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Disney/ESPN Annual Financials
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Post: #21
RE: Disney/ESPN Annual Financials
(11-16-2017 02:52 PM)orangefan Wrote:  
(11-14-2017 10:54 AM)Attackcoog Wrote:  
(11-14-2017 10:24 AM)orangefan Wrote:  
(11-14-2017 10:09 AM)MWC Tex Wrote:  
(11-14-2017 08:18 AM)orangefan Wrote:  Still doesn't tell us what the adds were for Playstation Vue, Hulu Live, or Youtube Live TV.

That's because they don't report those numbers for some reason. However, I did see that Hulu Live TV only has 300k subscribers. PS Vue has a new CEO and raised rates but hasn't reported if they are losing customers. I know they lost one (myself) to the rate raise and I move to DirecTV TV.
But you see the jist of the info and that is there are a lot of customers that are not moving to the TV streaming packages and there is still a significant net loss quarter over quarter. This is giving the OTA households a bigger percentage that is now at 20% and increasing each quarter.

There's no question that there are many customers who are cord cutting and not switching to slim bundles, but there are also "cord nevers" signing up for slim bundles. My point is that although ESPN's subscriber numbers are clearly falling, it's not as fast as, for instance, Charter's and Comcast's subscriber loss rate would indicate. The longer term question is whether there is a stable number at which the combination of traditional bundles and slim bundles will settle.

Exactly. At this point—traditional cable tv has really not tried to be competive on pricing. Eventually it will fight back with skinny bundles and a la Carte. Also, streaming services largely are getting better deals on rights fees because they represent fewer viewers and were looked at as a place for content providers to derive a little incremental revenue. As streamers become a larger part of the pipeline to consumers and as cable networks have less cash sloshing around, content providers will look to streamers to pay more for content—meaning the cost of streaming will rise.

Eventually, there will be an equilibrium between the two as streaming loses its big price advantage.


Very interesting development directly related to these questions. The research firm MoffettNathanson estimates that virtual cable packages (Sling, Hulu Live, Playstation Vue, Directv Now, etc.) added 962,000 subscribers in Q3. This compares to losses for traditional cable and satellite services of 872,000 subscribers for the same period. In other words, there was a net gain of 90,000 subscribers.
Quote:The dynamics in the pay-TV biz are splitting programming groups in “haves” and “have-nots,” according to Moffett.

The haves: CBS, Fox, NBCUniversal and Disney, which are included in nearly every virtual internet-TV service. The have-nots, whose networks average less than 50% penetration into virtual pay-TV services, are A+E Networks, Discovery Communications, Scripps Networks Interactive (which is being acquired by Discovery), Viacom and independent networks, per Moffett’s analysis.

Isn't Viacom & CBS one and the same???
11-24-2017 02:53 AM
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