Michael and Johnny look at the growing Streaming Wars by comparing the newcomers with the current streaming giant, Netflix. We look at each company’s financials, the number of subscribers, price, content, and trends.
In the Pre-Show & News of the Week, we discuss updates on the escalating COVID-19 pandemic crisis, how we are handling the extended working from home, and the growing impact on society and businesses.
Recorded Date: Sunday, March 8, 2020
Ideas of the Week: App to social distance navigate people through retail stores -> inspired by reserved trips at Disney Resorts
Time Stamps
- @00:01:24: Pre-Show - COVID-19 & Working from Home Updates
- @00:09:22: News of the Week
- @00:30:09: Main Contenders in the Streaming war
- @00:34:17: Contender Groupings - Tier 1, Tier 2, Tier 3, Up & Coming
- @00:35:27: Netflix’s biggest challenge
- @00:49:21: Is Disney+ inevitable?
- @00:57:08: Tier 2 Pretenders?
- @01:04:42: Pillars of Success in the Streaming Wars
- @01:07:22: Johnny channels Charlie Sheen
- @01:18:00: Google + Will Smith
- @01:21:05: Ideas of the Week - Intelligent Channel Guide with Auto Subscription capabilities; Location-based organization of traffic
Highlights
Pillars of Success in the Streaming Wars
- Historical Content
Disney
NBC
Netflix with Originals (2011)
HBO
- Money
Everyone except Quibi (VC money)
- Ongoing Content
Netflix
Disney
Amazon Prime Video
HBO
Hulu
Apple TV+
Hulu
Peacock (NBC Universal)
- Technology
Netflix
Amazon Prime Video
Apple TV+
- Talent to write great and compelling stories
- How can Netflix expand their business?
Merchandising?
Pull an Amazon and get into a secondary business?
Expand on Open Source contributions?
Expand into China?
- Is Disney+ inevitable for parents with young children & young adults with their range of brand properties (Disney, Marvel, Pixar, Star Wars, National Geography)?
- Is acquisitions a viable strategy for Apple? Will that prompt Amazon into competing for an acquisition?
- Is there space for more players?
Could Google with Youtube muscle into this space?
