Verizon's New Bundle Gets You Netflix And Max For $10 A Month, But There's A Catch
Portfolio Pulse from Rounak Jain
Verizon Communications Inc. (NYSE:VZ) is offering a new bundle including Netflix and Max for $10 a month, a discount of $7 from their combined individual subscription costs. The bundle is available to Verizon myPlan customers, with the cheapest plan starting at $75 per month. The offer also includes a Disney bundle for $10 and an option for a comprehensive package with Netflix, Max, Disney Plus, Hulu, and ESPN for $20 per month. Verizon's myPlan also offers options with Apple Inc.'s (NASDAQ:AAPL) One subscription and a Walmart+ membership.
December 06, 2023 | 4:17 am
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Apple's One subscription is an option in Verizon's myPlan, potentially increasing its user base but with implications for revenue per user.
Apple's inclusion in Verizon's plans may lead to more users for its One subscription, but the bundled nature of the offer could mean lower revenue per user in the short term.
CONFIDENCE 70
IMPORTANCE 40
RELEVANCE 50
NEUTRAL IMPACT
Disney's streaming services are included in Verizon's bundle offers, which could increase subscriber numbers but at potentially lower margins.
Disney could benefit from increased subscriber numbers through Verizon's bundles, but the discounted pricing may impact profitability per user in the short term.
CONFIDENCE 70
IMPORTANCE 50
RELEVANCE 60
NEUTRAL IMPACT
Netflix's inclusion in Verizon's bundle could lead to increased exposure and potentially more subscribers, but the discounted rate may impact revenue per user.
While the partnership with Verizon could lead to an increase in subscriber numbers for Netflix, the discounted rate offered through the bundle might lower the average revenue per user in the short term.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 70
NEUTRAL IMPACT
Warner Bros. Discovery's Max is part of Verizon's new bundle, which could expand its user base but also potentially reduce average revenue per user.
The inclusion in the Verizon bundle may help Max to gain more subscribers; however, the lower price point could affect the average revenue per user in the short term.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 70
POSITIVE IMPACT
Verizon's new streaming bundle could attract more customers to its myPlan service, potentially increasing its subscriber base and revenue.
The new bundle is likely to be seen as a value-add for Verizon's services, potentially attracting new customers and retaining existing ones, which could have a positive impact on Verizon's short-term revenue and subscriber growth.
CONFIDENCE 80
IMPORTANCE 75
RELEVANCE 90