New SVOD entrants are prioritising reach over revenue in the US with extensive ‘free’ offers, including Apple TV+ (to hardware buyers), Disney+ (to Verizon customers), HBO Max (to HBO subscribers) and Comcast’s Peacock (to basic cable homes).
This is the latest development in an unfolding global story of partnerships, continuing on from multiple Netflix and Amazon distribution deals with platforms, bringing benefits to both parties.
In Europe, Sky faces price pressure, but it has secured its HBO partnership and can now talk to Disney from a position of strength.
The unfolding SVOD price war
Disney+: was Verizon a second choice after no pay-TV deals?
HBO Max: in a strategic mist
Peacock as a digital age NBC
Apple TV+: focussed on retail
Pay-TV and SVOD partnerships
Rationales and workings of partnerships
Launching SVOD services and UK platforms
Bundling is here to stay
List of charts/tables
Figure 1. Major SVOD services launches
Figure 2. Selected SVOD retail prices in the US, $ per month
Figure 3. SVOD retail prices in the US, $ per month
Figure 4. Evolving European pay-TV package prices, offering better value
Figure 5. Operators integrating Netflix and Amazon Prime onto their platforms
Figure 6. SVOD and distributors relationship layers
Figure 7. Streaming services customer bases
Figure 8. Video provider penetration by pay-TV platform