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clrmoney
clrmoney
2/13/2017 3:11:55 PM
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Platinum
Video is for everyone
I think Youtube, Vevo and many other play a large part in it as well as big corporations so they are so many for the customers to use.

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elizabethv
elizabethv
2/14/2017 9:25:16 AM
User Rank
Platinum
Content, Distribution and Platform
I would say OTT providers with a wide selection base at an affordable rate exist already - in Netflix and Amazon Prime. 

I would also assert that some cable-TV providers are working on offering everything a customer might want. Some providers allow customers access to Netflix, giving them the option of OTT with their cable-TV experience. This is a "best of both worlds" type idea, and probably is appealing to a lot of people. I know my Mom has this option, and when we are at her house, my kids are definitely never lacking in things to watch. 

I don't know that I would say any of the options are "king" but more a combination of the 3 will always create a winning combo for any company willing to create it with a good price tag. 

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Adi
Adi
2/14/2017 11:45:07 AM
User Rank
Author
Re: Content, Distribution and Platform
elizabethtv - Yes, I think it's more being able to address a more diverse set of requirements now. Aggregate as much content as possible, and package and price it in ways that appeal to the various groups. The "king" bit is mostly for bumper stickers. And always has been, I think.

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srufolo1
srufolo1
2/14/2017 12:26:22 PM
User Rank
Platinum
Rambles & Rants
I guess you can say the real monarch here is the audience. Think about radio and how millions of people were will willing to pay for radio to follow "King of all Media" radio shock jock Howard Stern when he decided to leave public broadcasting 11 years ago? His followers, mostly commuters on their way to work, couldn't live without him. So they paid to listen to his show on Sirius. How is it possible for one operator or cable TV provider to zone in on everyone's tastes in one package? Guess that's why skinny bundles will rule because it will keep costs down for both the provider and the consumer. As far as the platform, here again, I argue that the consumer is king. Why are Apple devices so popular?

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afwriter
afwriter
2/14/2017 12:30:58 PM
User Rank
Platinum
Re: Content, Distribution and Platform
I think that Amazon has the most potential right now because you get all of their content and then have the option to add Amazon channels on top of that.

I would not be surprised in the future if we see some loose partnerships in the future between OTT providers. I could see something like Netflix and Hulu teaming up to create a "bundle" package which gets you both services for less.

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Michelle
Michelle
2/14/2017 1:49:47 PM
User Rank
Platinum
Re: Content, Distribution and Platform
That would be really neat. I wonder how they'd get to that deal. I would expect some disagreements about pricing early on.

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elizabethv
elizabethv
2/15/2017 8:46:26 AM
User Rank
Platinum
Re: Content, Distribution and Platform
@afwriter - I completely agree about the option to add channels on to your Amazon subscription. I recently added HBO onto my Amazon subscription and I haven't looked back. The additional content is really nice to have, even if I'm not a big fan of the price. They do at least make it worth it. HBO is even a pricey channel to add-on (obviously) smaller channel options like UP are only an additional $5 a month. And you get a decent amount of content access for that extra $5 a month. It was definitely good for everyone when Amazon branched out with channels. If only there was a "Disney" channel, that option would be amazing. 

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Adi
Adi
2/15/2017 10:13:29 AM
User Rank
Author
Re: Content, Distribution and Platform
It's an interesting idea. If we do see Hulu's skinny TV bundle take off, then it might be a good fit. Netflix for the bingeing and premium viewing, Hulu for the day-to-day. But that depends on a lot of factors, including how Hulu's more premium fare is doing and what its costing them.

I would also look to Amazon as the best positioned for an OTT aggregator role. The company is already looking for ways to take on that role, and with Prime essentially subsidizing the video service, they might have a bit more financial leeway than the other "pure-play" OTT providers.

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Ariella
Ariella
2/15/2017 10:43:08 AM
User Rank
Author
Re: Content, Distribution and Platform
@Adi Would that fit with the current level of consumer subscribtions? Do Hulu subscribers also subscribe to Netflix? 

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Adi
Adi
2/15/2017 11:09:56 AM
User Rank
Author
Re: Content, Distribution and Platform
Ariella - Great question. Don't have current numbers, but I recall seeing that approximately 1/3rd of US HH have more than one OTT subscription. The most common "double" is Netflix + Amazon (which is a bit more complicated because there are a lot of Prime subscribers who don't use video), but that's about 10-15%. My very speculative guess would be that about 5% or less of US households have both Hulu and Netflix.

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