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Disney+ and Hulu raise prices by up to 13 percent after doubling profits

94 pointsby 1h agoarstechnica.com
96 comments
1h agoHN ↗

That's how you double profits, indeed.

At some point the customer base is going to shrink, especially when the AI slop hits the market, right?

1h agoHN ↗

And you still get what you pay for in your subscription - ads you can't skip. ;-)

54m agoHN ↗

It makes sense from the point of view of a giant corporation. If people are paying despite of recent price increases and declining quality, why not try to increase profits even further?

52m agoHN ↗

It's going to be interesting to see how these beast succumb to AI created movies and shows.

36m agoHN ↗

Succumb? They're going to be at the forefront of creating it, reducing their expenses and therefore increasing their profits.

If you're saying that people will just watch other variants of video slop posted on youtube or other free sites instead of paying for some sort of curated entertainment service, history indicates otherwise.

28m agoHN ↗

Well we are already seeing the effects of it. No one wants to watch a film made with generative models. The sentiment is pretty clear online outside of the aibro sphere.

53m agoHN ↗

LOL do they not realize they push more and more towards piracy?

BTW here's the Disney 1937-2008 megatorrent, including lots of movies they "hold in the vault" (aka wont republish)

https: SLASH SLASH thepiratebay DOT org SLASH description.php?id=5657801

49m agoHN ↗

magnet:?xt=urn:btih:EF4211584F37CA70A4B1A2E47E7E833C79ABACBA&dn=Disney%20MEGA%20Collection%201937-2008&tr=udp%3A%2F%2Ftracker.opentrackr.org%3A1337&tr=udp%3A%2F%2Fopen.stealth.si%3A80%2Fannounce&tr=udp%3A%2F%2Ftracker.torrent.eu.org%3A451%2Fannounce&tr=udp%3A%2F%2Ftracker.bittor.pw%3A1337%2Fannounce&tr=udp%3A%2F%2Fpublic.popcorn-tracker.org%3A6969%2Fannounce&tr=udp%3A%2F%2Ftracker.dler.org%3A6969%2Fannounce&tr=udp%3A%2F%2Fexodus.desync.com%3A6969&tr=udp%3A%2F%2Fopen.demonii.com%3A1337%2Fannounce&tr=udp%3A%2F%2Fglotorrents.pw%3A6969%2Fannounce&tr=udp%3A%2F%2Ftracker.coppersurfer.tk%3A6969&tr=udp%3A%2F%2Ftorrent.gresille.org%3A80%2Fannounce&tr=udp%3A%2F%2Fp4p.arenabg.com%3A1337&tr=udp%3A%2F%2Ftracker.internetwarriors.net%3A1337

48m agoHN ↗

after doubling profits

They don't care about pushing SOME people to piracy as long as line goes up.

52m agoHN ↗

Oof. I guess sailing the high sees is back on the table.

We are back to cable pricing, but shows and movies are all over the place and now we need multiple apps to track us.

48m agoHN ↗

We are back to cable pricing

People expecting that the content companies were going to just accept lower revenue forever and not eventually get back to cable pricing were fooling themselves

In fact, the content companies are planning on making more money than they did under cable because since they're selling direct to the consumer, there's no DirecTV/Comcast/Charter middleman taking a slice anymore

Of course they'll sell through those intermediaries and take a cut but it will be much less than the cable companies were getting before, and will just go into the marketing cost bucket

45m agoHN ↗

Then they're just eventually going to lose out to things like short-form content and services like live streaming that younger generations are moving towards.

I wouldn't be surprised if they end up basically exactly like cable, where the only people who hang around end up being the older generations in the decade to come.

32m agoHN ↗

especially as shows keep tending towards up-market

15m agoHN ↗

All the major streaming providers are also adding live content. Once they have the infrastructure built out and the customers, it’s relatively easy to add the live content.

10m agoHN ↗

Relatively easy is doing some heavy lifting. There's plenty of reports about the streamer's live content having piss poor performance. Getting VOD streaming to work correctly is totally different than live coverage streaming correctly. The only thing they have in common is the viewer using the same app to view it.

23m agoHN ↗

I don't know about expect companies to accept lower revenue, but I certainly expect value for the money paid and I am personally seeing less and less of it. Surely, it is a dance of what the customer is willing to swallow. At this point, wife's habits are the only thing keeping our household from becoming disney-free. It is a shame, because as a platform, Disney+ did have a decent selection after it acquired hulu.

18m agoHN ↗

Spot on. They discounted to encourage the transition away from cable and DVR (remember TiVo?) to streaming and then they raise prices to the magical “fraction of monthly budget for entertainment” level that everyone (cable, too) works up to. Every company is going to try to get you to give them all of what you’re willing to pay. When cancellations are greater than new subs, they’ll stop and wait for inflation and rising wages to catch up again. That’s the game. That’s always going to be the game.

14m agoHN ↗

People expecting that the content companies were going to just accept lower revenue forever and not eventually get back to cable pricing were fooling themselves

Well that sort of happened for the music industry. I think people thought the video industry would follow a similar path where a few providers offer very large catalogs and then pay the media owners per play.

Instead these media owners got greedy and every media producing company decided it also needed to be a streaming company. But further, they licensed the media out exclusively to single streaming companies.

I'm also certain nobody expected that bought digital media would simply evaporate due to licensing.

Don't get me wrong, if the music industry could get away with the same move they would. But there's simply a lot more music and the ecosystem is too well established.

13m agoHN ↗

There was precedent, in the form of music. Music did get wildly better than "buy a CD", and the norm for music purchasing is zero DRM and files you own forever. So it wasn't an unreasonable expectation to hope the same would happen for video.

44m agoHN ↗

We are worse than cable pricing at this point from what I can see.

It's absurd that piracy is the _best_ user experience. 1 app, 1 place for your content, no licensing deals to worry about, no outrage pulling old episodes, local streaming, the list goes on.

You literally cannot pay (legally) for a better experience, and that makes me sad.

18m agoHN ↗

Exactly this.

Streaming services have become the worst of all worlds.

As an EU citizen, even tho I pay for Netflix and Prime, I cannot access most of the content there as even tho it exists on the service because it's not available in my country.

Amazon prime has 2 good shows and just a bunch of D-tier movies or some 35+ year old ones. It's mostly worthless.

Netflix region locks a whole lot of content or removes it after some time. I can't watch some great movies and TV shows because "oh we don't have rights for this region".

Meanwhile, piracy provides a user experience that not just lets me access all of their content - one I'm already paying for - anywhere, but also lets me access movies and shows that would otherwise not be found anywhere else, including regional movies and short movies.

12m agoHN ↗

Content rights are micro managed too, unlike ever before so you get things like a streaming service buying a title in one language but not the one you want. This doesn't stop them from returning it in your search results though

5m agoHN ↗

Prime's local content issue can be fixed with a VPN.

11m agoHN ↗

...and no pre-roll or mid-roll ads, since just about all of the streamers are going to ads in every tier.

10m agoHN ↗

How is that absurd?

Of course with piracy you can have all the content available everywhere forever.

How do you expect a law-abiding company to match that with content they don't own? Unless we abolish copyright.

5m agoHN ↗

It's absurd because in a sane world we'd have rules similar to playing music on the radio. If all the content providers provided a stream/video to resellers (and couldn't refuse to license/sell) then we could have a company that did the same thing as pirates can build, legally.

Instead the content is silo'd in a bunch of massive companies that don't care about UI/UX and exist only to force more ads down our throats.

This isn't about being law abiding or not for the sake of it, it's about the best experience _at any price_ is unobtainable without breaking a law.

And yes, I'm in favor of abolishing copyright and/or significantly limiting/curtailing it. Some short exclusivity window (<5 years, ideally <1 year) and then anyone can redistribute it paying small royalties for another <5-10 years, then it's public.

42m agoHN ↗

It's funny because everyone predicted this would happen back when Netflix had everything and was $5. "Eventually other companies are going to make their own apps, put in ads, increase prices and we'll be back to $80 a month"

23m agoHN ↗

For now we’re still better than cable because you don’t need to stay subscribed to everything just because you want to watch something. Especially in this modern age of “dump a whole season at once and then spend 2 years making the next season”. You can subscribe to something for a month to watch the latest season and then drop the subscription.

20m agoHN ↗

That is worse than cable if you had something like TiVo. Back with a cable subscription you were "locked in" but it was cheaper than buying all the subscriptions. We have taken a massive step backwards in UI/UX when it comes to TV, piracy is the only thing that beats TiVO but TiVo (old TiVo, before Cable Card was killed) beats pretty much everything else today.

19m agoHN ↗

Ok but we've saved thousands of dollars until it finally happened.

11m agoHN ↗

It's fine to extract from the subsidies as long as you have an exit ramp. Always have an exit ramp planned for when the gravy train ends. The defense against enshittification is a stack you can own and operate end to end.

https://news.ycombinator.com/item?id=48835392

40m agoHN ↗

On the other hand, we're back to cable pricing except everything is on demand and there's no need to match any channel timetable when you want to watch a show. So it's not all bad.

In a way I feel today's environment is less conducive to pirating than it used to be. So many fewer people have any kind of "always on" computer these days, they're using phones and tablets instead. Not to mention locked down App Stores, etc.

38m agoHN ↗

Solving the linear scheduling problem is welcome. Allowing each MSO/Content maker to profit is also welcome. Creating islands of content exclusive to that platform and then raise prices after record breaking profits and mergers to create a monopoly? Not welcome.

Cable companies purposefully enacted legislation more than a decade ago to prevent innovation until they could provide these streaming platforms for their oligarchs. Cable companies then sell to them and now are board members of the new platform.

36m agoHN ↗

Don't give them any ideas. Dynamic viewing might be next.

36m agoHN ↗

We've had DVRs since 1999 so scheduling hasn't been an issue for a long time. And the commercials with a real TV DVR are skippable, unlike with streaming.

27m agoHN ↗

That's today... give them time.

In slovenia, one of the media houses demanded from telcos (iptv providers) to disable skipping ads when timehshifting shows (for the first 3 days), so even if you're watching a show that was on yesterday, you can skip forwards/backwards all over the show, but you can't skip over the ads (currently you can skip forwards over the ads only "a lot" (like 10 minutes), then slowly skip backwards until you reach the end of the ads, but it's a pain).

So yeah... cameras tracking your eyes (that you're not turning away or going to pee during ads) are next, and then the "drink the verification cam".

( https://siol-net.translate.goog/novice/slovenija/nova-pravil... )

6m agoHN ↗

We've had dvrs for forever though, we just used to record a lifetime's with of content and then view it when we wanted, and slip the commercials!

22m agoHN ↗

Don't forget: Cable pricing but also with ads.

16m agoHN ↗

I mean that's just "cable pricing" as, unless I'm missing something, cable has ads.

12m agoHN ↗

Cable had ads too, and you couldn't pay more for ad-free.

13m agoHN ↗

What's the best "Apple-like" solution here?

51m agoHN ↗

Would be interesting to see a chart with the reviews of their original content relative to their reported profits, I suspect they do not align at all.

49m agoHN ↗

Same company that also announced that their supposedly "ad-free" plans will now be allowed to include ads and promotional content before and after content.

These streaming services learned nothing from cable are just pushing people back to pirating

24m agoHN ↗

These streaming services learned nothing from cable

There is constant pressure towards enshittification.

22m agoHN ↗

Maybe they haven't learned anything. Or maybe they crunched the numbers and decided losing a percentage of users to piracy was worth the risk? The only thing that is crystal clear is the greed - no amount of money/profits will ever be enough.

As a user, probably the best thing to do is get a library card and read books published prior to 1980 or thereabouts. Much of the movies/shows produced these days is not that good anyways, and anything that is good gets canceled after a season or two

49m agoHN ↗

Surprisingly, increasing user hostility is a filter of users' tech savviness and IQ. I doubt most HN dwellers will tolerate price increases or ads or anything like that. They can pirate shit, and they can block ads. They're better off compared to the rest of the population who is not tech-savvy enough or smart enough to bypass these user-hostilities. These companies basically extract revenue out of people who are relatively poor.

24m agoHN ↗

This seems backwards. The salaries around here are relatively high, so a marginal increase in monthly entertainment costs wouldn't be noticeable in the first place. People can get self-righteous if they want, but these are entertainment services, not essential goods.

Only speaking for myself, but these streaming services would need to increase costs A LOT to make me invest valuable time replacing them.

7m agoHN ↗

"here"

It's a big world out there, whatever "here" means.

That last sentence makes me wonder, do you enjoy ads?

I went to a Super Bowl party a while back and the half time show glitched continuously. Random weird glitches for the rest of the time. => note to self: don't pay for this.

17m agoHN ↗

Someone should spend money on a marketing campaign teaching people how to be tech literate (while skirting the law, and making implications).

Someone like Nathan Fielder would have the balls for this.

49m agoHN ↗

If you live in the DMV, you can get a free DC library card. You then get free access to Kanopy - a good streaming service with no ads. That could scratch the streaming itch without having to pay for these expensive services.

36m agoHN ↗

Lots of libraries offer Kanopy (though it seems like a lot of them have dropped it; I think it's actually pretty expensive for them to offer).

29m agoHN ↗

The Kanopy model is fascinating. Library members get free views but there are limits as the library has to pay for those views. Our county library system has a Kanopy subscription at each library and county residents are eligible to become members at every location. Kanopy supports adding multiple library cards, so you can boost your limit.

47m agoHN ↗

Disney+ and Hulu is probably the best value I get out of all the streaming services I subscribe to. Easily worth it for me.

12m agoHN ↗

I disagree.

(is this the level of discourse we're going for here?)

46m agoHN ↗

Several times I got a free or discounted Disney+ subscription. Every time I watch a few shows on it, then let it go once those promotions ended. It's just not worth the money no matter the price tier, even at older prices (that considering in my country it's already cheaper than in the US), and even less so with any kind of ad thrown with it.

45m agoHN ↗

I didn’t realize Disney+ had twice as many subscribers as Hulu. Hulu has been around a lot longer than Disney+. Goes to show the value of the content mix.

Not what everyone wants to hear, but I think there’s more headroom for price increases than the HN crowd likes to admit. Compared to how much people spent on cable or satellite TV, these prices feel like peanuts.

43m agoHN ↗

Except it quickly becomes close to cable when you start adding all the streaming services up.

43m agoHN ↗

Disney has a wide-ranging, vast library of content. All the classic Disney stuff, Disney Channel movies, Marvel, Star Wars... Not saying it's worth it, but it's a wide appeal. I can only thing of 5-10 great Hulu shows; I don't really know what to watch on there.

29m agoHN ↗

D+ exists outside of the US only: Everywhere else al things owned by Disney that are streaming are in D+, like ABC and FX series. Also, nobody streams more than children that have Moana in the background, and thus watch it 4 times a day. It makes it far stickier.

Hulu is not long for this world anyway, as Disney has been trying to merge them for years, if you believe investor calls. They'll probably be just one streaming service within the year.

25m agoHN ↗

Whatever HN says, you can expect the average person to do the opposite.

18m agoHN ↗

"I didn’t realize Disney+ had twice as many subscribers as Hulu. Hulu has been around a lot longer than Disney+. Goes to show the value of the content mix."

Brand awareness is more likely. No one knows wtf a "Hulu" is outside the US, and even parts of the US too (it was never the biggest player).

Parents see "Disney" and sub for a free** babysitter.

**With all these price hikes this dynamic may have shifted.

45m agoHN ↗

I mean they can do this to people who have you children who live on disney+, but this will make others think twice about the subscription

35m agoHN ↗

Eh. Kodi, Torrserver, and Jacktook, Jacktor if you rather stream torrents and not have to deal with storage. Fairly easy to keep track of your shows and view on demand within Kodi.

7m agoHN ↗

This but Jellyfin way before Plex, which is always revenue hungry. You bought a lifetime pass? That's cute, try on some advertising unless you disable it.

They'll continue to make anti-consumer choices in order to attempt to drive growth. Jellyfin has done nothing but improve.

37m agoHN ↗

What's a reasonable setup for sailing the seas safely?

It's not only the price hikes and the atomization/fragmentation of content, what made me cut the wire was that I couldn't get high quality in my computer unless I used X browser for Y service.

28m agoHN ↗

If you’re lazy and don’t mind dealing with a few ads, search yandex for ‘[content name] free stream’ and use one of the many pirate stream sites that show up in the results. Adblocker highly recommended.

I have access to a well-seeded 20+ year old private tracker but usually use the above method to stream content for free these days.

27m agoHN ↗

In general terms, set up a seedbox VM that is configured so it can only access the internet through Tor/VPN. Join a private tracker (I recommend IPT). Only allow file transfer one-way to your NAS or whatever, then use something like Jellyfin to pull from that.

26m agoHN ↗

A day or so of setup (if you're completely new) and you'll need a usenet sub (recommended) or torrent site (or sites, quality may vary on open trackers) but the *arr stack can be automated[1] to make sure you have the best quality versions of each episode/movie fairly easily.

1. https://trash-guides.info/

26m agoHN ↗

Depends how much you want to automate, but all you really need is a VPN (or so I am told). There are some good docker containers that bundle the VPN, Transmission, and a dead-man's switch for the connection (allegedly)

21m agoHN ↗

I switched from Plex a year or so ago. Jellyfin has been great for sharing with friends, and having them share with me.

* The Free Software Media System | Jellyfin // https://jellyfin.org/

16m agoHN ↗

Just a note, sailing the seas safely is fairly easy today but unless you want a more involved setup and only want to keep unwatched or unwatched plus a few "keep forever" shows, the cost of hardware is not going to be much "cheaper".

I have a friend who calculated up their hardware costs (before ram/ssd/hdd-ageddon) and paying for all the streaming services costs came in lower over the span of something like 10+ years. That said, they have the best UI/UX experience I've seen and don't see ads so I'd still count it as a win.

Oh sure, you can use an old laptop (or seedbox-type thing), an external drive, and get pretty far but if you want to replicate streaming services for all the shows you care about, it's not cheap.

15m agoHN ↗

The arr stack. prowlarr, radarr and sonarr. Pain to set up, but once it's there, it's very* convenient to use.

(Couple with Plex/Jellyfin).

10m agoHN ↗

One could also pay for a usenet provider, this is much better than p2p. You pay a monthly fee and the usenet provider hosts all the linux distros :) one might desire. You just download and never distribute.

Once you set it up with Sonarr and Radarr and Plex/Jellyfin you will never go back to HBO, Netflix, blah blah blah blah.

35m agoHN ↗

Media is so expensive now that it inspired me to take up sailing instead. It’s nice to get outside.

29m agoHN ↗

I'm seeing "average" people adopt piracy at astonishing levels because of these decisions. I went over to a friend's house the other day and his relative sent him one of those Android TV devices with access to all the pirated content you could ever want. I would never have imagined him to be ok with it. This has been happening in my social circle at an accelerating rate. People that would have scolded me for doing the same 10 years ago are now doing it.

21m agoHN ↗

The unfortunate reality is this is why we have residential botnets. Your friend is probably paying for his free TV by attacking things over the Internet.

15m agoHN ↗

Oh no, that's terrible! Please send me an example of one of those devices so I know what not to buy.

6m agoHN ↗

People that would have scolded me for doing the same 10 years ago are now doing it.

I can see how they could tell themselves it's not the same. This is a device that just shows a library of content that they can watch. There's no needing to know that P2P, warez, torrents, seeding, etc even exist let alone know what they are or how they work. They couldn't sell these devices if it was illegal, right?

28m agoHN ↗

I'm looking now to cancel my Netflix/Apple TV/Disney+/Prime subscriptions and have 1 at a given time for a few weeks/months while watching some particular series.

27m agoHN ↗

Who needs 4 streaming subscriptions at once?!

25m agoHN ↗

Didn't bother me a few years ago while the price was reasonable. Now with all the price increases it adds up

24m agoHN ↗

My family has been assembling a DVD collection for the past couple years and it's really starting to pay off. Wow, I own this media and can play it whenever I want without ads, and fear of it randomly disappearing or having scenes cut out of it? It really feels like magic.

I've got a record player coming tomorrow. My song streaming service of choice keeps jacking up prices and now feeds me AI slop; it's time for a change.

I suspect kids growing up right now will experience a renaissance of physical media from fed-up parents.

23m agoHN ↗

This is Cancerpitalism, more money for the leachholders, extract more from customers, more...

Capitalism idea is that you have a free market, and several companies offer high quality products and services, then people vote with their wallet; in order for you to compete and become the "best seller" the dominant implementation you have to offer a best product/service...

Cancerpitalism is I have trillion of dollars, so you start acquiring other services and once there are less options you can start decreasing the quality of the service because there is nowhere else to go... the more concentrated the worst it is.

The more companies there are the more work there is, break disney into disney and disney park services and disney television/network services and get out marvel... and get out whatever else has been ingested by it..., you need HR, you need management, you need people working on the products those companies, you need buildings, someone has to fill all those positions, more offers, more diversity...

Growth for growth sake is cancer and cancer kills.

I'm saying capitalism always had anti-monopolies, they were anti-merger... but once all of the companies are held by the ultra wealthy you can start decreasing quality... because all of them do it at the same time and there is nowhere else to go...

It happens with the hedge funds having all the pet veterinaries... all the hospitals... that "emergency clinic" that is promoted as "150$ top visit" in your healthplan is never 150$... more like 1200$... 500$ for the veterinary to look at your pet 15 minutes... ads on your new car screen... ads before the ads...

And then just as cancer it extends... google has internet services.. the browser, email, search, ads, the operative system

Facebook has almost all the "social" networks

News are served/comming from just a couple of pockets...

If you are "free" to decide but the only 2 options are set by someone else... are you really free?

Oh yes.. try to get into the market... lobby takes care of setting "rules"/labs/criterias that cost a couple millions to pass... of course ran/evaluated by the big ones...

16m agoHN ↗

I already cancelled Netflix and HBO, I guess Hulu is next. It feels almost like a yearly 10-20% increase across streaming services and the content hasn’t improved. There’s just more crap to filter out. I think I may just be happy with Criterion only once I’m done with a couple of shows on Apple TV.

12m agoHN ↗

I use the language immersion for learning languages. And with the streaming platforms you can't get cc captions in the original language. There is many foreign media thay is on the platform but not on your country, there is extension that are useful for making flashcards or small clips, but for some reason you can't watch whatever you want to watch in the original resolution if you're on the browser and if you use linux they dare to limit you to 720p. Compare this to just downloading anything you want and using mpv with any extension you want that does whatever you want it to do.

10m agoHN ↗

They just take away all the legal non-sucky options :(

12m agoHN ↗

They are daring us to make choices instead of having everything. Zero sum thinking.

10m agoHN ↗

I still pay less than when I had a cable bundle with the caveat that, then, I didn't have premium channels and, now, don't have live TV. In my personal book, I'm still ahead in the game.

10m agoHN ↗

Compound doubling make inversors golden, so this is a hard but worthy sacrifice CEOs are willing to impose on consumers.

6m agoHN ↗

Does this mean Blockbuster-like video stores are going to make a comeback?

6m agoHN ↗

Streaming markets have really felt like price fixing scenarios over the past few years. I can't think of any exceptions that haven't been regularly and aggressively raising their prices like every 6 months at this point as if they are all coordinating.

Why the hell can't we have streaming businesses that reach some equilibrium threshold for how much content they want to produce, the quality of said content, and then focus on optimizing production and tech to both reduce prices and increase profits over time accompanied with scaling subscriber growth.