DIS INFORMATION

An image of the Simpsons and Apu from one of the video games running in the speedforce.

Remember when you watched The Simpsons in syndication and you could just enjoy a random episode, without the burden of having to consciously pick one? What if instead of being limited to one episode per evening (or perhaps two or even three depending on your TV market), the show was constantly airing 24/7? Well, that could become a reality sooner rather than later if streaming analysts’ predictions hold true.

Now that the streaming business model has imploded, the studios have realized that the linear TV model it disrupted wasn’t so bad after all and are eager to recoup their lost revenue by getting into FAST (free, ad-supported television) channels, which are essentially fake TV channels with commercials you can stream, many of which are dedicated to one show. Some even have their own services featuring these channels: Paramount has Pluto TV and Paramount+, Fox Corporation has Tubi, NBC Universal has Peacock, and Amazon has Freevee. Warner Bros. Discovery is launching their own service later this year. Even Netflix has hinted at getting in the game.

Disney has had an ABC News Live channel for years, and in May they added a few FAST channels on the ABC app, but so far they haven’t made any major waves in that space. Streaming analysts have mused on the viability of Disney embracing the FAST market and posit that a Simpsons channel would be a no-brainer.

Next TV:

The real question around Disney’s decision to launch an ad-supported Disney Plus offering isn’t whether it’s a good move. Rather, it’s when are they going to take the next step and launch a free ad-supported streaming TV service (FAST) that can compete with Paramount’s Pluto TV, NBCU’s Peacock and Fox’s Tubi?

Vulture:

Of course, the other possibility here is that rather than go for a quick buck now and sell to outside ad-supported platforms, Disney could just launch its own FAST service, as Warner Bros. Discovery is exploring. I don’t think it would make much sense to put anything too obviously Disney on such a platform as it might cheapen the brand. But a service which leaned heavily on the 20th titles, as well as content from ABC (including ABC News), could be a winner.

MarketWatch:
Additionally, internal FAST channels from other streaming companies — such as a “Simpsons” or Marvel channel for Disney+, or a teen-drama channel for Netflix — could be coming sooner than you think.

The Streamable:

The first 10 seasons are widely regarded to be the show’s best and would make perfect fodder for a dedicated single-series FAST channel. Disney+ could keep newer seasons behind a paywall, and still have plenty of content for such a channel.

What’s interesting about The Simpsons in particular is that they already were on FAST-like channels, as FX president John Landgraf mentioned in an interview:

When we bought The Simpsons, we built an app called Simpsons World that had every episode ever made in a perfectly searchable system. Then it had so-called channels, which were linear streams of Simpsons episodes. Eighty percent of the consumption was from the linear playlists, and 20 percent was on demand.

Here’s a screenshot of what those channels looked like, via Fast Company.

The Simpsons is already the most popular show on Disney+. Imagine what those viewership numbers would be if they added a channel that allowed you to drop in and just watch a random episode, freeing you from the tyranny of choice.

PANEL PIECES

A photo of the Simpsons panel at the 2022 D23 Expo featuring Yeardley Smith, David Silverman, Matt Groening, Al Jean, Matt Selman, Tim Long, and Rob LaZebnik.
(The Walt Disney Company)

On Friday, The Simpsons held its second-ever panel at Disney’s D23 Expo, moderated by voice actress Yeardley Smith. A press release for the panel touted “a surprise so shocking it can’t even be announced in press release form!” Simpsons simps hoping for a big announcement of some kind – a new movie? A spin-off? A new game? The Ullman shorts? Cancellation??? – unfortunately had their dreams denied. Here’s a recap of the event.
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KANCELLATION KOUNTDOWN

krusty kancelledAccording to Reuters, Fox is finally weaning off their bad Simpsons-renewing habit, and have declared they they only want one more season of The Simpsons at most, if the voice actors agree to their “draconian” pay cuts. That would be Season 24, the 2012-2013 season, falling just short of the unthinkable 25 year milestone (unless you go by the Simpsons’ Tracey Ullman Show debut, which marks its 25th anniversary this April). But keep in mind these are anonymous executives, in the middle of some big-time renegotiations where they repeatedly use the press as a conduit to spread rumors and innuendo to get a more favorable deal, from a TV network that once straight up lied said their plan “is not all Seth [MacFarlane], all the time” while giving him three and maybe four shows, which happens to be a subsidiary of one of the most cartoonishly evil corporations in the world, so take that with a pillar of salt.

Also according to these unnamed executives, “the show is no longer profitable for the network.” Forbes asked a bunch of analysts, and found that ending the show would likely more profitable for Fox than continuing it:

The freedom of selling the show into syndication on cable or even to online streaming providers like Netflix or Amazon could generate $1-2 million an episode for a show that has produced nearly 500 of them, RBC estimates.

Those revenues – around $750 million of incremental content monetization – are likely to come across a number of years, because of the original syndication deal and the likely preference for smoother earnings, “but the upside is real.”

RBC estimates broader syndication for The Simpsons post-cancellation could add 10 cents per share to News Corp.’s bottom line.

So now we appear to have reached the point foretold by Troy McClure, who once asked, “Who knows what adventures [the Simpsons]’ll have between now and the time the show becomes unprofitable?” Extra credit goes to former Simpsons writer Greg Daniels, who back in 2008 predicted the show would end when “the per episode syndication price falls below the cost of producing an episode.”

[Reuters/TheWrap]
[Forbes
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