Tag: Amazon Channels

Ask Skip argues that high churn isn’t necessarily a problem for niche streamers if subscriber lifetime value still exceeds acquisition and reacquisition costs. The real risk comes when replacing or retaining customers costs more than the margin they generate.

Amazon and Charter are increasing their streaming leverage by owning the discovery, billing, and checkout infrastructure that turns audiences into paying customers, while MS NOW is moving the other way by building a direct membership business. As churn and acquisition…

Amazon Channels is gaining leverage over Specialty SVOD as high churn forces services to continuously reacquire subscribers, with Antenna showing 42 million gross adds against a 42 million-subscription base over the past year. Amazon captured 67% of Specialty SVOD gross…

From the Archives revisits how Amazon introduced Amazon Channels in 2015 to address the growing fragmentation of streaming by allowing Prime Video users to subscribe to third-party services directly within Amazon’s interface. The model positioned Amazon as a subscription aggregator,…

Kirby takes a sharp look at how identity, not platforms, now drives media distribution. Creators are the new infrastructure, AI controls discovery and churn, and characters outperform brands in algorithmic environments. Legacy players are pivoting, through partnerships, consolidation, and experiential…

Fox has launched its Fox One streaming service on Prime Video for $19.99 per month, offering U.S. subscribers access to live sports, entertainment, and news. The deal brings NFL Sunday games, MLB coverage, and the 2026 FIFA World Cup to…

New research from Bango shows that the Subscription Wars have ended, with 68% of U.S. subscribers now getting at least one service through a bundle rather than a direct subscription. DTC models are shrinking, with only 16% of streaming subscribers…

Kirby riffs on Apple's new deal with Amazon to bring Apple TV+ to Prime Video Channels, viewing it as a concession that Apple has missed a larger opportunity in the streaming wars. While the partnership provides Apple with scale, it…

Skip argues that the future of streaming isn’t dominated by direct-to-consumer (DTC) models, as projected by Omdia. He points out that reported DTC numbers are often misleading, with most subscriptions falling under wholesale or third-party billing. As bundling gains traction,…