The Fragmentation of Media Continues

We are see changing at an amazing pace.

Everything in the media world is being challenge. Disruption is occurring at each level. Ultimately, nothing will be left untouched.

The traditional model is gone. This means the companies that dominated for so long are targeted. We have seen a rough few years for Hollywood along with New York. Film and television is changing before our eyes.

In this article we will mention a few more entrants into the arena that can make one wonder what is taking place.


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Lines Blurred Meaning All Is Game

We are seeing the lines of separation being completely obliterated.

Whatever area of entertainment a company is in, attacks will come. Unfortunately for them, it is going to come from places unexpected.

For example, Roku is now going to stream Major League Baseball games.

Reports are the Sunday morning games are heading to Roku.

Major League Baseball (MLB) is looking for a new home for its Sunday morning games, and now it seems that Roku may be it. According to a report by the Wall Street Journal’s Joe Flint, Roku has emerged as a possible partner for Sunday Leadoff that Peacock had the last two seasons. The games would likely end up on The Roku Channel, but exactly how that would work is unknown. Source

This is not exactly ESPN or CBS. Granted we are not dealing with the most attractive of time slots but we have to start somewhere. And we are talking about Roku.

At least they are involved in the television arena.

How about an electronics maker getting into the game?

We can now look to TCL for our business and financial content. It is teaming up with Bloomberg to stream for free.

TCLtv+, the official streaming service of electronics brand TCL, in partnership with Bloomberg Media, a global authority in business and financial news, has announced the launch of two new FAST channels for the TCLtv+ streaming app. Starting this month, viewers will gain access to high-quality business insights and analyses through Bloomberg TV+ and Bloomberg Originals programming. This move introduces a new AVOD selection that is set to debut this spring. Source

This is an expansion of what both companies were doing. Bloomberg is a huge name in financial media, right up there with CNBC.

And what would media disruption be without Netflix?

Looks like the NFL may have found one more partner willing to pay big to air NFL games. According to John Ourand from Puck, Netflix is in talks to air NFL Games on Christmas Day. Source

The deal will reportedly be for two NFL games on Christmas Day 2024. Exact details are unknown. Source

This is a bit bigger than the WWE, a company Netflix struck a 10 year deal with earlier in the year.

Cable Companies Are Targeted

The cable television business use to be one of the most powerful in the world. It was a model that was unrivaled in any industry.

Streaming, thought to be the next evolution, ended up blowing that idea up. Actually, it was the altering of distribution channels via the Internet that really started the change. The success of Netflix got the execs ate the media companies excited. They figured they would swoop in and grab the profits.

Things didn't work out that way.

Ironically, we are now seeing companies moving back towards the bundled model again. It is questionable whether this will work.

A week after Disney made a major announcement, Comcast comes out with one of its own.

A week ago we learned that Disney+, Max, and Hulu would launch a discounted bundle. Now Comcast has announced a deal that will launch later this month and offer a discounted bundle of Peacock, Netflix, and Apple TV+.

Exact details are unknown, but this bundle is being described as offered at a “vastly reduced price.” All three, together with ads, will cost $24.97 right now once Peacock raises its price this summer. THe exact discount is unknown right now for this new bundle. Source

The cable provider is trying to get into the action. Of course, it owns Peacock so it is tired of watching that fail. Perhaps a bundled package which includes Netflix will help.

Why is Comcast interested?

We might find the answer in the "pipe". Even with cord cutting, the cables companies have fared decently since they are also internet providers. This, too is coming under attack.

Today, T-Mobile and Airties announced a joint partnership to bring improved Smart WiFi to T-Mobile’s 5G Home Internet customers across the United States. This new managed WiFi will reportedly offer improved help managing a mesh network of WiFi networks. This will help your devices connect to the best WiFi point on T-Mobile’s new Home Internet Plus plan.

“Fixed wireless continues to reshape the home broadband market, and we’re proud to be at the forefront of enabling service providers to enhance performance across their 5G and home Wi-Fi networks,” said Metin Taskin, CEO of Airties. “We are very honored that T-Mobile selected Airties to help them provide an exceptional managed home Wi-Fi experience to their customers, and we are excited to support their vision now and into the future.” Source

Mobile companies are becoming an ever bigger presence. They are implementing infrastructure that will allow them to compete with the cables companies for Internet access. Of course, both will have to content with Musk and Bezos as their satellite internet services gear up.

This is what disruption looks like in real time. It is a free-for-all and many companies will not survive, at least as presently constructed.

All of this is happening at an accelerated rate.

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"The cable television business use to be one of the most powerful in the world. It was a model that was unrivaled in any industry."

Well I still believe the cable television can still resurrect if only they can innovate

The media industry's rapid transformation is reshaping traditional models, with unexpected players like Roku and TCL entering new competitive arenas.

I get my internet from a cable company. They keep trying to get me to pay for cable TV. I keep telling them I don't want even one of the crap channels they offer.

Yeah especially since you can get a lot of it elsewhere.

I have been using Tubitv.com a lot.

Pepsi? Or coke?

Hulu/peacock/apple? Or Netflix/max/Disney?

We have options

This is interesting. I believe I saw somewhere that Netflix will also be offering a discounted bundle with ads, but increase their regular subscription offer without ads. I never considered Roku as a streaming service, more of a streaming device, but seeing them get the MLB rights is huge. Things seem to be really heating up.

What Netflix did was added the ads to the programming and offered a more expensive ad free version.

I get it, the model didnt work completely as subscription so they have to do it.

We are going to see what Web 3.0 can produce.

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