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 $10, 42% 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
