With the rise of over-the-top streaming services such as Netflix and Prime Video, in addition to Hulu, Disney+, Paramount+, ViX and Peacock, viewing has seen a tremendous shift from cable and broadcast television to these platforms.
As 2024 begins, discussions ranging from the high cumulative cost of subscriptions to OTT services, to the churn factor and “subscribe, binge and cancel” nature of the platform when a hot show arrives, have gained much attention. Now, MoffettNathanson, the respected Wall Street financial house focused on media and technology, is examining the concept of “re-bundling” – specifically, the possibility of breaking the biggest video-on-demand services out of their silos.
