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State of the Screens

Will New Bundles Mean New Subscribers for Verizon and Apple?

By September 3, 2020November 15th, 2021No Comments

Big news #1: Verizon has introduced new plans that combine unlimited wireless with Disney+, Hulu, and ESPN+.

Big news #2: Apple rolled out a combo deal that includes both CBS All Access and Showtime for $1042% off the regular price.

Why this matters: New bundles are starting to emerge outside of traditional pay-TV providers.  For example, Apple and Verizon each benefit from these bundles through increased revenue/lock-in to a wireless service (Verizon) or hardware sales (Apple).

Global SVOD subscribers, according to Axios:
1) 
Netflix – 193M
2) 
Amazon Prime – 150M
3) 
Disney+ – 61M
4) 
Hulu – 36M
5) 
HBO Max – 27M
6) 
CBS All Access + Showtime – 16M

Share of U.S. SVOD subscribers according to ANTENNA:
1) 
Netflix – 39%
2) 
Hulu – 22%
3) 
Disney+ – 17%
4) 
CBS All Access + Showtime – 9%
5) 
HBO Max – 6%
6) 
Starz – 6%
7) 
Apple TV+ – 1%

Time spent with SVOD services according to eMarketer:
1) 
2018 – 0h 44m (↑ 20%)
2) 2019 – 0h 51m (↑ 15%)
3) 2020P – 1h 2m (↑ 23%)
4) 2021P – 1h 7m (↑ 7%)
5) 2022P – 1h 10m (↑ 5%)

Wow: The average SVOD subscriber has access to 102K hours of on-demand content!

Video: Verizon makes statement with new Disney deal: The economics of old pay-TV no longer make sense

Michael Beach

Michael Beach

Michael Beach is the Chief Executive Officer of Cross Screen Media, a media analytics and software company that enables marketers to plan, activate, and measure CTV and linear TV at the local level. Michael is also the founder and editor of State of the Screens, a weekly newsletter focused on video advertising that is a must-read for thought leaders in the advertising industry. He has appeared in such publications as PBS Frontline, The Wall Street Journal, The New York Times, Axios, CNBC and Bloomberg, and on NPR’s Planet Money podcast.

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