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Old 03-01-2020, 01:55 AM   #1
p w p w is offline
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Default "Wal-Mart Selling Vudu" fact thread as of 02/28/20

02/28/20
NBCU (comcast) just bought Xumo for $100 million on 02/28/20. Which is seen as a sidecar vod service to supplement their own forthcoming Peacock streaming network.
https://www.sportspromedia.com/news/...eaming-service
https://www.businessinsider.com/comc...rm-xumo-2020-2

Meanwhile, Walmart plans to roll out their own Amazon Prime competitor service called "Walmart+".
https://www.cordcuttersnews.com/walm...me-competitor/
https://www.fool.com/investing/2020/...e-service.aspx
https://www.vox.com/recode/2020/2/27...p-amazon-prime

02/29/20
Max Greeve delves into a summary stock speculation article about the long term outlook for Walmart stock and how a Vudu selloff "will probably box Walmart out of one of the fastest growing sectors of the entertainment space and cripple its ability to compete with Amazon."
Source: https://seekingalpha.com/article/432...-pound-foolish

So those that had already accepted FandangoNow was going to own Vudu, can take a breath and relax for a minute. Vudu isn't leaving Walmart just yet.

Last edited by p w; 03-02-2020 at 06:02 PM.
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Old 03-01-2020, 02:00 AM   #2
InuYashaCrusade InuYashaCrusade is offline
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"Walmart+"? They couldn't think of anything better than copying Disney+?
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Old 03-01-2020, 02:19 AM   #3
kevin87 kevin87 is offline
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Quote:
Originally Posted by InuYashaCrusade View Post
"Walmart+"? They couldn't think of anything better than copying Disney+?
They can't call it Walmart Prime, because Amazon copies WM (in terms of price matching) not the other way around

I don't see what the point in WM having a Prime-like service is, how is that any different than Vudu now? You buy stuff, or stream what you have entered codes for, and there's free stuff... the only thing that would be different is the free stuff probably has no ads on the service.

They already have 2 day shipping and grocery pickup.
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Old 03-01-2020, 02:30 AM   #4
p w p w is offline
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Originally Posted by kevin87 View Post
They can't call it Walmart Prime, because Amazon copies WM (in terms of price matching) not the other way around

I don't see what the point in WM having a Prime-like service is, how is that any different than Vudu now? You buy stuff, or stream what you have entered codes for, and there's free stuff... the only thing that would be different is the free stuff probably has no ads on the service.
amazon also has a free streaming service with ads. IMBD TV

Walmart has tried a few different prime type services in the past and ended a couple of those services they offered recently. Appears "Walmart+" will be taking the place of Walmarts "scan & go" and Walmart's "jetblack." as well as a few other services walmart had either attempted to launch or considering launching to compete against amazon prime. Walmart+ is going to offer additional purchasing perks like points off gas, scan and go checkout is being moved into this service, and discounts on prescription drugs at walmart pharmacies will be combined into this new program. It's also being aimed at taking on Amazon's digital goods. Which is probably a good thing for Walmart services like Vudu.

We'll see over the next few months, with the streaming wars forthcoming, a new"ish" walmart CEO, and along with NBCU possibly playing acquisition chicken in an attempt to drive down Vudu's sell price. Or - Walmart is looking to commit to Vudu for at least as long as their new "Walmart+" service lasts. It's not all the doom and gloom from the other thread. Vudu just might continue to have a place at Walmart

Last edited by p w; 03-01-2020 at 02:42 AM.
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Old 03-01-2020, 04:15 AM   #5
Greyman Greyman is offline
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Quote:
Originally Posted by p w View Post
NBCU (comcast) just bought Xumo for $100 million on 02/28/20. Which is seen as a sidecar vod service to supplement their own forthcoming Peacock streaming network.
https://www.sportspromedia.com/news/...eaming-service
https://www.businessinsider.com/comc...rm-xumo-2020-2

Meanwhile, Walmart plans to roll out their own Amazon Prime competitor service called "Walmart+".
https://www.cordcuttersnews.com/walm...me-competitor/
https://www.fool.com/investing/2020/...e-service.aspx
https://www.vox.com/recode/2020/2/27...p-amazon-prime

So those that had already accepted FandangoNow was going to own Vudu, can take a breath and relax. Vudu isn't leaving Walmart just yet.
Walmart+ is a grocery delivery service. I didnít see anything immediate about video in those articles other than idle speculation. As of now this really changes nothing as far as Walmartís plans for Vudu go. They were working on Walmart+ at the same time they were talking about selling Vudu.
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Old 03-01-2020, 07:03 PM   #6
Fiffy Fiffy is offline
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Quote:
Originally Posted by kevin87 View Post
They can't call it Walmart Prime, because Amazon copies WM (in terms of price matching) not the other way around

I don't see what the point in WM having a Prime-like service is, how is that any different than Vudu now? You buy stuff, or stream what you have entered codes for, and there's free stuff... the only thing that would be different is the free stuff probably has no ads on the service.

They already have 2 day shipping and grocery pickup.
Yes, but the shipping is only free above a minimum amount ($35 I think?). The subscription could include free shipping without conditions, just like Amazon Prime. It's unclear if it will include other goodies like subscription video, music etc.

Personally I hope they succeed. I think it's high time that Amazon gets a real competitor. I no longer subscribe to the full Prime (only the video-only subscription on a month-to-month basis to watch Prime exclusives such as The Expanse). I try to use Walmart.com instead of Amazon for online shopping whenever possible, and have so far been quite happy. They have a good selection, similar or better prices, a marketplace of 3rd party vendors just like Amazon, and they ship faster than Amazon if you don't have Prime.
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Old 03-03-2020, 11:53 PM   #7
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LOL

"Vudu’s user interface and technical engineering remain below that of Amazon and other industry leaders."
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Old 03-15-2020, 03:57 PM   #8
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Quote:
Originally Posted by Fiffy View Post
Personally I hope they succeed. I think it's high time that Amazon gets a real competitor. I no longer subscribe to the full Prime (only the video-only subscription on a month-to-month basis to watch Prime exclusives such as The Expanse). I try to use Walmart.com instead of Amazon for online shopping whenever possible, and have so far been quite happy. They have a good selection, similar or better prices, a marketplace of 3rd party vendors just like Amazon, and they ship faster than Amazon if you don't have Prime.
I didn't know you could subscribe to the video only service. I thought it was bundled with 2-day shipping.

And I think Vudu is a real competitor. They have great sales, D2D, Insta-Watch, Disc+Digital, a great interface, free, ad supported movies and TV shows, apps on almost every smart TV and streaming box, and now lists.

The only thing they could do to improve the service for me is offer SD to HD upgrades. That is, once they improve the list feature a little more, and bring it to the Apple TV.
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Old 03-15-2020, 04:29 PM   #9
bfett9 bfett9 is offline
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Originally Posted by echopulse View Post
Only thing they could do to improve the service for me is offer SD to HD upgrades. That is, once they improve the list feature a little more, and bring it to the Apple TV.
Vudu has been on Apple TV for 3 years now

https://blog.vudu.com/vudu-now-plays-on-apple-tv/
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Old 03-15-2020, 07:12 PM   #10
p w p w is offline
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Quote:
Originally Posted by Arsooo View Post
“Walmart is considering selling its 15-year old Vudu on-demand video service, say people familiar with the situation, a sign of how the digital video business has evolved from on-demand rentals and purchases to streaming.
That is old information and no sale has happened since that speculation article all those months back. Other than the supposed interested buyer, NBCU/Comcast, bought another streaming sidecar VOD service instead.

02-25-20
Quote:
The Comcast-Vudu talks may not result in a deal, per sources to the Journal
https://www.businessinsider.com/comc...du-tubi-2020-2

02-25-20
Quote:
Why Comcast agreed to buy Xumo
https://www.cnbc.com/2020/02/25/comc...echnology.html

Last edited by p w; 03-15-2020 at 07:17 PM.
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Old 03-15-2020, 09:44 PM   #11
echopulse echopulse is offline
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Quote:
Originally Posted by bfett9 View Post
Vudu has been on Apple TV for 3 years now

https://blog.vudu.com/vudu-now-plays-on-apple-tv/
The new list feature is not available in the Apple TV app.
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Old 03-15-2020, 09:53 PM   #12
Greyman Greyman is offline
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Quote:
Originally Posted by echopulse View Post
I didn't know you could subscribe to the video only service. I thought it was bundled with 2-day shipping.

And I think Vudu is a real competitor. They have great sales, D2D, Insta-Watch, Disc+Digital, a great interface, free, ad supported movies and TV shows, apps on almost every smart TV and streaming box, and now lists.

The only thing they could do to improve the service for me is offer SD to HD upgrades. That is, once they improve the list feature a little more, and bring it to the Apple TV.
Quote:
Originally Posted by bfett9 View Post
Vudu has been on Apple TV for 3 years now

https://blog.vudu.com/vudu-now-plays-on-apple-tv/
i guess the app hasnít been updated for the list feature yet.
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