nanog mailing list archives

Re: Disney+ Streaming


From: Mike Bolitho <mikebolitho () gmail com>
Date: Wed, 13 Nov 2019 04:06:34 -0700

This has gone well beyond out of scope of the NANOG list. Discussing who
watches what kind of content has nothing to do with networking. Can you
guys take the conversation elsewhere?

- Mike Bolitho


On Tue, Nov 12, 2019 at 4:34 PM Matthew Petach <mpetach () netflight com>
wrote:


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 <marka () isc org> 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 <mpetach () netflight com> 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 <brian () interlinx bc ca>
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: marka () isc org




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