THEIR STREAMS AND JOINING ME
NOW TO DISCUSS WHAT'S NEXT FOR
THE STREAMING INDUSTRY IS JONES
SALSMAN SENIOR REPORTER FOR CNN
AND ALLAN WALKER CO-FOUNDER AND
LEAD ANALYSTS AT
TV RAB GREAT TO HAVE YOU BOTH
JOAN I WANT TO START WITH YOU
WHEN YOU LOOK AT THE BROADER
STREAMING MARKET, DOES IT FEEL
OVERSATURATED AND HOW DOES
PARAMOUNT PLUS SAYS LAUNCH
CHANGE THE LANDSCAPE.
>> I WOULD SAY JUST LOOKING AT
THE PACE AND ACCELERATION OF
CORD CUTTING THAT WE HAVEN'T
EXACTLY REACH A MOMENT
OF SATURATION. THERE'S
CONTINUING GROWING DEMAND TO
FIND OUT FOR
STREAMING SERVICES, YOU SEE
THAT IN THE GROWTH, ESPECIALLY
IN SOMETHING LIKE DISNEY PLUS
WHICH JUST ROCKETED BEYOND ITS
INITIAL PROJECTIONS FOR HOW
MANY SUBSCRIBERS IT WOULD GET
WITHIN ITS FIRST YEAR.
BUT WE'RE DEFINITELY ALSO SEE
NO SUBSCRIPTION FATIGUE IS REAL
AND I THINK IT'S VERY CONFUSING
FOR CONSUMERS. NOW THEY'RE
HAVING TO WADE
THROUGH THIS SEA OF NEW
SUBSCRIPTION SERVICES TO FIG
URE OUT WHICH ONES GIVE YOU
WHAT CONTENTS AND
YOU KNOW DOING THAT OWN
PERSONAL CALCULUS ABOUT WHICH
ONES ARE ACTUALLY WORTH PAYING
FOR EACH
INDIVIDUAL HOUSEHOLD.
>> WELL ON THAT NOTE.
>> CBS IF THEY CERTAINLY HAVE.
>> HAVE A LOT A LOT OF TOOLS AT
THEIR
DISPOSAL WHY AND WHAT YOU THINK
THE BIGGEST PROS ARE AND THE
BIGGEST CONS ARE UP FOR THIS
NEW STREAMING PLATFORM INTO IT
I WAS READING THROUGH WHAT'S
GOING TO BE OFFERED
AND I COULDN'T HELP BUT NOTICE
THAT THE TIMING OF THIS IS
RIGHT BEFORE MARCH MADNESS
WHICH IS A HUGE TIME.
OF COURSE FOR FOR COLLEGE KIDS
IN BASKETBALL FANS SO DO YOU
THINK THAT'S PLAYING IN AT ALL
TO THE TIMING OF THIS AND WHAT
DO YOU SEE THE BIG THE PROS AND
CONS FOR FOR THE STREAMING
PLATFORM.
>> WELL IT'S AN INTERESTING
IT'S AN INTERESTING PLAY THIS
YEAR BASICALLY ASSUMING THAT
ANYONE WHO'S GOING TO WATCH IS
ACTUALLY CUTTING THE CORD AND
THERE REALLY HASN'T BEEN AS
MUCH COURT BUT HE IS AS A LOT
OF THE SILICON VALLEY PRESS.
WE MAKE IT OUT TO BE THERE'S
STILL OVER 75% OF PEOPLE HAVE
PAY TV. NOW WE THINK
THAT'S GONNA RAMP UP
TREMENDOUSLY IN THE NEXT YEAR,
SO THE 2 THINGS DAY HAVE GOING
ON THAT ARE REALLY YOU KNOW
PRETTY SPECIAL ARE THEY HAD
THE LIFE IF YOU GET THE VERSION
THE AD-FREE VERSION AT $10 A
MONTH. THEY HAVE
A LIFE FEED FROM CBS AND FROM
YOUR LOCAL STATION SHE THAT
PRETTY
MUCH RIPPED PLACES WHATEVER
CABLE SUBSCRIPTION YOU MIGHT
HAVE THEY ALSO HAVE LIVE SPORTS
WHICH IS GOING TO
BE HUGE. THEY HAVE YOU HAD THE
FULL CBS AND VIACOM CATALOGS
YOU HAVE KIDS REALLY VIACOM
NICKELODEON
ARE THEY TO GO TO COMPANIES
THAT COMPETE WITH DISNEY FOR
THAT KID MARKET THEY'VE GOT IT
100 SHOWS FROM 1990'S IN THE
ARTS, YOU KNOW FROM MY CARLENE
SPONGEBOB AND WHAT NOT THERE
ARE HUGE BUT BEYOND THAT
THEY DON'T REALLY HAVE A LOT OF
ORIGINALS ARE THAT WAS ALREADY
ON
CBS ALL THAT'S REALLY WHERE
THEY'RE GOING NEED TO RAMP UP
THEIR GAME NOW THE OTHER
PIECES,
IS THAT OTHER THAN DISNEY
AND DISCOVERY OF THE 9 WE CALL
THEM FLAKES USE THE GIANT
MULTI-BILLION-DOLLAR
STREAMING SERVICES. YEAH, THEY
ALL SORT OF A PLANE THAT LIKE
HBO LIKE CONTENT ARENA, SO IT'S
REALLY HARD TO REMEMBER, YOU
KNOW WHICH SERVICE WE SHOW IS
ON BECAUSE THEY'RE ALSO DID YOU
KNOW IN AT THAT SEEMS OF MIDDLE
UPPER GROUND AUDIENCE.
AND SO IT'S STUFF THAT'S REALLY
WHAT THEY HAVE TO DO IS FIGURE
OUT WHAT'S GOING TO BE
DIFFERENT ABOUT THEIR
PROGRAMING FOR OTHER PEOPLE'S
PROGRAMMING AND ARE THEY GOING
TO
KEEP TRYING TO SHOOT A HIT ON
THAT CBS AUDIENCE IN REBOOT CBS
SHOWS. YEAH I WAS SURPRISED
THAT THEY DON'T DIDN'T PUT
CLARICE ONTO WHICH IS THEIR HIT
SHOW ON CBS WHEN YOU'RE ON TO
PARAMOUNT PLUS ONE LAST THING
THEY HAVE GOING FOR THEM IS
THEY HAVE NO TV WHICH IS A FAST
A FREE AD SUPPORTED STREAMING
TV SERVICE AND THEY CAN USE
THAT IS QUITE POPULAR IN MAKING
USE THAT TO PROMOTE ANY OF
THEIR ORIGINAL PROGRAMMING
AND GET PEOPLE TO TRY AND
DESCRIBE TO PUT 2 OR 3 EPISODES
OF A NEW SHOW ON THE AIR AND
JAY YOU WANT TO WATCH THE REST.
YOU NEED TO SUBSCRIBE TO
PARAMOUNT PLUS.
>> IT'S ONE WAY TO HOOK PEOPLE
>> JOHN
DISNEY PLUS HAS REALLY TRIED TO
BRING BACK THIS
KIND OF.
>> WEEK WE VIEWING RIGHT SO THE
THEY HAVE SHOWS OF OF COURSE
LIKE THAT
MANDALORIAN WANDAVISION IN AN
UPCOMING MARVEL TV SERIES.
DO YOU EXPECT WE'LL EVER GO
BACK
TO THAT KIND OF WATCHING ONE
EPISODE
A WEEK OF THE SHOW INSTEAD OF
BINGE WATCHING AN ENTIRE SERIES
IN ONE OR 2 SITTINGS
DO YOU THINK THE STREAMING
PLATFORM CAN BRING THAT BACK.
>> I THINK CERTAINLY THE SHOWS
ON DISNEY CLASSIC THE
MANDALORIAN AND
WANDAVISION WITH IT RELEASED
WEEKLY SHOW THAT THERE IS SOME
MERITS TO RELEASING WE
CURRENTLY SO ESPECIALLY WHEN
LIKE WITH THOSE
PROPERTIES THEY FEED INTO THE
STAR WARS FRANCHISE THEY GET
INTO THE MARVEL FRANCHISE.
THOSE HAVE FAN BASES
THAT LOVE. BUT AS THEY LOVE
CONVERSATION AND HAVING THAT
PACING IN BETWEEN EACH EPISODE
WEEK
TO WEEK GIVES THOSE FAN BASES
THE OPPORTUNITY TO DIVE INTO
ALL THE
EASTER EGGS ALL THE LITTLE WHAT
ITS AND DID YOU CATCH THAT HAVE
THOSE CONVERSATIONS BUT
UNFORTUNATELY THAT'S SOMETHING
THAT IS REALLY ONLY SUCCESSFUL
WHEN YOU HAVE
THAT BUILT IN FAN BASE IF
YOU'RE LAUNCHING A NEW IP OR
TRYING TO
REINVIGORATE IT AND IP THAT
HASN'T BEEN PERHAPS AS TOP OF
MIND FOR THE LAST 5 OR
10 YEARS. IT COULD BE MORE
CHALLENGING THE STRING PEOPLE
ALONG WEEK TO WEEK AND THAT
WHERE THE NETFLIX PATENTED BEEN
MODEL CAN BE VERY SUCCESSFUL
THERE'S UPSIDES AND DOWNSIDES
TO IT AND
I THINK DEPENDING ON WHAT KIND
OF CONTENT YOU'RE TALKING ABOUT
EITHER ONE CAN WORK YOU HAVE WE
VERY STRATEGIC AND WHICH ONE
YOU TRY FOR
WHICH CONTENT.
>> AND UNFORTUNATELY WE'RE
ALMOST OUT OF TIME, BUT I'M
CURIOUS WHERE
YOU THINK THINGS WILL STAND
WITH STREAMING PLATFORMS
IN A COUPLE OF YEARS FROM NOW
IF WE HAVE SO MANY DIFFERENT
OPTIONS AS WE MENTIONED
EVERYTHING
FROM AT APPLE TV PLUS PEACOCK
NETFLIX IT IT IT IS SO
DIFFICULT TO FIGURE OUT WHERE
TO FALL AND A AND WHETHER OR
NOT YOU
HAVE THAT THE PLATFORM WILL
THERE BE CONSOLIDATION WHAT IS
THIS GOING TO LOOK LIKE IN A
FEW YEARS FROM NOW.
>> WELL I THINK WE'LL SEE ANY
CONSOLIDATION OVER THE NEXT
8, 3, TO 5 YEARS. YOU KNOW THIS
MYTH OF THE NETFLIX KILLER IS
JUST IT IS YOU KNOW I THINK ALL
THE SERVICES YOU'RE GOING TO
DO OK I THINK THEY NEED TO
SPEND THE NEXT FEW YEARS SHOULD
OF FIGURING OUT WHAT THEY WANT
TO BE WHEN THEY GROW UP RIGHT.
WHAT ARE THEY AND OUT YOU KNOW
THERE'S A COUPLE OF
THEM YET. DISCOVERY AND DISNEY
IN PARTICULAR WHO HAD VERY
CLEAR VALUE PROPERTY, YOU KNOW
YOU'RE GETTING EVERYBODY ELSE.
HE SHOULD HAVE NEED TO FIGURE
OUT WHAT KIND OF PROGRAM ARE WE
GOING TO HAVE HOW WE'RE GOING
TO GET PEOPLE TO
KNOW WHAT ON OUR WHAT THEY'RE
AVAILABLE TO CONTINUE TO
SUBSCRIBE AT THE WASHINGTON DC
A LOT OF REALLY BUNDLING OF.
YEAH IN OF CABLE
COMPANIES IN AMAZON AND ROKU
PUTTING TOGETHER BUNDLES OF
THESE VARIOUS STREAMING
SERVICES I THINK THAT'S GOING
TO BE BIG THING TOO.
>> ALL RIGHT, I'M
REALLY GREAT IN SAY TONIGHT.
I AM CURIOUS TO SEE WHAT TO THE
STRE