shadzar wrote:
TAN, ADV, Sendai, etc have dropped the ball long ago and are now in their death spiral and trying severely to claw their way out; and
Hmmm... let's see: increasing the number of series they've been licensing. Dubbing more series and movies than they had in the past. Adding more simulcasts each season. Anime Network has been expanding on to more providers and appears to even be working its way back onto Comcast. They've been expanding their digital distribution. They're doing more and more bluray releases, with nearly all the dubbed releases getting one. Hell, even Robert at Anime Corner has jumped on the Section 23 bandwagon, because they're the only R1 label that is regularly releasing new titles each month (unlike a certain other company whose release schedule consists primarily of re-re-releases month after month.) Not to mention they are the only R1 label that is continually able to hit their street dates on time (unlike one or two other companies that regularly delay every release anywhere from two to five times.)
I really fail to see how any of this constitutes a death spiral. And if it does, I'd have to wonder how bad that makes things for Funimation, Media Blasters, and Bandai.
Personally, I think the deal with Nico was done primarily because Funimation now lacks the deep corporate pockets it once had access to. It also spent a lot of money to acquire several titles from Geneon Universal that due to materials delays are nowhere to be seen. That's an awful lot of money to spend with no return as of yet. Don't forget that they've been extremely quiet on the licensing front the past year, especially compared to years past.
And as others have said, the deal with Funimation and Nico is probably going to affect Section 23, Sentai, and Anime Network the least. The two groups of companies have similar scope and reach, though Funi can't touch Anime Network's VOD provider reach. They also primarily license from different sets of Japanese rights holders. As others have noted in the past, the vast majority of TBS and Showgate licenses come from Sentai, while Funimation gets shows the majority of shows from Kadokowa, Kodansha, and other producers. Then you have companies like TV Tokyo, Aniplex, and others whose licenses seem to be split among several of the R1's.