Max Could Join the Basic Bundle, Following Disney+ Lead: LightShed

Warner Bros. Discovery might be interested in moving Max to the basic cable bundle much the way Disney has with Disney+ in its agreement with Charter Communications (see 2309110034), LightShed Partners' Rich Greenfield wrote investors Friday. That would increase the revenue Max generates from MVPDs and virtual MVPDs, though there are likely smaller networks WBD would sacrifice in the bundle in exchange, he said. Numerous legacy programmers will likely follow Disney’s lead of pushing direct-to-consumer streaming services into the legacy multichannel bundle, he said.