SDRNews SDR2008-10-31 Writing is On the Wall
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Writing on the Wall
by Andrew McCaskey
The Writing is On the Wall.
The Tivo-Netflix cross promotion streaming agreement is one more indicator of how quickly the movie delivery landscape is changing. The existing Amazon agreements that began with Unbox complemented the SD quality streaming on demand that Netflix provides with the Roku box.
The fine print on the Netflix-Tivo agreement is that since it is HD content, it’s valid only for the Series 3 Tivo, not the far more prevalent network enabled Series II. But, regardless of the details, it is one more step forward in the delivery of content by download that is legitimate, timely and affordable.
The big loser in all this is Blu-Ray. As several have noted, most recently ZDNet – the window is closing, and closing fast. While Apple TV continues to limp along hampered by a lack of selection and studio dis-agreemnts, the fact remains that more and more consumers are getting a taste of the instant gratification of the Netflix Instant Queue and recognizing that for most content and for one time viewing, streamed solutions are a good match.
The victory over HD-DVD by the Sony-led Blu-Ray camp is the sort of multiyear campaign that does not work well at internet speeds. The market moves too fast for a hardware based multiyear invest and harvest strategy.
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