Netflix (NFLX -2.8%) gives back some of last week's gains after Sony (SNE +0.5%) extends its...

Netflix (NFLX -2.8%) gives back some of last week's gains after Sony (SNE +0.5%) extends its movie-licensing deal with Starz (STRZA +8.1%) to 2021. Stifel thinks the deal is likely in the $300M/year range, on par with the recent Netflix-Disney deal. With Starz having ended its relationship with Netflix specifically to keep its pay-TV industry customers happy, the odds of its content re-appearing on Netflix anytime soon are slim.
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  • skibimamex
    , contributor
    Comments (595) | Send Message
    with Starz getting LNF (away from Epix) as well in 2015, the Pay cable 1 exclusive window will be largly allocated among the existiing players plus Netflix (HBO-Epix-Starz-Netfli... Assuming Warner will not be allowed to auction its output deal away from HBO, only Fox is left of the Big 6 studios for possible re-auciton during its upcoming renewal. And therefore the action is going to move away from movie output deals to those that can reach critical mass and (critical acclaim or audience appeal) of originals AND in exclusives of back-season serialized dramatic television. Essentially television serialized drama will have their own pay cable 1 output deals but will be largely distributed ot streaming platforms because for now, the traditional pay cable networks don't want broadcast hand-me-downs (even though they are accepting movie studio hand-me-downs). That gives Netflix room to lock-up exclusives on these "12- 24 hr long-form movies" to fill its library.
    11 Feb 2013, 05:32 PM Reply Like
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