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Disney Jumping into the Global OTT War

Disney will be ending its distribution deal with Netflix and starting a brand new OTT service of its own. With the release of this major news, Disney has just become the biggest cord-cutter Hollywood has ever seen. Being the biggest
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Subscription Based OTT Services: Cancel Anytime

“Kevin Clarkson subscribed to CBS’s All Access streaming TV service shortly before the network’s “Star Trek” reboot premiered in September. He plans to cancel it soon after the season finale.” – WSJ Streaming service providers not only provide quality video
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Netflix v.s Amazon

Netflix is going nowhere and there’s very little Hastings can do. Acquisition by Amazon (or others that may structure a similar eco-system) shall be its only way out as long as anti-trust issues are cleared. 在美國,NFLX靠著實體DVD的租賃訂閱還撐住EPS的大半江山;而在國際間,做得愈多賠得愈多。總之,若無意外,今年第四季它的EPS就會變成負值。 NFLX Q4, 2015 Q4,
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Netflix’s Performance Continues to Decline

We have always held a pessimistic view on the future of Netflix. This article on Seeking Alpha provides a similar insight. 我們對Netflix的未來,向來不抱期待。讀者如果好奇,可以先看Seeking Alpha的這篇文章; Netflix: What Your Buyside Analyst Won’t Tell You 此篇重點,我們摘譯如下; 1. 在FANG四強中,Netflix的表現已難和其他三強相比。(FANG,包括Facebook, Amazon, Netflix, Google) 2. Netflix 持續成長並反映其估值的機會,幾乎為零。
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The Difficult Situations of Netflix, Spotify and Pandora

The online music and video streaming services are facing the same uphill battle. 目前線上的影音串流業者,都面臨類似的困境。Netflix只有美國的實體DVD郵寄業務賺錢,串流部分則是做得愈多,虧得愈大。Spotify更不必講了,在全球喊得很大聲,然而它不但年年在賠,還賠很多。 只有Pandora,在串流音樂的領域是非常成功的。它砍掉搜尋這種on-demand功能,而主張自己是radio station之模式,支付遠較Spotify這種業者低的權利金。惟其在北美以外一直沒有明確的海外擴張計畫,因此台灣對它比較不熟悉。 它的UI/UX看得出是千錘百鍊的最佳化配置、進入市場早(2000年)、每年包括MAU(目前有八千萬人)及聆聽總時數等等各重要數據都正成長(以營收而言,2012年4億、13年6億、14年9.2億、15年近12億);而在營收配置上,廣告占80%、premium訂戶占20%,更是值得參考的模式。 在影音串流領域表現佳,但目前在NYSE上,Pandora市值不到美金20億,去年營收近12億,四年來都一樣,小虧。併掉了Rdio之後也不會有改善。 讀者可以參考華爾街日報的這篇文章: Pandora Media Swings to Loss Amid Higher Expenses Web-radio-service Pandora Media Inc. on Thursday swung to a loss in its latest quarter, despite seeing
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Neflix in Taiwan, Same Price for Less

Neftlix is coming to Taiwan. Fans in Taiwan are rejoicing about its arrival. On the contrary, we feel pity for those who have signed up. Netflix今年進台灣,美劇粉絲引頸盼。我們其實很為這些人難過,為什麼呢?讀者可以參考這篇文章,摘譯如下: 「訂閱Netflix的DVD服務,主要就是為了它完整的DVD片庫。用戶有超過93,000部電影可供選擇。透過郵寄遞送服務,92%的用戶可以隔日取片。此外,因為著作權原因,最新發行的影片通常只以DVD配送,不供網上串流。」 「實體DVD和藍光DVD租借的授權其實比線上串流單純很多,電影通常在上映內一個月內即開始授權。串流影片則完全不同,授權合約經常到期或更動。Netflix常常必需從其影片庫中移除電影,也嘗試著用自製影集來補強其內容。很多Netflix粉絲對這樣的問題並不陌生,喜歡的電影一看再看,但再回首時,這些電影卻已遍尋不到。影片來來去去在串流服務可說司空見慣,使用者如果喜歡重看好片,還是用它的DVD服務比較好。」 Netflix台灣,價高片少 瞭解影音業者串流授權模式的都知道,契約和授權金都是以國家/地區為計算基礎,個別談判的。因此,每個地方能看得到聽得到什麼,永遠都是不一致的。這部分,Netflix 在美國拿到的授權片庫比起台灣的大得多、新得多。但是 Hastings給比較爛的服務,然後要收比較貴的費用(參考Spotify美國和台灣的服務方案與費率差異。) 在美國的 Netflix 可以另外訂郵寄 DVD/Bluray 的服務,而且那部分的片庫更大、更新、也更穩定(串流的內容經常有不定期的上架下架之變動,原因就是授權合約),你如果搜尋到某些片子是不在串流片庫但有實體DVD的,可以另外加訂這個服務,東西就寄到家裡了。台灣,休想,Netflix 沒打算理你,它連在美國也沒有 Amazon 可以單片額外付費線上租片或購買下載的選項,就更別提台灣了。
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Cord-Cutters – The Nightmare for Cable Providers to Come ?

We been expecting cord-cutters for a while and have yet seen any moves. 剪線潮,喊很久,卻只聞樓梯響,不見人下來。 Cord-Cutting Might Not Be So Bad for Cable Companies Today, video is only about 40% of cable companies’ profits… For a typical cable operator, a 10%
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On Netflix’s Growth

Sell Netflix : Projected Growth Is Not Impressive Enough  Summary Netflix’s increased cost of international expansion has resulted in a substantial decline in earnings growth, yet the company’s stock price has risen dramatically. Analysts are confident about the company’s ability
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Apple to Invest in Original Content

Apple’s Move Into Content Creation Could Devastate Netflix And Amazon Summary Apple is reported to be recruiting executives to head up a content creation effort. Apple will probably fund outside production companies to create Apple exclusive content as Netflix does.
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