VIP+ Analysis: Disney just became the sole major streamer in a long-term SVOD-pay TV bundle — but it likely won’t be the only one for long.
with Charter Communications, Disney now offers two of its SVOD services — ad-supported Disney+ and ESPN+ — in a long-term bundle with a pay TV subscription, the sole major streaming company currently doing so. But it likely won’t be the only one for long, as the Mouse House’s standoff and ultimate resolution with Charter potentially represents a seismic shift in studio-cable provider business relationships.
Up to now, pay TV distributors have not included the major streaming services in cable packages except as short-term promotional deals, with one principal exception: NBCUniversal’s Peacock Premium, which Comcast and Cox have bundled with cable and broadband service.cut offThis is why I believe Disney wouldn’t have struck its bundle deal with Charter if not backed into a corner.
But regardless of the costs and benefits, what’s most significant here is that Disney made the deal at all. This pact has the potential to reshape the streaming bundle landscape, setting a precedent other providers and streamers are highly likely to follow, or at least draw from, in future negotiations.
This also suggests a true “rebundling” may not be as remote a possibility as many previously thought. With Charter having broken the seal, cable providers are now poised to become new players in the
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