Verizon Apple OTT Bundles

Will New Bundles Mean New Subscribers for Verizon and Apple?

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

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