Our AI writing assistant, WriteUp, can assist you in easily writing any text. Click here to experience its capabilities.
Streaming video no longer impresses investors, so media companies need a next act
Summary
The article discusses how streaming video companies need to find new ways to grow subscribers, as investors are no longer impressed by this growth strategy. One possibility is bundling content from multiple services together. Another is bundling streaming with other perks, such as discounts to theme parks or other products. Finally, media companies could try to shift investor narratives toward gaming.
Q&As
What is the thesis of the article?
The thesis of the article is that streaming video growth may be slowing, and that this could mean the world's total addressable streaming market is significantly lower than previously expected.
How have investors reacted to streaming growth so far?
Investors have reacted to streaming growth by pushing up stock prices for companies such as Netflix and Disney. However, after Netflix forecast first quarter subscriber additions that missed analyst estimates, investors seem to have soured on streaming, or at least curbed their enthusiasm.
What are some possible solutions to keep the growth story going?
Some possible solutions to keep the growth story going include bundling content from multiple services, bundling streaming with other perks, and bundle streaming with third-party products.
What is the main obstacle to bundling streaming services?
The main obstacle to bundling streaming services is that it is difficult to find synergies between different types of content.
What is the gaming industry's relationship to streaming media?
The gaming industry's relationship to streaming media is that media companies can follow Netflix's lead and attempt to shift investor narrative toward gaming.
AI Comments
👍 It is good that media companies are trying to find new ways to grow their subscribers.
👎 It is bad that the media companies' growth strategies seem to be focused on raising prices and cutting content spending.
AI Discussion
Me: It's about how streaming video is no longer impressing investors and media companies need a next act.
Friend: That's interesting. I didn't realize that investors were no longer interested in streaming video.
Me: Yeah, it seems like the pandemic has accelerated the push to streaming video, but now that growth is slowing, investors are getting concerned.
Friend: It will be interesting to see what media companies do next to try and grow their businesses.
Action items
- Develop a streaming video bundling strategy.
- Explore ways to bundle streaming services with other products and services.
- Consider acquiring a gaming company to bolster growth prospects.
Technical terms
- Streaming video
- Video that is watched online as it is being downloaded, rather than being downloaded and then watched later.
- Investors
- People who put money into a company or venture in order to make a profit.
- Media companies
- Companies that produce and distribute media content, such as movies, TV shows, and music.
- Streaming services
- Online services that allow users to watch video content, such as Netflix and Hulu.
- Pay-TV
- A type of subscription TV service, such as cable or satellite.
- Bundled cable TV
- A type of pay-TV service that offers a package of channels, often at a discounted price.
- Subscribers
- People who have a subscription to a service, such as a streaming service.
- Churn
- The rate at which people cancel their subscription to a service.
- Gaming
- The act of playing video games.
- Metaverse
- A virtual world that people can interact with and explore, often using avatars.