Tag: bundling

Apple's new App Store subscription bundling framework gives developers the ability to partner with other developers and offer discounted subscription packages, extending a strategy that's long been used across streaming to improve retention and increase customer lifetime value. The addition…

Streaming’s biggest constraint isn’t content supply, it’s attention. IMAX, Netflix, Spotify, Disney, Roku, FAST, bundles, and AI all point to the same business reality: urgency drives the first action, habit drives return visits, and the customer relationship determines who captures…

Kirby breaks down last week’s biggest stories and finds the throughline: the streaming industry isn’t splitting into lanes anymore, it’s collapsing into one giant fight for attention, monetization, data, and habit.

YouTube’s Q1 ad revenue rose 11% to $9.9 billion, putting it near a $10 billion quarter as Alphabet reported 22% overall revenue growth and 350 million paid subscriptions. YouTube’s scale on TV screens, low-content-risk economics, and behavioral bundle across ads,…

Disney is paying $50 million to settle a class action lawsuit over live TV bundling practices, but the agreement leaves its distribution strategy unchanged. The case reinforces ESPN’s leverage as a must-have asset that continues to anchor bundle pricing across…

Netflix faces up to €2 billion in refunds after a Rome court ruled its past price increases violated Italian consumer law, forcing the company to roll back pricing tied to contracts dating back to 2017. The decision reframes contract design…

Ampere Analysis finds HBO Max leads peers in bundle scale across partners, markets, and packages. Streaming growth is increasingly driven by distribution deals, with discounted wholesale pricing functioning as the core customer acquisition cost. As more growth comes through hard…

Antenna’s latest data shows U.S. SVOD growth slowing sharply, with new subscriptions falling 33% in 2025 to 18 million from 27 million in 2024, while Q4 growth cooled to 7%. The market isn’t adding households anymore, it’s reallocating them, with…

Roku, Apple, Scripps, and ChatGPT all made moves last week that reinforce one theme: control has replaced scale as the core competitive advantage in streaming. The leverage battle isn’t about content volume anymore. It’s about who controls billing, discovery, rights,…

Apple TV ended 2025 with record-breaking engagement, up 36% in total viewing hours year-over-year, driven by Pluribus, F1, and A Charlie Brown Christmas. Despite continued silence on subscriber counts, Apple positioned Apple TV as a core part of its growing…