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Ah, true. But they do still stream current-season Fox primetime shows on an authenticated basis via Fox.com. My larger point is that Fox did not sign away exclusive in-season streaming rights to their primetime shows to Hulu. That's a non-exclusive deal as Fox continues to retain in-season...

This is why I have been saying for the past few years that when ESPN (in its entirety) goes DTC, that's the beginning of the end of the cable bundle. That's when the floodgates open. The whole thing breaks apart into a few DTC chunks. And we can see the outlines of it now. Disney will put their...

The licensing deal that Fox has in place with Hulu is non-exclusive. Fox also has in-season streaming rights for its own shows (allowing them to stream on the authenticated Fox app). If they wanted to, Fox could make additional deals to license that content next-day to other services, e.g...

I see your point but I tend to think that those folks who care enough about local news (in addition to live sports) that they need to have it all in the same app/UI rather than switching to a free source (apps like Zeam, NewsOn, etc. or OTA antenna) aren't the kind of folks who would likely to...

Weak responses. People will sign up for Venu Sports because they care about sports, not local news. And frankly, by not including 24/7 local feeds of ABC and Fox, Venu might have avoided some of the legal/regulatory scrutiny they are receiving now, because they would be a bit less of a direct...

There's no reason why Disney couldn't have offered Venu a national-only feed of ABC (i.e. no local content, with maybe ABC News Live playing on the feed when local affiliates air their stuff). Same holds true for Fox. That's what I'm talking about. But instead, both companies are trying to get...

OK. You didn't really respond to any of the points of my post, but OK.

I really don't get why Venu Sports is going to include the full 24/7 feeds of local ABC and Fox stations. (Has that been officially confirmed by Venu themselves recently?) The price could be lower if they didn't have to pay retrans fees to all those ABC and Fox locals that aren't owned and...

The math doesn't work quite like that. You're using the carriage rates that channels charge "full-bundle" pay TV services (e.g. Comcast, DirecTV, YouTube TV, etc.) to include them in their line-ups. But those rates are premised on those services having a large minimum number of subscribers. The...

If this simply means that they introduce a new service tier at roughly half the cost, while keeping the current tier as-is (i.e. same price), then it's a good thing, IMO. What I'm afraid of, though, is that the current ad-free tier will see another price increase at the same time the cheaper ad...

I think Fox realizes that they're in a very dangerous situation now, with expensive sports rights but no DTC distribution for them. I think their strategy in the past was to keep all those sports exclusive to linear, to prop up the value of their locals and cable nets. But fighting against the...

I'll be surprised if the entirety of ESPN can be bought on a standalone basis for $20/mo. I'll be absolutely shocked if all of ESPN *and* Fox Sports can be bought at that price. But we'll see. This is the first I've heard about Fox Sports doing a wholesale deal with the forthcoming ESPN DTC...

LOL. You never concede when called out on something. You're always on this kick about how you can get "everything" from the traditional cable bundle by cobbling together various DTC apps while also spending less that way. All I was doing is pointing out that, no, that's false. Now you're moving...

OK, but that bundle of streaming services you've assembled is missing a ton of live sports that YTTV has. So to make it a fairer comparison, you need to add Venu Sports to your list of streamers. And OTOH, you need to add subscriptions to HBO/Max ($17) and Showtime ($11) to YTTV. YTTV with...

For the live of me, I do not understand why the traditional networks/studios aren't putting *all* of their new content on both linear *and* DTC at the same time. They save a lot of their best scripted stuff for DTC. They save some of their sports, news and reality shows for linear. Just put...

There's some truth in that but I feel like Netflix nostalgia has folks remembering that service as having way more stuff than they ever actually had. It's true that they had a fairly decent selection of older shows and past seasons of certain current broadcast and cable series, stuff from across...

Thanks for the explanation. Yeah, I think that concept would be so fundamentally transformative to the industry that none of the existing players would risk trying it. And as a viewer, I'm afraid it would create a sort of uncurated race-to-the-bottom in terms of content quality, with *all* video...

An interesting idea that the BofA analyst floated in their research note (discussed in the article above) is that WBD might make a play for Fox. Zaslav is clearly interested in another M&A deal for WBD. He kicked the tires on Paramount last December. I suspect he was most interested in CBS...

Jason Kilar, former head of WarnerMedia back when HBO Max launched, is saying something similar: a Spotify model for all streaming TV and movies. https://www.indiewire.com/news/business/jason-kilar-spotify-for-hollywood-streaming-model-1235019408/ Although I don't know if he's even thinking...

Keep in mind that Warner's "streaming" division includes all that revenue from those tens of millions of households that subscribe to HBO via their pay TV provider, some of whom never even use the Max app. Imagine how bad the numbers would be if that traditional HBO revenue wasn't included! And...

https://www.hollywoodreporter.com/business/business-news/warner-bros-discovery-explore-strategic-options-1235949753/ There's a growing recognition that WBD's strategy, largely centered on Max, isn't working. Some of you say that the HBO name should never have been taken from their DTC...

Unless Shari ends up going with the Sony bid, which I doubt, then it looks very unlikely that she'll make a deal for the overall company. This new Skydance deal, as well as other potential bidders like Barry Diller, appear to be just for ownership of Shari's National Amusements holding company...

LOL. The irony of posting your own evidence-free unsubstantiated suspicion and then asking Bruce to provide evidence to the contrary.

LOL. Probably best to just avoid all of his threads then, no?

Yes, although keep in mind that they have done little or no marketing for DirecTV Stream for over a year now. They currently only push the main DirecTV brand, which requires a contract and can be accessed either via satellite or via internet. No idea how many customers exist under that brand who...