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“Credit Suisse is also upgrading its estimates for Netflix’s stock price,” ubergizmo reports. “According to CNET, Credit Suisse finds that nearly 30 percent of Netflix subscribers between the ages of 25 and 34 are watching Netflix exclusively [instead of] pay TV and that 17 percent of overall Netflix users have dropped pay TV all together.”
Full article here.
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The tables are turning, the old guard is burning.
I get free cable TV since I rang them to cancel. They preferred to keep me with TV for free than reduce me to just phone and internet! Try it yourself!
I don’t see an al a carte approach to TV programming being implemented anytime soon. The content providers like the status quo and are terrified of the potential long term consequences of al a carte anarchy.
Speaking theoretically at this point, if widespread al a carte TV programming has a similar result to that of al a carte music purchases, such as those offered by iTunes, then the popular (not necessarily “good”) content will flourish and the rest will find the going tough. It may also lower the barrier to entry for new, indie programming. But don’t be surprised when al a carte prices increase to compensate for this social shift. The content providers will be reluctant to compromise on the top or bottom lines.
Unfortunately, the al a carte approach may (will?) involve negative consequences for high quality niche programming.
Every station on the planet needs to create an h.264 live feed and beam it to apple.
You can do this with an iPhone for gods sake!
Apple would/could/can create a monster hub – oh wait there is Akamai…
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Charge me .10 a day for every channel I watch. Charge me .25 for each show I decide to rewatch or dvr…
All the pieces are in place.. It’s just a matter of time.
Look how long it took the mobile market to kill themselves with android? Less than a year…. It’s a mess and will crash just like the sub-prime bubble. It cannot support the fragmentation in it’s current form. And I don’t see it changing soon.
Don’t producers get it that they need advertising to pay for AIR TIME.. Apple will pay that tab – sort of.
Do it like the world cup.. Small floating logo or cool iAd widget that is not in your face.
If I ran a niche network like Bravo that’s what I would do..
Netflix is really working out well for our home.
Got one of those $99 Roku devices awhile back (before Apple’s clone came) and pretty much been doing fine catching up on everything we missed. Got a $10 HDMI cable on line too.
The high speed cable needed is costing $60 a month, plus the $15 or so for the Netflix, but two movies a day, several TV shows, it’s working out to be a great value at about $2 a day.
Of course some of the stuff is only available on DVD, so we go through two dvd’s a week on average also.
Netflix gives Apple something they can’t get for themselves, neutrality. With Steve Jobs owning most of Disney/ABC stock it’s a problem for Warner and other content creators to jump on the iTunes rental bandwagon.
So Apple is allowing Netflix on their device to try to shut other low end Netflix streaming devices out, so as time goes by and a substantial customer base is established, that Apple is hoping content creators will shift less of their material to the low end Netflix and rather take a stab at pay per view in iTMS.
Then like the music labels and hold out artists, they will eventually have to come to Apple’s door.
Since we got Netflix I don’t see my family anymore. They are all squirreled away with laptops, the Wii, or the iPod watching Netflix fare. It is an awesome service for $9.99 per month.(That doesn’t mean I don’t want to see my family ;-D)
@ Bizzarro
“Of course some of the stuff is only available on DVD, so we go through two dvd’s a week on average also.”
I go through as many as they’ll ship me. I get them, rip them, and send them right back. Watch at my leisure via AirVideo. I’m building up quite a collection.
I think once more networks get on board and the 3rd gen aTV comes along we will start to see the slow painful death of cable/satlitte companies. I know personally I would rather only pay for the channels/shows I watch rather than pay for 100+ channels. Who honestly watches the horse racing channel or NASA. Also if I wanna listen to music, I’ll turn on my radio or MacBook!! Just my 0.02.
” I get them, rip them, and send them right back.”
No scruples and proud of it.
As soon as GoogleTV hits the store, I’m dropping Comcast Cable!
GoogleTV is in and Comcast is out like a fat bitch in dodgeball!
Who provides the pipe for streaming all of this stuff? It has to come from somewhere and Apple can’t do it at present.
Hey Comcast: FU
How do you rip the DVDs. What program do you use
Rip using Handbrake, but I’ll give you this advice from experience.
1: Your going to be paranoid having illegal copies of content on your machine and in your home. It’s a Federal offense in the U.S. This means the FBI. and if the local police come in and find it they might be real pains and turn you over to the Feds for prosecution. You know the MIAA/media backed Obama filled the Justice Dept. with 5 lawyers from the RIAA? Ok, then now you know your enemy.
2: Ripping movies takes a LOT of hard drive space, not to mention time and a powerful (many core Mac Pro) to get any results in a decent amount of time. Movie DVD’s are dual layer, so the movie files are larger than a regular DVD, so the movie has to be sized down to fit onto a regular DVD. This takes time, and if you want to get a format for iPods, that’s more time. once you downsize you can’t upsize, you have to start over with the original rip for a larger screen iPad for instance.
3: Burning DVD’s takes time and DVD’s for some reason incur a lot of “coasters” or failed burns. So this takes time. Then if you finally get a DVD burned, a DVD player may or may not be able to read it. Yours might, but others or a new DVD machine might not. Your new BlueRay machine might not read DVD-R neither.
4: Movies for most people are usually a “watch once” type of consumed content. Exceptions are p0rn and music. People want to watch movies cheap because of that “watch once nature” so trying to hawk your movie copies to your friends for payment is going to fail. They will want to borrow it and return it, or ratt you off if they get busted with a illegal copy. So no return on your large investment in equipment and time. Forget about selling to the public unless you want to got to jail, undercovers are everywhere and your bound to run into one in short time.
5: It’s rather trivial for the content creators to monitor P2P networks for their lawsuits, your IP addy is in plain sight. So one will have to use a local, hard to find, high speed unsecured anonymous networks to upload or download content, then mask your MAC addy and other things (Mac’s id themselves by their wireless cards too) so the network can’t id your machine in their logs. One can use a proxy but who knows who’s behind the proxy? So unless your in a country that doesn’t give a ratt’s behind about the MIAA or RIAA, your taking your chances unless you really have a high level of understanding about hiding yourself on line.
6: Last, most Netflix DVD’s are scratched up from being rented and make a poor option for a clean, effortless copy. You keep marking the DVD’s as unplayable to get a new copy your going to draw attention.
Netflix provides a high volume of content for a low monthly price, streaming provides way, way more stuff. Your not going to want to bother copying the stuff as there is so much new stuff to consume.
If you go the pack rat movie route like many do, your going to realize eventually that you spent way too much time, money and risk for something you only watched once. The only person who really benefits is the next person who happens upon your collection and gets to watch your stuff for free.
@More: I watch NASA.
It’s full of heros.
I should mention one can rip the stream using snapzprox, a screen/audio recorder. Netflix computer streaming uses microsoft silverlight content protection so who knows what’s embeded in that stream your copying? your name and credit card number for instance?
Of course ripping the stream means first watching the whole thing waiting to stop the rip, then using another software to convert the quicktime movie into the format you want, just to watch it again?
Even iTunes purchased music has your details embedded in the files.
Lot’s of traps laid out for the ignorant rippers. Likely some more even I don’t know about.
Bizzarro.
MDN’s new court jester?
Bizzzzaro indeed
Do they understand that Steve Jobs is Disneys largest shareholder???????
Steve Jobs know exactly how these things goes. Idiots! They fly around!
typos damn… You get the Idea! Steve Jobs made Pixar what it is today…
ie collection of brilliant people together (Lasseter & Co)… list is way too long to present here… Same goes with Apple…
As soon as the new Apple TV is available I’ll dump Comcast for TV programming. It’s cheaper for me to buy the few shows I watch than pay Comcast for the hundreds of channels I don’t watch.
@Bizzarro
Most of Netflix’s DVDs are not scratched. No one is going to pay for a service they can’t use. Yeah, some unwatchable DVDs slip through but not enough to make Netflix a bad deal.
The Netflix service is excellent. Not only do you get DVD delivery (usually a 1 week cycle assuming you watch within a day or 2 of delivery) but you also get instant play for a lot of titles on a mac, pc or capable device. I have a BlueRay player with Netflix capability and use the netflix option 20 times more than watching a DVD.
I applaude Apple for adding this into the AppleTV. Have they actually started shipping this yet?
I think Bizzarro has hit some good points here. And well, I am against stealing content. I use handbrake too, to get DVDs to my iPhone and iPad. Normally kids-stuff for my daughter. I keep the DVDs though. As a content creator myself I think a bit further. Of course the big companies always get too much an the creators too little. By stealing content the creators get nothing. But maybe I am just too old school, paying for software (or support open source financially), paying for movies, etc…