[opendtv] Re: Netflix Is 6% of TV Business, 43% of Ratings Decline — Nathanson | Re/code

  • From: "Manfredi, Albert E" <albert.e.manfredi@xxxxxxxxxx>
  • To: "opendtv@xxxxxxxxxxxxx" <opendtv@xxxxxxxxxxxxx>
  • Date: Tue, 28 Apr 2015 00:23:34 +0000

Craig Birkmaier wrote:

So, it seems to me that if CBS and the other networks decide
to use the Internet directly, to their advantage, as CBS has
done but not yet the others, they can take back what they
worry that Netflix has taken from them.

Once again, Netflix took nothing from CBS. They BOUGHT the
rights to some older CBS shows,

As always, Craig gets lost, so let's spell it out for him.

If Bert had paid attention he would have read:

"Now there are drumbeats that the studios will cut back on those sales, but
during Netflix’s Q1 earnings call, the company said it hadn’t seen any sign of
that yet. Then again, that’s one of the reasons Hastings has been accelerating
his investments in original content — he doesn’t want to depend on the TV guys’
leftovers."

So, Craig, it looks to me like the congloms are rethinking allowing some third
party (Netflix) to recycle the old stuff. And at least CBS, if not YET the
others, have taken some of this back in-house. Perhaps the recycled stuff is
more successful than they thought.

Bert ignores the fact that the syndication market is ALSO primarily
appointment TV,

No, Craig. You got lost again. The very successful Netflix model is NOT by
appointment. If the congloms are rethinking this third party streaming model,
they will NOT retrench back to by appointment, as CBS All Access has NOT done.

If you are saying that a separate subscription will be required for
each major producer of content,

If you are saying that consumers will have more choice, easier access,
and the ability to create bundles that are better matched to their
viewing preferences, I agree.

Finally.

Bert



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