Disney's Iger Could Save the Bundle: Analyst
Disney's returned CEO Bob Iger (see 2211210038) could decide the fate of the linear video programming bundle, MoffettNathanson's Craig Moffett wrote Friday. In a note, he said programmers in moving to direct-to-consumer models have lost the advantages of the video…
Sign up for a free preview to unlock the rest of this article
Timely, relevant coverage of court proceedings and agency rulings involving tariffs, classification, valuation, origin and antidumping and countervailing duties. Each day, Trade Law Daily subscribers receive a daily headline email, in-depth PDF edition and access to all relevant documents via our trade law source document library and website.
bundle -- high lock-in, low marketing expense and strong pricing power -- yet it's not clear any are willing to forfeit customer ownership to return to focusing on the linear bundle. Moffett said Iger was a strong advocate for entertainment being direct to consumer but keeping sports linear. If the linear model is to survive, Disney will have to do it via the Hulu Live virtual MVPD service by dropping Paramount and NBCUniversal channels from the lineup and making Hulu a low-cost bundle offering, he said.