We go in-depth on the ongoing media streaming wars touching upon Apple, Disney, Netflix, AT&T… and well, we spend a lot of time talking about Disney, our new Media overlord. We discuss whether we are at “Peak TV”, audio streaming and the Marvel Universe and how it changed the global movie landscape for all of us. Throughout this episode, we must warn our listeners that we will also share some strong opinions on specific movies and tv shows… don’t tell us we didn’t warn you!
Navigation:
Apple TV Plus: why it’s not about what you think it is (01:59)
Are we at “Peak TV”? (09:34)
AT&T’s new media strategy (16:10)
Disney Plus: a new giant of streaming emerges? (21:40)
How the Marvel Universe changed the movie arena (33:05)
Peak TV and peak Media (41:40)
Resources:
Bloomberg, Apple TV+ launch - https://bloom.bg/3cZHQsU
Hollywood Reporter, Apple TV+ shows getting 2nd season - http://bit.ly/3aZ0W0x
Cult of Mac, Apple TV+ pulls in ‘millions of users’ in its first week - http://bit.ly/3b9uVTJ
iMore, Apple TV+ analysis predicts initial demand falls behind Netflix's top offerings - http://bit.ly/3d1ds1c
Ars Technica, As DirecTV tanks, AT&T says it will “re-bundle” TV with HBO Max - http://bit.ly/2U7oJVg
App Annie, Mobile Minute: Disney+ Poised to Shake Up Mobile Streaming Market - http://bit.ly/3b2elVp
Seattle Times, Disney Plus hits 10M subscribers in 1 day - http://bit.ly/2QcVjUz
What is the Endgame for Disney+ - https://econ.st/2We6rnW
Matthew Ball, Marveliad, Cinematic Universes Aren't New; They're the Oldest Stories on Earth - http://bit.ly/3b1piXE
Matthew Ball, Disney, IP and returns to "Marginal Affinity" - http://bit.ly/2Wi96wH
WSJ, Roku Getting Splashed by Streaming Wars - https://on.wsj.com/2WeOuFH
Hollywood Reporter, Studio Chief Summit: All 7 Top Film Executives, One Room, Nothing Off-Limits (and No Easy Answers) - http://bit.ly/3dbG5Jo
Hollywood Reporter, Liberty Media CEO Forecasts "Circular Firing Squad" for Hollywood's Streaming Wars - http://bit.ly/3d3j7Ec
Matthew Ball, The Mining of Media (or The "Streaming Wars" are Just a Battle) - http://bit.ly/2UdnYtE
WSJ, Expect Fewer Big Media Deals Next Decade - https://on.wsj.com/2Qi9lEp
Bloomberg, TV Industry Suffers Steepest Drop in Ad Sales Since Recession - https://bloom.bg/2QkucXL
Our co-hosts:
Bertrand Schmitt, Tech Entrepreneur, co-founder and Chairman at App Annie, @bschmitt
Nuno Goncalves Pedro, Investor, co-Founder and Managing Partner of Strive Capital, @ngpedro
Our show:
Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news.
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Full transcription: may contain unintentionally confusing, inaccurate and/or amusing transcription errors
Nuno: Welcome to episode 5.
Today we'll spend most of our time talking about media: the launch of Apple TV, Disney Plus, and a few other in-depth articles that we've had a chance to take a look at
Bertrand: Hello Nuno, how are you?
Nuno: I'm well, how about you Bertrand?
Bertrand: I'm doing good, thank you. I'm pretty excited to talk about the media space today. A lot of action in that space in the few months, so glad we find the time to talk about what's happening and what is all this media streaming war all about.
Apple TV Plus: why it's not about what you think it is (01:59)
Nuno: So let's start with Apple TV.
So, Apple TV Plus launched November 1st, we have a bunch of articles that we've been talking about for the last few weeks around and interesting. So what are your thoughts early on, on Apple TV Plus?
Bertrand: If you look at Apple TV Plus alone by itself it's not a very interesting service would be my take, in the sense that what's coming and what's unique from this service in term of unique shows you cannot get anywhere else, right now you just have a few of them, and at least from my perspective as a consumer, I have not been keen to see any of their shows.
I tried actually, I tried, it was kind of disappointing: what you can see is that a lot of money has been spent on any one of them, that's for sure, it's extremely polished, extremely polished, but for me the story is not there, it's disapointing in term of story basically on all these shows.
But when you look at the bigger picture of what they're trying to achieve it's probably better . The bigger picture is a few things, at least from my perspective: these new shows are more a magnet to bring you to Apple TV Plus in general, to the overall Apple ecosystem. And why would they want to do that? On Apple TV Plus you can get access to other TV channels, so it's not just Apple content you get , it's other TV content you can get access to: from HBO to a lot of others who you can pick. And they are, as usual, getting some significant margins playing with that.
Nuno: I