Australian (ASX) Stock Market Forum

TEN - Ten Network Holdings

Ten's content is pretty much land locked on their network, and it's mostly "One swing" shows, where they have one chance to generate ad revenue, before the episode is shelved in the archives.

Their future is going to come down to how much market share they can take, using generic programing in fixed timeslots, in a world where there is growing sources of content where consumers can tailor their content to their preferred genres and time shift it as they like.

I guess I just don't see it as a growth business, they are heavily tied to one distribution type which is going to come under enormous pressure.

My money is on Disney, the business model just makes a lot more sense to me.

I didn't realise we were talking about Disney.:confused:

TEN doesn't need to be a growth business, all they need at this point is a more normal slice of the pie, even if the pie is shrinking. Making cheap reality TV works. There is no need to import it, and dare I say it, it would not be as successful if didn't have local contestants on it.

They still have plenty of issues, not least of which is short term funding. I thought it was worth noting that they seem to have turned around the problem of declining market share.

Your points are interesting enough, although tangential to the point I was making.
 
I didn't realise we were talking about Disney.:confused:

although tangential to the point I was making.

Some times it's helpful to compare different companies that are operating in similar areas. getting an idea or whats causing some to be weak and othes to be strong can help I think.

eg, a discussion on FMG may bring up BHP and RIO or a discussion on ANZ might bring up CBA's business model.
 
Well it looks as though Ten is going the way of the dinosaurs, lucky the ABC is tax payer funded or they would be going the same way, they run the same limp left wing agenda.
Works well for young left wing socialists, problem is they watch everything on mobile or pay t.v.
Sad really, I like tuning in to the Moto GP, hopefully 7 or 9 pick it up.
 
Well it looks as though Ten is going the way of the dinosaurs, lucky the ABC is tax payer funded or they would be going the same way, they run the same limp left wing agenda.
Works well for young left wing socialists, problem is they watch everything on mobile or pay t.v.
Sad really, I like tuning in to the Moto GP, hopefully 7 or 9 pick it up.
It's not going away.
Murdoch and his mates are going to get it for nothing. It was the onerous contracts with them that sent it broke. MotoGP won't disappear. News will become Sky.

Staff will lose their jobs except the best rating shows which will include The Project, the Living Room and Have you been paying attention?
 
Staff will lose their jobs except the best rating shows which will include The Project, the Living Room and Have you been paying attention?

IMO, The Project will end up on SBS, where it belongs.
It only rates highly with the vocal minority that don't watch it, because they're watching youtube, but vote for it because it is "cool".
They were "News first at 5", until 7 & 9 put on an early bulletin at 4.30, then ran it into 10's news slot.
Just dropped the ball and became the channel for "alternative" thinkers, which sadly are the minority.
Lots of us have learnt a valuable lesson, in losing money, I hope I've learnt.
 
CBS buying TEN really puts a cat amongst the pigeons for the other FTA networks. CBS will be primarily motivated by a larger audience pool for its programs which have global audiences. It won't necessarily care if TEN makes money or not. For Seven and Nine that flips the whole industry around to having a weak third player to a well resourced third player that doesn't need to make money as long as it can cover the costs of paying for CBS produced content.
 
On November 24th, 2017, Ten Network Holdings Limited (TEN) was removed from the ASX's official list in accordance with Listing Rule 17.11, following the transfer of all the issued capital of the Company to CBS International Television Australia Pty Ltd.
 
Ten's content is pretty much land locked on their network, and it's mostly "One swing" shows, where they have one chance to generate ad revenue, before the episode is shelved in the archives.

Their future is going to come down to how much market share they can take, using generic programing in fixed timeslots, in a world where there is growing sources of content where consumers can tailor their content to their preferred genres and time shift it as they like.

I guess I just don't see it as a growth business, they are heavily tied to one distribution type which is going to come under enormous pressure.

My money is on Disney, the business model just makes a lot more sense to me.

I think this played out as I thought.

Disney was definitely the better bet, my previous posts about content being king has been proven by Disney being able to continue to leverage its content and even develop a new streaming service that has grown at an amazing rate.

While Ten basically failed, and was taken over by the company that it was purchasing alot of its content from.
 
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