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2021-04-13
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Netflix Just Fixed Its Only Disadvantage in Streaming<blockquote>Netflix刚刚解决了其在流媒体领域的唯一劣势</blockquote>
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That's why it inked a deal with<b>Sony</b>(NYSE:SNE)to exclusively stream the studio's output starting with its 2022 film release slate. The deal also includes first-looks at Sony's direct-to-home releases and several key back catalog titles, and builds on its existing deal for Sony's animated film releases.</p><p><blockquote>一项新的许可协议使Netflix与所有新竞争对手保持公平的竞争环境。<b>Netflix</b>（纳斯达克：NFLX）可能都是关于它的原创系列和电影，但它的图书馆仍然可以从熟悉的工作室大片中受益。这就是为什么它与<b>索尼</b>（纽约证券交易所股票代码：SNE）将从2022年电影上映名单开始独家播放该工作室的作品。该交易还包括对索尼直接到家庭发行的电影和几个关键的旧目录标题的首次亮相，并建立在索尼动画电影发行的现有交易的基础上。</blockquote></p><p> The opportunities to strike these deals have become few and far between as new competitors pop up and studios retain their film output. Sony may have been Netflix's only option to even the playing field.</p><p><blockquote>随着新竞争对手的出现和电影公司保留其电影产量，达成这些交易的机会变得越来越少。索尼可能是网飞公平竞争的唯一选择。</blockquote></p><p> <b>Streaming silos</b></p><p><blockquote><b>流式孤岛</b></blockquote></p><p> Studios used to strike first-run deals with premium cable channels like <b>AT&T</b>'s(NYSE:T) HBO or<b>Lionsgate</b>'s Starz. Then Netflix's streaming service came along and expanded from buying old back catalogs of films to first-run releases like the premium channels.</p><p><blockquote>电影公司过去常常与付费有线电视频道达成首轮交易，例如<b>AT&T</b>（纽约证券交易所股票代码：T）HBO或<b>狮门影业</b>是斯塔兹。然后，网飞的流媒体服务出现了，并从购买旧的电影目录扩展到像付费频道这样的首轮发行。</blockquote></p><p> The licensing revenue from these deals was great for the studios. It's extremely high-margin, and some deals could help breathe new life into old releases.</p><p><blockquote>这些交易的许可收入对工作室来说是巨大的。它的利润率极高，一些交易可以帮助为旧版本注入新的活力。</blockquote></p><p> But now, after significant consolidation in the media industry, nearly every major studio is associated with its own streaming service. Manymedia companieshave their own in-house collections of films and television series that they can bring direct to the consumer with streaming with efficient costs, making it a more profitable endeavor.</p><p><blockquote>但现在，在媒体行业大幅整合后，几乎每个主要工作室都与自己的流媒体服务相关联。许多媒体公司都有自己的内部电影和电视剧集，他们可以通过流媒体以高效的成本直接带给消费者，使其成为一项更有利可图的努力。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/feba96cbf8de61fb6755ad274c40318d\" tg-width=\"787\" tg-height=\"454\">Sony is the only notable film studio without direct ties to a streaming service. Sony sold its ad-supported Crackle streaming service in 2019.</p><p><blockquote>索尼是唯一一家与流媒体服务没有直接联系的著名电影制片厂。索尼在2019年出售了其广告支持的Crackle流媒体服务。</blockquote></p><p> Comcast currently licenses Universal films to HBO Max, Illumination films to Netflix, and Dreamworks films to Hulu. However, it's considering retaining the rights for Universal and Illumination films for Peacock as negotiations for those rights come back up this year. It could also strike a non-exclusive deal that would allow it to stream its films on Peacock while licensing them to other streaming services.</p><p><blockquote>康卡斯特目前将环球电影授权给HBO Max，照明电影授权给网飞，梦工厂电影授权给Hulu。然而，它正在考虑为《孔雀》保留环球和照明电影的版权，因为这些版权的谈判将于今年恢复。它还可能达成一项非独家协议，允许其在Peacock上播放电影，同时将其授权给其他流媒体服务。</blockquote></p><p> If Netflix wanted access to a film studio output, Sony was its only option.</p><p><blockquote>如果网飞想要获得电影制片厂的输出，索尼是它唯一的选择。</blockquote></p><p> <b>But why does Netflix want an output deal anyway?</b></p><p><blockquote><b>但为什么Netflix想要一项产出协议呢？</b></blockquote></p><p> Simply put, Sony has something Netflix can't get anywhere else.</p><p><blockquote>简而言之，索尼拥有网飞在其他任何地方都无法获得的东西。</blockquote></p><p> While Netflix can make its own films, it won't have any theatrical blockbusters like Sony will. The familiarity of popular films on the streaming service can drive engagement. And with all the other studios keeping their film streaming rights for themselves, Sony is the only source for Netflix to get those kinds of films.</p><p><blockquote>虽然网飞可以制作自己的电影，但它不会像索尼那样拥有任何院线大片。流媒体服务上流行电影的熟悉度可以提高参与度。由于所有其他工作室都将电影流媒体版权据为己有，索尼是网飞获得此类电影的唯一来源。</blockquote></p><p> Moreover, Sony has some key intellectual property. Most notably, it owns the rights to the Spider-Man universe, which ties into the rest of Disney's Marvel Cinematic Universe. With the immensepopularity of Disney+, retaining some Marvel fans with Sony's Spider-Man output is a nice bonus.</p><p><blockquote>此外，索尼拥有一些关键的知识产权。最值得注意的是，它拥有蜘蛛侠宇宙的版权，该宇宙与迪士尼漫威电影宇宙的其他部分相连。随着Disney+的巨大人气，用索尼的蜘蛛侠作品留住一些漫威粉丝是一个不错的奖励。</blockquote></p><p> Sony also owns the rights to franchises including<i>Jumanji</i>,<i>Ghostbusters</i>, and<i>The Karate Kid</i>. The latter spawned an extremely popular series now available on Netflix, so there could be easy opportunities to increase engagement.</p><p><blockquote>索尼还拥有特许经营权，包括<i>朱曼吉</i>,<i>捉鬼敢死队</i>，和<i>空手道小子</i>后者催生了一部非常受欢迎的剧集，现在可以在Netflix上观看，因此很容易有机会增加参与度。</blockquote></p><p> Netflix isn't paying too much for the deal either. Despite the fact that the deal fetched a \"record-setting price tag,\" according to reports, the total estimated outlay for the five-year deal is between $1 billion and $2 billion. Even at the high end -- $400 million per year -- that represents a tiny percentage of Netflix's $19 billion projected content budget for 2021. It's also notably paying Sony more than $500 million per year for the rights tostream<i>Seinfeld</i>starting this June.</p><p><blockquote>Netflix也没有为这笔交易支付太多费用。据报道，尽管该交易获得了“创纪录的价格”，但这项为期五年的交易的估计总支出在10亿至20亿美元之间。即使是每年4亿美元的高端产品，这也只占网飞2021年预计190亿美元内容预算的一小部分。值得注意的是，它每年还向索尼支付超过5亿美元的流媒体版权<i>宋飞</i>从今年六月开始。</blockquote></p><p> So, in the grand scheme of things, the Sony film deal presents good value for Netflix. It ought to keep subscribers engaged with the service, and engaged subscribers don't cancel.</p><p><blockquote>因此，从大的方面来看，索尼电影交易对网飞来说是很有价值的。它应该让用户参与这项服务，参与的用户不会取消。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Just Fixed Its Only Disadvantage in Streaming<blockquote>Netflix刚刚解决了其在流媒体领域的唯一劣势</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix Just Fixed Its Only Disadvantage in Streaming<blockquote>Netflix刚刚解决了其在流媒体领域的唯一劣势</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-04-13 15:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p> A new licensing agreement keeps Netflix on an even playing field with all its new competitors. <b>Netflix</b>(NASDAQ:NFLX)may be all about its original series and films, but its library can still benefit from familiar studio blockbusters. That's why it inked a deal with<b>Sony</b>(NYSE:SNE)to exclusively stream the studio's output starting with its 2022 film release slate. The deal also includes first-looks at Sony's direct-to-home releases and several key back catalog titles, and builds on its existing deal for Sony's animated film releases.</p><p><blockquote>一项新的许可协议使Netflix与所有新竞争对手保持公平的竞争环境。<b>Netflix</b>（纳斯达克：NFLX）可能都是关于它的原创系列和电影，但它的图书馆仍然可以从熟悉的工作室大片中受益。这就是为什么它与<b>索尼</b>（纽约证券交易所股票代码：SNE）将从2022年电影上映名单开始独家播放该工作室的作品。该交易还包括对索尼直接到家庭发行的电影和几个关键的旧目录标题的首次亮相，并建立在索尼动画电影发行的现有交易的基础上。</blockquote></p><p> The opportunities to strike these deals have become few and far between as new competitors pop up and studios retain their film output. Sony may have been Netflix's only option to even the playing field.</p><p><blockquote>随着新竞争对手的出现和电影公司保留其电影产量，达成这些交易的机会变得越来越少。索尼可能是网飞公平竞争的唯一选择。</blockquote></p><p> <b>Streaming silos</b></p><p><blockquote><b>流式孤岛</b></blockquote></p><p> Studios used to strike first-run deals with premium cable channels like <b>AT&T</b>'s(NYSE:T) HBO or<b>Lionsgate</b>'s Starz. Then Netflix's streaming service came along and expanded from buying old back catalogs of films to first-run releases like the premium channels.</p><p><blockquote>电影公司过去常常与付费有线电视频道达成首轮交易，例如<b>AT&T</b>（纽约证券交易所股票代码：T）HBO或<b>狮门影业</b>是斯塔兹。然后，网飞的流媒体服务出现了，并从购买旧的电影目录扩展到像付费频道这样的首轮发行。</blockquote></p><p> The licensing revenue from these deals was great for the studios. It's extremely high-margin, and some deals could help breathe new life into old releases.</p><p><blockquote>这些交易的许可收入对工作室来说是巨大的。它的利润率极高，一些交易可以帮助为旧版本注入新的活力。</blockquote></p><p> But now, after significant consolidation in the media industry, nearly every major studio is associated with its own streaming service. Manymedia companieshave their own in-house collections of films and television series that they can bring direct to the consumer with streaming with efficient costs, making it a more profitable endeavor.</p><p><blockquote>但现在，在媒体行业大幅整合后，几乎每个主要工作室都与自己的流媒体服务相关联。许多媒体公司都有自己的内部电影和电视剧集，他们可以通过流媒体以高效的成本直接带给消费者，使其成为一项更有利可图的努力。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/feba96cbf8de61fb6755ad274c40318d\" tg-width=\"787\" tg-height=\"454\">Sony is the only notable film studio without direct ties to a streaming service. Sony sold its ad-supported Crackle streaming service in 2019.</p><p><blockquote>索尼是唯一一家与流媒体服务没有直接联系的著名电影制片厂。索尼在2019年出售了其广告支持的Crackle流媒体服务。</blockquote></p><p> Comcast currently licenses Universal films to HBO Max, Illumination films to Netflix, and Dreamworks films to Hulu. However, it's considering retaining the rights for Universal and Illumination films for Peacock as negotiations for those rights come back up this year. It could also strike a non-exclusive deal that would allow it to stream its films on Peacock while licensing them to other streaming services.</p><p><blockquote>康卡斯特目前将环球电影授权给HBO Max，照明电影授权给网飞，梦工厂电影授权给Hulu。然而，它正在考虑为《孔雀》保留环球和照明电影的版权，因为这些版权的谈判将于今年恢复。它还可能达成一项非独家协议，允许其在Peacock上播放电影，同时将其授权给其他流媒体服务。</blockquote></p><p> If Netflix wanted access to a film studio output, Sony was its only option.</p><p><blockquote>如果网飞想要获得电影制片厂的输出，索尼是它唯一的选择。</blockquote></p><p> <b>But why does Netflix want an output deal anyway?</b></p><p><blockquote><b>但为什么Netflix想要一项产出协议呢？</b></blockquote></p><p> Simply put, Sony has something Netflix can't get anywhere else.</p><p><blockquote>简而言之，索尼拥有网飞在其他任何地方都无法获得的东西。</blockquote></p><p> While Netflix can make its own films, it won't have any theatrical blockbusters like Sony will. The familiarity of popular films on the streaming service can drive engagement. And with all the other studios keeping their film streaming rights for themselves, Sony is the only source for Netflix to get those kinds of films.</p><p><blockquote>虽然网飞可以制作自己的电影，但它不会像索尼那样拥有任何院线大片。流媒体服务上流行电影的熟悉度可以提高参与度。由于所有其他工作室都将电影流媒体版权据为己有，索尼是网飞获得此类电影的唯一来源。</blockquote></p><p> Moreover, Sony has some key intellectual property. Most notably, it owns the rights to the Spider-Man universe, which ties into the rest of Disney's Marvel Cinematic Universe. With the immensepopularity of Disney+, retaining some Marvel fans with Sony's Spider-Man output is a nice bonus.</p><p><blockquote>此外，索尼拥有一些关键的知识产权。最值得注意的是，它拥有蜘蛛侠宇宙的版权，该宇宙与迪士尼漫威电影宇宙的其他部分相连。随着Disney+的巨大人气，用索尼的蜘蛛侠作品留住一些漫威粉丝是一个不错的奖励。</blockquote></p><p> Sony also owns the rights to franchises including<i>Jumanji</i>,<i>Ghostbusters</i>, and<i>The Karate Kid</i>. The latter spawned an extremely popular series now available on Netflix, so there could be easy opportunities to increase engagement.</p><p><blockquote>索尼还拥有特许经营权，包括<i>朱曼吉</i>,<i>捉鬼敢死队</i>，和<i>空手道小子</i>后者催生了一部非常受欢迎的剧集，现在可以在Netflix上观看，因此很容易有机会增加参与度。</blockquote></p><p> Netflix isn't paying too much for the deal either. Despite the fact that the deal fetched a \"record-setting price tag,\" according to reports, the total estimated outlay for the five-year deal is between $1 billion and $2 billion. Even at the high end -- $400 million per year -- that represents a tiny percentage of Netflix's $19 billion projected content budget for 2021. It's also notably paying Sony more than $500 million per year for the rights tostream<i>Seinfeld</i>starting this June.</p><p><blockquote>Netflix也没有为这笔交易支付太多费用。据报道，尽管该交易获得了“创纪录的价格”，但这项为期五年的交易的估计总支出在10亿至20亿美元之间。即使是每年4亿美元的高端产品，这也只占网飞2021年预计190亿美元内容预算的一小部分。值得注意的是，它每年还向索尼支付超过5亿美元的流媒体版权<i>宋飞</i>从今年六月开始。</blockquote></p><p> So, in the grand scheme of things, the Sony film deal presents good value for Netflix. It ought to keep subscribers engaged with the service, and engaged subscribers don't cancel.</p><p><blockquote>因此，从大的方面来看，索尼电影交易对网飞来说是很有价值的。它应该让用户参与这项服务，参与的用户不会取消。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/04/12/netflix-just-fixed-its-only-disadvantage-in-stream/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/04/12/netflix-just-fixed-its-only-disadvantage-in-stream/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188078941","content_text":"A new licensing agreement keeps Netflix on an even playing field with all its new competitors.\n\nNetflix(NASDAQ:NFLX)may be all about its original series and films, but its library can still benefit from familiar studio blockbusters. That's why it inked a deal withSony(NYSE:SNE)to exclusively stream the studio's output starting with its 2022 film release slate. The deal also includes first-looks at Sony's direct-to-home releases and several key back catalog titles, and builds on its existing deal for Sony's animated film releases.\nThe opportunities to strike these deals have become few and far between as new competitors pop up and studios retain their film output. Sony may have been Netflix's only option to even the playing field.\nStreaming silos\nStudios used to strike first-run deals with premium cable channels like AT&T's(NYSE:T) HBO orLionsgate's Starz. Then Netflix's streaming service came along and expanded from buying old back catalogs of films to first-run releases like the premium channels.\nThe licensing revenue from these deals was great for the studios. It's extremely high-margin, and some deals could help breathe new life into old releases.\nBut now, after significant consolidation in the media industry, nearly every major studio is associated with its own streaming service. Manymedia companieshave their own in-house collections of films and television series that they can bring direct to the consumer with streaming with efficient costs, making it a more profitable endeavor.\nSony is the only notable film studio without direct ties to a streaming service. Sony sold its ad-supported Crackle streaming service in 2019.\nComcast currently licenses Universal films to HBO Max, Illumination films to Netflix, and Dreamworks films to Hulu. However, it's considering retaining the rights for Universal and Illumination films for Peacock as negotiations for those rights come back up this year. It could also strike a non-exclusive deal that would allow it to stream its films on Peacock while licensing them to other streaming services.\nIf Netflix wanted access to a film studio output, Sony was its only option.\nBut why does Netflix want an output deal anyway?\nSimply put, Sony has something Netflix can't get anywhere else.\nWhile Netflix can make its own films, it won't have any theatrical blockbusters like Sony will. The familiarity of popular films on the streaming service can drive engagement. And with all the other studios keeping their film streaming rights for themselves, Sony is the only source for Netflix to get those kinds of films.\nMoreover, Sony has some key intellectual property. Most notably, it owns the rights to the Spider-Man universe, which ties into the rest of Disney's Marvel Cinematic Universe. With the immensepopularity of Disney+, retaining some Marvel fans with Sony's Spider-Man output is a nice bonus.\nSony also owns the rights to franchises includingJumanji,Ghostbusters, andThe Karate Kid. The latter spawned an extremely popular series now available on Netflix, so there could be easy opportunities to increase engagement.\nNetflix isn't paying too much for the deal either. Despite the fact that the deal fetched a \"record-setting price tag,\" according to reports, the total estimated outlay for the five-year deal is between $1 billion and $2 billion. Even at the high end -- $400 million per year -- that represents a tiny percentage of Netflix's $19 billion projected content budget for 2021. It's also notably paying Sony more than $500 million per year for the rights tostreamSeinfeldstarting this June.\nSo, in the grand scheme of things, the Sony film deal presents good value for Netflix. It ought to keep subscribers engaged with the service, and engaged subscribers don't cancel.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":225,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":24,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/345837715"}
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