Apple, Amazon, Google, and the New Subscription Bundles

A very interesting bit of research came out about Amazon’s ability to drive third-party subscription content. Variety published data from TDG, that I sense is directionally true, about how Amazon is succeeding in driving subscriptions to direct-to-consumer services from HBO, Showtime, and Starz in particular. The data comes off suggesting a bit more dominant position Amazon is driving video subscriptions, and I have to imagine Apple is not that far off in driving subscriptions to a vast manner of services like Netflix, HBO Now, Hulu, etc., as well. This article highlights a bigger trend and potential shift in who may control the content bundle ecosystem going forward.

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