Apple TV+ subscription service will launch on November 1st for $4.99 a month. However, with only a handful of shows available, it will not frustrate the launch of Disney+ or challenge Netflix in a meaningful way.
Netflix’s long-time streaming competitors Hulu and Amazon Prime Video are starting to capture more viewing marketshare.
Part Two: Netflix Trends, International, Feature Films. Through the first six months of 2019, Netflix’s customer acquisition costs have ballooned to $292 per subscriber.
Part One: Netflix Subscribers and Exclusivity. Netflix lost subscribers in the United States for the first time in nearly a decade. The next battleground in streaming will take place over content exclusivity.
Disney will bundle its three streaming services, Disney+, ESPN+ and the ad-supported Hulu starting in November.
By reclaiming their content from licensees to launch standalone streaming services, traditional media companies are sailing headlong into uncharted waters.
Beyond ballooning content and acquisition costs, fueled by costly debt, there are five additional obstacles that will challenge Netflix’s streaming dominance.
Netflix lost subscribers in the United States for the first time in nearly a decade. The second quarter was also the worst quarter in terms of international additions that Netflix has posted in four years.
Netflix will lose its top two shows when Friends returns to WarnerMedia at the end of 2019, and The Office returns to NBCUniversal at the end of 2020.
Online-only television packages are getting pricier to the point that they’re approaching the same fees paid for traditional cable.