Analytic Dreamz: Notorious Mass Effect - "SONY ANNOUNCES TWO PLAYSTATION CEOs TO REPLACE JIM RYAN"

Starting point is 00:00:03 The ongoing debate of whether cable TV or individual streaming subscriptions is better. Because the recent announcement of Disney and Warner Bros. Discovery offering a new streaming bundle combining Disney plus Hulu and Max, while also in the same breath, Comcast is launching a three-way bundle with Peacock, Netflix, and Apple TV. We'll probably have subscribers asking themselves, is this worth it or was the age-old cable TV model better? And to put it simply, it's really based on your flexibility as far as the content you want. And also, as far as individual streaming subscriptions, if you prioritize channel variety, I would think cable TV may be better because of it offering live sports news and local programming. Whereas individual streaming subscriptions is more of the service you want,

Starting point is 00:01:23 is more specific to the streaming platform via a Netflix Disney Plus or HBO Max. And obviously you can cancel any time with cable as more of a subscription model, but canceling it is not as straightforward as canceling your streaming subscriptions. So I don't want to confuse the people who are listening because you're probably wondering to yourself, well I still don't know which one is better I would probably say in all honesty streaming platforms are going back to the old ways of cable TV in the way of offering multiple platforms on one service because with this newest evolution of bundling with Disney plus Hulu and Max it will be available soon and the purpose is to

Starting point is 00:02:21 provide the greatest collection of entertainment for the best value in streaming. So that is just very reminiscent of cable TV in my personal opinion. And as far as the brands included, ABC, CNN, DC, Discovery, Disney Food Network, FX, HBO, HGTV, Marvel, Pixar, Searchlight, and Warner Bros are all. under the included platforms of Disney, Hulu, and Macs. And of course, the key features that they was promoting is the ad supported, the ad free options available in both formats for consumer flexibility. And if you wanted to subscribe, subscribers can purchase the bundle from any of the three

Starting point is 00:03:17 streaming platform websites. As far as the executives coming out and talking about this deal, because, you know, because it's a pretty big deal because streaming platforms, the only reason they existed like they did, or like they are now, it's simply because of Netflix's model having so much success to the point where Disney Warner probably looked at their IP and felt like they could do the same thing. I mean, why do you think Disney let Netflix run all of those Marvel TV shows only to steal Daredevil, Luke Cage, Jessica Jones, Iron Fist for the, own platform. I mean, one of the biggest TV shows coming to Disney Plus is Daredevil. So with that being said, I think in the overall market and financial context, this is to compete with Netflix, of course, because they're the reason that these individual streaming platforms exist in the

Starting point is 00:04:16 first place. As far as the evolution of it, Netflix started a whole evolution of people just taking the IP and starting their own streaming platform. But now with the pandemic, the challenges faced in the streaming market, they're wondering if it's a sustainable model, which is why you're seeing these humongous platforms starting to combine, reminiscent once again to cable TV. As Disney has over 100 million subscribers, Hulu has 50 million subscribers, and Max, including HBO has over 97 million homes as far as a subscribers because some subscription models you need to have that subscription at a certain location so that if you're out of the location you'll have to like approve it or whatever it's like very different with household subscription anyways as far as

Starting point is 00:05:14 Netflix subscription um numbers currently let me see so Netflix Current subscription numbers is 269 million worldwide. So think about that. The numbers I just ran off with Disney is the biggest with 100 million subscribers. Hulu has 50 million subscribers. Max, including HBO, has 97 million homes. And Netflix has a whopping 269 million subscribers. So safe to say, as far as the, the, the, the, the, the,

Starting point is 00:05:57 dominance that Netflix has over the streaming market. It doesn't seem to be going anywhere anytime soon. And going back into the cable TV model, this market consolidation is basically bundling all these different trends for different companies because of the reduce and subscriptions by consumers, simply for the fact that they keep raising the prices. If you keep raising the prices and then it becomes more, expensive than cable TV, then what is the point for all these individual streaming platforms

Starting point is 00:06:33 in the first place? Because that was the biggest promotion tactic was to let you know that instead of paying this ginormous price for all of these different IPs, you can just come to us. If you specifically only watch us, let's say we only watch Marvel content with who has that Disney. So if you only subscribe to Disney Plus, then you don't have to pay an exorbitant amount of a cable TV TV subscription so now with all of the different streaming platforms bundling their IPs simply due to the pandemic and the reducing subscriptions to seeing that the model is not as sustainable so this is leading to further integration which is what they was fighting against in the first place we're going in the individual route so all so in all

Starting point is 00:07:27 where are we at in this whole model well i think history is repeating itself and at some point either you're going to have to keep combining platforms which leads to the cable tv model or you're going to have to realize that Netflix will just continue to have a dominance over the streaming market and disney being who they are we're probably try to strike some sort of deal with them to getting their IP on Netflix platforms like they used to do before they made their own Disney Plus streaming platform. So let's hear from the CEOs of these companies, right? Because they're the ones that've seen most of the evolution of this deal coming about. So Disney CEO Bob Iger basically said that the strategy for combining all of these IPs as far as

Starting point is 00:08:24 Hulu, HBO, and Disney is to focus on finding. running synergies and the streaming platforms increasing audiences and cutting costs cutting costs is a big one because if you've seen all the recent happenings of 2024 lord knows that every single company is cutting costs by letting a plethora of not even that's yeah it's just several exorbitant amount of people off like they're laying everybody and the mom off to cut costs so now they're looking for other ways to cut costs and what's easy easier than having somebody help you and sharing that overhead as far as running a platform. So that is where the cutting cost I think is the most pivotal.

Starting point is 00:09:10 And as far as historical context, Disney took full control of Hulu last year and Max combined content with Warner Bros and Discovery brands. So once again, going back to my original sentiment, if you keep combining your IPs, over and over again as far as your different companies and your different divisions you're just lending yourselves towards another cable tv model like we're going to the new age cable tv where it leaves you wondering why did you go individual in the first place like why did you make your individual streaming platform in the first place which is because of netflix's continue success and dominating the streaming market so these These companies are realizing that they can't replicate what Netflix did.

Starting point is 00:10:01 What Netflix did is seemingly impossible to replicate because you would think having Star Wars, Marvel, and whatever else Disney owns because they own a lot will lend you to even compete by yourself to Netflix. And like I read off the numbers, they have the biggest subscriber count, which is 100 million. But guess what? Netflix still has a 269 million. subscribers and it's not like the subscribers are rising every year the reason they're bundling with other companies is because it's starting to dwindle because they're raising their prices for the individual subscription models so with that being said Netflix is still king of the streaming platforms and it seems like all the other companies that try to copy the Netflix streaming subscription model

Starting point is 00:10:51 failed and now they're trying to recoup and um basically recover by having their enemies team up with each other to try to take out Netflix. So we'll see if it ends up working in the long run or if it would just come full circle into everybody teaming back up again, except for Netflix, of course, because they're dominant. But everybody teaming back up again as far as the other companies to make a new age cable TV. So with that being said, click my link to you and my bio. let me know one of my social medias if you're a subscriber of disney plus hulu and max what do you think about this combination of one new streaming bundle and are you excited for when it eventually comes out

Starting point is 00:11:47 this summer

Analytic Dreamz: Notorious Mass Effect - "SONY ANNOUNCES TWO PLAYSTATION CEOs TO REPLACE JIM RYAN"

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