Netflix Ante Portas

Featured Image -- 1857Bei Neunetz wird analysiert, wie 1. Streaminganbieter im Lizenzgeschäft mit TV-Sendern um amerikanische Serienlizenzen konkurrieren und 2. was wir zum Deutschlandstart von Netflix erwarten dürfen.

Zur ersten Frage: Je größer Streamingdienste international werden und je höhere Lizengebühren sie dadurch zahlen können, umso mehr werden sie sich gegen nationale TV-Sender beim Zugriff auf attraktive Serien durchsetzen können. Skaleneffekte, Transaktionskosten und Nutzerfreundlichkeit sind hierbei die drei Kernfaktoren. Wenn ein amerikanischer Pay-TV-Kanal wie AMC eine Serie auf einen Schlag über Netflix in 40 Territorien verkaufen kann, warum soll er dann mit 40 unterschiedlichen nationalen TV-Sendern verhandeln?

Zur zweiten Frage: Netflix und seine Konkurrenten von Watchever und Maxdome unterliegen den zeitlichen und regionalen Auswertungsfenstern der Rechteinhaber, können in der Regel einen Film oder eine Serie erst zur DVD-Veröffentlichung anbieten. Einzelne Angebote können gegen Aufschlag aus diesen Zyklen herausgebrochen werden. Eventuell verbessert sich die Verhandlungsposition von Netflix mittelfristig, wenn die internationale Expansion so erfolgreich läuft, dass die Marktmacht von Netflix ein Gegengewicht zur Marktmacht der großen Medienkonzerne darstellt.
Bis es so weit ist bleiben Eigenproduktionen als Differenzierungsmerkmal: Die immer attraktiver werdenden Eigenproduktionen unterliegen natürlich keinen Beschränkungen, es sei denn, man hat die Deutschlandrechte schon an SKY vergeben (wie bei House of Cards geschehen).
Ein ganz anderes und grundlegendes Problem, was SVOD-Anbietern in Deutschland gemein ist, sind die schlechten Infrastrukturbedingungen, sprich Breitbandabdeckung. Jeder, der mit einer 2000er Leitung einen HD- oder sogar 4K-Film streamen möchte, wird alsbald zornige Emails an seinen Provider schicken.

Hier sei Neunetz empfohlen zur weiteren Lektüre.

Comcast Is Happy With X1 Box

dt.common.streams.StreamServer.clsComcast has doubled the roll-out of its next generation STB X1 in each of the past two quarters and they like the results so far: X1 has reduced churn between 20% to 30%, produced a 25% boost in VOD usage and a 20% increase in VOD transactions versus the legacy platform.

All triple play customers are eligible for the X1 and Comcast is handing it out to double play customers who choose the video and broadband service.

Read more on multichannel.com.

X1 has reduced churn between 20% to 30%, produced a 25% boost in VOD usage and a 20% increase in VOD transactions versus the legacy platform – See more at: http://www.multichannel.com/news/technology/comcast-speeds-x1-rollout/382675#sthash.fJyoWjRv.dpuf
X1 has reduced churn between 20% to 30%, produced a 25% boost in VOD usage and a 20% increase in VOD transactions versus the legacy platform – See more at: http://www.multichannel.com/news/technology/comcast-speeds-x1-rollout/382675#sthash.fJyoWjRv.dpuf

Summarizing The Reasons For Personalization Of TV

logoOn their company blog, cloud TV platform maker Comigo, sings the praise of personalizing the TV experience for pay TV customers:

“The benefits for TV viewers are obvious. Viewers are finding the content they like faster, so they’re watching more TV, they’re ordering more VOD offerings, and they’re happier with their service operator.

And the benefits for operators aren’t so bad either… Increased viewer satisfaction and engagement means less subscriber churn, more premium content ordered, and subscribers who are actively talking to friends about the service, in turn, bringing about potential new business.”

Check out the whole article, which features some interesting links to recent research, here.

Nvidia’s Shield Tablet And Shield Controller Look To Offer No-Compromise Mobile Gaming

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Originally posted on TechCrunch:
[tc_5min code="518332065"] The Nvidia Shield was a first attempt by graphics chip- and card-maker Nvidia, but it gave the company a taste for building gadgets that wouldn’t go away, so now they’re back with the Shield Tablet, a gaming monster that doubles as a $299 Android slate. Nvidia’s gaming tablet is…

The Majority Of Today’s App Businesses Are Not Sustainable

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Originally posted on TechCrunch:

Though the app stores continue to fill up with ever more mobile applications, the reality is that most of these are not sustainable businesses. According to a new report out this morning, half (50%) of iOS developers and even more (64%) Android developers are operating below the “app poverty line” of $500 per app per month.

This detail was one of many released in VisionMobile’s latest Developer Economics report (for Q3 2014), which was based on a large-scale online developer survey and one-to-one interviews with mobile app developers. This report included the responses from over 10,000 developers from 137 countries worldwide, taking place over 5 weeks in April and May.

That mobile app developers are challenged in getting their apps discovered, downloaded and then actually used, is a well-known fact. But seeing the figures associated with exactly how tough it is out there is rather revealing. It seems the “1%”…

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Netflix Passes 50M Subscribers As It Reports Better Than Expected Q2 Revenue Of $1.34B

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Originally posted on TechCrunch:

This afternoon following the closing bell, Netflix announced the financial results of its second quarter, including revenue of $1.34 billion and earnings per share of $1.15. Analysts had expected Netflix to report $1.33 billion in revenue and $1.16 per share in earnings.

The company, which traded up around 1.7% during regular trading in a down market, is up around 1% after-hours following its mixed earnings report. Netflix’s year-ago second quarter in 2013 was disappointing, with top-line of $1.07 billion and earnings per share of $0.49.

In its most recent three-quarter period, Netflix saw its total subscriber base grow by 1.69 million to 50.05 million. Its domestic subscriber base grew 570,000, to 36.24 million. Its international subscriber base grew 1.12 million, to 13.8 million. The company had predicted that it would add 1.46 million new subscribers in the period, ending at an estimated total of 49.81 million. It beat that forecast.

In its sequentially preceding…

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QPlay Gets Shut Down

Qplay_ID_Master_Sad_1024-300x133You’ve never heard of QPlay? It was a video streaming service by two of the TiVo founders on a $49 streaming device and later on your iPad. It was supposed to let you watch a continuous stream of web videos.

Well, it never gained traction in the competitive streaming device market and it lacked the premium content required to pique the consumer’s interest. So while I still think it’s a good idea to turn the consumption of internet video into more of a lean back flow, we can say good-bye to QPlay.

Read more at Techcrunch.

 

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