Tag Archives: Hulu

September 28, 2025 · 17:58

A few days ago 

A few days ago we had the impact of the ban of Jimmy Kimmel and that impact it had. Disney need to raise all awareness flags because like the little weasels they seemingly are, the subscriptions were cut. According to some sources almost $4 billion in subscriptions were lost. Some will howl with laughter, but the impact is a little bigger. You see, soon after that (at https://www.cbc.ca/news/business/disney-subscription-increase-1.7641020) we are given by CBC that ‘Disney+ is raising subscription prices for the 4th year in a row’, one could say this is exactly why I prefer physical media, but Disney wants people to ‘embrace’ Disney plus forever. That Will never do for me. So as the CBC is giving us “Starting Oct. 21, the ad-supported Disney+ plan will increase by $2 US to $11.99 US per month, while the ad-free premium tier will rise $3 US to $18.99 US a month. Annual premium subscriptions will jump $30 US to $189.99 US. Bundled packages combining Disney+ with Hulu and ESPN+ will also see price hikes, according to the company’s website.” This makes them more expensive than Netflix. We see all the iterations and the settings that others bring, but the short and sweet stuff is that there is a case to be made for owning physical media. You see, what these streamers seem to forget is that the subscription will have two sides. The subscription and the price of internet streaming. Some providers have ‘a tentacle’ setting that those bytes are disregarded from your internet subscription. Yet as I see it, when the going gets tough, those ‘arrangements’ will fall flat and the prices really will add to the equation. And as we are given “The price increase also appears to apply to Canadians. An email sent to a Disney+ subscriber and reviewed by CBC News shows that the cost of a premium subscription will jump from $119.99 to $159.99 on Oct. 28, though it’s unclear if there are other Canadian price increases” we see this setting (optional) in “it’s unclear if there are other Canadian price increases” but we need to reconsider some streaming solutions and weirdly enough. I raised that very topic in ‘Choice, can you choose?’ which I brought to you on January 9th 2021 (at https://lawlordtobe.com/2021/01/09/choice-can-you-choose/) and there we see the setting evolve and I was only 4 years ahead of the rest. I also (not there) raise the setting that someone brings is a collective of these channels, because there is the setting that people are willing to pay $20 a month for both Disney+ and Netflix, optionally a little more for others to be included. So when you have Netflix $18 + Disney Plus $19. Would it be an idea to get BOTH for $25? (I personally would prefer $20), but that is where the setting is set. At present the setting does not allow BOTH to be included and in this time where (especially the Americans) will have to live on the Roman setting of Bread and Games which was opted be the Roman Poet Decimus Junius Juvenalis and as I see the setting where “Roman government used free food and public entertainment to pacify the populace and prevent revolts, a practice now used to describe any form of mass distraction that diverts attention from societal grievances” is pretty much what the American government needs at present (my speculated view). And as we see the settings of Army deployments in America, ICE dressing up like bank robbers and a whole range of other settings gives rise to my point of view. 

So will Disney evolve? Will we see the Blu-ray version of the Mandalorian? Or will we see the settings of accumulated streaming? Tune in next week when you will hear nurse Piggy say “Oh doctor, he is not 5G compatible” we look back and see how relaxing and entertaining the Muppet Show really was and we still remember that after 50 years these 5 seasons are still on the minds and in the hearts of millions of people. Well done Jim Hanson and Frank Oz.

Timeless humor is truly timeless. Have a great day and don’t get your coffee from the Swedish chef. I ordered it with the music of the Beatles and got a handful of those critters in his cup of Covfefe.

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September 30, 2024 · 11:48

Co inky dink

Yup, my previous article on comic films preceded a BBC article. Or perhaps better stated I saw the article after I wrote my article. As coincidences, go a nice one. The BBC article (at https://www.bbc.com/news/articles/cj6er83ene6o) gives us ‘Hollywood’s big boom has gone bust’, I have some issues here. The first is seen with “the good times ground to a halt in May 2023, when Hollywood’s writers went on strike” I resent the implied status that this was up to the writers going on strike. And as we are given both “The actor and aerial cinematographer turned his hobby of flying drones into a profitable business in 2012 just as the streaming wars were taking off. For a decade, he was flying high above film sets, creating sleek aerial shots for movies and TV shows on Netflix, Amazon and Disney” and “But rather than roaring back, in the one year since the strikes ended, production has fizzled.” This story isn’t giving us the goods. You see there are a few elements. One is saturation of business. First there was Netflix, and not we have in addition Disney plus, Hulu, Paramount, YouTube TV, Sling, Fubo and Amazon prime. Several more to follow but these are the better ones. What was one is now eight and it doesn’t end there, there are all kinds of digital boxes who keep tabs on it all. The problem is that income levels are still the same as they were in December 2019, pretty much in synch with the first Covid setting. In 5 years most incomes are either the same or ridiculously close to that and in the meantime the cost of living has gone through the roof. Housing has been raised in many places by as much as 50%, that is hundreds of dollars a week. Food has risen by about 5% per year. There is the larger set that most people can at best afford 1 digital channel (if at all), as such all eight channels competed for the same customer at the same time. As such it isn’t merely that production fizzled, or that projects were cancelled. There is a dwindling population that cannot even afford one channel. And to relate that to the present, Disney projected it would spend between $8 billion-$9 billion on content for its premiere streaming service. Now see that investment all whilst less people could afford that TV channel. This isn’t merely America, this is a global problem. Hollywood has relied on the old Roman principle “Give the people bread and games” and now the people cannot afford the games and more and more of them are falling short for buying bread and this is happening all over the world. So whilst we get “Projects have been cancelled and production was cut across the city as jobs have dried up, with layoffs at many studios – most recently at Paramount. It had a second round of layoffs this week, as the storied movie company moves to cut 15% of its workforce ahead of a merger with the production company Skydance.” We see that there is a lull in the setting of projects and the attainment that people are in the mindset of “things will go better soon” but that is not the case. America and Europe wasted at least two years on their ego all whilst the ‘customers’ who had the cash have vacated to China. I saw this happen two years ago, which is why I created a script that could entertain the Muslim population. And I was right that SBA (Saudi Broadcasting Authority) and Dubai media are growing like crazy, all whilst the American players are merging and buying each other out. I saw the same happen in the IT in the early 90’s with a Dutch company called Infotheek. On the edge of bankruptcy, they bought the smaller players and take that revenue as your own. It didn’t work then, I doubt it will work now. And in that light America has a second problem. Many players will divert to Canada as it could be an option. Many actors and actresses are Canadian, so that works for some. Vancouver is a new powerhouse in this and the more the capture the smaller the American pie becomes. As such the article is right, Hollywood big boom has gone bust, as could be the case for Hollywood fairly soon. And there lies the problem, an over bubbled industry, A premise of channels that ned to invest billions, all whilst there is doubt that the revenue in 2026 could have diminished by 20% (at least), as such who gets the money? Then in the past 300% on investment was achievable, soon it will merely be between break even and perhaps 50%, so how many investors will leap the fence to optionally Arabic channels? I made it clear in 2020 that you cannot bite the hand that feeds you, but did the American defense industry listen? Nope and now the Chinese defense industry reports a growth of 25% year-on-year. That is money that is not going to America and now the streaming channels are optionally seeing a similar move towards Arabic nations and India. So how long until the boom turns into a gap that implodes implodes? 

All things that have been out in the open, but the BBC overlooked it. It is a good story and it gives some of the goods, but it overlooked the attached factors and these are a lot more disastrous. Well, that’s it for now. It is almost lunch time for me, have a great morning wherever you are.

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November 18, 2023 · 07:21

A song in my heart

We all have these moments, we all get that moment that our heart starts to sing and it is never for one reason. It can be a woman (Laura Vandervoort), it can be a video game (Horizons Forbidden West), a movie (John Wick 4). There are different reasons fuelled with anticipation, desire and longing. The heart picks up on this and sings. For me this started in 1982. A mini series on TV caught my attention. It was the exploration of John BlackThorne (Richard Chamberlain) of Japan. It was probably the first time I saw something on the historical side of Japan. We saw the titan Toshiro Mifune and I am decently certain it was the first event I saw with him. Over time I saw more, we saw the Portuguese version of Gimli, portrayed by John Rhys-Davies, Yoko Shimada, Alan Badel and many more. The work of James Clavell brilliantly set to TV. It was a few years later when I got the VHS edition and another decade until I got the DVD. It was a few years ago when I tired to get the Bluray edition, however unsuccessful. I still have the DVD’s. I must have seen the series several times since the 1982 introduction. It never stopped bringing joy to my heart. So when I saw a new trailer, the trailer to the 2024 remake, my heart basically went bug-nuts.

Now we will get to see the cycle from Blackthorne and Toranaga, now portrayed by Cosmo Jarvis and Hiroyuki Sanada. We have seen Sanada in several things (well, you could have). There was 47 Ronin, Helix and several others. I know it will be a few months, and several more until I will be able to get the 10 episodes on Bluray, but the idea in itself makes my heart sing. One of the more prestigious series I have ever seen will be remastered and with the evolution of special effects and camera options, guided by a new cast with decades of insight we are optionally treated to a series that will overwhelm the senses, at least that is what I am hoping for. The 1980 version was ‘only’ 5 episodes, but the pilot and finale were 3 hours each, as such the new version might be on par with that. Yet I am not trivialising this, the original version was a titan and it still is, it stands next to I Claudius as the best drama in history and they have had their positions for half a century, as such the remake will have quite the challenge to equal. I have no doubt that the cast is up to the task. Hiroyuki Sanada is very much on near equal footing as Toshiro Mifune is. His list of achievements is a decent indication of that. The rest? Well, I hope to learn this in about 15 weeks when the first episode airs and I do hope it is something I will be able to see, although it is much more likely I will get the Blu-ray on day one (preferably before December 2024). 

For now I feel great and it is Saturday (nice bonus). Shogun returns renewed and I can’t wait to see it. I am enjoying the weekend, I hope you will too.

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September 27, 2022 · 11:54

Bloomberg cake time

I got a nice surprise yesterday. Bloomberg handed it with the article (at https://www.bloomberg.com/news/newsletters/2022-09-11/amazon-will-spend-15-billion-on-programming-this-year), there we learn ‘Amazon is the Least Understood Company in Hollywood’. It was interesting because I do not know anything about tinseltown (Hollywood) and I put all these creators, streamers or not on one pile. It seems that there are differences and the article brings out a few sides I never considered. So when I read “Amazon has been making original series for as long as Netflix with far less to show for it. But there are signs its strategy is starting to pay off” my mind started procedure ‘Wake up’ and I took notice. You see, I created plays as stories, mini series, even a movie, but with nothing more in mind than a story. I put some of it in my blogs and that is the end of it (or so I expect) and as a storyteller. 3 series, 2 mini stories and a movie is not a bad result, especially as it is not my field, I am in technology. I am a call centre operator, a customer care person and I am happy there, even though I also miss technical support. So as we see the three things we need to be mindful “Six Gulf States told Netflix to remove videos that violate “Islamic values.”” My movie ‘How to assassinate a politician’ was specifically designed for these states. Then we get “The world’s second largest movie theater chain declared bankruptcy” yes this is sad, but it is also a sign of the times. Hollywood did not help here, they are all about creating more and too little about creating higher quality, that is definitely part of the equation and I am NOT looking at Marvel movies. Their endgame was magnificent, I still watch it at least twice a year and I might upgrade that one to a 4K edition when possible (I still do not have a 4K TV, so no rush). Then we get “Mark Bergen’s YouTube book is now for sale”, I merely wonder why that is a factor? Let’s be clear, it might be an optional work like  the Social network, you know, that movie with Mark Zuckerman’s lookalike Jesse Eisenberg. But that is optionally one movie, perhaps the book has more than I reckon, but I haven’t read it yet. So when we get to “Netflix has spent more than Amazon over the last decade, and produced a much higher volume of shows. But Amazon Studios chief Jen Salke has a $10 billion budget. If you include sports, Amazon is projected to spend $15 billion on programming this year, according to Bloomberg Intelligence. That’s comparable to what Netflix (and many others) will spend”, we see the first element I foresaw ‘produced a much higher volume of shows’, it is about more, not better. And there is the rub. Lets be clear, Netflix has created high quality work (the Sandman) no one denies this, but Hollywood produced in 2019 (pre Covid) 792 movies, that is almost 2 movies a day just to see it all, now we get that they cater to a niche and every movie house has a niche. Yet in 2000 they only produced 371 movies, that is quite the jump in less than 20 years, and as we are aware that the number of writers did not exponentially increase they either tailored to less quality or upped the pressure on writers giving that very same result, yes that is a personal view on the matter.  As we get to “Yet we know that Amazon is a very successful company that generated $470 billion in sales and $33 billion in net income last year. We also know that its advertising business is booming” we can speculate that they are doing something right, or they have additional data none of the others have. So when this is supported by “This is Amazon’s greatest strength, but also its greatest weakness. The company has seemingly unlimited resources — and no real need to win, at least not right away. While Netflix and Disney stress over whether shows attract new customers or prevent people from canceling (or churning), churn at Amazon is almost nonexistent” We optionally see a second part that is not mentioned and merely hinted at. It is not the resources, even though that helps. They can cater to THEIR population, which implies that churning is reduced to zero, and they keep focus on the projects and so far that is paying off. There is a benefit when you OWN the bank, but I reckon that they have a stage where they cater to a plan that holds 100% of their customers. Reality makes me rephrase that into ‘that holds 95% of their customers’, a stage both Netflix and to a lesser degree Disney cannot adjust for. Not unless they spend a whole lot more and that is the danger, they do not own the bank and the first insight that involves ‘Islamic values’ is actually a lot more important. Instead of creating an offspring with the focus on the gulf states, the ego of Hollywood thinks it can do it all and there is the trap that sinks 1000 titanic’s. To be honest, I would love to see the data that Amazon relies on but I reckon that only a few (at Amazon) ever get to see that whole picture. A simple lieutenant does not get the image the generals have and these generals have to make the hard calls, the tough calls and so far it seems that them at Amazon re making the right call. I personally speculate that they are playing the long game whilst the others are limited to quarterly pushes, until the next stockholders meeting. That is why in the end Amazon will overcome nearly all hurdles and most others are sunk as they were unable to see three hurdles ahead. The article holds more and Lucas Shaw did a really good job here, he showed me a few sides I never knew (why would I), and it brought information and delight all at the same time, so you should definitely read that article, it is worth your time.

Now I need to focus on fortune cookie marketeers, hopefully more in several hours.

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September 23, 2022 · 21:29

Dopey to some

Yes, Dopey, a name I cloak myself in frequently, that loveable dwarf not right in the mind and that is me to a fault. I just saw Matrix resurrections. I did not really like it, that is not the fault of the actors, they all played their hearts out and you can see that. The story was clever, really clever but the WOW factor was missing. I saw the first three as a complete story and I was fine with it. There was nothing missing. It had the elements of a Greek Tragedy, it had action (a lot of that) and several other sides. I was happy. So when the 4th movie came out, I was not really on par with my thoughts, and it had been close to 2 decades. I still remember the trailer that I saw in Chicago, it blew me away, I saw the movie 8 weeks later in Europe and I saw it more than once. Then the DVD came. I reckon that plenty of people got a DVD player just for this movie and that is saying something. There was a WOW factor that numbers 2 and 3 continued. It was missing here, but it made it not a bad movie, it merely made me less interested and I was not alone in this, but it does not matter. The storyteller in me woke up. I had my own movie considerations. It is called ‘How to assassinate a politician’ and the story was made for the Arab world (Egypt, UAE, Turkey, Saudi Arabia, Pakistan) in this I personally believe it would be a hit, but that I my view. Then my mind created ‘Another Furlong’ after the whole 9 yards with Matthew Perry. Just now I saw the Hulu Trailer of Hellraiser, it might be a hit. Especially if they resurrect the Nightbreed franchise as well, in the comics there have been several interaction between these two and there would be enough materials for either movies of mini series. The mind does not sit still, so as I was contemplating ‘Miss Peregrine’s Home for Peculiar Children’, more important the other books. Not sure if Tim Burton is considering to make the others into movies, but if he is not any of the streamers should consider it. There are so many options, but we get to see (for the most) a newly resurrected version of Death Wish, Robocop, Firestarter or Flatliners. I have nothing against any of these movies. Yet where is thee good stuff? Where is the original stuff? Now, lets be clear Matrix resurrections is original, based on a franchise, but an original story. Yet where are the titans? Another Lord or the Rings? OK, this is the prequel, the rings of power. I grant you that, but we are so about seeing more of the same that we merely endure repetition, this was one of the reasons why I came up with ‘How to assassinate a politician’, not the most important reason, but a reason none the less. I wonder what more I could make. I started to pencil season two on the grandson of Hades (still no title come to mind), I made one on the stage of the past with Kenos Diastima and Residuam Vitam. And past that a few small parts that require evolution. Perhaps it is a dopey thought, but is this what most of us have resorted to? Repetition? I am uncertain but overall I see less awesome movies. I reckon that Maverick is the most overwhelming movie I have seen this year and that is not a good thing. Consider, how many truly good movies have You seen in the last 6 month? If you need more than a minute to name 5, you will be able to see my point of view. With Netflix, Hulu, Disney we see so many more works, but the overall quality is falling down, that is not a good thing. You might have another idea regarding this and that I fine, but I worry what we will get in 2023, 2024 and 2025. That might just be me though.

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July 15, 2022 · 19:09

The other side we do not look at

My introduction to Jack the Ripper started as far as I remember in 1979, I was 17 and a few months at the most. It was the movie Murder by Decree with Christopher Plummer and James Mason. I thought it was good fun and I enjoyed the movie. The second introduction (as far as I remember) was Jack the Ripper, the mini series with Michael Caine as Abberline. His sidekick Lewis Collins (Bodie, the professionals) was his sidekick and the heartthrob Jane Seymour was there as well. This was the first introduction to the serial killer in a more serious way. And I took notice. I personally did not like From Hell, but it still matters. You see with all the less favourable stuff on TV, there is a side people forget. Michael Caine might have given it a spin, but the life of Frederick Abberline should have been made into a (mini) series long ago. 

His life has all the stuff a decent series needs and Abberline was nothing short of a police titan. We might overlook the last line as “Chief Inspector Abberline retired from the police on 8 February 1892, having received 84 commendations and awards.” Yet in today’s world people see a policeman as special when he gets a mere 10% of that (not dissing the police here). And the setting to make the series revolve not around chapters but awards and commendations has never been done before. The setting (still unverified) where we are given “was hired by the Pinkerton Detective Agency in 1904. Initially, he worked in casinos in Monte Carlo to find customers who were cheating. He then returned to England and continued working for the agency, until another retirement in 1904. He then bought a home, “Estcourt”, 195 Holdenhurst Road, Springbourne, Bournemouth.“ Should not be overlooked. It gives the series a final episode and a larger international interest. 

And in all these years Hulu, Netflix, and Apple+ never saw this staring in their faces? How come? 

A sideline not to be avoided could be that Abberline’s sidekick George Godley had his own successes over time. Two interesting characters of the London Metropolitan police and the only thing people look at was a mass murderer. But I give you this, find me any policeman who got 84 commendations and awards and you might just have a sequel in play.

When we see the series and the less interesting sides of Hulu, Netflix, Apple+ and every other stream provider none of them gave it a seemingly serious thought to look at London and its metropolitan police force in one of the most stirring time settings that London had in the 19th century. And in years of 35000 script submissions no one seemingly had the idea to look at the other side of the Atlantic river (at least that is what I think they didn’t do).

So what is/was stopping them?

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July 12, 2022 · 21:36

The blind seeker

This is not a riddle, it is simple. I cannot tell what the rules are for getting a script. I created three of them and I get it, it needs to be a certain format, it needs appeal, but as a storyteller, I do not care, and that is not some short sighted look. Around 35000 stories are submitted and only 350 get made. I am not some person seeking wealth (well I am, but not in stories), and as I have stated in the past. I lived the FX slogan, ‘The Story is everything’, it has been true for the longest of time and it ill remain true decades from now. So as I recall an article I wrote in ‘The stage of a game’ (at https://lawlordtobe.com/2020/09/24/the-stage-of-a-game/) almost 2 years ago, someone in Hollywood or Netflix should have woken up.

The fact that a comic (1965-1982) with artists like Don Lawrence; Oliver Frey; Gerry Wood; Philip Corke; Ramon Sola; Ron Embleton; Miguel Quesada can still tempt the mind of the reader a generation later should have alerted them to the setting that they have a winner here. In the age when special effects and CGI are so close to the real thing that we can no longer tell the difference whether something is real or CGI should have triggered the idea that the Trigan Empire could be big bucks. The fact that this remains a hidden treasure is delighting in so many ways. The series I started to follow at the age of 5 (2 years after it was released) and still has this appeal on me and on thousands who were around when they first appeared is a wonderful feeling. It gives rise to the appeal that Flash Gordon had in the 50’s to the previous generation and this generation who is a lot on the Hogwarts stage. Every generation has its special stories and to consider that the next generation could enjoy on the screen what the previous generation loved in equal measure in comic books, is overwhelming. I wonder if it ever becomes real. Well, Valerian became a reality in 2017, 50 years after the comic book launched. Even as the movie flopped (according to the numbers), I was happy to see it and as part 2 is now ready to be filmed and a part three is on route to become a reality too, I merely hope that I live long enough to see all three parts. But the small voice in me silently hopes that the Trigan Empire will become a reality too. And there is a lot more in the comic books that never graced the American shelves. Don Lawrence gave us Storm, the Spanish artist Vicente Segrelles gave the world a comic named ‘the Mercenary’ in an age of knights, magic and dragons. 

So many awesome stories that one wonders how blind are these Hollywood seekers, these diggers for Netflix, Hulu and Apple+? A stage that is merely waiting to be found by a limelight, any limelight. Dozens, if not hundreds of comic books, all undiscovered as they never graced the American comic book shelves (a speculation of mine). Yet in the stage of what we see now and what we hear now, so many series flop. I honestly do not know why, some I have never seen, some I saw and it was not my favourite, yet it was not bad. The reason of what we see and what some things are rated as follows definitions that some might think ludicrous and mostly because we do not understand what drives the ratings. So under those rules will series like the Trigan Empire and the Mercenary make it? I cannot tell, but I hope they do, to see my childhood hero (Valerian) make it to the big screen was mesmerising, I hope to see the other two there as well.

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June 17, 2022 · 21:07

Holes in the equation

That is what I have been confronted with. Looking or trying to see a solution, an IP, yet in the end I am merely looking towards a partial equation and I am trying to look towards the equation and the holes around it by covering it by part of another equation. So as I was looking at yesterday, at the setting of the SD cards (like the one below)

I was wondering how this could be utilised. Then my mind considered the GoogleChrome 2, but that is Google stuff. I was wondering if the ‘cast-bubble’ could support an SD card. Then my mind went on a sidetrack. You see, the makers of computers are less and less about optical drives. That gave me the idea, what if the Google Chrome 2 could be a transmitter connected to your 4K (or Bluray) player? What if that device could hand the images to the laptops in the house and considering I saw (a little while ago) a naked lady do Yoga in 4K (she looked really good doing that) I now know that a Mac laptop is able to show a lot more than an image of a Pokemon. But the setting holds, if the player (connected to a TV) can show the other devices too, the family will get a much larger audience from the one player in the house. We can watch the movie on our laptop, our console connected TV, our additional systems. As far as I can tell, the current Chrome-cast does not allow for that. So this setting is a freebee for Google, on the other hand if Amazon sees this and creates its own innovative patent, well that is up to the person who gets there the quickest. 

So as I went back to the beginning of what happened, the setting of M.A.A.S. Movie As A Service, a station that was once Netflix, the old Netflix and with the lines becoming ever more blurry. The idea that Marvel moves come with a voucher that allows you to see Disney+ for a few days could set the trend in other ways for Netflix, Paramount, Sony, Apple and Hulu too. I was so focussed on the application of SD/CF Cards in movies that I forgot that there are other applications too, not necessarily directly linked to these memory cards. You see, no matter how we are presented the stages, congestion is coming our way, those with a lot of money can avoid it, the rest need to find another way and that is where innovation comes in. How? Your guess is as good as mine at this time, but the larger setting is to surpass the points of congestion, so how to get around that? Gamers are (for now) too small a group. The movie, YouTube and TikTok group is the larger (if not largest) group. So if we can get them in other ways we could optionally delay or to a larger degree diminish the congestion that comes. And this is not a local problem, this is about to become a GLOBAL issue. And for now, I am in the dark on how this can be circumvented. Yet how to go about it? I learned at an early age that you start with the edges and as such set the dimensionality of the Jigsaw. From there you continue. Yet what if the Jigsaw is a kinetic one? A kinetic puzzle is a puzzle that does not show an mage, but a movie reel. When that is known the dimensions are still the first, but after that, how do you continue? That is the puzzle I am confronted with. We aren’t looking at a static event, but a dynamic one and there the brain (the useless one I have) shuts down for now.

I see part of the equation, but I see the holes too, so as I try to surround the holes I also learn that it is not the solution, because the holes are in motion. That is where I end, holes in the equation, yet the stage is one that I need to master, it will be a nice addition to the three IP bundles I have and at some stage either Amazon or Google will take a bite, because both want the billions and Microsoft is not invited. And as I consider the third player, I will set more time apart to take a look at him in my next article.

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May 19, 2022 · 21:55

The true setting

Yes, that is what we want, what we need. What is the true setting? We seek it, because (for the most) the media tends to give us a loaded canon, the question becomes for who they are loading their canons? This is seen with the BBC as they give us ‘Netflix cuts 150 US-based jobs after losing subscribers’ this headline is true, no one denies it and overall I wonder how many people left Netflix as they fired 1.2% of their workforce (150 out of 12,135). I can come up with all kinds of settings, yet we need to accept to some degree that Netflix will do what is best for Netflix, and that is not easy. Netflix has all kinds of issues. The first is that there is saturation in the streaming services. Netflix is apparently offering gaming services and become a competitor to Google and Amazon and as the BBC gives us “The redundancies, announced by the entertainment giant on Tuesday, will mainly affect its US office in California. They account for about 2% of its North American workforce.” This is fair, it amounts to a US workforce of 7500, so why did the BBC not give us that? We then see “In April, the streaming giant shocked the industry when it revealed it had lost 200,000 subscribers in the first three months of 2022, and warned another two million were expected to quit in the coming quarter. The news sparked an investor sell-off, with the firm’s stock plunging 35% in one day. It is now trading at $190 (£152), a 46% drop on its previous premium.” Now it is harder to say something about that. The stage of 2.2 million people is the setting of saturations and to some degree covid ending, or perhaps better stated, the people are expected to go back to work and there we see that Netflix is hurting the most, but not the only one. Covid endings will hit Disney, Hulu, Apple+ and others too. I see another problem, the fact that covid was ending was clearly visible, so the stage of “stock plunging 35% in one day. It is now trading at $190 (£152), a 46% drop on its previous premium” makes me wonder whether the suits of Netflix were wishful thinking or something. They are losing members, they are not correcting for 200K and 10 times that much in the coming quarter and the 35% drop implies an overreaction on one hand, or a lack of information on the other (BBC). This matters, because this knee jerk reactions from investors with their gaming enterprises will make it fail a lot faster than anyone expects. It is good news for Google and Amazon, yet there is the idea that it is not good news for gamers. You see the more game streamers there are, the more interesting it becomes for developers to sit don and seriously contemplate that dimension. Netflix would have been a decent third party. It is still possible with the other two, but three makes for a crowd and therefor for a larger interest by serious developers. That is how I see it.

So how will Netflix fare?
That is not easily seen and whatever I see makes it not truth, mere speculation and I am telling you that upfront. You see, no matter how I see it, how I interpret the knee jerk reaction by investors. There is every chance I might be wrong, and to some degree I do hope I am wrong. I have no idea how Netflix will be as a gaming solution, but a third player makes for more gamers and optionally for more embracing the streaming gaming solution. They do have options, or so we see. With “it’s looking at a cheaper, ad-based model and also planning on cracking down on password sharing which has cost it 100 million households.” We see two parts. The first is one, but one I personally would happily reject. The second one I have no issues with. The idea that 100,000,000 households share passwords implies that Netflix is losing over a billion a month. So they will need to evolve that system. At present I have no idea how, but there is always space for evolution.

So what will the future be for Netflix? I still believe that they can find all kinds of IP in the past, people forgot or merely ignored it and that is no different for movies and TV series. So saving costs in one directions does offer options in another and to be clear, there is an essential need for them to restore the loss of a billion plus. Beyond that? It will be anyones guess and a guess is as good as it gets for Netflix at present.

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April 22, 2022 · 22:48

As the swarm settles

It has been hours since the Netflix scare. And a few hours after that, less then 10 hours after I wrote the previous article, we get to see ‘CNN streaming service to shut a month after launch’ the article (source: BBC) also gives us “Warner Bros Discovery (WBD) says it will issue refunds to subscribers after the service is shut down on 30 April. The head of CNN+ has resigned and hundreds more workers could be at risk of losing their jobs. CNN+ was launched on 29 March in an attempt to bring in revenues from news streaming subscriptions”, we can see this in a few ways. Yet in this I personally believe that saturation is part of the issue and it will not go away. The others will feel the brunt. Netflix will bounce in part back, Disney will take a hit, but these two are too big to fail drastically, the smaller ones will take larger hits as CNN+ is doing and some of them will not survive. What I stated some time ago is now coming to pass. I wonder if I was right in the thought that smaller could survive if they would merge. The idea that smaller would combine their channels and subscriptions is a little bit extreme, but it beats being dead, does it not?

Yet there is more underfoot. There is ‘Cinedigm’s DMR Unveils Cinehouse – A Curated Lineup of Free Streaming Channels for Superfans’ (Source: Accesswire) where we see “Digital media and entertainment company DMR, is letting fans stream their favourite niche channels with the launch of Cinehouse. A wholly-owned subsidiary of Cinedigm (NASDAQ:CIDM), DMR is unveiling this new free ad-supported streaming television (FAST) service to super-serve enthusiast fan bases across several popular genres.” You can take these thoughts in many ways but when I see “Cinehouse is dedicated to bringing fans the best movies and TV shows from around the world – from ancient mysteries and heart-stopping action, to classic anime, comedy, gaming, K-pop and more.” I personally believe that some are dropping small channels with ‘free’ materials to subvert the populations requiring free options to make them unavailable. A bait to get rid of the smaller fish and clean the pond, decrease saturation levels by getting rid of the opposition. It is a personal believe and I might be wrong, but we see new free channels after the drowning of CNN+?

The swarms seem to settle and some are playing the free card to take out the competition. It is one thought and my thought could be way off and massively wrong, but when you see one source that can verify the setting that the rest ‘seems’ to overlook, my wandering lobe starts to take a look at the information others leave lying round and this is where it got me. Is it me, or not?

I will let you decide.

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