I found out that there's a backlog of content going back over 100 years (a lot of it at the public library) and have been happily consuming that for about 6 or 7 years now.
(I still have about 4 decades to go to catch up with today—which will probably take me another 3 years or so).
That's my thinking. I get the argument for "reduced competition" but Netflix and HBO aren't competitors. They are just two companies in the same line of business, but with different production lines.
I do wonder what it will do for their sports deals. HBO have had the rights to a lot of sports, including Tour de France and the olympics and is the only way to get EuroSport, as well as a number of TV channels, including some country specific ones.
You don't see reduced competiton? HBO Max and Netflix are director competitors, post acqusition Netflix no longer had to compete hard with shows like Succession. The expanded catalog makes it even harder for smaller streamers to compete.
On sports rights Netflix no longer has to bid and compete with HBO, and same story having a bigger live sport inventory.
This is not unlike consolidation of food distributors where the end up wielding strong pricing power, farmers have fewer options to sell to and restaurants have few options to buy from. The middleman profits.
I disagree. Spotify and YouTube Music are competitors, because I can switch freely between them, and expect more or less the same catalog. HBO and Netflix are supplementary and many will just get both, because switching from one to the other makes no sense. For example I can't watch Star Trek on HBO and the rights deals made with the studios ensure that I'll never be able to watch it one both.
Assuming that Netflix, Disney, Paramount and HBO where competing, then why aren't pricing at rock bottom? There's zero competition and removing HBO won't change a damn thing, other than removing one subscription for a large number of people (potentially).
Neutral here: I subscribe to neither.
I found out that there's a backlog of content going back over 100 years (a lot of it at the public library) and have been happily consuming that for about 6 or 7 years now.
(I still have about 4 decades to go to catch up with today—which will probably take me another 3 years or so).
That's my thinking. I get the argument for "reduced competition" but Netflix and HBO aren't competitors. They are just two companies in the same line of business, but with different production lines.
I do wonder what it will do for their sports deals. HBO have had the rights to a lot of sports, including Tour de France and the olympics and is the only way to get EuroSport, as well as a number of TV channels, including some country specific ones.
You don't see reduced competiton? HBO Max and Netflix are director competitors, post acqusition Netflix no longer had to compete hard with shows like Succession. The expanded catalog makes it even harder for smaller streamers to compete.
On sports rights Netflix no longer has to bid and compete with HBO, and same story having a bigger live sport inventory.
This is not unlike consolidation of food distributors where the end up wielding strong pricing power, farmers have fewer options to sell to and restaurants have few options to buy from. The middleman profits.
But yeah Netflix will probably spin off Cable
> HBO Max and Netflix are director competitors
I disagree. Spotify and YouTube Music are competitors, because I can switch freely between them, and expect more or less the same catalog. HBO and Netflix are supplementary and many will just get both, because switching from one to the other makes no sense. For example I can't watch Star Trek on HBO and the rights deals made with the studios ensure that I'll never be able to watch it one both.
Assuming that Netflix, Disney, Paramount and HBO where competing, then why aren't pricing at rock bottom? There's zero competition and removing HBO won't change a damn thing, other than removing one subscription for a large number of people (potentially).