The battle tactics in the streaming wars in 2022 shifted from outright land-grab mode toward building sustainable and defensible positions. Netflix saw its subscriber rolls shrink in the first half…
, will prove that the whole can be greater than the sum of its parts — and help justify Discovery’s gargantuan acquisition of WarnerMedia. But it’s still unclear how WBD will manage the transition: The company has not announced pricing or packaging details, much less a name for the combo . At a high level, EY’s Harrison says, it makes sense for streaming providers to move toward consolidation and bundling.
. Paramount’s Pluto TV, Fox’s Tubi, Amazon’s Freevee and the Roku Channel saw gains that in some cases outpaced the growth of subscription-based services. Now others are looking to jump into the FAST lane, including Warner Bros. Discovery: WBD announced plans to license certain content that has been on HBO Max — including “Westworld,” “The Nevers,” “Raised by Wolves” and “FBoy Island” — to
. And Warner Bros. Discovery chief David Zaslav has said the media company will be “aggressively attacking” the low end of the streaming market with its own FAST offering to launch sometime in 2023.football fans will flock to NFL’s Sunday Ticket on YouTube — which, for the first time starting with the 2023 season, will be available to anyone in the U.S. without the purchase of a pay-TV package . Google will need to sign up at least 2.25 million Sunday Ticket subs to break even on the deal, according to an estimate by Baird senior research analyst Colin Sebastian. But it could turn out to be a loss-leader for YouTube as the video giant looks to siphon away more TV ad dollars and pack on more YouTube TV customers.
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