Netflix Not Concerned With New Streaming Services Coming From Apple and Disney

[sw1tcher]

You're also misconstruing cost here. $7/month is what Disney has stated as ad-free service. They haven't released details on stream quality and number of screens.

$7 may end up being 720p streaming with 2 active screens at any time. It might be $10-12 for 720p-1080p streaming with 3 active screens or mobile devices.

$15 for 4K UHD and 4 screens or mobile devices at any time. But even this is a stretch as Disney is estimating billions in loss each year to compete with Netflix and estimates to have 60M subscribers by 2025.

Quality depends on your bandwidth. Disney will give subscribers up to 4K HDR video stream. And it's not mentioned, but it will be 2-4 simultaneous streams. Oh, and you can download content for offline viewing too, so if you want to watch content and all active streams are being used, just plan ahead and download what you want to watch.

https://www.thewaltdisneycompany.co...ct-to-consumer-strategy-at-2019-investor-day/

The Disney+ service will be available on a wide range of mobile and connected TV devices, including gaming consoles, streaming media players, and smart TVs, and will adjust to the best possible high definition viewing experience based on a subscriber’s available bandwidth, with support for up to 4K HDR video playback. Fans will also have access to an unprecedented amount of content for offline viewing.

Disney also expects between 60 and 90 million Disney+ subscribers by end of FY2024, at which point they expect service to break even.

 

[Naaaaak]

Disney owns the rights to Marvel, and Disney is pulling all their content off Netflix by the end of this year.

It doesn't make financial sense for Netflix to pour money into developing Disney owned properties.

Right, it didn't make sense for a competitor to build up a property of another.

 

[truthertech]

What would Apple offer? Neutered shows given what's been leaked and announced? You'd give up all Netflix offers for neutered shows on AppleTV+ and all family friendly content on Disney+?

Don’t worry, you can watch all the graphic violence, gratuitous sex and mayhem your heart desires just a click away on the Internet if you get bored with Disney and Apple.

 

[sakurarain]

Competition is always good

 

[TsMkLg068426]

Sure they aren't is that why I just recieved a Email the price is going up again going to be now $15.99 for those who stream 4K, HDR and Dolby Atmos. The fact alone there isn't much of anything 4K other than their originals what is the point to pay for it anyways when most Originals depends specifically to certain interest.


Amazon Prime Originals and none Originals (if available) stream in 4K, HDR and Dolby Atmos with no extra cost maybe Netflix needs to wake up because sooner or later they are going out like Blockbuster for streaming and they still have a 2 year contract for their Marvel Comic series the fact they cancelled them all is another way of losing most customers. Netflix is sure becoming like cable also I see more original reality shows.
[doublepost=1555470458][/doublepost]

Don’t worry, you can watch all the graphic violence, gratuitous sex and mayhem your heart desires just a click away on the Internet if you get bored with Disney and Apple.

Is that a issue? Does it ago against your religion or lack of parenting? Why does everything have service for kids they are not paying the streaming bills instead a good parenting class would be a good use of the money.

 

[Tiger8]

Blockbuster not concerned about Redbox.

Nice knowing ya Netflix.

Umm... you missed a big chunk here
It was Netflix DVD mail service that drove blockbuster out of business, redbox was secondary to that.

 

[Tech198]

Add to this, given the facts there is no Apple TV app yet either, makes Netflix more better
Netflix makes allot of content, and originals...

Disney only does Disney based content. No worries. I would probably see affects Netflix outside U.S more where content just is not available, so that might be a good reason. But given the fact you can bypass these days,, it may not be stand up.

 

[Baymowe335]

Add to this, given the facts there is no Apple TV app yet either, makes Netflix more better
Netflix makes allot of content, and originals...

Disney only does Disney based content. No worries.

Ever looked at all the content Disney owns?

Now list every original show on Netflix and compare lists.

Just Star Wars is worth more than Netflix’s entire library of original content. The current value of Netflix comes from its subscriber base. It starts losing subscribers, they are in trouble because the have very few assets.

 

[brinary001]

Horses weren't afraid of cars, everyone had a horse, how could they be replaced? Not the best logic.

Wait woah hold the phone... Did you just compare a TV series with Oprah to...the invention of the automobile...?

Cool just making sure

 

[btrach144]

There are less and less shows on Netflix that I find myself watching. I could honestly use a refresher and ditch Netflix for Apple TV+ and Disney+.

 

[0388631]

Quality depends on your bandwidth. Disney will give subscribers up to 4K HDR video stream. And it's not mentioned, but it will be 2-4 simultaneous streams. Oh, and you can download content for offline viewing too, so if you want to watch content and all active streams are being used, just plan ahead and download what you want to watch.

https://www.thewaltdisneycompany.co...ct-to-consumer-strategy-at-2019-investor-day/



Disney also expects between 60 and 90 million Disney+ subscribers by end of FY2024, at which point they expect service to break even.

The language isn't very clear. That's my point. It says "support for up to" and I suspect their pricing will vary between plans as the service comes online. It would take longer than 5 years to break even at $7/month. The subscriber count is an estimate by their CFO, not their bean counters. Even a variation of 30M subscribers is huge. It's a $210M difference each month presuming those 30M subscribers go on a monthly plan.

As I said, Disney may start out with a $7/month plan, but they'll likely offer higher plans. It makes little sense to invest in all the tech and operate at a massive loss on the off chance you might break even in a few years. The language is purposefully vague and is not unlike the language an ISP uses or what any stream service offers.

I'd be stunned if Disney offered 4K HDR or UHD with Dolby Atmos sound for all of their newer films with 3-4 screens for $7/month for several years. This is Disney. The company that nickel and dimes consumers because they know they'll pay for their stuff.

I'd prefer data over overtly simplified English in an investor's news article.
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Amazon Prime Originals and none Originals (if available) stream in 4K, HDR and Dolby Atmos with no extra cost maybe Netflix needs to wake up because sooner or later they are going out like Blockbuster for streaming and they still have a 2 year contract for their Marvel Comic series the fact they cancelled them all is another way of losing most customers. Netflix is sure becoming like cable also I see more original reality shows.

Disney owns the IP. Netflix paid Disney for the streaming and production rights. Disney got to decide what Netflix could and couldn't do.

 

[LizKat]

House of Cards is the only homebrew in your list. The Americans is owned and was produced by FX. Netflix merely paid for streaming rights.

Whatever... -- that just certifies that I've paid even less attention to TV then than to movies all these years. I've been having fun with the Spanish language properties that Netflix decided to scarf up and/or produce. In a way some of the telenovela style offerings are just zone-out material for me, serving a purpose like a few American TV shows I used to half-absorb on broadcast TV as reruns late at night when I got home all wired up from working two shifts, brain abuzz enough from coffee and work not to be able to sleep for awhile.

Now while I'm just doing some hand sewing in the evening, I'll sometimes switch from listening to music to half-watching something on Netflix. Same gig. Winding down the day when too tired to make sense of a book but not ready to head upstairs to sleep yet. The choice of viewing material is pretty irrelevant in that situation. Airhead candy, one nephew calls it. It could be anything at that time of night, and eventually it's a soporific.

Back in the day I can remember waking up on the couch to static and the old test patterns on broadcast TV after close of their programming day. The question now is since none of the stuff I do elect to look at is free, how much do I want to pay, and for what options in case I happen to be conscious when I decide to tune in?

Those Netflix TV series adventures and a Film Movement subscription keep me happy enough, plus Netflix streaming or rental elsewhere of regular ol' movies that just went by the boards for me while I was working and not even scarfing up DVDs or going to the cinema.

Naming some of the older Hollywood or notable foreign films I haven't seen surprises even my kin who are two generations younger, they've seen at least parts of most of them twice by now. I grew up with my nose in books to the extent that video has always played a seriously secondary role in my entertainment options. Too old now to change up that preference, I guess.

 

[prasand]

Considering that Apple TV+, and Disney+, both use the “+” naming convention, I think there’s more to that than mere coincidence. Disney and Apple have had a deep relationship for decades (considering that key people have been on each other’s company board of directors for awhile now, does anyone really think that Disney didn’t know Apple TV+ was the name of the new service).

So I don’t it’s a simple as Netflix not worrying about Apple or Disney individually, but rather they might need to worry about:

Apple TV+ + Disney+ = Disney TV++ (or Appleney TV++)

 

[0388631]

I've been having fun with the Spanish language properties that Netflix decided to scarf up and/or produce.

Cable Girls is brilliant. Check it out! I recommended it to you a year ago. Siempre Bruja isn't bad either. I can't help but wonder if it's a remake of something I've seen before.

 

[Biu_miu]

History is littered with companies that weren't concerned about Apple entering their space. Give it a few years...

History-yes. Recent history- much, much less.

 

[0388631]

Considering that Apple TV+, and Disney+, both use the “+” naming convention, I think there’s more to that than mere coincidence. Disney and Apple have had a deep relationship for decades (considering that key people have been on each other’s company board of directors for awhile now, does anyone really think that Disney didn’t know Apple TV+ was the name of the new service).

So I don’t it’s a simple as Netflix not worrying about Apple or Disney individually, but rather they might need to worry about:

Apple TV+ + Disney+ = Disney TV++ (or Appleney TV++)

The + symbol after a service or brand isn't unique to either company.

 

[torana355]

I prefer to have one streaming service that and gives me all content, I'm not going to pay for multiple subscriptions to get all the shows I want to watch. I believe this will drive more people towards illegal downloads.

 

[LizKat]

Considering that Apple TV+, and Disney+, both use the “+” naming convention, I think there’s more to that than mere coincidence. Disney and Apple have had a deep relationship for decades.

So I don’t it’s a simple as Netflix not worrying about Apple or Disney individually, but rather they might need to worry about:

Apple TV+ + Disney+ = Disney TV++ (or Appleney TV++)

Possibly. On the other hand the "turf" of the internet (so far) is not carved into oligarchic segments the way cable operators have managed to make happen all over the USA, to point where you have one or two options in most cities and that's it. And America's addiction to visual entertainment is legendary. Our children are jaded by TV ads before they're out of the playpen. So maybe there's plenty room for Netflix and Amazon and AppleDisney++. Should we worry anew about net neutrality's actual demise? Or are these behemoths all equally capable of bulldozing a streamway into our living rooms at the possible expense of any minor competitors like Film Movement?

 

[Biu_miu]

Blockbuster not concerned about Redbox.

Nice knowing ya Netflix.

Oh, please.

Well Blockbuster wasn't all that worried about Netflix, we all know how that ended...

Oh, please, comparing carrots to apples..Blockbuster vs Netflix are two totally different user experiences compared to Netflix vs ATV+ or Disney +
In a first you have going out, looking for a material product to rent and take back home, shove it in your player, watch, and after all that take it back and go home again. But in this case you just choose from two different apps on your screen, 1 inch away from each other, where you want to stream some generic TV show in a background, while scrolling through your phone or washing dishes.

 

[0388631]

Umm... you missed a big chunk here
It was Netflix DVD mail service that drove blockbuster out of business, redbox was secondary to that.

Except they began that in 1999. They had the meeting with Blockbuster in 2000. In 2004, Blockbuster began offering DVD mail service. It still took years until Netflix gained home recognition until that point because while the Internet did exist, it wasn't as widely used as it was a mere decade ago. The fall of Blockbuster lies with Jim Keyes, who preferred the archaic system Blockbuster used because it was a profits driver for the company. Another board member was ousted because he wanted to eliminate all fees and push a digital platform. This was in 2005-2006. Hindsight is 50/50, and neither Netflix nor Blockbuster knew what the future held, and Netflix wasn't even thinking of streaming then.

Netflix began streaming services in late 2007 and still wasn't a big household name until around 2010 when they'd penetrated the markets enough, especially because Hulu failed to gain traction despite being advertised incessantly since its launch. More than a decade has passed and Hulu is still only available in the US, her territories and Japan. In 2016, Hulu stopped offering free content to non-subscribers of the service. After 8 years they failed to garner enough paying members. Even three years later, they're still stuck around 25M subscribers per their CEOs commentary at the end of 2018.

Disney+ is coming out in late 2019 to the United States. International will come at various dates as Disney has to acquire the distribution rights and can't null and void those as easily as they did with Netflix. I'd estimate a full rollout by Q1 2021.

 

[LizKat]

Cable Girls is brilliant. Check it out! I recommended it to you a year ago. Siempre Bruja isn't bad either. I can't help but wonder if it's a remake of something I've seen before.

First I have to finish watching Velvet.. I forget where I left off but it was addictive until I lost my place in the series somewhere in Season 3, and Netflix isn't reminding me any more to continue watching it, even though it's still available. I love anything to do with fashion and couture design so Velvet was a natural for me.

Since I loved Downton Abbey I also figure to love the Mexican take on it, Grand Hotel... servants with a life all their own and the assorted naughty upper class brats who populate their workdays.

But I might watch Cable Girls before it up and vanishes, if it was already a year ago you mentioned it to me. Time flies...

Siempre Bruja I actually ran into in its underlying book form (Yo, Bruja! - Isadora Chacón) in a rack ouside a bookstore in NYC one day when I was down there visting my old haunts. I remembered the name later when reading about the series, even though I didn't buy the book. The series does sound fun though.

Sounds like Netflix is my keeper... Disney/Pixar/Marvel can get in line.

 

[PickUrPoison]

Netflix has a lot of great original content. They are more like HBO at this point.

Disney+ is for kids.

Apple execs are getting involved in Apple+ shows. The content will be targeted at kids or really watered down to not "hurt" their brand.

I'll be keeping Netflix and adding Disney+.

There’s no evidence that Apple execs are getting involved in Apple+ shows—unless you consider an anonymous source in the Rupert Murdoch-owned sensationalist gossip rag New York Post to be evidence.

I’d sooner believe some clickbait-driven, agenda-laden, propagandist opinion blogger—aka “alternative media”—than that bird-cage liner that is the NY Post.

And just because there may be minimal/no graphic violence and/or explicit sex doesn’t mean the content is only for kids, or really watered down. It just means they won’t be developing content of that nature. Those who require those elements in order to enjoy or feel a show is “worth watching” would be unlikely to pay for Apple TV+, that much is definitely true.

 

[prasand]

Possibly. On the other hand the "turf" of the internet (so far) is not carved into oligarchic segments the way cable operators have managed to make happen all over the USA, to point where you have one or two options in most cities and that's it. And America's addiction to visual entertainment is legendary. Our children are jaded by TV ads before they're out of the playpen. So maybe there's plenty room for Netflix and Amazon and AppleDisney++. Should we worry anew about net neutrality's actual demise? Or are these behemoths all equally capable of bulldozing a streamway into our living rooms at the possible expense of any minor competitors like Film Movement?

Agreed. I don’t really think Netflix has anything to worry about in general. Just framed it in the context of those that think Netflix should worry about Disney but not Apple. But generally, I see it like premium cable tv channel subscriptions, where people don’t mind subscribing to the channels they want, and they all managed to thrive.

Would be great to see, cable network apps (like Verizon’s streaming app), integrate with the Apple TV app. Akin to Hulu TV, DirectTV, etc. but with greater channel selection. But I imagine there’s a licensing issue, or cable networks are resistant to embrace cord-cutter service plans. Until that happens I’ll stay with many subscriptions: Netflix UHD, Hulu, Amazon Prime, Crunchyroll, Apple Music, Apple News+, and eventually Apple TV+. *sighs* (Would be great if Apple News had a TV app, that compiled the news videos from the various Apple News sources, in a Reuter’s app-like experience).

In regard to competitors, I don’t think they really had a chance in the first place. Even only considering Netflix, and Hulu.

 

[PickUrPoison]

Disney can afford to price it so and run the streaming service at a loss, they will slowly run the competition down.

The old tried-and-true Wal-Mart/Amazon trick.

 

[LizKat]

The old tried-and-true Wal-Mart/Amazon trick.

Yep. Then finally one day we'll realize the One Big Store is in Houston or Des Moines or someplace, and if we can get there on foot, since we'll be too broke to buy a railpass or a car, that store will sell One Big Kinda Soda and also One Movie This Week On Special.

I still have DSL over copper wire here but the provider's now pitching higher speed for a little more money for a year... and then... sky's the limit, since they're the only provider and no one else wants to scarf up copper wire customers any more, for fear the FCC will rejigger exactly how "broadband" is defined and they'll finally have to run fiber into these here hills and hollers. The POTS wires have been flipped three times since the 1980s... all they do is repaint the trucks and fix any wires that ended up with their insulation peeling off here and there after 10 or 15 years of harsh winters.

So I await knowing the $$$ of the eventual punchline of this joke, and the "reveal" of whichever entity will finally deliver real broadband to rural and mountainous turf all over the USA at some point. Probably it will be some variant on the Tennessee Valley Authority. No publicly traded private corporation really wants to compete for wiring up the sticks of the USA.

In the meantime it's a blessing that Netflix et al. seem to have realized the plight of rural subscribers using DSL, and have provided options for us nowadays to at least stream video smoothly at lower quality. Before that it was beachball city... or stop, start, stutter and get dumped. I do think we have the competition of streaming platforms to thank for those options.