TD Cowen analysts believe traditional media companies should shift away from stand-alone streaming services towards a 'mega-streaming bundle' distributed by tech giants like Apple, Amazon, Google, or cable providers. They argue that bundling would mitigate risks associated with content production and marketing, enhance content discovery, and improve subscriber retention. While companies like Disney and Warner Bros. Discovery are expected to see limited DTC profitability, Netflix stands out as a dominant player with no immediate need to bundle.
Traditional media companies that have launched stand-alone streaming services should pivot hard, TD Cowen analysts argued in a recent report.The analysts say Warner Bros. Discovery, Disney, and Paramount should return to the wholesale business rather than continuing to build direct-to-consumer products.Their overall vision is a 'mega-streaming bundle' distributed by Apple, Amazon, Google, or cable companies like Comcast.
'You're heading to a place where the consumer experience is getting significantly worse,' Creutz said.The big player that doesn't need to bundle imminently is Netflix, which appears to be the clear winner of the streaming wars. Netflix recently reached a larger market cap than Comcast, Disney, Paramount, Fox, and WBD combined, as media analyst Rich Greenfield noted.
STREAMING BUNDLING CONTENT PRODUCTION DISNEY NETFLIX
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