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
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