Disney, AT&T e Comcast X Apple, Netflix e Amazon

Who would buy Netflix? Rumors about increased in line with the rise of giants of streaming in the past decade. Apple, with its huge reserves of money was always mentioned as a suitor. Maybe Amazon, or large distributors like Comcast and AT&T. At some point, say industry sources, Bob Iger of Disney, came to ask the boss of Netflix, Reed Hastings, if he would see eye-to-eye with an offer of purchase (Hastings said no). But, conversely, the six companies decided to make huge investments that will transform the media landscape, both in the field of producing content and in the way people consume. Since June AT&T, Comcast and Disney spent $ $215 billion in total in acquisitions, respectively, of Time Warner ($ $104 billion), from Sky, European TV station ($ $40 billion), and a large part of the 21th Century Fox ($ 71 billion). By your side, Apple, injected $ $2 billion on original programs with some of the most famous directors and Hollywood stars. On 25 March the company announced your new service via video streaming, Apple tv +, which will be available in more than 100 countries at the end of this year. Amazon should expend more than $ $5 billion annually in content. And Netflix will also apply $ $15 billion this year in original and licensed content in order to increase the number of global subscribers, 139 million today, before its possible competitors to implement fully its services. The companies are in pursuit of the same prize-recurring recipe video subscriptions paid by tens of millions of Americans and 100 million potential viewers throughout the world. It is not known how many companies clearly will be able to thrive at the same time. More than two, but analysts admit not all six. Are only $ $10 per month that people pay by the signature. They may opt for packages which include something else, like a cell phone service – business model that consumers adopt increasingly in the United States, where a single Distributor sells many channels to a single price. What will these packages rewritten will depend on who wins the battle of the streaming. In this dispute the competitors have adopted different strategies to win subscribers. AT&T will unite entertainment with your cell phone service, which will help the company get through Verizon and become the largest mobile phone operator in the United States. Comcast will offer a streaming service supported by ads of NBCUniversal, which owns, for its 52 million pay-TV customers and broadband (including the Sky) in the United States, Britain and other parts of Europe (she also sell signatures, but their ambitions are more modest than those of the other?). Disney will use your enviable collection of movie franchises, including Star Wars and Marvel superhero movies, to attract families to the your Disney + and then forward them to its consumer products and theme parks. For these tech giants video is a way to attract customers to their online Emporia. Amazon, with 100 million households subscribing to Amazon Prime, is currently ahead of Apple. But the Apple TV can take your new programs for the 1.4 billion handsets in the world. The company and the Amazon has more money than AT&T, or Disney and Comcast can afford to inject billion annually on video-streaming in the coming years. Their platforms are perfect for selling services online, including video. And then there's Netflix, which is in a strong position for having been the first. Your algorithms produce what viewers want and she has the necessary infrastructure to deliver content to an increasing number of people. A recession or an increase in interest rates can affect your ability to raise loans. The company has more than $ $10 billion of debt and $ $3 billion of your roasting box a year. But your leadership is such that it can cut the cost of content and still stay ahead of competitors. AT&T and Disney facing a problem more complicated. To thrive in the field of streaming they will have to compromise existing companies that are profitable. In AT&T unit which houses the Directv, satellite provider, acquired in 2015 for $ $63 billion, operating income fell 20 percent since 2016 – partly due to aggressive marketing of Directv Now, a package of pay TV networks streaming. The new streaming service of AT&T (marketed under the brand name WarnerMidia) should exacerbate the decline. Disney, by your side, will deprive themselves of $ $1 billion this year-and $ $2 billion annually from 2020 – when to stop to license movies to Netflix and invest in original programs for your streaming platform, Disney +. New investment in your service Hulu, with 25 million subscribers, will also be exorbitant. Non-profitable goals. Disney and AT&T are willing to sacrifice short-term profits for two reasons: the vulnerability of their underlying transactions and the hope of returns of streaming. With the rise of Netflix, YouTube and other Internet distractions, Americans are watching less TV pays and abandoning expensive programming packages that AT&T offers and that support for the networks. And go less often to the movies. That's why Rupert Murdoch sold a large part of your Empire Fox and Jeff Bewkes was anxious to be done with Time Warner. The needy essential content networks will face demands from distributors to reduce prices. For Disney and AT&T Fox, Time Warner and entertainment networks with their libraries of successes are valuable assets. For Disney, which had popular content even before the Fox deal, the profit generated by streaming has increased. ESPN, the sports channel company, generates more than $ $2 billion per year, according to Kagan Research Group. But your range comes down. In 2018 the company launched a service streaming sports. In less than one year accounted for 2 million subscribers (although I am going to lose money for years). The real opportunity is expected to be in Disney +. The company's domain of movie box office receipts will be smaller as fewer people go to the movies. Matthew Ball, media analyst, says that even before the acquisition of the Fox franchises, like Avatar, their huge successes in cinema come starting to delete the other. The streaming offers a clear solution. Disney will release their movies directly online, as in the case of the Lady and the tramp, as well as TV series of Lucasfilm, Marvel Studios and Pixar Animation. For very optimistic analysts from JPMorgan Chase, Disney + can balance their accounts in 2022 and possibly attract 45 million subscribers in the United States and 115 million abroad. With a signature offered $ $8 or $10 per month this is equivalent to US $ $15 to US $ $19 billion in recurring sales; Disney's revenues in the last fiscal year totaled US $ $59 billion. And the company will also have something new and valuable: the direct relationship with his biggest fans. AT&T and Comcast appear to be in more precarious situation. The WarnerMedia owns some famous superheroes such as Batman and wonder woman, but are not as formidable as those from Disney. The previous administration on AT&T of Warner Media, when several respected executives resigned, especially on HBO, your most important asset, sparked concerns about your ability to manage a gigantic media conglomerate. Comcast, by your side, you don't have popular programs enough to attract the attention of subscribers. It is unclear whether the owners of the infrastructure will need to wage a battle to produce content. According to Craig Moffett, the MoffettNathanson research company, the boom of the streaming will benefit the owners of distribution channels. They can compensate for the fall in revenue from pay TV with broadband, which offers higher margins with less capital spending. The cost of programming has increased well above the $ $10 million per hour with Game of Thrones – as the viewer wait more and more successful programs. One day, a Hollywood Executive predicts, this spending spree will end. The streaming market will also consolidate. And will be "the biggest hangover that Hollywood has ever witnessed".