Exactly. Same thing is happening with cable unbundling. Few people want to subscribe to Netflix, Hulu, Amazon Prime, HBO, ESPN+, Disney+, Peacock, and YouTube TV/Sling/Fubo/Philo/whoever to get all the content they're interested in.
Exactly. Same thing is happening with cable unbundling. Few people want to subscribe to Netflix, Hulu, Amazon Prime, HBO, ESPN+, Disney+, Peacock, and YouTube TV/Sling/Fubo/Philo/whoever to get all the content they're interested in.
There's a lesson in here somewhere.
Video streaming was like that for a while. You had Netflix and it was the king in town, but then all the other services started to roll in and take their content off Netflix.
I find it to be this wired tug of war between buisneses and consumers. On the one hand as a consumer you almost want a monopoly in the space as all your favorite shows or music will be on one platform (like Spotify). But we all hate monopolies so from the business side you would want healthy competition. The problem is that "healthy competition" means you now have to subscribe to 10 services instead of 1.
I know I have the same cable unbundling problem and have mentally decided that the maximum amount of subscriptions I will have is 4. If I want to subscribe to a new one, I find the one I'm using the least and unsubscribe from it first before adding another.
I'm certain that averaged over all readers, the reader who subscribes to four paid news sources already is a better sales prospect than the one who doesn't subscribe to any.
It used to be that your only options were cable or satellite packages that included lots of content you didn't want to pay for. People complained, and wished they could only pay for the content they watched. Now we have multiple competing Internet streaming subscription services, and people are complaining it isn't all bundled together.
If you only watch a few shows, you can buy them a la carte from Google/Amazon/iTunes/etc.
What really matters is pricepoint. A couple of subscriptions still runs far cheaper than a cable package. People will keep complaining until they can get every show there is for a minimal fee, but I don't see why we should expect that to be a realistic possibility.
It's more about access and convenience than entitlement. Even on Google/Amazon/iTunes, you simply can't access all content. Depending on where you are globally, it might not even be possible to gain access if you subscribe to every available streaming service. It's not like there's a common infrastructure where all content is published, with streaming services as a wrapper on top. And as Gabe Newell said, "The easiest way to stop piracy is not by putting anti-piracy technology to work. It's by giving those people a service that's better than what they're receiving from the pirates."
The reality is there are a lot of exclusive, regional licensing schemes that preclude the content from being accessible anywhere for a fee. The media business has been and continues to be distributor centric instead of consumer focused, which is costing them potential revenue while they cling to an outdated business model. This business model likes to pretend the bundle is the product, but makes licensing deals on a per-show or per-franchise basis.
The license holder gets to choose whether I'm fed the "one episode a week" bullshit or whether I can watch episodes at my own leisure, whether to limit streaming to a limited time period or a limited subset of a series' seasons, to postpone my local launch date by an arbitrary delay, and so on. The streaming service middlemen get to decide how much of my time to waste by obscuring quality ratings, limiting discoverability, not listing availability dates, not allow viewing of shows because subtitles aren't yet available, and so on.
We have the networking and storage infrastructure to have any content available anywhere at the same time. We have the payment infrastructure to allow target audiences to access your content and pay a variable price based on what they watch. We know how to make rich user interfaces where users can indicate their viewing preference. The only conclusion I'm left with is media companies want to compete on status instead of merit.
I really wish we didn't live in a time of rent-seeking, "engagement"-driven, anti-consumer walled gardens of crap.
It doesn't. I responded to the complaint that there are now many competing subscription services.
> That doesn't at all imply that the current state is desirable.
I don't see any problem with there being multiple competing subscriptions, and you've not pointed any out. Your other complaints are valid but are on different topics.
> Depending on where you are globally, it might not even be possible to gain access if you subscribe to every available streaming service.
I wasn't commenting on this, but I agree it's long overdue to fix these region peculiarities. It's a market failure of a sort. An example from here in the UK: there's no way to buy episodes of The Simpsons on any streaming service.
> The license holder gets to choose whether I'm fed the "one episode a week" bullshit or whether I can watch episodes at my own leisure
That's not necessarily anti-consumer. For a show like Game of Thrones, releasing an episode a week is important to enable 'water-cooler conversations' about the show, which many viewers enjoy.
> whether to limit streaming to a limited time period or a limited subset of a series' seasons
Those limitations may be due to licensing/syndication agreements. The streaming provider might only have paid for a limited time window in which they're authorised to stream certain content. I don't think Netflix ever remove content that they own outright.
> obscuring quality ratings, limiting discoverability
These are both annoying, but streaming services don't have a monopoly on recommendations and reviews. Personally I put very little stock in their recommendations anyway, so I don't much care when they mess about with them.
> not allow viewing of shows because subtitles aren't yet available
Guessing here but that might be done in the name of inclusiveness. Adding subtitles improves disabled accessibility of the service. A strong policy of all shows must have subtitles might be a good thing; deaf users can then use the service in the knowledge that all available shows are accessible to them.
> We have the payment infrastructure to allow target audiences to access your content and pay a variable price based on what they watch.
The point of the subscription model is that you pay the same monthly rate no matter how much you watch. If you want to buy a la carte, you already have that option too. I don't see any problem here. If you mean to say you think the prices are too high, that's a different matter.
> rent-seeking, "engagement"-driven, anti-consumer walled gardens of crap.
It's not rent-seeking. Shows are costly to produce. (I happen to support radically reducing copyright durations, but that's not the same topic.)
I agree engagement-driven ecosystems can be very troublesome, but it's more an issue on YouTube (pushing people to watch politically toxic garbage), not so much with paid subscription services.
What do you mean by walled garden in this context?
> For a show like Game of Thrones, releasing an episode a week is important to enable 'water-cooler conversations' about the show, which many viewers enjoy.
That's a fair point I hadn't considered. One could ask whether that decision is up to the distributor, but that's a quibble.
> These are both annoying, but streaming services don't have a monopoly on recommendations and reviews. Personally I put very little stock in their recommendations anyway, so I don't much care when they mess about with them.
Would you agree reliable recommendations would be a value-added service?
>> not allow viewing of shows because subtitles aren't yet available
> Guessing here but that might be done in the name of inclusiveness.
Another excellent point I hadn't considered. How do you feel about, say, English subtitles not being available in a country that doesn't have it as a national language, with the series having been released in the Anglo world already on the same service?
> If you want to buy a la carte, you already have that option too. I don't see any problem here.
By your own admittance, à la carte isn't always an option - you'd mentioned the Simpsons in the UK.
> I agree engagement-driven ecosystems can be very troublesome, but [...] not so much with paid subscription services
I agree YouTube is worse at actively trying to limit what you see based on what they think you should watch, but I see elements on Netflix, too, with it moving around UI elements to try and get me to engage with what they've curated, pop-ups telling me "what I've missed" and so on.
> What do you mean by walled garden in this context?
I suppose what I meant to point out is that in my opinion, these services aren't actually competing, since their content offering is mutually exclusive. Seldom are two shows simultaneously available on two different streaming services. Perhaps this is a local expression of streaming providers, I'm not sure.
This diminishes the need for said service to distinguish itself on customer service, convenience and UX, since there's no one else offering the same content. That makes me question the added value of the middle man for the consumer, but I suppose content producers see Netflix and co as the consumer, not you or me.
They're competing like broadband providers are competing in the US, based on exclusive territory. The same could be said for gaming consoles, but to a lesser degree since there are way more multi-platform games.
I'm aware this is a judgement based on my own preferences, since they can be said to compete in terms of what their bundle contains. I'm personally not interested in bundles. I'm interested in good quality shows and movies. I'm interested in having a say in which shows get prolonged for another season and at which price point I'm still willing to endorse them.
Like you've indicated, this will probably never completely be the case, since that would make it cost prohibitive for content producers to try anything new, but some modicum of democratisation wouldn't hurt. It's happened for some areas of retail and for the music business, why not for video content? I'm imaging a blend of kickstarter mechanics and content aggregation systems. Perhaps with a mandatory "Innovation" subscription to fund new IP and a corresponding pilots/preview channel.
Yes, and I agree it's annoying when they play games with these systems, when they could just make a product that customers like. In the case of Netflix, the interests of the user and the subscription provider are relatively well aligned. It's more of an issue in YouTube where people can be pointed to toxic lies. That kind of thing can have real consequences in the world, it's not merely causing people to waste their time online.
> How do you feel about, say, English subtitles not being available in a country that doesn't have it as a national language
If it's translation into a foreign language then that's a different matter. The disabled access point really only applies when it's a native language in the relevant region. Still a plus to have it, but I don't think it would make sense to withhold a show until it's ready.
> à la carte isn't always an option
Sure, I was generalising. These peculiar omissions do occur. There's still the option to buy/rent these things on disc, at least.
> curated, pop-ups telling me "what I've missed"
Good old FOMO-based marketing.
> these services aren't actually competing, since their content offering is mutually exclusive
That's still competition, they're competing on having the best shows. They're in no way obliged to all offer the same stuff.
If Netflix turns to garbage, downgrades everything to 480P, stops producing/licensing decent shows, increases their prices, and introduces adverts, then people will move over to Prime and the other alternative services.
> This diminishes the need for said service to distinguish itself on customer service, convenience and UX, since there's no one else offering the same content.
Not really, as they're not competing only on having the best shows. They compete on convenience and quality too. This is why Amazon has invested in support for Roku, PlayStation, Xbox, Wii U, Chromecast, Apple TV, many different smart TV brands, etc. Some competing services have made less of an investment in supporting these platforms, and are consequently less appealing to customers. Amazon are keen to highlight that with a Prime subscription, you get 4K content for no additional charge, unlike Netflix.
> That makes me question the added value of the middle man for the consumer, but I suppose content producers see Netflix and co as the consumer, not you or me.
You pay Netflix, and Netflix provides you with a streaming service and pays licensing fees to external content-producers. They're 'middle men' in a sense but they're earning their cut.
Content producers make money through Netflix, and through direct sales to customers through discs and through streaming rentals/purchases with services like Google Play Movies.
> They're competing like broadband providers are competing in the US, based on exclusive territory.
No, that's not a fair comparison at all. With the ISP situation in the USA, each individual customer has little to no choice about which ISP they will have to use. That's not the case here, where customers have many competing services to choose from.
This is competition in action. There's no reason they should all offer the same shows, instead they should compete to offer me the best shows they can, then I'll decide which subscription(s) are worth my money. Fortunately, this is exactly what they're doing.
> It's happened for some areas of retail and for the music business, why not for video content?
From the point of view of someone like Netflix, making a highly unusual show is a high-risk investment of tens of millions of dollars. I'd say they're doing a pretty good job of not being too risk-averse though: Stranger Things was hardly a sure bet, but we can be sure Netflix are glad they went for it. Competition with Amazon Prime is presumably one of the reasons they did it; they know they have to keep adding quality content to stay in the game.
> I'm imaging a blend of kickstarter mechanics and content aggregation systems
I don't know of any successful TV shows made through Kickstarter-style funding. I don't want to be dismissive of the idea but I haven't been given a reason to think it could be made to really work well.
But of course many apps require over the top extra cable-based subscriptions to channels to access content. So it’s not unbundling, it’s just regular cable bundling plus a ton of extra apps tacked on, the worst of both worlds.
Really, this is one of those areas that it would be wonderful if there was some standard by which content providers could expose their content and the metadata for it, and if you had an account with access it would be added to some aggregator for you. Sort of like what you get with Apple and Roku, with search ability through apps/channels, but in a more normalized fashion. Being able to add a discovery URL and access credentials and have a system automatically add content would be wonderful as a consumer, but the incentive just isn't there with the providers because there's always some big exclusive access deal, or a deal across multiple providers, so I'm inefficiently paying for the same movie on Netflix, Amazon Prime and Hulu. I want a world where I can add Netflix and Amazon Prime credentials to Hulu, and access all the content through Hulu, or Hulu and Amazon Prime credentials and watch everything in Netflix, or just add them all to Roku and have it add all the content to an interface there for me to use.
Amazon is actually getting closest to this in functionality, if not in spirit, by allowing you to subscribe to lots of other services through it and they show up there. Of course, you have to pay Amazon for them, and you are stuck using Amazon to view them, so it's not really equivalent at all.
I don't need to watch anything right away, so I keep track of what I want to watch, and rotate my subscriptions monthly to binge it. Not ideal, but I'm kind of only paying for what I want to watch, instead of a running fee for multiple services.
Everything old is new again.