TD Cowen analysts suggest that traditional media companies should shift from direct-to-consumer streaming services to a 'mega-streaming bundle' distributed by major tech platforms. The report forecasts that this approach would help mitigate risks associated with content production and marketing. Analysts predict that over the next two to three years, companies like Warner Bros. Discovery, Disney, and Paramount will either see marginal profitability or continue to incur losses, making bundling a more viable and effective strategy for content distribution and consumer retention.
Everyone's producing more content than they used to. Everyone's advertising for their content more than they used to, and consumer dollars haven't increased that much.
Bundling is the right way to go. A bundle would aid content discovery in a fragmented content landscape and make subscriptions stickier.
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