Yes, we have that. Can we choose, can we not? It is not really our fault, until there was streaming we had it all (to some degree) and now, in the streaming universe, can we actually make that decision? Netflix, Disney Plus, Apple TV, Google TV, Sony Core, Canal Plus, HBO, Stan, if we chose them all, we are looking at around $100 per month, the bulk of all people cannot afford that, so they must chose. In that setting it pretty much sets the global population to Netflix and/or Disney Plus. That was before the price hike, there is every indication that we alternate the subscription or choose one, optionally two out of the eight. In all this Google TV is the odd duck,. It is a pricey $65 a month, making it immediately unaffordable for a lot of people at present, yet for that price you get 65 channels including CNN, ESPN and Nickelodeon. It basically becomes a global contender to Canal Plus and that is not all. If Google takes the quick road as Sky Channel did around 1989 in the Netherlands, they could get a much better solution. The Dutch (read: Rotterdam) were all charged via their energy bill but for a mere $5 a month, but that gave the people 12 channels overnight, and when you hand the solution over to a million subscribers you have wiggle space. Yet in that setting where will Netflix, Disney Plus and the others fall? It could change streaming overnight and the partnership that Google TV has with Sony implies that Google TV will be in too many houses with a Sony TV soon enough. So as 2021 will shake the streaming industry to its foundation, I wonder what will happen to Netflix at that point as it has invested well over $100 billion in its services. This is by no setting the end of Netflix, it’s pricing is affordable as long as there is one and Netflix does have a lot more, but what happens when Disney Strikes a deal with Google TV as well? That is a setting that Netflix is not ready for and they do not have the capital to change the venue as they currently have it.
I cannot give you answers, I d not have any, but there is clarity that there will be a larger first strike streaming war, and as I see it, Stan does not have much of a chance to survive it, Canal Plus will take a massive hit as well, they have the benefit that they are cheaper, but only half the amount of channels, when they add the 5 movie channels the price is almost even. Yes, I reckon that 2021 will be a slaughterfest on streaming players and there is no real winner in sight, or perhaps better stated, there are too many unknown variables for me at present too make a definite conclusion, but when we see that the largest part of 300 million Americans cannot meet their payments, add to that 700 million Europeans, 68 million Brits and 1 billion Indians, we can safely assume that there will be a slaughterfest, with Netflix and Disney Plus being the most likely survivors, but this is set on shaky grounds, there is a lot that can happen, but the union of Google TV and Sony Core gives us the stage that there will be wounded all over this battlefield, and as I see it, a stage with original materials is needed, for me it means that someone might take a liking to 2 movies, and optionally 2 TV series as well, for me it does not matter, I am focussed on my 5G IP. Yet I reckon that even there there will be streaming intersections on nearly every level and as such Google TV has the option to have a cheap solution for those who cannot afford the full price, but that comes with advertisements. An affordable streaming stage with advertisements, a stage where the value of a player like Google could optionally skyrocket, but to what level remains a mystery for now.