Re: Disney+ Streaming

[Robert Haylock <robert.haylock () gmail com>]

I agree with Brian, this is not unbundling, it's just removing one layer of
distribution; you no longer need the Cable company to play aggregator to
the content distributors, you now buy from them direct (especially true in
the case of HBO and Disney, except ESPN is not yet included). The next
logical large player to enter the global** direct-to-streamer market would
be NBCUniversal, so I'm sure we will soon be preparing for that one too :)

Rob

On Fri, 29 Nov 2019 at 06:47, Brian J. Murrell <brian () interlinx bc ca>
wrote:

> On Thu, 2019-11-28 at 10:50 -0800, Owen DeLong wrote:
> > While I agree about the likely outcome, I will point out that
> > consumers have been
> > begging for unbundling for years.
>
> This is not the "unbundling" that consumers have been begging for.
> Rather I would submit that it's actually quite the opposite and much
> more like the bundling that they have been railing against.
>
> The "unbundling" that consumers have been begging for is minimally, the
> ability to buy a single channel for a fair price and not have to take
> 14 other channels of *garbage* with it at 15x the cost one of those
> channels.  I say minimally because I suspect that the really savvy
> consumers would actually rather even pay (again, at a fair price) per
> show or episode.
>
> But that's not what's happening with this fragmentation.  This
> fragmentation is like the cable company splitting up that "once price
> for all" bundle and putting the pieces into other bundles, each at the
> same cost as that original "all in one" bundle that the consumers were
> originally happy with and saw as fair value.  Of course now to continue
> to getting those pieces of the original bundle that they were happy
> with, consumers are having to buy multiples of these new bundles and
> their costs are driving up sharply accordingly.
>
> > This fragmentation of streaming services _IS_ the direct result of
> > that request.
>
> I would submit that that is completely untrue.  Do you really think
> Disney pulled out of Netflix and started their own service because
> consumers wanted Disney to unbundle from Netflix?  I would suggest that
> that is completely not why.  Rather, Disney was not happy to have just
> a piece of the Netflix pie, and decided, as greedy as they are, that
> they would sell their own pies and take the fully monthly subscription
> price.
>
> > It’s unbundled service, exactly what they have been asking for.
>
> Again.  No.  Not at all.  Not even close.  Quite the opposite in fact.
>
> The problem with suggesting that this is unbundling is that the cost of
> Netflix didn't reduce when Disney pulled out and Disney (I would bet, I
> haven't actually looked at it's cost) isn't charging the faction of the
> Netflix cost that would be commensurate with their percentage of the
> entire Netflix library.
>
> So there has been no "unbundling" of any sort.  Rather it's been an
> exercise of actually creating a new bundling.  And I still predict that
> once the reality of this sets in with consumers, they are going to
> reject it and head back to that low (zero) cost means of obtaining
> their media that they used when they were unhappy with the previous
> generation of bundling.
>
> b.