Competition For Disney? Comcast To Offer Streaming Bundle Of Apple TV+, Netflix, Peacock At 'Vastly Reduced' Price
Portfolio Pulse from Rounak Jain
Comcast is launching a new streaming bundle called 'StreamSaver' that includes Apple TV+, Netflix, and Peacock at a significantly reduced price. This move intensifies competition in the streaming industry, following similar bundled offerings from Disney.

May 15, 2024 | 11:39 am
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POSITIVE IMPACT
Apple TV+ will be part of Comcast's new 'StreamSaver' bundle, potentially increasing its viewership and subscriber base.
Being part of a discounted bundle could increase Apple TV+'s exposure and subscriber numbers, positively impacting Apple's services revenue.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 70
POSITIVE IMPACT
Comcast is introducing a new streaming bundle called 'StreamSaver' that includes Apple TV+, Netflix, and Peacock at a significantly reduced price.
The introduction of a competitively priced streaming bundle is likely to attract more customers to Comcast's broadband services, potentially boosting its subscriber base and revenue.
CONFIDENCE 90
IMPORTANCE 90
RELEVANCE 100
POSITIVE IMPACT
Netflix will be included in Comcast's 'StreamSaver' bundle, which could lead to an increase in its subscriber base.
Inclusion in a discounted bundle could help Netflix attract more subscribers, potentially boosting its revenue and market share.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 70
NEUTRAL IMPACT
Disney is also offering a streaming bundle similar to Comcast's 'StreamSaver', intensifying competition in the streaming market.
While Disney's own bundle could attract customers, the increased competition from Comcast's offering may limit the impact on Disney's subscriber growth.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 50