Michael Cardozo’s Post

Big (overdue) development in the streaming media world with Disney Streaming and Warner Bros. Discovery... Customers will always want more than one streaming service... Everyone wants choice... So partnerships like this, to promote and upsell each others services, is an important step. These partnerships allow streaming brands to own the customer and all that customers viewing. It grows customer engagement and retention, and opens up crucial new revenue opportunities. Demand for choice will result in many more of these partnerships... With all the top subscription services pre-connected, using a standard like the Bango Digital Vending Machine, is the only way to competitively scale these partnerships quickly and cost effectively. #streamingmedia #subscriptions #SVOD #AVOD https://lnkd.in/eCawc24r

Key Takeaways Disney and Warner Bros. Discovery are teaming up to bundle their streaming services. The offering is reminiscent of the traditional cable TV bundle and the latest partnership between the two media giants in recent months. Pricing has yet to be disclosed. The bundle will be available this summer. With deals like this coming into play it is becoming more and more important to have a partner who can help navigate the landscape and work with you. This why we, Demand Local, work with Trade Desk and other platforms to ensure we stay up to date on the latest trends such as this one. As consumers continue to make their voices heard on streaming channels and the fatigue its causing of having to sign up for another one this trend is only going to continue to be seen. #ctv #streaming #marketing

From Reuters: A #streaming bundle comprising Disney+, Hulu and HBO Max services will be available in the United States from Thursday for a monthly price of $16.99 with ads, and $29.99 without ads, parent companies The Walt Disney Company and Warner Bros. Discovery  said. The bundle, plans for which were announced in May, would help customers save up to 38% compared to the cost of signing up for each of the streaming services separately, the companies said. The Disney-Warner Bros subscription bundle offers movies and #TV shows from Disney's franchises including Star Wars and Marvel Studios's Avengers with Warner Bros' HBO, Food Network, Discovery Inc and other cable channels. Disney+ and Hulu are already available through a single app. Earlier this year, Comcast  launched a new streaming bundle, offering its Peacock service with Netflix  and Apple TV+ for $15 a month for its Xfinity internet and TV customers.

The streaming video/CTV doom loop continues. No profitability - higher prices - more advertising - less spending on original production/less new quality content - fewer viewers - go back to start. From the advertiser's point of view this will lead to consolidation, less choice, less competition, lacking innovation in advertiser-facing products, higher ad prices.

To keep down the churn, there has to be choices that the consumer makes that fits their tastes at a price point and content they expect. If they don’t, streaming platforms will continue to churn and get the same perceptions as cable….and the churn will continue.

Exciting news! A game-changer is on the horizon: soon, we'll have access to everything we want to watch all in one convenient place. No more jumping between sites or apps to watch our favorite content and live TV - I can see more companies following suit and joining in on the bundle fun. Is this the dawn of a new era in media consolidation and entertainment consumption? Could this signal the decline of traditional cable TV, making way for a new cable? Perhaps it's primarily a strategic move to optimize subscription revenues or a response to intensifying competition in the ever-expanding streaming landscape. It's likely a blend of everything. Will this foster heightened competition or foster unexpected collaborations among industry players? Only time will tell. Personally, I'm thrilled about the prospect of both saving money and enjoying unparalleled convenience. #Disney #WarnerBrosDiscovery #Disney+ #Hulu #Max #Streaming

"No surprise that Hollywood CEOs have been looking to tout their #streaming progress and successes. An analysis must keep in mind that the divisions that contain Hollywood companies’ streaming businesses are not directly comparable. After all, some of them don’t include all streaming services of a company or include additional operations. Warner Bros. Discovery’s “Direct-to-Consumer,” or #DTC, unit, for example, consists of its streaming and premium pay-TV services, meaning HBO is part of it. Meanwhile, the Walt Disney Co.’s “Direct-to-Consumer” division does not include ESPN+. And Comcast’s NBUniversal breaks out revenue and profit for its streamer Peacock, which is part of its broader Media unit." #ott https://lnkd.in/dEsyaXuk

Streaming bundle here? "The Walt Disney Studios Entertainment and Warner Bros. Discovery (WBD) have announced a new streaming bundle that includes Disney+, Hulu and Max. Beginning this summer in the US the streaming services will be offered together, featuring content from ABC, CNN, DC, Discovery, Disney, Food Network, FX, HBO, HGTV, Hulu, Marvel, Pixar, Searchlight, Warner Bros, and more. The new bundle will be available for purchase on any of the three streaming platform’s websites and offered as both an ad-supported and ad-free plan." This is only in the US to begin with, but this is providing a model of how the #streamingmedia industry could change, and consolidate in some way to bring about a less fractuous market. "Additional details regarding the bundle, including pricing, offer will be unveiled in the coming months." It will be intriguing to see what the price will be. My guess would be there will be a modest increase in price, but I think the main aim of this strategy would be to curb the #churnrate as subscribers would no longer need to drop Disney to subscribe to Max and vis-versa. It would make sense to me to be less about offense and increasing pricing and more about defence to keep the subscribers who join their platform. If it does turn out to be a ploy to be able to increase pricing, I think it will fail badly, people will go to other platforms, the market is fragmented enough that no one platform is indispensable, and if there was one, it would be Netflix anyway. If it's a defensive move, it will stand more chance of success. It goes to show the new era of co-operation, and this will be watched closely by other #streamingplatform rivals. If this move leads to less churn and more stability in subscription, then will we see other alliances amongst streamers? We've seen now alliances between pay-tv and streaming across the board, but as of yet, no streaming alliances. And yet, it remains to be seen how this will work. It's a great idea in principle, but how exactly will it function? What's the split of revenue? Is there a benefit for Disney if the package is subscribed via their platform, or vis-versa? What if Max accounts for more viewing than Disney on the JV or vis-versa? Will this affect the terms of business between the two? It seems hazardous to have two big separate companies, with their own interests trying to co-operate on this. It's not like paytv, where the operators acted as middle man and aggregator of channels, this is D2C, and with two rivals trying to co-operate, it could either be a big success or end in acrimony. It's a big move in the industry, aggregation is the direction that the industry needs to go without a doubt. However, its laden with risk and challenges. #streaming #tvindustry #mediaindustry #television #streamingservices #svod #vod #wbd #disneyplus

Reiterating the value of sports content for streaming services (and all broadcasters). #sportsbiz #sportsbroadcasting #disney #streaming https://lnkd.in/eNSvZaXH