PUC News’s Matt Belloni reports on what the slide in the stock price of Netflix means about the streaming model.
In terms of theory, it means the Market is no longer convinced the worldwide number of potential multiple platform streaming subscribers is anywhere near as high as Netflix has asserted. Practically, it means streamers are going to rely a lot more on advertising for revenue, and not just subscriptions. Even Netflix is starting to think about this, and (even more shocking to me) HBO, which will soon be merged with Paramount +, and have a with ads tier to hold down the subscription price. Which sounds to me like, contrary to their old marketing phrase, streaming will be the one thing that makes HBO, TV. https://puck.news/why-hollywood-is-souring-on-streaming/ -- Sent from Gmail Mobile -- You received this message because you are subscribed to the Google Groups "TVorNotTV" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. To view this discussion on the web visit https://groups.google.com/d/msgid/tvornottv/CAKGtkYKmc%2BSGPFNGvqteTj_YFrPE%3DJEjOFg9d9R8X0i_q4M4PQ%40mail.gmail.com.
