Ted Malone’s Post

While many will (rightly) say that the streaming bundle is an inevitability, as the legacy media giants scramble for ways to replicate the creaking pay tv business (although with dramatically different economics...), it somehow feels like this is just putting a plaster on a broken leg - the real battleground will be how to (re)capture an entire generation (gen alphas) now growing up without any perception of the value of "premium", long-form content altogether? Can a mix of old and new models + services (i.e., a Disney/WB/Roblox/Mr Beast hybrid bundle) be the answer, perhaps? #streamingwars #paytv #ott #workinprogress #entertainment

If you can't beat 'em, join 'em HBO Max, Hulu, and Disney Streaming all collab on a streaming bundle as they need scale to compete with Netflix. As an aside, Warner Bros. Discovery at one time owned 10% of Netflix which today would be $26B (10% of Netflix's $262B) 35% more than WBD's entire market cap of $19B, but I digress. The #streamingwars are seemingly over (well this battle is over, but the war is never won......) and Netflix is on top, despite Disney squeaking out a few pennies on the last earnings call (47M, basically covers Bob 1's salary, plus the champagne fee). This new bundle kinda sounds like #ultraviolet, anyone remember that? It merged with #disneymoviesanywhere, which became #moviesanywhere, which became? Does anyone know what this became? Ultraviolet was doomed from the start at the studios could not agree on almost anything except that they needed something to compete with Netflix. Could not agree on strategy, could not agree on how much to fund it, and so on. Meanwhile, a lean-mean Netflix machine pumped money into their strategy and gained users when Wall-Street money was cheap. Those days are over. As long as these companies  ̶c̶o̶l̶l̶a̶b̶o̶r̶a̶t̶e̶ chase and cut costs, the next battle is already won, and you can have one "tudum" to figure out who that winner will be. Media Play News #streaming #bundles #whatelsecanwedo https://lnkd.in/gukcAfcy

Throughout the market shifts of recent years, I’ve always remained optimistic about the future prospects of unscripted TV, for the simple reason that it’s both popular and relatively cheap to make. This author appears to agree with my conclusion. I hope that proves to be true. I equally hope that streamers figure out a sustainable way to keep creating outstanding scripted content: for the sakes of my friends working in the field, and also because I love great scripted movies and TV series and want artists to keep creating them. “Not all content is created equal. Some content has broad appeal, and some properties are cheap to produce. As the streaming industry evolves, we'll see increased investment in inexpensive concepts with wide appeal… Naturally, a mature streamer like Netflix gravitates toward true crime docuseries and reality TV shows, low-cost concepts with surprisingly broad audiences.”

One of the top questions we hear: How are streamers outside the titans (Netflix, Disney, Prime) faring? The answer: those embracing niche audiences with focused, often cultural or local, content are thriving. By prioritizing personalization and community over sheer scale, they’re not just surviving—they’re outpacing the giants. 🚀 #Streaming #OTT #Innovation https://lnkd.in/gpS4hEKm

With the recent release of some extremely popular web shows which I have been following, like #MirzapurS3, #TheBoysS4 and #HouseofTheDragonS2, I once again found myself in the conundrum of choosing the right streaming services for entertainment. It is during one such time when I (I am sure many other people do as well) usually purchase subscriptions of #PrimeVideo or #JioCinema for one month and so, and stop subscription when my favourite show is finished (for at least for time being). And this has always made me wonder how streaming services make money! how they are able to replace the theatrical releases of many good movies and have become a go to place for a lot of good (and worst) content ?, how are consumers in frenzy about how and whether to choose one service over another? And then I came across this brilliant article by #statsignificant, where Daniel Parris writes about "Broken Economics of Streaming Services". It answers many brilliant questions about how the industry is running, how it progressed upto now and how, despite people's believe, Television is not going anywhere. Have a read at below link and share your thoughts on same: https://lnkd.in/d8qmXknX

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.

https://lnkd.in/exCAsYbD Disney and Warner Brothers Discovery are considering bundling Disney's Disney+/Hulu streaming bundle wtih WBD's HBO/Discovery streaming bundle. Bundling math has been discussed many times, and the immediate payoff is obvious, especially for larger households with heterogeneous viewing patterns. Earlier in the streaming cycle, companies were trying to create a standalone product that would either let them go direct to customers or be one of the "Netflix, and..." secondary streaming subscriptions people would have. But over time, Netflix has pulled ahead in scale and it's gotten harder for other companies to keep up (though both Disney and Warner Brothers separately reported more profitable than expected streaming results this quarter). As it turns out, the optimal number of subscribers for a streaming product is higher than most companies thought, and the likelihood of getting to that number was lower than they realized. So merging these offerings makes sense—the end result might be either "Netflix and some niche service" or "Netflix, and everything else."

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

Disney and Warner Bros are joining forces to bring you a new streaming bundle. The bundle will offer Disney+, Max, and Hulu, and is set to be available in both ad-supported and ad-free options in the US this summer. This bundle will give access to top shows such as #HouseOfTheDragon and #TheBear with a wide choice and better value for money. Subscribers may turn to bundle offers to save money as streaming options become more expensive. At the end of 2022, 40% of Disney Plus subscribers opted for Disney Plus, Hulu, and ESPN bundle. We will have to wait and see what % of subscribers opt for this new bundle and how #Netflix will react to this streaming bundle to retain its streaming market share. #DisneyPlus #Max #Hulu #streaming #collaboration

The streaming industry is facing a critical challenge: retaining subscribers! 🤝 📺 Recent reports show that the average churn rate for U.S. streamers has nearly tripled to 5.5% over the past four years. This trend highlights a critical need for platforms like Hulu and Disney+ to prioritize retention strategies in order to stay competitive. 📉 👀 Factors like price hikes, ad introductions, and crackdowns on passwords have contributed to subscriber dissatisfaction, leading to a surge in cancellations and a slowdown in subscription growth. As a result, streamers must shift their focus from acquisition to retention to effectively manage their subscriber base. 😢☝ While the outlook may seem grim, there's hope on the horizon. One in three users who cancel a subscription return within six months, indicating a potential path to recovery. 😉 What strategies do you think streaming platforms should prioritize to improve subscriber retention in today's competitive landscape? The Walt Disney Company, Disney Streaming, Hulu, Netflix, Warner Bros. Discovery #Streaming #StreamingMedia #SubscriptionEconomy #DigitalMedia #Churn #RetentionStrategies