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srufolo1
srufolo1
2/15/2017 5:36:48 PM
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Platinum
Re: Content, Distribution and Platform
@elizabethv How does what you pay for HBO through Amazon compare with if you used a cable provider? I know that Premium channels like ShowTime and HBO get expensive to add on with cable. They suck you in by giving it to you for free for the first several months of the subscription, but then it becomes inaffordable.

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Michelle
Michelle
2/15/2017 1:46:20 PM
User Rank
Platinum
Re: Content, Distribution and Platform
The way content is licensed and distributed has really changed over the years. It's very interesting to watch OTT players bend and shift to meet customer demands. Amazon has been adding more benefits to Prime membership. They may well be gearing up for the next chapter in streaming. 

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Ariella
Ariella
2/15/2017 11:38:25 AM
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Author
Re: Content, Distribution and Platform
@Adi Thanks. I don't know if FB is spying on me here because just now I saw a Hulu ad in my feed that said this: "Don't miss all seasons of the Golden Girls now streaming on Hulu! Watch now: https://hulu.tv/GoldenGirlsOnHulu

It seems Hulu wants to also be considered for binge watching. I don't believe I've given FB any indication I'd be interested in seeing all the seasons of the sitcom, though. I often am puzzled at what FB thinks is a targeted ad for me.

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Adi
Adi
2/15/2017 11:37:10 AM
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Re: Content, Distribution and Platform
But I think the opportunity for overlap would be more with the Hulu skinny bundle, which is yet to be launched. Last I heard launch date was spring 2017.

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Adi
Adi
2/15/2017 11:09:56 AM
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Author
Re: Content, Distribution and Platform
Ariella - Great question. Don't have current numbers, but I recall seeing that approximately 1/3rd of US HH have more than one OTT subscription. The most common "double" is Netflix + Amazon (which is a bit more complicated because there are a lot of Prime subscribers who don't use video), but that's about 10-15%. My very speculative guess would be that about 5% or less of US households have both Hulu and Netflix.

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Ariella
Ariella
2/15/2017 10:43:08 AM
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Re: Content, Distribution and Platform
@Adi Would that fit with the current level of consumer subscribtions? Do Hulu subscribers also subscribe to Netflix? 

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Adi
Adi
2/15/2017 10:13:29 AM
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Re: Content, Distribution and Platform
It's an interesting idea. If we do see Hulu's skinny TV bundle take off, then it might be a good fit. Netflix for the bingeing and premium viewing, Hulu for the day-to-day. But that depends on a lot of factors, including how Hulu's more premium fare is doing and what its costing them.

I would also look to Amazon as the best positioned for an OTT aggregator role. The company is already looking for ways to take on that role, and with Prime essentially subsidizing the video service, they might have a bit more financial leeway than the other "pure-play" OTT providers.

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elizabethv
elizabethv
2/15/2017 8:46:26 AM
User Rank
Platinum
Re: Content, Distribution and Platform
@afwriter - I completely agree about the option to add channels on to your Amazon subscription. I recently added HBO onto my Amazon subscription and I haven't looked back. The additional content is really nice to have, even if I'm not a big fan of the price. They do at least make it worth it. HBO is even a pricey channel to add-on (obviously) smaller channel options like UP are only an additional $5 a month. And you get a decent amount of content access for that extra $5 a month. It was definitely good for everyone when Amazon branched out with channels. If only there was a "Disney" channel, that option would be amazing. 

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Michelle
Michelle
2/14/2017 1:49:47 PM
User Rank
Platinum
Re: Content, Distribution and Platform
That would be really neat. I wonder how they'd get to that deal. I would expect some disagreements about pricing early on.

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afwriter
afwriter
2/14/2017 12:30:58 PM
User Rank
Platinum
Re: Content, Distribution and Platform
I think that Amazon has the most potential right now because you get all of their content and then have the option to add Amazon channels on top of that.

I would not be surprised in the future if we see some loose partnerships in the future between OTT providers. I could see something like Netflix and Hulu teaming up to create a "bundle" package which gets you both services for less.

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