From CNBC:



The Disney Bundle Celebrating National Streaming Day at The Row in Los Angeles on May 19, 2022 was marked by challenges for both pay TV and streaming services. Subscriber declines, slumping ad revenue, and stubborn losses were issues faced by streaming platforms, with Netflix retaining its dominance. Media executives predict that 2024 could be the year when media companies focus on bundles, offering both streamers and cable providers a potential path forward.

Executives from Disney and Charter Communications engaged in a public dispute over fees, causing channels, including ESPN, to be removed from millions of Charter’s Spectrum service customers. However, a deal was eventually reached, highlighting the potential for broader subscriber bases and positive revenue implications for pay TV and broadband companies. The integration of streaming into the pay TV bundle could provide much-needed upside for the industry, according to experts.

The potential for bundles and mergers, as well as the emergence of ad-supported tiers and the combination of streaming platforms, all reflect the shifting landscape and potential opportunities for both pay TV and streaming companies in 2024.



Read more: 2024 is shaping up to be the year of the streaming bundle