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Member Mailing #278: Can or Will Comcast Ever Innovate A Smaller Bundle & Set-Top Box?
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Streaming (2020-2024)

Member Mailing #278: Can or Will Comcast Ever Innovate A Smaller Bundle & Set-Top Box?

When taking an initial stab at that scenario, some notable implications for Warner Bros. Discovery and AMC Networks emerge.

Sep 15, 2021
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The Medium from PARQOR
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Member Mailing #278: Can or Will Comcast Ever Innovate A Smaller Bundle & Set-Top Box?
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Key Takeaways

  • Cord-cutting is predicted to eventually plateau at 40MM-50MM households in the U.S.

  • A smaller cable bundle (20-30 channels) and a new hypothetical STB is a big idea for this marketplace

  • It could become a reality via Comcast’s Xfinity Smart TV bet, revealed yesterday.

  • Warner Bros. Discovery’s bet on rebundling, which I argued before was “questi…

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