订阅和潜艇

在刘易斯·卡罗尔的经典诗中 海象和木匠, one of the titular characters waxes poetic about a number of topics, much to the chagrin of his soon-to-be-dinner listeners:

“时机已经到来,海象说, /"To talk of many things: / Of shoes—and ships—and sealing-wax / Of cabbages—and kings— / And why the sea is boiling hot— / And whether pigs have wings."

I solemnly promise that I'll not make a dinner of any of you, 即使你拒绝阅读本专栏的其余部分. 但对于那些幽默的人来说, 是时候谈谈流媒体上的许多事情了, 尤其是潜艇和潜艇.

订阅rs (subs for short) dominated the financial news around OTT companies in early 2022. 今年4月，网飞公司宣布了221家公司的名单.6 million subscribers, it had seen a decrease of 200,000, which is a 0.下降09%. 除了, 这家公司损失了700英镑。,000 subscribers when it pulled out of Russia due to that country's invasion of Ukraine. 网飞公司's stock slid almost 23% in after-hours trading following the Q1 announcement and is down more than 71% (or $424.30美元(如果有人记一美元的话). And this is after the company reported that revenues increased by almost 10% for the quarter.

网飞公司 blames the subs loss partially on a downturn from increased viewership during COVID. That's fair, as many "stay-at-home" stocks were bound to slide. 事实上, the baseline of multiple-OTT service subscribers had already risen from 52% of households in 2014 to more than 90% of households in 2019, 根据Parks Associates, making a growth trajectory post-COVID almost impossible. 但选择也起着重要作用, and exclusive content on newer OTT platforms may draw away subs as 网飞公司 increases monthly fees—or until it provides an ad-based lower-subscription-price option.

网飞公司用户流失的一个原因是, 住户共用密码, 似乎是一个荒谬的借口, especially since the company knows that this issue has existed since 2016. 再一次, I've personally heard stories about 网飞公司 reactivating the accounts of deceased former subscribers—hopefully inadvertently—which should more than compensate for a loss in revenue due to households sharing 网飞公司 passwords.

A big issue faced by consumers of the OTT premium platforms appears to be an intentional decision by the providers to limit consumers' ability to view one platform's exclusive content on any other platform for a few months or even a year. Unless consumers opt to maintain multiple OTT services on a monthly basis—and the inflationary price increases in consumer staples works against this, enough so that Parks Associates now says that almost 40% of OTT subscribers are opting to view only the OTT platforms bundled by their home internet service provider—it is likely that many more OTT premium platforms will also lose subscribers in the next 2 years.

This leads me to the other word I want to highlight: submarines. Attendees to the last few Content Delivery Summits will remember hearing from representatives of a number of undersea fiber-optic cable operators and landing stations and might have even noted the trend in submarine cables being laid by the FAANG (Facebook, 亚马逊, 苹果, 网飞公司, 谷歌公司. One of the primary reasons for this marked increase in submarine cables is to handle subscriber growth for each of these platforms. But what will happen to these cables if subscriber growth drops significantly for each of the FAANG companies? And would the increasing push to have European data housed in Europe also further accelerate a dwindling use of these cables? And would it happen to the extent that we may all find there's enough "dark fiber" along the ocean floor that live OTT services could easily broadcast global events to each of the six continents these cables have been extended to over the past 5 years?

“这似乎是一种耻辱,海象说, /“跟他们开这样的玩笑, /在我们把他们带出来之后, /让他们跑得那么快!"

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