- The streaming wars have been going on for years, but things are changing with the formation of new alliances. Walt Disney (DIS) and Warner Bros. Discovery (WBD) just unveiled anew streaming bundlethat includes Disney+, Hulu and Max. The subscription will feature both the Marvel and DC universes, as well as Star Wars and HBO, and will be available in the U.S. starting this summer.
- Backdrop:Netflix (NFLX) was once the all-dominant force of the streaming world, with studios happy to license their legacy content as they focused on core markets of traditional television and the box office. As the barriers to entry of launching an online platform came down, and consumer viewing habits changed, many companies decided to go at it alone when their distribution deals came to an end. Original content and original streaming platforms soon became the name of the game, with studios (like the ones mentioned above) investing significant resources to gain market share, as well as Prime Video (AMZN), Apple TV+ (AAPL), Paramount+ (PARA) and Peacock (CMCSA).
- In recent years, companies have unveiled ad-supported streaming plans and password crackdowns in an effort to attract subscribers, but it is becoming as much of a quality game as it is in the numbers. Customers are also looking to downsize their subscriptions, especially as the amount of streaming apps and packages has exploded. Many have already ditched their large-bundled cable packages, but there are also risks here that the move into bundled streaming could eventually produce the same effects that led to cord-cutting.
- 流媒体战争已经持续了多年，但随着新联盟的形成，情况正在发生变化。华特迪士尼（DIS）和华纳兄弟探索（WBD）刚刚推出了一个新的流媒体捆绑包，其中包括Disney+、Hulu 和 Max。该订阅将包括漫威和DC宇宙，以及星球大战和HBO，并将于今年夏天开始在美国推出。
- 背景：Netflix（NFLX）曾经是流媒体世界的主导力量，制片厂乐于授权他们的传统内容，因为他们专注于传统电视和票房的核心市场。随着推出在线平台的门槛降低，以及消费者观看习惯的改变，许多公司决定在他们的分销协议结束时独自行动。原创内容和原创流媒体平台很快成为游戏的名称，工作室（如上面提到的工作室）投入大量资源来获得市场份额，以及Prime Video（AMZN）、Apple TV+（AAPL）、Paramount+（PARA）和Peacock（CMCSA）。
- 近年来，为了吸引订阅者，公司推出了广告支持的流媒体计划和密码破解，但它正在成为一款高质量的游戏，就像它在数量上一样。客户也希望缩小他们的订阅规模，尤其是在流媒体应用程序和套餐数量激增的情况下。许多人已经放弃了他们的大型捆绑有线电视套餐，但这里也存在风险，即转向捆绑流媒体最终可能会产生与切断电线相同的效果。
