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VideoNuze Report Podcast #106 - Fox's 8-Day Pay Window and Netflix's Q3 Churn - July 29, 2011
Daisy Whitney and I are pleased to present the 106th edition of the VideoNuze Report podcast, for July 29, 2011.
In this week's podcast, Daisy and I dive into two topics - Fox's new exclusive 8-day authentication window, and Netflix's Q3 '11 subscriber churn. Regarding Fox, this week the network announced that it would limit online access to programs in the first 8 days following their airing to viewers who are authenticated as pay-TV subscribers (or are Hulu Plus subscribers). As I wrote, I think the move has significant implications for Hulu, and the broader online video landscape. We discuss Fox's motivations, the role of retransmission consent fee payments and what might be coming next.
We then shift to discuss estimates of Netflix's Q3 '11 subscriber churn, due to its recent price change. By my calculations, Netflix itself is estimating it could lose approximately 6.5 million subscribers in the U.S. in Q3, which would be a record for the company. The amount attributable solely to the price change could be in the 2.5 - 3 million subscriber range. In the wake of all the speculation about how subscribers will react, Daisy discloses the surprising decision she and her family have made with regard to their Netflix subscription. Listen in to find out!
Click here to listen to the podcast (14 minutes, 34 seconds)
Click here for previous podcasts
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Topics: FOX, Hulu, Netflix, Podcast
