pcxmo

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pcxmo
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  • Apple's streaming TV talks fell apart on push for 'skinny' channel bundle priced under $30/month

    As much as everyone wants to buy a few limited channels, the business math doesn't work given the way things are currently structured.

    It is what it is... no one likes it but the money has been flowing for years, it is going to take a long time before someone is willing to fire half their employees and have their company file for bankruptcy so the " I want it my way" gets their wish.

    The only way it happens is if people like the Pluto tv network or there is a lot of good new content on other new channels.

    As an example Netflix has 40 US million subscribers - and generates about $6B in sales and 165 M/yr in profit.

    Disney (with ESPN) has 90-100 million subscribers- and generates about $25B in sales (without theme parks,etc).. and about $4B/yr in profit from that.

    Netflix makes 2.5% of Disney's TV profit.

    In what world are the Disney's of the world going to give up their real revenue for streamers that don't want to pay for TV. 

    The number of Cable subscribers has to really decrease before it make sense.

    HBO at $15 a month - that is a big number for for just one channel. ESPN knows that people won't pay that number a la cart. 

    Yes there are cord cutters - and if you thing you everyone is going to drop cable - go bet against them on the Wall Street roulette wheel.

    The big time live sports aren't available online for free. That will keep cable around for a while. 



    cali