The best brands are those that you declare membership with. Being the 4th biggest general store for content is not very compelling. Leaning into a specific audience-- even the uncool Midwest audience-- makes a ton of sense despite the social risk of living in Santa Monica or Palisades and serving the Cracker Barrel/ Buick/ Celine Dion segment. NCIS is the most streamed show in the USA. Don't fight it, David.
This is a big audience that Hollywood doesn’t serve. There is no brand for this audience and nothing you can subscribe to. I do not think of this audience as “niche” or “fringe” at all. I think it is just the center of the American”
It’s intriguing that a capitalist market is so intent on leaving this huge market on the table , it’s almost like they have been captured by some ideology or something, go figure right.
If Walmart wants to emulate Amazon, perhaps they might bite at taking on P+? Would free up cashflow and perhaps Walmart ownership might be the catalyst for a steamer prioritizing the uncool Midwest market. However, question should be what to do with CBS? It's only value is its NFL rights. Shut it down and license/sell the NFL rights? Provide sports programming to streamers? For linear, its like DVD declines, 20% per annum but nobody knows if there is a plateau to be reached and whilst money is still being made, everyone is hanging on.
What Walmart might do is a good question. Currently, they offer Paramount+ within Walmart+. If Paramount+ goes away, would they want to replace that? With what? They’ve had plenty of time to get deeper into SVOD and they haven’t done it, but the incentive is there and I would not count them out.
The best brands are those that you declare membership with. Being the 4th biggest general store for content is not very compelling. Leaning into a specific audience-- even the uncool Midwest audience-- makes a ton of sense despite the social risk of living in Santa Monica or Palisades and serving the Cracker Barrel/ Buick/ Celine Dion segment. NCIS is the most streamed show in the USA. Don't fight it, David.
This is a big audience that Hollywood doesn’t serve. There is no brand for this audience and nothing you can subscribe to. I do not think of this audience as “niche” or “fringe” at all. I think it is just the center of the American”
It’s intriguing that a capitalist market is so intent on leaving this huge market on the table , it’s almost like they have been captured by some ideology or something, go figure right.
If Walmart wants to emulate Amazon, perhaps they might bite at taking on P+? Would free up cashflow and perhaps Walmart ownership might be the catalyst for a steamer prioritizing the uncool Midwest market. However, question should be what to do with CBS? It's only value is its NFL rights. Shut it down and license/sell the NFL rights? Provide sports programming to streamers? For linear, its like DVD declines, 20% per annum but nobody knows if there is a plateau to be reached and whilst money is still being made, everyone is hanging on.
What Walmart might do is a good question. Currently, they offer Paramount+ within Walmart+. If Paramount+ goes away, would they want to replace that? With what? They’ve had plenty of time to get deeper into SVOD and they haven’t done it, but the incentive is there and I would not count them out.