My point was that Disney has a lock on much of the content kids love. Netflix/HBO/AmazonPrime, not so much.
So, the new eyeballs aren't going to be from parents watching different shows, it'll be from parents watching their adult-ish stuff, while the kids are happily ensconced with Disney+. I called out Game of Thrones and Good Omens as shows that are popular with adults but that aren't terribly family friendly, so you won't be getting many 12-and-unders watching them. That's where the new eyeballs come from. Matt On Tue, Nov 12, 2019, 13:17 Mark Andrews <[email protected]> wrote: > They can already stream different content to multiple devices > simultaneously. > All this does is make some content that wasn’t available previously now > available. > > People can really only watch one thing at a time. Net streaming of the > last mile > is unlikely to change much. Just where that content is coming from may > change. > > Mark > > > On 13 Nov 2019, at 07:53, Matthew Petach <[email protected]> wrote: > > > > > > Different target audiences. > > > > Now the parents can be watching "Good Omens" or "Game of Thrones" on > Netflix while the kids are streaming "The Lion King" on Disney+ streaming. > Instead of the whole family watching one show together, now we have > segmentation in the marketplace. > > > > End result is more total overall bandwidth consumption. > > > > Matt > > > > > > On Tue, Nov 12, 2019, 12:38 Brian J. Murrell <[email protected]> > wrote: > > On Tue, 2019-11-12 at 15:26 -0500, Valdis Klētnieks wrote: > > > > > > I can foresee a lot of families subscribing to Netflix *and* Disney+ > > > because neither one has all the content the family wants to watch. > > > > Absolutely. But the time spent watching Disney would *replace* (not be > > in addition to, or would it? Would Disney's content result in existing > > streamers watching more hours of streaming than they did before?) > > Netflix watching. > > > > > Has anybody seen a significant drop in total streaming traffic due to > > > Netflix > > > users jumping ship to Amazon/Hulu, or are consumers just biting the > > > bullet, > > > coughing up the $$, and streaming more total because across the > > > services > > > there's more stuff they want to watch? > > > > I actually suspect streaming is going to decline (at least in > > comparison to where it could have grown to) if this streaming service > > fragmentation continues. > > > > I think people are going to reject the idea that they need to subscribe > > to a dozen streaming services at $10-$20/mo. each and will be driven > > back the good old "single source" (piracy) they used to use before 1 > > (or perhaps 2) streaming services kept them happy enough to abandon > > piracy. > > > > The content providers are going to piss in their bed again due to > > greed. Again. > > > > Cheers, > > b. > > > > -- > Mark Andrews, ISC > 1 Seymour St., Dundas Valley, NSW 2117, Australia > PHONE: +61 2 9871 4742 INTERNET: [email protected] > > >
