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.