The One Thing Streaming Companies Need -- a Bundle
Disney+ from Disney (NYSE: DIS), Apple TV+ from Apple (NASDAQ: AAPL), Hulu, Paramount+ (NASDAQ: PARA), HBO Max from Warner Bros Discovery (NASDAQ: WBD), ESPN+, Peacock from Comcast (NASDAQ: CMCSA), YouTube TV from Alphabet (NASDAQ: GOOG), and Netflix (NASDAQ: NFLX). These are the streaming services I've subscribed to at one point or another in the last year, and it's become exhausting.
Yesterday, I unsubscribed from four of the streaming services, leaving the bare minimum for our family of four, which cut the cable cord nearly a decade ago. I'm sure I'll resubscribe to some in time, but I'm now in the habit of subscribing and unsubscribing from streaming services on the fly.
My experience can't be unique, as the streaming landscape has become more crowded. The challenge for investors is that there may not be 10 winners in streaming -- there may only be a few. And the content, business model, and strategy companies are building will matter in the long term.
Source Fool.com
