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  1. #1441
    ShareTrader Legend Beagle's Avatar
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    SKY movies losing the Disney Channel from 1 November 2019 which will disappoint a LOT of parents and their kids. Oh dear...things are grim.
    This email just arrived this morning.

    We’re making a change to our Sky Movies line up! From 1 November Sky Movies Family will replace Sky Movies Disney. Look out for some great titles coming out on Sky Movies Family over the next three months including:
    Spider-Man: Into The Spider-Verse
    The Lego Movie 2
    The Secret Life Of Pets 2
    Wonder Park
    We’re also bringing on board some classic family favourites including:
    Free Willy
    Richie Rich
    Charlie and the Chocolate Factory
    With seven great movie channels to choose from, as well as our fantastic range of pop-up channels, there’s more opportunity to binge on some great films – watch out for the Halloween pop-up coming soon!

    We hope you enjoy Sky Movies Family from Friday 1 November 2019.
    Last edited by Beagle; 10-10-2019 at 10:45 AM.
    No butts, hold no mutts, (unless they're the furry variety).

  2. #1442
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    Quote Originally Posted by Dassets View Post
    Reality is sport will disintermediate as will other content. Big issue occurred a couple of years ago when a big us outfit said they moving into aust and I guess available NZ. Sky has a big outdoor broadcast team. Massive. The redundancy big and writeoffs will potentially wipe these guys out.
    Or will they get a knock on the door from Spark??

  3. #1443
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    Quote Originally Posted by Dassets View Post
    Reality is sport will disintermediate as will other content. Big issue occurred a couple of years ago when a big us outfit said they moving into aust and I guess available NZ. Sky has a big outdoor broadcast team. Massive. The redundancy big and writeoffs will potentially wipe these guys out.
    write offs and redundancies and increase in leaving subscribers , the company is dear i say history due to bad previous management.
    bull

  4. #1444
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    This is really game over for SKY, I give them another 3-4 years MAX.

    Content is king and they've utterly failed to adapt to a very dynamic market, with an absolute dinosaur at the helm for far too long, Board should have revolted a long time ago. D Handley doing too much futuring and not enough actual work.

    The entertainment/film/premium drama market is absolutely saturated now with Disney+ and Apple TV+'s SVOD services entering the AU/NZ market in November, Netflix, and Spark's offering sucking out a lot of that content. HBO have a distribution deal in place with Sky currently but there is talk they will eventually launch their own SVOD service (HBO Now/Go), in AU/NZ which will mean they'll pull out of the Sky deal and Sky will lose all their premium drama from their Soho channel.

    Re Sport, Premium Sport will always be a massive pull factor for Sky, and as Spark chip away at their rights portfolio, I can only see bad news in this area. Spark's SVOD costbase will be cheaper than Sky's and they have a very profitable Telco business so Spark Sport is really just an after thought albeit a high profile one.

    I think the saving grace for Sky is that they have an absolutely entrenched position in the production side of Sports Broadcasting and for Spark to develop these capabilities is a significant investment they will be unwilling to take on I'd say - so not sure how that will go down.

    Ultimately as plenty of others have mentioned Sky have been a victim of their own demise and I just feel bad for the Mum + Dad shareholders who may have lost out because of a greedy and quite terrible Board and management. A very slow moving train wreck but a wreck nonetheless.

  5. #1445
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    fwiw I'd be happy if all sport goes to Spark Sports. After nearly 30 years of a Sky customer I'm now "only" a Sky Sports Now subscriber and the quality through Spark Sports is way better than through Sky Sports Now.

  6. #1446
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    Quote Originally Posted by levin123 View Post
    This is really game over for SKY, I give them another 3-4 years MAX.

    Content is king and they've utterly failed to adapt to a very dynamic market, with an absolute dinosaur at the helm for far too long, Board should have revolted a long time ago. D Handley doing too much futuring and not enough actual work.

    The entertainment/film/premium drama market is absolutely saturated now with Disney+ and Apple TV+'s SVOD services entering the AU/NZ market in November, Netflix, and Spark's offering sucking out a lot of that content. HBO have a distribution deal in place with Sky currently but there is talk they will eventually launch their own SVOD service (HBO Now/Go), in AU/NZ which will mean they'll pull out of the Sky deal and Sky will lose all their premium drama from their Soho channel.

    Re Sport, Premium Sport will always be a massive pull factor for Sky, and as Spark chip away at their rights portfolio, I can only see bad news in this area. Spark's SVOD costbase will be cheaper than Sky's and they have a very profitable Telco business so Spark Sport is really just an after thought albeit a high profile one.

    I think the saving grace for Sky is that they have an absolutely entrenched position in the production side of Sports Broadcasting and for Spark to develop these capabilities is a significant investment they will be unwilling to take on I'd say - so not sure how that will go down.

    Ultimately as plenty of others have mentioned Sky have been a victim of their own demise and I just feel bad for the Mum + Dad shareholders who may have lost out because of a greedy and quite terrible Board and management. A very slow moving train wreck but a wreck nonetheless.
    no simpathy from this past subscriber to corporate greed
    bull

  7. #1447
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    Quote Originally Posted by Beagle View Post
    Only reason I stay with my SKY subscription is watching CNBC for international business. Sport is vastly overrated as a form of entertainment in my opinion.
    Oh dear oh dear ...that’s sad

    Watching those cheerleaders not good for you ...not even entertainment
    “In a roaring bull market, knowledge is superfluous and experience is a handicap.”

    –Benjamin Graham”

  8. #1448
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    Quote Originally Posted by levin123 View Post
    This is really game over for SKY, I give them another 3-4 years MAX.

    Content is king and they've utterly failed to adapt to a very dynamic market, with an absolute dinosaur at the helm for far too long, Board should have revolted a long time ago. D Handley doing too much futuring and not enough actual work.

    The entertainment/film/premium drama market is absolutely saturated now with Disney+ and Apple TV+'s SVOD services entering the AU/NZ market in November, Netflix, and Spark's offering sucking out a lot of that content. HBO have a distribution deal in place with Sky currently but there is talk they will eventually launch their own SVOD service (HBO Now/Go), in AU/NZ which will mean they'll pull out of the Sky deal and Sky will lose all their premium drama from their Soho channel.

    Re Sport, Premium Sport will always be a massive pull factor for Sky, and as Spark chip away at their rights portfolio, I can only see bad news in this area. Spark's SVOD costbase will be cheaper than Sky's and they have a very profitable Telco business so Spark Sport is really just an after thought albeit a high profile one.

    I think the saving grace for Sky is that they have an absolutely entrenched position in the production side of Sports Broadcasting and for Spark to develop these capabilities is a significant investment they will be unwilling to take on I'd say - so not sure how that will go down.

    Ultimately as plenty of others have mentioned Sky have been a victim of their own demise and I just feel bad for the Mum + Dad shareholders who may have lost out because of a greedy and quite terrible Board and management. A very slow moving train wreck but a wreck nonetheless.
    Hit the nail on the head.

    Sky used to be "the home of sports" that is clearly no longer the case. There's zero reason to watch any of their other stuff and all that content (if it's worth anything) will be on its own SVOD platform very soon. Sky is going to be left with absolutely nothing.

    Everyone talks about Fellet but what has the board done? Absolutely f all.

    Edit: Sky response https://www.nzx.com/announcements/342436
    Last edited by Entrep; 10-10-2019 at 12:02 PM.

  9. #1449
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    Not all us watch or care about rugby/cricket, I too jumped on the cable cutting bandwagon last year and cancelled Sky and just went with Netflix and Youtube Premium, however I found myself missing all the channels I use to watch on Sky like ESPN, Discovery, CNBC, MTV, TLC, Fox, Comedy Central, plus a few others.. so I just re-subscribed and got all that again for under $100 a month which is still a good deal relevant to the hours of entertainment/information i'll get.

    The only thing I didn't get again was the movies package as I'll use Netflix for that, but other than Movies and potentially sport into the future, Sky is still the place for Kiwi's to get a lot more quality content, especially the baby boomers who will be watching a lot of TV as somebody else here mentioned, also most business/hotel contracts will continue. Streamers will continue to grow and have stolen market share no doubt and Sky has deserved to be re-priced downwards in recent years, but it's overdone imo and the streamers won't own 100% of the kiwi TV content market, so there will still be a place for SKY entertainment for many many more years into the future imo.

    For the penny pinchers out there I understand it still looks overvalued vs cheap streaming services who will be increasing their prices over the coming years anyway, and for sports fanatics just using Sky for rugby/cricket I understand spark could be looking better into the future but at the end of the day I look what I spend on an average lunch/dinner out and then think what's an extra $100 per month for way more quality content choice compared to the limited library of dated content on streamers and low quality of youtube content.

    I'm long SKT and picked up a few more shares today, excellent valuation here imo.

  10. #1450
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    Quote Originally Posted by KiwiBuffett View Post
    Not all us watch or care about rugby/cricket, I too jumped on the cable cutting bandwagon last year and cancelled Sky and just went with Netflix and Youtube Premium, however I found myself missing all the channels I use to watch on Sky like ESPN, Discovery, CNBC, MTV, TLC, Fox, Comedy Central, plus a few others.. so I just re-subscribed and got all that again for under $100 a month which is still a good deal relevant to the hours of entertainment/information i'll get. .
    https://i.imgur.com/f7FdEdG.jpg

  11. #1451
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    If you believe that all content providers are going to go direct to consumer for entertainment then yes, Sky will be doomed. They are a content aggregator after all - so if nobody is willing to sell them content they do not have a business.

    It is far from clear whether this doomsday scenario will evantuate however. With Netflix, Disney+ and the new Apple TV service...the small NZ market is already saturdated with OTT SVOD providers. Kiwis who will enjoy Netflix, Disney and Apple content but also enjoy Showtime/HBO/FX etc will need to subscribe to NEON, Netflix, Disney+ and AppleTV+. That is already a lot of services to navigate between.

    And it is yet to be seen how successful Disney and Apple are in NZ. Disney has some great content, but how many people will be willing to sign up? Their starting price is very cheap, but that just means they have to get a huge amount of subscriptions to justify their business model (versus the reliable income stream they had from Sky).

    So with the market already saturated, does HBO keep going with Sky or do they go direct too with HBO Max? I can't know their thinking, but it is not clear to me (as it seems to be for some posters) that they will certainly break their relationship with Sky when their current deal expires in a few years time.

    And with regards to sport... despite Martin Stewart's 'tough talk', Sky was never ever going to be able to outbid Spark for all A-List sporting content. It shouldn't really be a surprise.
    John Fellet has pointed out on a number of occassions that winning content is the easiest thing in the world. Just keep doubling your offer and you eventually win! Except you don't actually win, if you pay way over the odds you ultimately lose.

    No matter how wonderful a piece of content is, nothing is worth an infinite price. I suspect Spark have paid significantly over the odds again (like they did for RWC). The RWC has been a large financial loss to them, and I think cricket will be the same. There just won't be enough cricket fans in NZ with good enough internet speed willing to purchase a subscription from them to break even.

    Sky will be bidding hard for key rights, but they will still have a line they cannot cross. A line where you are better off letting the other guy have it. And with their vast amounts of viewership data, I believe they are in the strongest position to ascertain how much each piece of content is really worth.

    And, finally, missing out on NZ Cricket is far from ideal...but it does free up more cash to bid for other content. Spark will have given Spark Sport a generous budget to win sporting rights...but it will not be an infinite pool of money. SPK shareholders must also be wondering just how much of their money has been pumped into cricket, given their SP has also fallen by 1.63% ($137,778,370 off their market cap - approx double Sky TV's drop).
    Last edited by mistaTea; 10-10-2019 at 12:35 PM.

  12. #1452
    ShareTrader Legend Beagle's Avatar
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    Quote Originally Posted by KiwiBuffett View Post
    Not all us watch or care about rugby/cricket, I too jumped on the cable cutting bandwagon last year and cancelled Sky and just went with Netflix and Youtube Premium, however I found myself missing all the channels I use to watch on Sky like ESPN, Discovery, CNBC, MTV, TLC, Fox, Comedy Central, plus a few others.. so I just re-subscribed and got all that again for under $100 a month which is still a good deal relevant to the hours of entertainment/information i'll get.

    The only thing I didn't get again was the movies package as I'll use Netflix for that, but other than Movies and potentially sport into the future, Sky is still the place for Kiwi's to get a lot more quality content, especially the baby boomers who will be watching a lot of TV as somebody else here mentioned, also most business/hotel contracts will continue. Streamers will continue to grow and have stolen market share no doubt and Sky has deserved to be re-priced downwards in recent years, but it's overdone imo and the streamers won't own 100% of the kiwi TV content market, so there will still be a place for SKY entertainment for many many more years into the future imo.

    For the penny pinchers out there I understand it still looks overvalued vs cheap streaming services who will be increasing their prices over the coming years anyway, and for sports fanatics just using Sky for rugby/cricket I understand spark could be looking better into the future but at the end of the day I look what I spend on an average lunch/dinner out and then think what's an extra $100 per month for way more quality content choice compared to the limited library of dated content on streamers and low quality of youtube content.

    I'm long SKT and picked up a few more shares today, excellent valuation here imo.
    Welcome to the forum. I get SKY basic, plus SKY entertainment (which is all their documentary and news channels and CNBC) and sky movies for $72.33 per month.
    I own my My sky box so I can record and watch when I like in high definition and fast forward through the advertisements at 30x normal speed. Comes with high definition for free now and I think I get SOHO for free as well but I never watch it. Value isn't too bad in my opinion. There's only a limited amount of content on Netflix. Sport is vastly overrated, I wouldn't even pay $10 a month for it. Like you I think the model is durable for many years but if the new muppets running the show are going to throw VAST resources at sport and fail to understand that many people subscribe for reasons other than sport, then I think shareholders are on a one way hiding to nothing.
    Last edited by Beagle; 10-10-2019 at 12:32 PM.
    No butts, hold no mutts, (unless they're the furry variety).

  13. #1453
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    Quote Originally Posted by KiwiBuffett View Post
    Not all us watch or care about rugby/cricket, I too jumped on the cable cutting bandwagon last year and cancelled Sky and just went with Netflix and Youtube Premium, however I found myself missing all the channels I use to watch on Sky like ESPN, Discovery, CNBC, MTV, TLC, Fox, Comedy Central, plus a few others.. so I just re-subscribed and got all that again for under $100 a month which is still a good deal relevant to the hours of entertainment/information i'll get.

    The only thing I didn't get again was the movies package as I'll use Netflix for that, but other than Movies and potentially sport into the future, Sky is still the place for Kiwi's to get a lot more quality content, especially the baby boomers who will be watching a lot of TV as somebody else here mentioned, also most business/hotel contracts will continue. Streamers will continue to grow and have stolen market share no doubt and Sky has deserved to be re-priced downwards in recent years, but it's overdone imo and the streamers won't own 100% of the kiwi TV content market, so there will still be a place for SKY entertainment for many many more years into the future imo.

    For the penny pinchers out there I understand it still looks overvalued vs cheap streaming services who will be increasing their prices over the coming years anyway, and for sports fanatics just using Sky for rugby/cricket I understand spark could be looking better into the future but at the end of the day I look what I spend on an average lunch/dinner out and then think what's an extra $100 per month for way more quality content choice compared to the limited library of dated content on streamers and low quality of youtube content.

    I'm long SKT and picked up a few more shares today, excellent valuation here imo.
    i hope its your popcorn money and not your retirement funds
    bull

  14. #1454
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    Quote Originally Posted by mistaTea View Post
    c will need to sunscribe to NEON, Netflix, Disney+ and AppleTV+. That is already a lost of services to navigate between.
    Yeah if you subscribe to all services simultaneously then the cost adds up, but with no contracts you don't need to have them all at once. We had lightbox, binge watched everything we needed to and cancelled it, then did the same with Neon. We've had Netflix permanently and will have Disney permanently. The content on Neon/lightbox and SKY for that matter isn't refreshed frequently enough that I want it full time, and I definitely don't want to be locked in to a 12 month contract.

  15. #1455
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    Sky still hold rights to Australian Cricket (Which includes the NZ tour) and apparently (so I'm told) overseas Black Cap games... So fans will now have to buy both... (or neither)

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