Kwenzeka ntoni xa enye yamandla endawo yokusasaza amandla isilela ekugqibeleni?UKaitlyn Flannagan / uMqwalaseli Ukuza kuthi ga ngoku, iimfazwe zokusasaza zineemfazwe ekujoliswe kuzo kunye nokuma kobuqili. I-Disney ibuyisa umxholo wayo uMarvel, Pstrong kunye noLucasfilm wokuphehlelelwa kweDisney +. IWarnerMedia kunye ne-NBCUniversal zichithe imali enkulu ukubuyela kwimeko yesiqhelo Abahlobo kwaye IOfisi ye-HBO Max kunye nePeacock, ngokwahlukeneyo. I-Apple isusa ukhuphiswano kumandla amaxabiso ngentlawulo ye-5 yenyanga ye-Apple TV +. Lulonke uthotho lweemigca ezibaliweyo kunye neekhawuntari.
Kodwa njengoko iDisney +, iApple TV +, i-HBO Max kunye nePeacock zingena ngokusesikweni ecaleni kweNetflix, iAmazon, iHulu, i-CBS All Access, i-YouTube TV, iFacebook, iQuibi kunye namanye amaqonga abhekisa ngqo kubathengi, iimfazwe zokusasaza ziya kugqitywa ngokupheleleyo. Imfazwe yabanqolobi. Indawo yentengiso ayinakuxhasa aba badlali baphambili. Ekugqibeleni, enye okanye ezingaphezulu kwezi nkonzo ziphambili zokusasaza ziya kusongwa. Yintoni eya kubangela ukuwa kwabo kwaye ngawaphi amaqonga aza kusala ethe nkqo xa uthuli luzinzile? Sathetha nezinye iingcali ukufumanisa.
IWarnerMedia inokuKhuphisana neDisney-Nantsi indlela
Ireyithi yokusilela
Kwizindlu ezine zamandla ezijoyina ukungqubana kwiinyanga ezimbalwa ezizayo, iDisney + ifumene eyona ntembelo eWall Street. I-HBO Max ineqhayiya elihle, kodwa kuye kwakho ukuthandabuza ekuphenduleni indleko ezihlebiweyo kunye nesicwangciso sokudideka sokukhupha. I-Apple TV + inezixhobo ezingapheliyo kodwa irekhodi elincinci lomxholo wokuqala wophuhliso kwaye akukho layibrari yenkqubo yokubuyela kuyo. IPeacock iya kukhulisa isiseko sayo somsebenzisi ngokukhawuleza kubathengi be-NBC abakhoyo (i-52 yezigidi kwihlabathi liphela, i-20 yezigidi zasekhaya), kodwa iya kuba yeyokugqibela ukufika kwiqela lokusasaza.
Zininzi izinto ezilungileyo nezingalunganga nganye, kodwa inye into ekunokwenzeka ukuba banayo ngokufanayo yileash ende evela kubaxhasi babo.
Ndicinga ukuba nganye yezi nkonzo iyakufumana igumbi elininzi lomlenze ngaphambi kokuba icinywe, uSteve Birenberg, umseki we-Northlake Capital Management, uxelele uMbonisi. Kodwa ukuba enye yeenkonzo iqala ukushiyeka emva kwezinye, ngaba istudiyo sayo singabuyela kwimodeli yelayisensi yomntu wesithathu ebelawula indawo yentengiso kule minyaka idlulileyo?
Ndicinga ukuba abanini bangazibamba iimveliso kunokuba babuye umva ngokupheleleyo kwaye bajonge kwilayisensi, utshilo uBirenberg. Ukuba kukho ukusilela, ithini loo nto malunga nomhlaba womxholo weqela lesithathu ngelo xesha? Kuthekani ukuba iNetflix kunye neDisney + ngabaphumeleleyo ngokucacileyo kwaye bayayenza ngaphandle komxholo weqela lesithathu?
Ukuqalisa inkonzo yokusasaza kunqabile ukuba kube yinto enenzuzo kwithuba elifutshane; Nokuba iNetflix isasebenza ilahleko yonyaka. Iinkonzo ezigqwesa ngaphezulu zijongwa ngcono njengexesha elide lokungcakaza ngexabiso lokukhula emehlweni eWall Street. Umbuzo ngulo: zeziphi ii-studio ezinokunyamezela ilahleko yengeniso yonyaka kunye neendleko zomxholo ezinde kakhulu? Cinga ngayo njengomdlalo wezoqoqosho wenkukhu.
Kuya kubakho uxinzelelo oluninzi lwamaxabiso kwabangeneleli abatsha kwaye kuya kuba nzima kakhulu kuye nawuphi na umdlali ukuba aphile ukuba abanalo inkxaso yesitudiyo esikhulu sokufumana ilahleko kwangethuba, uFrank Black, umbhali wesifundo seAmpere Iinkonzo zokusasaza ezivelayo, zixelelwe Intatheli yaseHollywood .
Ukudibana kunye nokuFunyanwa
INetflix okwangoku yinkokeli yentengiso kushishino lokusasaza ngezigidi ezili-150 zokubhaliselwa kwihlabathi liphela, kubandakanya i-60 yezigidi eMelika. I-Prime Prime yaseAmazon iphakathi kwababhalisi abazizigidi ezingama-90 ukuya kwizigidi ezili-100 ezijikeleze abasebenzisi beVidiyo yeNkulumbuso abangama-30 ezigidi. UHulu wawela ababhalisile abazizigidi ezingama-28 kwangoko kulo nyaka. Abahlalutyi bayakhula ekukhuleni okunokubakho kweDisney + kunye neHBO Max ngelixa iApple TV + inokubonisa ukungena kwimarike ngakumbi kuneentshaba zayo ngenxa yemveliso yentengiso yeApple. Ekugqibeleni, iresiphi yempumelelo yokusasaza ayinzima ngokukodwa, kunzima nje ukuyenza ngokufanelekileyo.
Isitshixo sempumelelo kwintengiso yanamhlanje yakhelwe kumanqanaba okuzibandakanya kwabaphulaphuli, Al DiGuido, Mongameli kunye neCRO yaseNtla 6thIarhente, uxelele uMqwalaseli. Umboneleli okhupha elona nqanaba liphezulu lomxholo elihlala lizibandakanya neyona ndawo inkulu yababhalisi eya kuphumelela kwixesha elide. Akukho lula umsebenzi.
Ukuza kuthi ga ngoku, ulungelelwaniso olugqityiweyo phakathi kobuninzi beenketho zokusasaza alubonakali luyinyani. Abathengi abazimisele ukuhlawula iinkonzo ezintlanu kunye ne-SVOD kwaye azikho iiyure ezaneleyo zokubandakanya ukuxhasa ngokufanelekileyo iqonga ngalinye. Ngokuqinisekileyo, abo babethayo baya kubulalana. Ukuba ukubuyela kwilayisensi yomntu wesithathu akonelanga ukuhlawula ilahleko, ukudityaniswa kunye nokufunyanwa kunokwenza eyona nto iphambili kwinqanaba elithile.
Oku kunokwenzeka ukuba iinkonzo ziyimpumelelo, uChris Graham, iGosa eliyiNtloko leMveliso kunye neMG kwifemu yezobukrelekrele bevidiyo Itoni + , utshilo. Sele sikubonile oku kusenzeka kunye neHulu, kunye nexabiso lomsila omabini amathala eencwadi kunye nokufaka iziseko zokuba bonke abadlali abaphambili kufuneka baqwalasele ukufunyanwa okunjalo.
Inye kuphela ingxaki: impumelelo yenze ukuba le ndlela ibe nzima kakhulu.
Umceli mngeni kukuba sele kudityanisiwe kakhulu kwisithuba kangangokuba ukuthengwa okunomdla ngakumbi, okufana neApple ukufumana iNetflix, akunakulindeleka ukuba kuvunywe ngokusekwe kubungakanani beenkampani, utshilo uGraham. Ke uguquko olusengqiqweni lweemfazwe ezisasazelayo-iinkokeli ezinamandla zentengiso zixubusha abancinci abasasazekayo-zisenokungabikho ngokusemthethweni.
Abaphumeleleyo kunye nabalahlekileyo
Iapile kunye neAmazon zigqunyiwe ukusilela ukusukela ekubeni inkqubo yomxholo ayisiyiyo eyona nto iphambili kuyo. Zombini ziya kusukela ngobundlobongela isikali, kodwa azenzi njalo imfuno iinkonzo zabo ze-SVOD ukuba zikhule ngokucacileyo njengeNetflix. I-Apple ineendlela ezininzi zokuqokelela imveliso yayo, iAmazon sele iyimpumelelo yescreen esincinci kwaye zombini zinezixhobo ezingapheliyo. Banokukwazi ngamnye ukufumana imali yokulahleka kwenkqubo okoko umxholo wabo wokuqala ubabuyisela abathengi kwintengiso yabo yemveliso.
Imodeli yonke yeshishini yeNetflix ixhomekeke ekukhuleni kwababhalisi, yiyo loo nto iWall Street ivakalise inkxalabo xa inkampani ilahlekelwe ngabarhumeli basekhaya okokuqala kwiminyaka esibhozo kule kota iphelileyo. Njengabangeneleli abatsha beqala ukushenxisa kwintengiso yabo, iNetflix iya kudinga ukuba nethemba lokuba ukuqala kwayo ngentloko ngokwaneleyo ukuba kuthintele ukwehla. Kodwa, ukuba amanani omsasazi aqala ukudipha, kuya kufuneka bahlaziye isicwangciso sabo somxholo, esixabisa ngaphezulu kwe- $ 1 yezigidigidi ngenyanga, kunye nemodeli yeshishini. Umjelo unamabhongo ekunikezelweni kwawo kwaye ukukhula kwawo kwe-Q3 kulindeleke ukuba kuvele ngandlela ithile.
I-Disney + ikhonkxiwe njengoko ingenakuphoswa yimpumelelo kwaye ikhokelela kuzo zonke iinkonzo zokusasaza ezintsha kwiimvelaphi ezinama-61 kuphuhliso. UHulu ufumana ukhuseleko olongezelelekileyo phantsi kwesibhengezo seDisney kunye nokufakwa komxholo kunye nezixhobo. I-HBO isondela kumhlaba ofanayo neNetflix kwaye iphindaphinde isileyiti sayo sophuhliso ngesizathu esinye. Inethiwekhi yentambo yeprimiyamu iya kusebenza njengesiseko sokwakha iWarnerMedia's I-HBO Max .
Ekugqibeleni, iingcali esithethe kuzo siqikelele ukuba indibaniselwano yeNetflix, iDisney +, iVidiyo yeNkulumbuso yeAmazon kunye neYouTubeTV ziya kukhula; I-Apple TV +, iHulu, kunye ne-HBO Max ziya kusinda (nangona kungekho ngaphandle kwengxaki); kwaye i-CBS All Access kunye ne-Peacock bazakusokola ukugcina isantya. I-CBS ijolise kubemi abadala abanokungahambi rhoqo ngokwaneleyo ukubonelela nge-All Access kuthethathethwano oluyimfuneko kunye nokukhula, nangona indibaniselwano yeViacom-CBS iyakukhulisa umxholo wayo.
IOfisi , okwangoku, ime kwi-NBCU's flagship series kwaye ngelixa izinto zokuqala ezinomtsalane zikhula, uPeacock akanalo uluhlu olupheleleyo lwemiboniso emitsha yokuphakamisa inkonzo (okwangoku). Ewe, uPeacock uya kuba nakho ukongeza kwangoko ababhalisile kubathengi abakhoyo beComcast, kodwa loo modeli yeshishini ithatha ukuba ukusika intambo ngekhe kuqhubeke. Iza ku . Intloko yepikoko uBonnie Hammer uthe umsasazi uya kuba banzi kakhulu kwaye abe nento kuye wonke umntu. Kodwa iNetflix sele igcwalisile indima yokuma kwindawo enye kunye ne-NBCU iya kuba yinkonzo yokugqibela yokusasaza. Njengokuba isiseko sabathengi abakumabonakude abahlawulayo siqhubeka sincipha, maninzi kangakanani amathuba okuba bafudukele kwiPeacock xa sele benazo iinkonzo?
Ukuba konke oku kuyenzeka, iimfazwe zokusasaza ziya kuthi zibange amaxhoba amaninzi aphezulu. Kodwa imfazwe iyangcola kwaye ayinakulindeleka kwaye uloyiso alunakuqiniseka njengoko lubonakala ephepheni.
