Video: How to Compete as a Niche Publisher in the SVOD Marketplace
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丹尼尔·韦伯斯特: You look at Netflix, it's barely, marginally making money. And it's investing a lot upfront in order to try 和 sort of gain that lead sort of position. So you've got a bunch of big players who can invest, 和 then you got a bunch of smaller players who I would like to believe have a good chance because they have great news content. 但从根本上, the new economic model for media still has to be found front 和 center in the advertising world. 大家都知道, you've got an advertising model, you've got a subscription model, 这两者很少相遇. There are very few examples. If you put your crystal ball out there 和 hope that it doesn't fall 和 crash, what's your prediction of how this is going to play out?
菲利克斯•戈麦斯: I think we're on our way to repeating history, 和 what I mean by that is the first slide that you showed went back to 1959, where it talked about the 三大 和 then eventually the Big Four. If you want to create your own 三大 or Big Four, you can put Netflix, 亚马逊, Hulu. Apple TV just announced that they're going to invest 7 billion in original content. Roku just announced that they're going to invest a lot in original content because 70% of their viewing comes from Netflix, 亚马逊, 和Hulu, so they're not making money off of that.
但就你的观点而言, there is a need for those niche audiences, 和 that's when we're going to repeat history with cable. You have partners like Tubi TV or Pluto TV that are going out there 和 aggregating these niche channels for niche audiences where there is the need for those eyeballs. And so at the end of the day, we're still going to be battling the Big Four, 三大, whatever you want to call them, but if we have the ability to go 和 scale 和 bring quality content to our end consumers, then there's going to be an opportunity for everybody.
To your point regarding subscription versus non-subscription-based, I think that Netflix has done a fantastic job. Right before Stranger Things 2 came out, they increased their monthly subscriptions 和 no one balked at it because they did it in a strategic manner where people wanted to watch Stranger Things 2.
But I think if you look at what we call the "mass reach" partners in this space that's going to give us those aggregated channels or whatever that may be, they're going to be able to make money from an ad-supported st和point. They may not play in the subscription base, but where are their bread 和 butters going to be within those 15- 和 30-second linear TV commercial pods?
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