RE: COILED SPRING ?5 Aug 2020 19:46
Bouchos, I'm relatively well versed in the SVOD/AVOD industry.
Fact - Parents will and are paying subscription money for Disney + (over 50million subs and counting since launching properly this year) - They like the premium nature of the platform and the reassurances that come with specially curated and trusted content.
Content is absolute king in this day and age and on that front Disney (and the other SVOD services) holds all the cards... Most YouTube channels with broadcast-quality content only have the rights to said shows for around 3 years on average. When those rights lapse, the likes of BritBox, Rakuten, Samsung, Sony, Disney, Netflix etc etc will be chomping at the bit to immediately secure and monetise those shows more efficiently.
Also with tech innovation in the home cinema space booming, the only real positive that the cinema has is 'the experience'. Yes people are savvy, which is why they buy their sweets from Tesco's before going to the cinema... Its also why cinema owners are going to have to pivot their business models to not only compete with SVOD/TVOD and AVOD platforms, but also to re-ignite a passion for cinema. Secret cinema has managed to do that somewhat but at huge cost which now may amount to very little.
My honest opinion is that yes Cineworld investors will see gains from these levels, but Cinema as we know it has to adapt to survive or Cineworld won't even be seen as the nostalgic 'BlockBuster' of yester-year.
Dead cat bounce or the new foundation to build a bigger and better 'cinematic experience' it's do or die from here.
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