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Cake day: June 15th, 2023

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  • Inevitable crash of the Streaming Wars, the period of rapid growth is at an end. The pricing was enticing for a reason, because the economy enabled rapid growth in the then new streaming space. Content is still king and investing in great content just got wat more expensive when the interest rates went up. This means the services need to actually become profitable or get out of the game for how expensive it is.

    Now it will be a question of what service is able to last, who buys who and what content owners will go back to selling their content to those who remain.

    Some more speculations from me:

    • We’ll see more price increases across the board, and limitations of how you can watch content. (Thanks NF)
    • Ad free packages will become more expensive, or might even leave eventually.
    • Subscriptions with ads will become way more popular.
    • Smaller players like Peacock and Showtime might decide to just sell to who ever pays most and cease operations for their app.
    • Netflix and Disney might introduce new subscriptions that only offer a subset of their library

    Edit: I think it is also likely that monthly subscriptions will become semi monthly or even a minimum of 3 - 6 months. If that doesn’t happen, then series will become even way more spread out in their release dates as is currently the case. (Season 1: The Fall, Season 1: Gradient etc.)