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.