Amazon Channels is the closest thing to à la carte TV in the market.
80m+ Prime subscribers in U.S. ↑ 36% in one year!
Amazon considered launching a live TV service (Hulu Live, Sling TV, etc.) but chose to focus its engineers on building out the Channels product.
Smart. Live TV is crowded and this is white space where Amazon can carve out market share. Skate to where the puck is going…
Scale. The below example compares Up TV on cable versus streaming:
1) Cable — 70m+ homes through bundle — Primetime average is 200k+ HH
2) Streaming — 12m subscribers pay $4.99/month
