The [Streaming]Universe May Not Be Infinite

[PGage]

PUC News’s Matt Belloni reports on what the slide in the stock price of Netflix means about the streaming model. 

In terms of theory, it means the Market is no longer convinced the worldwide number of potential multiple platform streaming subscribers is anywhere near as high as Netflix has asserted. 

Practically, it means streamers are going to rely a lot more on advertising for revenue, and not just subscriptions.  Even Netflix is starting to think about this, and (even more shocking to me) HBO, which will soon be merged with Paramount +, and have a with ads tier to hold down the subscription price. Which sounds to me like, contrary to their old marketing phrase, streaming will be the one thing that makes HBO, TV.

https://puck.news/why-hollywood-is-souring-on-streaming/

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[Diner]

I think HBO will soon be merged with Discovery +, not Paramount +.

[Mark Jeffries]

It's Discovery +.  And HBO Max already has an ad tier--but I believe that HBO programming does not have advertising.  Remember that HBO and HBO Max are two separate entities.

Mark Jeffries
spotl...@gmail.com

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[PGage]

You’re kidding? I did not know Max had an ad tier. I guess if they insulate HBO programming it’s not so bad.

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[M-D November]

I don't believe that HBOMax does have an ad-supported tier.  Discovery+ does, tho.

[Mark Jeffries]

From the HBO Max home page:

If you have HBO Max With Ads, you'll see ads before and during select series and movies. You can expect to see about 4 minutes of ads per hour.

$9.99 a month.

Mark Jeffries
spotl...@gmail.com

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[PGage]

I see it is $5 more/month to go ad free. Plus ability to download (helpful for me since frequent blackouts lead to loss of internet). Worth the 5$ for me.

I am shocked they interrupt films and programs with ads ( rather than just at the start). 

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