With Disney’s $52 billion acquisition of 21st Century Fox,Secret Affairs: Stepmother Friend’s Mom Daughter in law the world’s greatest children’s entertainment behemoth now gets the foundation for distribution platforms to match.
In other words: The kids content steaming wars are on. And — this should go without saying — where there are kids' attention spans, there's a tonof money to be made.
While talk of cord-cutter culture is usually centered around millennials, it’s worth remembering that they’re not all young adults living in big cities with roommates, Slack rooms, group chats, and haute weed habits. Plenty of them have small, demanding, freeloading roommates with sugar habits. You may know them as "children."
And children are very, very valuable customers.
SEE ALSO: YouTube CEO announces more human moderators to end violent kid videosThe signs have been there, quietly in the background.
HBObought Sesame Streetin 2015.
Hulu'sgot exclusive streaming rights to Curious Georgeand Doc McStuffins(which you can also stream if you create an account on PBS Kids).
Netflixhas Disney’s Moana, Beauty and the Beast, Pocahontas, Fantasia,and Mulan, plus Sing, Zootopia, Minionsand Kung Fu Panda.
Amazon Primehas Daniel Tiger’s Neighborhood and a ton of Thomas the Tank Engine.
And no streaming servicehas Frozen because god is dead (or merciful, depending on your perspective).
This stockpiling is intentional and canny. When Game of Thronesends, the kids of HBO Now subscribers will still have every single episode of Sesame Streeton demand, which, at $15 a month, is a steal. The people who used to spend Friday nights watching House of Cards marathons will seamlessly transition into family movie nights instead, with no interruption in monthly payments to Netflix.
There's another factor that might not mean much to adults, but is huge to parents: No ads.
The upside here is huge. For adults, ads are an annoyance and a time suck. For kids, they can be insidious. According to the American Academy of Pediatrics, children younger than 8 are "are cognitively and psychologically defenseless against advertising." The FTC considered banning advertising to children younger than 6 altogether in the late 1970s, but ended up deciding that'd be an impractical mess.
As Youtube's learning, relying on algorithmic filters to protect kids doesn’t work out well.
Streaming sidesteps the whole thing. For many parents, it is a godsend to let a kid knock out a random episode of Daniel Tiger’s Neighborhoodwhile knowing that they won't be seeing ads for junk food, a toy, or an annoying mobile game to play on your phone.
And it goes without saying, but streaming services provide safer media environments than a traditional TV setup (or especially, a phone). As Youtube's learning, relying on algorithmic filters to protect kids doesn’t work out well. And kids don’t need an endless variety — most of them just want to watch the same things over and over again. Case in point: The collective parental freakout when Disney announced that it was pulling its movies from Netflix.
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Those are the tweets of parents who will almost definitelyshell out for Disney's planned streaming service.
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Disney's always been a company that understands the importance of exclusivity. It’s why they left some of their movies in the “vault” for years, building up anticipation for each new re-release. And it’s a good bet that they’ll play that card on their streaming service, too, if its Netflix exodus is any indication.
As the overall landscape of kids content streaming fractures, you'll likely see more conflicts about what movies and shows can be streamed on which platforms. And if Disney refuses to let anything play outside of their walled garden, they'll need a price low enough to be attractive to parents who probably also pay for Netflix, Hulu or Prime.
What's all that mean for you?
Well, for starters, you could see more series getting bought wholesale, a la Sesame Street. Or more studios trying to set up streaming businesses. Millennials are supposedly desperate to be entertained, but take it from one who's a parent: You have no idea how far we'll go to get 15 minutes to ourselves. And if one thing's clear, it's that these companies know that too.
Topics Amazon Disney Hulu Netflix
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