Peacock, Disney, Roku, YouTube, and potentially Netflix are turning their audiences into storefronts for third-party streaming subscriptions. Amazon’s already proven the model, and as subscriber growth gets harder, platforms can increase customer value by taking a cut of transactions for…
Disney+ reached 1.1 million additional UK homes in Q2 2026, largely through Sky’s inclusion of Disney+ Standard with Ads. The deal shows how bundled distribution can drive reach, ad inventory and upgrade opportunities in a flat streaming market without relying…
Apple and NBCUniversal are using higher standalone prices to make their $14.99 Apple TV and Peacock bundle look increasingly difficult to pass up, with the latest increases expanding the bundle’s displayed savings without lowering its price. The strategy turns list…
Charter Communications has closed its $34.5 billion combination with Cox, adding 5.9 million internet customers and giving Spectrum a much larger base to cross-sell mobile, streaming and video products. The added scale also strengthens Charter’s leverage with programmers as broadband…
Streaming economics increasingly depend on who controls the interfaces, infrastructure, billing relationships, and discovery tools connecting audiences with premium content. YouTube, Amazon, HBO Max, Netflix, and DAZN are gaining leverage by owning customer setup, search, packaging, data, and the next…
Starz and Crunchyroll are using their new $16.99 Prime Video bundle to test whether Power fans and anime viewers overlap enough to improve acquisition, engagement and retention. Success depends on customers crossing between both catalogs and staying long enough to…
Skip warns that the most dangerous partner is the one your business can’t afford to lose. Once a platform controls the customer, data, pricing, or path to growth, the partnership has become the business.
Skip breaks down why streaming companies don't truly own subscribers when platforms control billing, discovery, customer data, packaging, and reengagement.
Basics of Streaming explains why sports isn’t just another streaming category. Live urgency, exclusive rights, scarcity, and premium ad demand make sports one of the few products that can still anchor bundles, justify higher pricing, reduce churn, and give platforms…
Disney’s new Hulu integration features move the company closer to making Disney+ its main streaming hub. Bundle subscribers can now sync watch history, recommendations, watchlists, and Continue Watching activity across Disney+ and Hulu, while eligible Hulu-only users can access Disney+…