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Comment by ocdtrekkie | Hacker News Reader

True, but the reality is: Disney is going their own way. HBO, DC, CBS are all going their own way. The idea of a "one stop shop", also known as a monopoly doesn't make sense as soon as the market is large enough for multiple players.

Netflix doesn't want to pay the prices they'd have to in order to remain a one-stop shop, it certainly isn't practical at $9.99 a subscription.

There's no way the $100 a month cable subscription was suddenly going to be replaced by a $10 a month subscription. Now you can get CBS All Access, Netflix, Hulu, HBO GO, the new DC comics streaming service, the new Disney streaming service, a couple more probably, and you'll still be paying $100 a month... just a la carte for the channels you want.

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HBO is owned by WB, DC is leveraging WB to build their streaming service. Disney and WB both have a stake in Hulu.

So the realistic remaining players after the dust settles would be Disney+Hulu, CBS, Netflix, and Amazon. And of those 4, CBS lacks the capital or content to compete with the other 3 and given their relatively friendly relationship with WB, I can see them integrating into the Disney/Hulu heavyweight.

What you 'see' lacks a lot of understanding.

- CBS remains the dominant power in network TV, shows like NCIS, Big Bang Theory, etc.

- CBS has always been the standout in refusing to offer their shows over Hulu, feeling they have enough independent value of their own.

All Access has it's weaknesses, but it's also one of the cheapest offerings ($5.99 to watch with commercials), and CBS easily has the content to work with. Discovery alone is worth the cost of admission, and for anyone who also watches CBS' network shows, it becomes an easy sell.

Again, at the end of the day, these businesses are based on a $100 a month cable package model. All of this content is not going to keep being made at $10 a month offerings. Either you're going to end up with ten services, or the three or four services you see 'consolidating' will end up costing $25 a month each.

Dominant meaning the smallest of the big 4 (Disney, Comcast, Fox, CBS) along with being the only one with a dropping stock price YoY in a bull market? (+3.2%, +16.6%, +25.1%, -8.25%)

Discovery is my favorite show at the moment, but one show can't carry a company.

I will restate what I wrote above: CBS is the number one network channel. There are a big three: CBS, NBC, and ABC.

Disney owns the third biggest channel, Comcast owns the second biggest channel. Fox isn't even on the playing field, and is cashing in their entertainment arm.

Unless more people in total subscribe at the lower price points. Not everyone had cable.

Which is probably more than cancled out by lack of advertising revenue. Cable networks get 50% of their revenue from ads.

> The idea of a "one stop shop", also known as a monopoly doesn't make sense as soon as the market is large enough for multiple players.

It would be a monopoly if it were the only place to get that content; but a one stop shop, where the content is not exclusive, would still be highly valuable to a lot of consumers.

Exactly, the exclusive content rights will be a killer. I hope this is where the market eventually moves. In the near term content creation networks (CBS, NBC, Disney, etc) will probably try to set up their own streaming services to stream their own content exclusively. I think that they will realize they aren't making much money with their own platform, and hopefully if they are smart, will again sell the rights to other streaming services.

Perhaps having a minority of exclusive content will still be possible/desirable as a market differentiation mechanism.

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