The good news keeps coming.
https://www.nzx.com/announcements/367378
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The good news keeps coming.
https://www.nzx.com/announcements/367378
Viacom deal is good news, given they are launching the direct to consumer Paramount+ streaming service in the USA.
However the deal doesn't seem to include everything - as I've noticed that one of Viacoms biggest franchises, Star Trek, ends up on either Netflix (ST: Discovery) or Amazon Prime (ST: Picard, ST: lower decks) here in New Zealand instead of Sky's platforms.
Reason for that is content deals, Netflix has the rights to ST discovery in international markets for now, same with Amazon etc. Deals expire at some stage, companies put in their offer, rights get assigned again.
Netflix is a good example of buying up international rights where CBS online service is only in the US etc. In fact the money paid by netflix for international rights for ST Discovery bank rolled the production cost of season 1 (i think CBS made a profit from netflix for startrek).
Also content rights are sold by country etc, Netflix might have rights to a show but only in set countries (i.e. nz might have it but AU netflix won't). Rights for Media content is all over the place, you need to buy rights for steaming, TV/set top box etc.
Rights even go as far down as "how you stream the content" i.e. there could be rights that you can stream it at home (wifi connection, fibre) however you can't stream it over mobile networks. With rights like this you could have 1 company that has streaming rights to a phone/tablet however they don't have streaming rights to a TV.
Yeah and that’s why we don’t have a Sky GO stand-alone offer...yet.
Most of the contracts we have allow Sky to stream the content on Sky GO so long as it is a companion to the satellite offering. But the content cannot be streamed on Sky GO as the primary.
The deals get more complex that most people appreciate. I believe Sky is working on these contracts so that Sky GO can be offered as a stand-alone.
Money is being invested in replatforming and updating Sky GO, NEON and Sky Sport NOW...so hopefully once this work is complete it coincides with the ability to offer Sky GO as a stand-alone product. I think it will be popular as a better, more convenient system for people with good internet (and cheaper too as there won’t be a MySky fee etc).
Vocus NZ presentation
https://vocuscommunications.gcs-web....8-fbc6bd438f23
Only $65m EBITA...
https://www.youtube.com/watch?v=IUB-wjXUREE
Im sick of looking at Nicholas Cage laughing.
Just read the presentation. Lots of slides and graphics, that don't really tell me a whole lot.
But I see they see their continued pursuit of 'the bundle' as a key growth and retention driver. Hence the partnership with Sky.
Sky can't afford to buy Vocus by the looks of things, so what is the next theory Ogg?
If Sky Broadband is successful, Vocus NZ buy Sky after their IPO?
https://tenor.com/view/mexican-laugh...g-gif-14871471
The good news keep coming? Not lifting the price today though.
We need a better buy story :cool: