Packaged Streaming Services Are Cable's Next Bundle, Analyst Says

Expect to see cable providers following Comcast and offering bundled streaming products, nScreenMedia's Colin Dixon wrote Monday. Comcast is rolling out a discounted bundle of Peacock, Netflix and Apple TV+ for Xfinity customers. Dixon said Comcast's StreamSaver bundle might have a small impact on the decline of video subscribers, but its real goal is retaining broadband subscribers. The value of a discounted subscription VOD bundle is that it could entice some broadband subscribers who were considering quitting to stay, he said. The bundle also could lure mobile customers from wireless carriers to Comcast's mobile service, he said. At the same time, the bundle could accelerate the traditional video business's decline, he said. But other cable providers will want to defend their broadband businesses with their bundles, he said. Comcast said Tuesday the StreamSaver bundle will cost $15/month.