's inception. Make the content affordable and accessible and people will pay and not pirate, and it worked! They all seem to have forgotten that lesson.
Hulu will cease to exist will be only Disney + only that already happens here in Europe, although they were dumb and in my country are rebrandin cable tv fox channels into star like already is in Latin America, India ect, if they don’t change their strategy they will eventually give up on streaming For sports my country already has premium channels called sport tv and eleven sports and they also have their own streaming platforms.
Sigh. Content's affordability is based on what it costs to make it. In the very early days of streaming, most of the new stuff on it was effectively being subsidized by theatrical and cable customers. But as those revenue sources decline, streaming has to shoulder more of the direct cost of production. You can't get the totality of media on one service for the monthly cost of a fast food hamburger combo.
@@weird-guyI'm laughing at you and for the use of that emoji for it shows that you are ignorant to what's going on with Netflix and the password crackdown that is going around. You honestly think that you are still able to use your your family member account just like you're always have been doing you need to look into this further for they might be paying extra to have you stay on their account instead of having you pay full price for your own account.
If the market gets any worse and the industry has not yet reached "peak losses" the only two streamers with viability may be Netflix and Prime video. Netflix because they're the largest, most established in the space, and streaming is their primary source of revenue, and Prime Video because it's the only service whose parent company isn't PRIMARILY in the entertainment business. As such, i think they're better able to withstand industry shake ups than the others
Just had Apple TV trail. Some brilliant shows, but not enough seasons yet. Terrible app. Terrible algorithm, Ok interface. I will go back but I think they need a few years. Amazon is doing my head it. Everything I click is now on rent or buy, just show me prime ffs. Netflix great UI and algorithm but cancels a lot of shows too early. Disney beyond Starwars Marvel nothing to watch.
Honestly if I were in charge of a country, I would probably implement some kind of law that forces the consolidation of the industry and sets price limits for what can be charged.
@@weird-guy Price limits would prevent the negative effects of a monopoly. The industry is consolidating anyway because it can't sustain itself with dozens of streaming options. Regulation of that consolidation would ensure this consolidation is as painless as possible.
I’ve never understood why original content is needed. All I ever wanted was a place to watch everything that already exists. There’s still around 90% of movies streaming nowhere or only on Kanopy, Criterion, or some other obscure service. I just want every movie ever made plus the ability to block entire categories (horror) from ever displaying.
The answer is - torrents. The streaming companies have forgotten that their entire business relies on being slightly more convinient than piracy
If everyone does that there will be no new tv shows or movies. Although when I look at my letterboxd reviews for 2022 and 2023, that might be fine overall
Exactly.. there is a limit where viewers can’t accept no more when it comes to price hikes 😡
So their busineess requires people to not be assholes and illegally stream content other people's lifelyhood depend on? Shouldn't be that hard for most people, should it?
You are delusional.
It mitght win in the tech community but Streaming is mainstream and 80% of people have no idea what torrent or prirate bay even is and would never do it.
It is like the delusional takes on modern cars that lock features behind a paywall and people claiming that "everybody will just hack/unlock it with tool XYZ from the internet" like that wouldever happen outside of the car community
Piracy right now is more convenient than the streaming services, better image and audio quality, and more reliable. As long as you have the knowledge to use it
Ironically the biggest competitor to all these streaming services is UA-cam
UA-cam Premium is the only one I subscribe too. Combined with UA-cam Music helps, but no ads on UA-cam is far better for me than paying for these other services which offer so little in comparison to me.
That's certainly true for me.
Especially viewing youtube through brave. No ads
Or through Firefox with UBlock Origin. Or of course UA-cam Premium.
Yeah I reckon 80-90% of my viewing is Utube with the odd Netflix and Amazon series/film.
Ironically I had Disney for a year and probably watched it about 3 times before it was cancelled! Their content was quite poor
the pirate bay will win it...
True dat. Too many streaming services now. I can't afford £200 for broadband, phone, tv, and all the services.
Yup, this 100%. Maybe not TPB specifically because it seems to be past its prime, but piracy in general is certainly seeing a resurgence. Piracy has always been an issue of convenience, and with the big legal streamers making themselves more and more inconvenient over the last couple of years, piracy is becoming more and more popular.
Look at music. First iTunes and then streaming music platforms like Spotify have basically _killed_ music piracy. I'm sure it still exists, but you _never_ hear about people doing it. Netflix had, for a time, killed off so much TV and film piracy.
But by cracking down on account sharing, adding advertising, increasing prices, cancelling shows seemingly on a whim, and balkanising shows across a dozen different platforms, streaming video is no longer looking anywhere near as convenient as it did in 2015. We need a world where:
1. Prices are reasonable and reasonably stable.
2. With few exceptions, popular shows are widely available across a variety of platforms.
3. Accounts can be used by their users to a reasonable extent
4. If you're producing exclusives, put a good faith effort into giving them a proper conclusion. If you develop a reputation for producing one-season shows that attract a strong cult following and then cancelling them, people are going to say goodbye.
Depends on what you mean with win.
Win customers? Yes
Win the "war"? Nope nope nope and 100% nope.
Too inconvinient and only viable for techies.
Like your mom would suddenly start downloading movies from some website and setting up a Plex server in your living room.
@@1337Jogialso the typical mom doesn’t care
Common Swedish W
Feels suspiciously like streaming services are drifting back towards the cable model.
Streaming is a garbage model, literally everyone loses from the company to the art to the consumer... sigh
You sound like someone who isn’t old enough to remember the pre streaming era 15+ years ago. Cable had installation charges, min 1 yr contracts, rental fees of equipment, and all of it controlled by company. Wanted HBO? You needed to get basic package PLUS cable PLUS HBO package. That could be a min of $75 in today’s money ($50 min back then). Now if you want HBO, you can just get Max for $15. And Max comes with other sister company content
With the industry shooting themselves in foot, the high seas is going to get crowded.
Me: Breathes
TLDR: Netflix gets 1 point
You kinda overlook how services like Apple TV and Amazon Prime function, as they are offered more as a supplementary service to their bundle subscription. So, they’re less likely to suffer than other streamers, where their shows success are crucial to the platforms survivals…
Yes but you also underestimating Prime. Majority of their content is piss poor, they have cheap hardware price from AWS... whereas the others will have to keep theirs running and bezos will just be watching and laughing. Apple on the other hand, have a lot of cash... but I don't think there's a major focus from apple... its "We'll stay in the game and watch what happens".
Apple runs a lean streaming platform and they have big bucks so they can afford it meanwhile Amazon is wasting a lot $$$ and a lot of people don’t even use the service they only want “free” shipping and they have besides aws low margins businesses.
Amazon Prime Video also serves as a gateway to many other streaming offerings, including local offerings but also content like Discovery+(with Eurosport), DAZN, MGM, MTV/Paramount) etc., while Apple TV is now coming bundled with Paramount+ in some markets. And of course, both serve a vital function in their parent companies' main subscription business and are more likely to be able to withstand losses as they can be subsidized by delivery, cloud or music streaming.
@@weird-guy Amazon uses Prime to hook consumers into making Amazon the first, and often the only, place they look when they want to buy something online. Prime Video is, in effect, a loss-leader designed to make Prime seem like an even better deal than if all it did was offer free 2-day shipping. That's why they don't mind if people who live in different homes share a single Prime account. I used to live with my brother. I was going to get Prime for myself, but my brother already had it, and since we lived together, that seemed wasteful. But he bought a house in upstate NYC 4 years ago and I stayed in NYC. I still use his Prime account, and Amazon hasn't cared. They must figure that it's more important that I shop on Amazon than if I pay for my own Prime account.
I think Apple's streaming service was created for a similar reason. They aren't trying to make money from streaming. They want to sell more iPhones, iPads, and MacBooks. I bought an iPad Pro last month and it came with 3 free months of Apple TV+. If I recall correctly, it used to come with a free year, but I might be misremembering. Basically, it's like a toaster. You can buy a toaster from Amazon and eat a bagel while watching Reacher, or you can open a bank account and get the toaster for free (or, in Apple's case, get to use the toaster for 3 months for free before you start paying to rent it.)
The Second Pirate Golden Age has begun, mateys
How can you say that when the websites that are hosting the said piracy is being shut down faster than you guys can make new websites start piracy once again.
@@frankrodriguez6998 we always find a way. Freedom never dies
I'm surprised Netflix is that far ahead because they cancel new shows so often that I've stopped watching. I didn't realize I was such a special snowflake exception, lol, I expected more people to be similarly annoyed and disinterested in their new stuff
You're not a alone, I don't watch anything without three seasons now... which is counter productive - but they are doing it to themselves.
Netflix is the only profitable service and can make a cheap show a phenomenon(The Night Agent & fool me once for example)
Netflix has my favorite casual/background sitcoms like the office, Brooklyn 99 and community along with some genuinely incredible animated series. Arcane, blue eye samurai, cyberpunk edge runners and love death and robots are all great watches
The Netflix formula:
*Show becomes popular
*Writers and actors ask for a pay raise
*Netflix cancels to save costs
bare in mind the list is only about the positives streamers have going for them not there down sides your definitely not alone its just not reflected in this list
“The only winning move is not to play. How about a nice game of chess?”
I'm hoping the streaming bubble pops already. Cable at this point almost seems cheaper and easier than rotating through all these services.
I only use PlutoTV
It doesn't cost anything
Cable was declining before the whole streaming explosion, as satellite and online -based TV like UA-camtv have risen over time
Cable tv is forced on to you by telecommunications companies in my country without it internet is more expensive, my estimate is that cable tv costs~12€, the cheapest Netflix tier is 7,99€
Ad-based revenue is the only business model that makes sense for Netflix (or any other streaming service that offers 3rd party licensed content) - the problem is that content licenses are a continuous cost and calculating its value, when your customers are only paying a flat rate to access the entire library, is a _hard_ problem (in the mathematical sense of the word.
Calculating the value of self-produced content, OTOH, is very easy: you estimate trends based on the massive viewership data you collected, sum your expected revenue, double by the expected lifetime of the content and you have your content creation budget - now we're back at a classic media production pipe: pour in money and wait to see if the producers can come up with anything good. Which explains why Netflix started the massive production drive (that, and seeing all the media companies pulling all their content to their own streaming services today that show only exclusive content).
Lets be honest. Advertisers are mugs, the minute ads come onto the tv we go straight to our social media on our phones until they finish and the ads still dont get watched
You may think that, but the efficacy of ads has been extensively studied. Even if you don't pay 100% attention, you've absorbed at least some of what you saw.
@@ColonelGreenExactly. If you've ever found yourself wondering why you're suddenly craving Doritos or pizza or anything like that, it's the ads still getting to you.
Thanks for the video! I don't pay for any streaming service
I think you missed the interest rate rises meant these big, bloated media companies now had to pay back more money for thier loans. This perhaps to a great benefit to Apple+ as they have bottomless pockets - and they don't care to win and that's why they'll do well.
That static sound effect in the intro made me think my headphones were malfunctioning
You want to make some money? Create an app where you enter all of you favorite shows and the app signs you up/cancels when your shows drop and when they end
I know a trick to watch all these shows for free without ads and at even higher quality.
would i need a wooden leg and a parrot on my shoulder ?
They somehow have created a cunning protection mechanism. Each time instead of entertaining new movie, a woke debacle is being downloaded.
@@useodyseeorbitchute9450well ehh that’s a new one
Bro, what are you 12? Everyone knows how to watch shows for free.
You’re treating Netflix like it’s gryffindor and you’re Dumbledore. Awarding point after point
😂😂😂 fr
I agree with you instead of that other idiot laughing at you there was a point when Netflix was winning the streaming competition now that companies are pulling their content off of Netflix how can anybody say that Netflix is winning when the content that they are creating to replace what they are losing is a steaming pile of dog crap not because I say so it's because there are an alarming amount of people that are saying the content is terrible and Netflix needs to wake up to that fact for they can't just throw things at the wall and hope it sticks for that strategy has never worked and never will work since the time of dawn. The only people that are getting hurt by that model are the consumer for in the Netflix has to find a way to foot the bill regardless of the show or movie being popular.
@@frankrodriguez6998 oh I think they were laughing with me, not at me…
Anyway, I agree, Netflix’s strategy is a dangerous one that’s only making them burn money
I use to subscribe to Netflix, then I began switching beween Netlix and Prime depending on what series was released... but only ever subscribing to one at a time. Then shows began disappearing to Disney and Paramount. Long story short I found sailing the seven seas got me everything in one place and now I don't subscribe to anything.
Stuning and brave.
What I really miss are a few long running series. Even mediocre ones would be okay for me. I often use the streaming service to watch something in the background. I don't need a billion dollar product for that.
Yeah I miss the good old days when series span over 10 years or so... now we would be lucky to get a second season.
Thanks a lot for this ranking TLDR, but the stream that i am addicted to is UA-cam premium!
They also have by far the best recommendation system.
But is TLDR trying to fool us with different videos ranking different streaming services? ua-cam.com/video/fY18icni0YQ/v-deo.html
I’ve been swept up in the “Suits” thing, too.
You forgot to mention the box office. Streamers like Max, Disney, etc have conditioned people to wait til their movie comes out on their platform.
Diminishing their box office returns and their physical media all the while not improving on the streaming front.
Good old Pirate Bay, of course!
Would be cool to follow this with a analysis on the effect of Piracy, UA-cam and physical Media on the streaming model.
A lot of people have started to realize how bad streaming looks and sounds compared to BR or even a downloaded file. Plus, there are still a lot of people for whom TV has never been about following a 10 episode story but rather putting something on and just "potatoing", for those people, youtube is a much more compeling offer than Netflix or Disney+
Netflix did One Piece properly, and the audiences rewarded them for it. They took a huge risk that REALLY paid off.
I feel like Disney had everything they needed to win but like most companies it became way to much about money
Both Peacock and Paramount surprised me with their shows, like Peacock's Poker Face and Paramount's Bass Reeves. definitely worth a look.
hey guys next time you cover this topic you showed probably score the negatives as well like how netflix and other are constantly axing shows before they can find there feet
You forgot to add the +2 to Disney+’s 3. Meaning it should be in joint-second place at 5 with Hulu and Peacock.
Peacock has already experimented with streaming live events even before the NFL wildcard. For a couple of years now it streams the Eurovision Song Contest.
And wwe since 2021
Yeah they had peacock exclusive Indy races in the past and if I’m correct they are where the big we events are placed
Too many streaming services now. I can't afford £200 for broadband, phone, tv, and all the services.
No one forced you to subscribe to them all or any at that, you are a “free” person
@@weird-guy I don't.
@@Phil_AKA_ThundyUK good
Anti-monopoly laws should force the content to be licensed to all interested platforms for the same price (barring ~two weeks "exclusivity" window). In case platforms would try set up artificial prohibitively high prices to make getting their shows unappealing for competitors, the show should move to the public domain.
This is the core problem. As each show is licensed on different platforms, this isn't a competitive market, but different monopoles. Which is why each company is stuck on a "create exclusive content and drive the price up".
It worked in the beginning because people could afford a 2 - 3 subscription, but now people are just not able to afford everything. If a high quality show is missing for someone's library, they are just not going to watch it or torrent the content they are missing.
Er, what? That is not how media has ever worked. ABC isn't required to let other networks simulcast _Abbott Elementary_ and thereby undermine the economics of its existence.
Why do I get a feeling this is like whose line is it anyways
Where the points are made up and they don’t matter
Piracy, if paying isn’t ownership them privacy isn’t stealing
For me, I tried Apple, Amazon, and Disney but cancelled all three for lack of good content. Netflix has the best content and the most good content, plus I love that they have lots of foreign content. All we have now is Netflix and my watch list is longer than I can get through.
I'm sure many people would pay 1 or 2 £10pm streaming services but not many will pay for 7!
They'll just go to pirate sites!
This is such a mess
What is missing here is both a deeper look into the US market as well as a more global perspective. In the US, Fox/Tubi, ABC/ESPN(+Disney+Hulu) and NBC/Peacock) are planning a joint sports streaming service, while CBS is planning to run their own thing with Paramount+, which they hope to boost with the super bowl. As correctly pointed out, sports is going to be a major game changer in the streaming market, especially in the US, but it has to be seen whether a stand-alone service can survive.
Additionally, internationally there already is a (failing) sports streaming service (DAZN), while another (Eurosport Player) has been folded into Warner/max. And in Europe, let's not forget Sky/Wow(Comcast/NBC), which has teamed up with Warner in some markets and is even offering bundled Peacock and Paramount+ content, and local players like Mediaset or RTL are also fairly succesful as "local champions", that sometimes come bundled with music streaming services etc.
Personally I think that if Valve created another launcher dedicated to Movies and Shows, thus bringing back that old feature it would be useful.
Or if streaming services would just allow people to buy them to keep, ESPECIALLY if they are being removed.
Basically offer official DOWNLOADS of the videos, much like what Bandcamp does with music.
Good video. One idea for you, after each "round" it would be fun to re-order the list.
Why not give sports points to Netflix for getting wwe and their catalog
I'm surprised too, that was big news weeks ago, increasing the stock too! I think it's because wwe is classified as sports entertainment so it's more of a scripted drama show.
Edit: Actually I just remembered, streaming doesn't start til 2025 so it wouldn't count on this year's score
Every new industry have a "boom" time where lots of companies jump on the same new successful bandwagon. This leads to fragmentation and less money for each company because there aren't enough customers out there to make all of them succeed at the same time. Look at mobile phone companies for example. There used to be loads of companies trying to benefit from the smartphone boom but since then the likes of LG, HTC and others have all but disappeared which has benefited the Samsung and Apple who gain the customers who used to be with those companies. I think the goal of each of these streaming services is to outlast the competition and reap the rewards after their competitors give up
People complaining they're too expensive .. Well you don't need to be subscribed to all of them at the same time, they don't have enough content to justify that anyway
Interesting report. Perhaps a bit too partial to Netflix. Also, when the report cites Variety identifying the “most anticipated” new streaming shows that is an industry entertainment publication talking to people in the industry… not the average viewer’s thoughts.
However, the one item that I am interested to see in terms of how it pans out is the Peacock move regarding that streaming only football event. Sure they got a bunch of new sign ups, but 30,60 and 90 days from now, will they have the largest number of people ever dropping a service . That is to say people that many folks were not really wanting Peacock, they just signed up to see that game…. they may well drop the service. if this pans out positively, Peacock will be deemed as “brilliant“… If hoards of people cancel their service, creating a loss for the record books, Peacock will be seen as desperate.
nebula+curiosity be like: 😢
They could have stuck with 2 or 3 streaming service but they want to fill their pocket.
Well, there is the high seas for that.
Big streaming platforms are going to start licensing their content again to new 3rd party unified services like emerald. This "exclusivity" play clearly isn't working anymore.
9:50 - Catalogs to Netflix. These are "previews" for the service(s) that own (will own) the content, or just abandon it on Netflix (WB's Snyderverse?). Say you put Suits on Netflix today in international markets and domestic. Who can ALSO play Suits? Peacock may have a shared deal like WBD does with Band of Brothers, or temporary exclusivity. So then the other studios license the content to Netflix to "enter" a market ahead of a wider launch? Why would I think this? Netflix makes money globally. Max Makes money in 2 territories. Max launches in Latin America, EMEA, or APAC, moves the series back to the "home" service, and boom, built-in audience. So, the licensors are either just trying to make some extra cash, or paving the road for an audience.
I kinda wished that Netflix is still the only big streaming service out there, where they're licensing multiple movies/shows from all the different companies for our convenience. It's just not practical to pay for multiple streaming services just to have the full catalogue of movies & shows that I want to watch. I might as well use pirate sites for the convenience or buy my favourite movies/shows outright to avoid the recurring payment headache.
Love the videos, man. Keep it up!!!
3:15 You said 2023, when you meant 2024.
@TLDRBusiness
Some of your conclusions are wrong. The HBO/Discovery mergers is an absolute mess. As someone who has been a subscriber to HBO for 25 years, I am now doubting continuing my subscription. The people who wanted HBO, wanted high quality content and were wiling to pay for it. All of the discovery content is reality TV trash, which makes finding good content on HBO tedious. They also have no ability to vote up or hide content, so you are always stuck looking at the same trash again and again.
Additionally, I've now seen HBO originals like Band of Brothers on Netflix. Why pay for HBO if the content is going to end up on other platforms.
prime adding ads was stupid
I'll go back to cable. It was more convenient and I had a DVR to skip ads
The only streaming I have and ever will pay for is Nebula. Everything else, I torrent or stream 3rd party without hesitation.
u wanna tell us u r a sophisticated person, right! 😒
@@duran9664 no, it's how it's played out for me. Unless you're projecting something onto me, in which case, I can't help you with that.
Im surprised UA-cam wasn't included
Set sail matey's!
And We have TV channels over the internet, ta…ta! 🤣🤣
Netflix might be the only true winner
But pirates will be the kings
Not mentioning College Football, NBA, MLB, or NHL in the Sports section is a disservice to the ratings and value proposition.
Fun video but surely Nebula will be number one??!! 😅
If u r in middle school, u will be beat up just by mentioning Nebula 😒
Nebula is more used like a donation, most continue watching on UA-cam instead of nebula
"parent company" should've been a section. Discuss who has the most money, most patience, etc. apple and prime could easily get 3 extra points there, Netflix not so much. Some studios are considering selling their streaming platforms, so they wouldn't get any points.
Netflix doesn't need patience, it's already making loads of money.
I think Apple deserves a point for bundles, I only have Apple TV cause of my Apple one sub
The only winner: Netflix. Don’t be surprised if Netflix picks up a lot of new shows as other streaming services fold.
the content is great, but did you forget to colour grade the camera footage? it looks very washed out
I can't answer who will win.... but I can tell you who will lose. Consumers. We are right back to the world of cable companies.
It didn’t work that way in my country, we have more cable tv channels than ever although most are football related, we get more various shows, theres less repetitive content and some shows are only late on week in relation to the original country ect, Netflix has almost every show, so unless you really like hbo or Disney programming you don’t need another streamer, broadcasters on the other hand now are filled with ads to scam old people
Torrents and UA-cam
You guys made a pretty big mistake. Bob Igor confirmed ESPN will move to Disney+ in 2025, considering he announced it more than a year in advance I assume it's to wait for existing TV licenses to expire.
Also WWE is going to Netflix which is going to massively boost their subscribers.
Lastly for anyone else reading this comment the only paid subscriptions you need in 2024 are nebula (to support this channel) & a VPN for everything else.
I thought he was going to sell espn, in reality you don’t need to subscribe to any streaming platform, UA-cam is free, fast channels are free, fta channels but you like the pirate way unless you are in Germany or something you also don’t need a vpn
Please, just close all of them except Netflix so it can be like it used to
Absolutely not.
Interesting list. Surprised to see Apple so far down. Since launch they’ve had easily my favourite shows. I now watch them religiously, our whole family does. Very good quality over quantity.
Foundation, masters of the air, shrinking, silo, ted lasso and the morning show are some of the best from any streaming service. Amazon is good for prime and I can’t wait for season 2 of rings of power( Gonna get a lot of dislikes for this one😅). And shogun on Amazon is one of the most anticipated series on Disney for me. Read the books 2 times. Haven’t seen much on Netflix lately. Don’t know why I keep it. And it’s god damn expensive to watch in 4K. When Seinfeld goes to another streaming company, I’m probably gonna cancel them finnaly.
As for sports, you don't delve into another aspect. How much do they have to pay for streaming rights (A LOT), and how much subscriber growth did it generate (not counting those who drop the service after the event). I would venture to say it is a net loss. Also, another category to look at is how much cash does the company have. Apple had few points but they have tremendous resources behind them (as does Peacock). By the end of 2024 I'd say Paramount+ will go away, and Disney+ will be folded into Hulu or the other way around. I also predict that you will see a huge growth in torrent piracy. Netflix had the right idea in it's inception. Make the content affordable and accessible and people will pay and not pirate, and it worked! They all seem to have forgotten that lesson.
Hulu will cease to exist will be only Disney + only that already happens here in Europe, although they were dumb and in my country are rebrandin cable tv fox channels into star like already is in Latin America, India ect, if they don’t change their strategy they will eventually give up on streaming
For sports my country already has premium channels called sport tv and eleven sports and they also have their own streaming platforms.
Sigh. Content's affordability is based on what it costs to make it. In the very early days of streaming, most of the new stuff on it was effectively being subsidized by theatrical and cable customers. But as those revenue sources decline, streaming has to shoulder more of the direct cost of production. You can't get the totality of media on one service for the monthly cost of a fast food hamburger combo.
I still have the old Netflix billing for 720p, with just 9 bucks.
8,99€ but I don’t pay for it, i use my family member account 😂
@@weird-guyI'm laughing at you and for the use of that emoji for it shows that you are ignorant to what's going on with Netflix and the password crackdown that is going around. You honestly think that you are still able to use your your family member account just like you're always have been doing you need to look into this further for they might be paying extra to have you stay on their account instead of having you pay full price for your own account.
I don't know who'll 'win' this shot show, but I can for sure tell you who'll lose it: the end users.
I feel a new golden age of piracy incoming!
Where everyone has a streaming service rather they like it or not
A person with no subscription ever passing through
the onkly subscription you need is to a vpn. then torrent all the shows you want.
Whoever wins, we lose
Disney has an espn streaming app, has had one for years
If the market gets any worse and the industry has not yet reached "peak losses" the only two streamers with viability may be Netflix and Prime video. Netflix because they're the largest, most established in the space, and streaming is their primary source of revenue, and Prime Video because it's the only service whose parent company isn't PRIMARILY in the entertainment business. As such, i think they're better able to withstand industry shake ups than the others
Just had Apple TV trail. Some brilliant shows, but not enough seasons yet. Terrible app. Terrible algorithm, Ok interface. I will go back but I think they need a few years.
Amazon is doing my head it. Everything I click is now on rent or buy, just show me prime ffs. Netflix great UI and algorithm but cancels a lot of shows too early. Disney beyond Starwars Marvel nothing to watch.
Apple TV has the best content hands down might not be loads
lol no.
The reason Netflix won it’s because they’re shown the same show in all countries while other cut off in different counties to countries
didn't even mention sky/now
After seeing the other streamers send their shows and movies BACK to Netflix, it definitely looks like they're getting the last laugh.
sooo... this was made BEFORE it was announced that all of WWE is going over to Netflix?
This is discounting apple’s value proposition. They are focused on the old HBO model. High quality slowly curated catalog.
Honestly if I were in charge of a country, I would probably implement some kind of law that forces the consolidation of the industry and sets price limits for what can be charged.
Entertainment is not a necessity 🤦♂️, also you want monopolies?
@@weird-guy Price limits would prevent the negative effects of a monopoly. The industry is consolidating anyway because it can't sustain itself with dozens of streaming options. Regulation of that consolidation would ensure this consolidation is as painless as possible.
Good thing you're not.
Great video.
Would like to see same for 3D animation business from Asia how it coming up or going down or worth go in to this business at all.
I subscribed them all, but I probably only watch UA-cam Premium and Crunchyroll regularly. Just don't have time for shows now.
The other 30%, password sharing 😂
I think you should’ve factored in critic response to shows. Apple is slowly taking HBOs spot as the high quality streaming service
criterion channel is the only good streaming service left
Am I the only one whose thinking, what if they just sold people shows? Like, you pay a certain amount of money and then you get a show that you want.
That model exists. You can buy most TV shows on VOD.
Next category; Canceled fan favourite shows.
Netflix -10 points
I've seen streaming services like Amazon putting adverts in there content to make more profit, this does my head In
I’ve never understood why original content is needed. All I ever wanted was a place to watch everything that already exists.
There’s still around 90% of movies streaming nowhere or only on Kanopy, Criterion, or some other obscure service.
I just want every movie ever made plus the ability to block entire categories (horror) from ever displaying.
Because most people want new stuff?
I stopped watching Netflix eight years ago, I will never subscribe to Netflix I will buy all TV and movies that I want to watch from Apple.
Pirates win. More streaming services more streaming exclusive releases, more high quality rips on release day lol
Not consumers.