Chapter 1140： bullish price

"This year's Universal has produced and released 10 movies so far, "The Fast and the Furious" and "Bridesmaids" are the ones with high returns and cost-effectiveness, "Deadly Abyss", "Cowboys and Aliens", "Bridesmaids" The Big Robbery from a High Building" made a small profit, 2 copies, and 3 small losses. Overall, the performance is not bad. It is expected to hit the top three in the production business, and the worst will not be as close to the top labels as the year before. Bottom, but the problem is, boss, as you know, the 5-year production plan that Universal has signed with Katherine Kennedy (Spielberg's most frequent producer, and political energy) has expired. They also broke up completely at the beginning of this year, and then "Super 8", "Lincoln" and "War Horse" produced by Amblin Entertainment were eaten by Disney and Paramount respectively. All three projects made money, that is to say, on the bright side , this year's global good news is constant, and the reports reported will be good-looking, but in essence, they have lost a strong producer, which still has a great impact on them."

"Furthermore, everyone sees the prospect of Marvel movies, and the output ratio is higher than that of too many projects. Universal is sure, and even said..."

"Do you think their attitude will soften, because Universal is no longer Amblin's priority collaborator?"

"Yes, yes, that's what I want to say. Universal's production department is full of low-cost guys like comedy. Now is the era of blockbuster movies. High input can lead to high output. , and most of the major productions that Universal shot in the past were managed by the team led by Spielberg and Katherine. I am not optimistic about their experience in this area after leaving Amblin. In fact, they are a bit soft now, not as good as They will not be so proactive in wanting to start a branch project of the Hulk. I have never seen them in such a hurry. Don't they know that their performance can easily give us a chance to raise the price? They know, but they still express their position. "

With some subjective analysis, Perlman made Lyman nodded thoughtfully.

For a very industrialized project like Marvel, it is easy to cultivate talents. People need to be familiar with a field step by step.

"Then do you think Hulk should make a one-liner sequel to it?"

"Let's see what Universal can give us. If the conditions are right, I think I can devote my energy to making it. Besides, the pressure on Blue Butterfly's publicity will increase with the increase of projects, and companies like Universal and Sony will share it. Our own project planning also benefits.”

According to Liam, the staffing of Blue Butterfly Pictures is relatively small among the Big Six, and even Lionsgate can't match it, nor can they plan two A-class masterpieces at the same time in two or three months. But compared to the past, it is definitely progressing slowly, and the money invested is not wasted.

"What happened to Amber?" Lehmann changed the subject after knowing it.

"Because of the improvement of the industry environment, as long as the streaming media platforms with some characteristics are increasing their users, the same is true for us. The number of visits and the steady increase in activity are ranked in the middle. Last, during this time, I also went to France, got in touch with those acquaintances of your boss, and got a lot of film sources." Perlman reported a number: "More than 200 popular movies in recent years. French film and television dramas, authorized for 20 years, cost more than 11 million yuan."

He felt a little bit, "The source of the film is too expensive, this is the internal price given by them, I know that Netflix can collect more than 140 million membership fees in a month, and the profit in the second quarter has just broken through this base. To more than 30 million, if you want an exclusive authorized long-term contract, how can you do it without spending money. However, I heard that Netflix is ​​not calm. Some of its sources are short-term contracts. They are all looking at price increases.”

"It's all guys who want to benefit from the crowd. If streaming media doesn't work in the future, it's these people who have fired up the price of the film source. Originally, streaming media relies on relatively low costs, and compresses the content payment to a lower amount. If you seize the market and continue to rise like this, it is very likely that user growth will not be able to withstand spending, and the entire industry will become highly hollowed out.”

Lehman's complaint is justified. The prosperous Netflix has developed into its most prosperous period, and still has not escaped being sucked by the content party.

Just look at the financial reports disclosed by the stock market. How gorgeous are Netflix's revenue figures, the more it makes them a headache for the net profit, even more headaches, Lehman still remembers, the first wave of online content The sharp price increase is when Netflix only relies on film and television payment to make its own profits.

The **** determines the head.

From the perspective of the content side, you can actually justify a few words. For example, if the copyright of the film library in your hand used to rely on some movie channels authorized to the TV station or DVD distribution to make money, and the money maker is always the head. The 20% of the department itself is the part that is recognized by the market, and then the Internet brings industry innovation, you find that streaming media is particularly hungry for content, because of the relationship between peer-to-peer and verticality, each user has different tastes, and the relative quality is not so good The film and television resources have ushered in the spring, and with the reflection of their value, you, as the content party, happily hand over all the 1,000 works in the film library to a certain platform agent and sign a short-term contract.

But suddenly one day, you read the news and learned that the platform that took your content did not produce, but just became a porter. As a result, the monthly revenue was as high as several hundred million, and it was divided into your hands and removed. , less than 250,000 a month, what would you think?

People are all selfish. He can't see the foundation of Netflix itself, nor the brand operation of Netflix. He only agrees with one truth: you make so much money from my film source, and the result is divided like this Give me one point, you're not fair.

Are they looking for fairness? no.

Streaming media is an emerging industry, and the pricing of content has not yet accepted anything similar to the industry regulations of mutual compromise and mutual respect. It has only experienced the lion's open mouth and did not give the platform room. As a result, it angrily pulled out and went it alone. When making more money, alas, only after such a process can everyone calm down and be more rational based on the supply relationship based on demand.

From a message from Perlman's chat, Lehman only felt that the content side of the entire industry was a little impetuous after Netflix's stock price soared and its independent profit proved a lot of things.

Lehmann is also the content owner. He is also impetuous and sloppy. During the period of cooperation with Lionsgate, some copyrights were not recovered The net created value for the opponent, and it was also the fault of Mann Media at that time. There is not much background, and it needs rapid realization in terms of economy and financial resources.

"For the time being, we only accept copyrights from overseas regions. Let's stop for a while in the UK and the US. There is no limit to the price speculation. It's scary. Don't be a fool." Lehmann reminded.

"I know. The transformation of the market is like this, and Netflix is ​​too profitable. I see many analysts saying that Netflix's third quarter continues to increase its users, and its net profit can quickly break through to 300 million or 400 million. I think I'm not calm enough." Perlman was slightly excited: "Boss, you see, although the offline market is now a bit sluggish than it was in the past, it is also the bulk of the revenue, and the streaming media business is fast. Expanding, isn’t it a popular film and television drama that can create at least 1.5 times the benefits of the past, and for a media company like us that produces and sells itself, the entire upstream and downstream industry chain monetization channels have expanded a lot.”

After talking about this, when Perlman left, Lyman called Kevin, "...the plan may change, we may have to produce "The Incredible Hulk 2" before the third "Iron Man" ”, it would be better if you see what kind of scenes you are preparing to join... Yes, Universal is very active, let’s talk about it later... Uh, let’s talk about it, if we can, we will definitely still Make a fuss about Banner and the Hulk's will, just like I mentioned to you earlier that Tony Stark's theme is battle armor... No hurry, come up with a record first, that's all."

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