Neither Good Omens nor Game of Thrones are available for streaming on Netflix (you'll have to go to one of their competitors). Overall I tend to agree with Brian that people's time and eyeballs are finite. As more streaming services emerge, usage will simply be split between streaming providers. There might be a slight increase in overall streaming usage due to the effect you mentioned (more content available for a wider audience than in previous years), but I don't expect it to be an overnight change for our industry.

Matthew Petach wrote on 11/12/2019 2:53 PM:

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.