Vala isikhangiso

Kudala ngaphambi kokumenyezelwa kwensizakalo yokubhalisela i-Apple TV+, bekunezinsolo zokuthi izinsiza ze-inthanethi zase ziqala ukudlula umabonakude wendabuko. Kodwa-ke, lokhu kunyakaza kwababukeli akuzange kwenzeke ngesivinini esimangalisayo, ngakho-ke izinsizakalo zokusakazwa kwe-TV zaqala ukukhulunywa ngazo ngokujulile kuphela ngonyaka odlule.

Entwasahlobo ka-2019, sabona isimemezelo sensizakalo ye-Apple TV+, okuthi, ngokugxila kwayo kokuqukethwe kwayo, ibe inketho ekhangayo ngisho nakulabo ababebhalisele i-Netflix noma i-Amazon Prime Video. Ngaphezu kwalokho, izinkampani ezinkulu zamakhebula e-USA, Disney, AT&T kanye neComcast, nazo seziqalile ukusebenzisana kakhulu nale makethe. Futhi ngenkathi i-AT&T ne-Comcast zizokwethula imikhiqizo yazo kulo nyaka, i-Disney isivele ithenge insiza yokusakaza i-Hulu ngonyaka odlule futhi yethula i-Disney +. Isevisi ngayinye ilethe okuhlukile ku-Disney, kodwa bobabili baveze amazwibela eqiniso elibuhlungu.

Ngenkathi ukwehla kwababhalisile be-cable TV kufinyelele umphumela we-avalanche ngonyaka odlule, izinsiza zokusakaza zilahlekelwa imali. Futhi lokhu kuyasebenza nakwiNetflix, yona, enababhalisile abasebenzayo abangaphezu kwezigidi eziyi-158 emhlabeni wonke, manje esebenza ikakhulukazi ngenxa yamabhondi kanye nemalimboleko efinyelela ku-$13 billion. I-Ty itshala imali ekuthengeni amafilimu amasha nemibukiso, imikhiqizo yokuqala, kodwa futhi nasekuthuthukisweni kwengqalasizinda.

Ukwehla kwezinsizakalo zikamabonakude zase-US zango-2019
Inani lababhalisile bethelevishini e-US lehle ngo-6,2% unyaka nonyaka. Umthombo: Bloomberg

Ekuqaleni, abakwaDisney babelane ngezinombolo ezijabulisayo: ezinsukwini zokuqala ngemuva kokwethulwa, abasebenzisi abayizigidi eziyi-10 babhalisele i-Disney +, kodwa abaningi bakwenzele lokho kuphela ochungechungeni lwe-Mandalorian, isizini yokuqala eyaphela ekupheleni konyaka kanti eyesibili ayisekho. okulindeleke kuze kube ekwindla. I-Walt Disney Company, njengomnikazi omusha we-Hulu, iphinde yavuma ukuthi ilindele izinombolo eziluhlaza zale nkonzo ngo-2023 ekuqaleni konyaka, ngokusho komhlaziyi uStephen Flynn, iNetflix nayo ingaphuma esikweletini. Izinzuzo zokuqala zesevisi ye-HBO MAX akulindelekile kuze kube ngu-2024.

Njengamanje, lezo zinkampani ezingazange zibe sembonini ye-TV zisesimweni esihle kakhulu sokulungiselela impi yokuhweba ezayo. I-Apple inganxephezela ukulahlekelwa yisevisi yayo ngokuthengisa amafoni namanye amadivaysi, kodwa futhi ngenxa ye-App Store kanye nokudayiswa kwezinye izinsizakalo ezifana ne-iCloud noma i-Apple Music. I-Amazon nayo ayinakho ukukhathazeka ngakho. Inkampani inxephezela ukulahlekelwa okudalwe yisevisi ye-Prime Video ngokuthengisa ngokuphelele yonke into kumakhasimende okuphela, kodwa nangokuhlinzeka ngezinsizakalo zamafu kumakhasimende ebhizinisi. Kulezi zinkampani, ukwandisa inzuzo ngezindleko zokuduma akuyona into ehamba phambili.

Isikweletu se-Bloomberg Netflix sika-2019
Isikweletu seNetflix sikhuphuke safinyelela ku- $ 2019 billion ngo-13,5. Umthombo: Bloomberg

Kodwa-ke, i-Disney, i-Comcast kanye ne-AT&T kwadingeka ukuthi bazenzele ukuncintisana ngokwethula izinsiza zabo zokusakaza ukuze kugcinwe ithelevishini yaseMelika efayo. Nalokhu kuwina okumba eqolo kungabiza kakhulu. Konke akuxhomekile kuphela ezintengo zokubhalisa, kodwa futhi nokuqukethwe kwangempela kanye nemvamisa yokushicilelwa kwakho. Ngethelevishini, asikho isidingo sokukhulula okuqukethwe okusha njalo, kodwa uma inkampani yehluleka ukukhiqiza okuqukethwe kwekhwalithi isikhathi eside, ilahlekelwa ababukeli. Ngesikhathi esifanayo, isilinganiso kanjalo nentshisekelo yabakhangisi nayo iyehla. Ngenhlanhla, isiteshi sikamabonakude singanxephezela lokhu kulahlekelwa ngezimali esiziqoqa kubasabalalisi.

Lesi sixhumanisi asikho esiteshini sokusabalalisa sesevisi yokusakaza. Kodwa kusho ukuthi zonke izinkokhelo ezivela kubasebenzisi ziya ngqo enkampanini ehlinzeka ngesevisi, futhi akudingekile ukuthi zabiwe nomsabalalisi. Kodwa emhlabeni wezinsizakalo, cishe asikho isikhala sezikhangiso. Iqiniso lokuthi amakhasimende angabuka I-Irishman noma Abangane ngaphandle kwekhefu lezentengiso iyindawo enkulu yokuthengisa yezinsizakalo zokusakaza. Kulokhu, nokho, izinsizakalo zomuntu ngamunye ziyavuma, futhi ngenxa yalokho, ukuphela kwesici esinqumayo sempumelelo kule makethe okuqukethwe.

Uma isevisi ingayigcwalisi ngokushesha ngokwanele, ingenayo ikhwalithi eyanele noma isindala kakhulu futhi isiphelelwe yisikhathi, umsebenzisi uzophuma kusevisi futhi ibhizinisi phakathi kwenkampani nekhasimende liphelela lapho. Ngokuka-Ampere Analysis umqondisi wocwaningo uRichard Broughton, isihluthulelo sempumelelo yezinsizakalo ezinkulu ukuthi bangakwazi ukwethula okungenani uchungechunge olusha olulodwa njalo ngesonto. Ababukeli maningi amathuba okuthi babukele uchungechunge olusha kodwa olumaphakathi kunochungechunge oluwina imiklomelo kodwa oludala.

NgokukaSolwazi we-New York University Stern School of Business Associate u-Jamyn Edis, u-2020 kuzoba unyaka we-The Hunger Games wezinsizakalo zethelevishini.

I-Apple TV kanye ne-FB

Umthombo: Bloomberg (#2)(#3)(#4)

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