Matt Strauss

It was inevitable that prices of streaming services were going to have to increase. And we've seen that as an industry over the past 18 to 24 months, where streaming services have continued to take their rates up in an effort to drive more profitability. By the way, we're not excluded from that. I mean, we took a price increase over the summer.

And so I think that that though was a very predictable outcome. The other predictable outcome from my point of view is what I said earlier, which is people watch more video than they really know. Like if you look at the Nielsen numbers, the amount of time that people spend watching video has been fairly consistent over the past decade.

And so I think that that though was a very predictable outcome. The other predictable outcome from my point of view is what I said earlier, which is people watch more video than they really know. Like if you look at the Nielsen numbers, the amount of time that people spend watching video has been fairly consistent over the past decade.

And so I think that that though was a very predictable outcome. The other predictable outcome from my point of view is what I said earlier, which is people watch more video than they really know. Like if you look at the Nielsen numbers, the amount of time that people spend watching video has been fairly consistent over the past decade.

And so if you cut the cord and you sign up for a streaming service, you're unlikely gonna get your video calories as a consumer from one service. And so what happens is you subscribe to two, three, and now the average consumer is subscribing to four or five services. And so you take these two things together where I'm subscribing now to four or five services, the rates are continuing to go up.

And so if you cut the cord and you sign up for a streaming service, you're unlikely gonna get your video calories as a consumer from one service. And so what happens is you subscribe to two, three, and now the average consumer is subscribing to four or five services. And so you take these two things together where I'm subscribing now to four or five services, the rates are continuing to go up.

And so if you cut the cord and you sign up for a streaming service, you're unlikely gonna get your video calories as a consumer from one service. And so what happens is you subscribe to two, three, and now the average consumer is subscribing to four or five services. And so you take these two things together where I'm subscribing now to four or five services, the rates are continuing to go up.

In some cases, you may be asking yourself, like, wait, I might be paying more and possibly getting less than what I got when I subscribed to cable. And I think that these are the ingredients in the marketplace that is driving the market to bundling. And I talked about this five years ago that

In some cases, you may be asking yourself, like, wait, I might be paying more and possibly getting less than what I got when I subscribed to cable. And I think that these are the ingredients in the marketplace that is driving the market to bundling. And I talked about this five years ago that

In some cases, you may be asking yourself, like, wait, I might be paying more and possibly getting less than what I got when I subscribed to cable. And I think that these are the ingredients in the marketplace that is driving the market to bundling. And I talked about this five years ago that

we're likely going to see an explosion of streaming and direct-to-consumer only to then find it almost re-aggregate itself under a new bundle. And I think there's obviously a lot of evidence over the last two years where that's exactly what's been happening. So again, in many ways, it doesn't change the fact that you're going to still have people who subscribe to cable or streaming or both.

we're likely going to see an explosion of streaming and direct-to-consumer only to then find it almost re-aggregate itself under a new bundle. And I think there's obviously a lot of evidence over the last two years where that's exactly what's been happening. So again, in many ways, it doesn't change the fact that you're going to still have people who subscribe to cable or streaming or both.

we're likely going to see an explosion of streaming and direct-to-consumer only to then find it almost re-aggregate itself under a new bundle. And I think there's obviously a lot of evidence over the last two years where that's exactly what's been happening. So again, in many ways, it doesn't change the fact that you're going to still have people who subscribe to cable or streaming or both.

But I think that direct-to-consumer is going to be a very important component. But I think increasingly, direct-to-consumer and direct-to-consumer as part of a bundling construct is going to likely be how many people over time are subscribing to these different services, which again is ironically back to where everything started with cable television.

But I think that direct-to-consumer is going to be a very important component. But I think increasingly, direct-to-consumer and direct-to-consumer as part of a bundling construct is going to likely be how many people over time are subscribing to these different services, which again is ironically back to where everything started with cable television.

But I think that direct-to-consumer is going to be a very important component. But I think increasingly, direct-to-consumer and direct-to-consumer as part of a bundling construct is going to likely be how many people over time are subscribing to these different services, which again is ironically back to where everything started with cable television.

We might be a little bit unique. Yeah. Because we actually do not have that much bundling. The majority of our subscriber base is direct to consumer. And we have been very disciplined in how we've tried to grow the subscriber base. You know, again, if you just go back a couple of years,

We might be a little bit unique. Yeah. Because we actually do not have that much bundling. The majority of our subscriber base is direct to consumer. And we have been very disciplined in how we've tried to grow the subscriber base. You know, again, if you just go back a couple of years,

We might be a little bit unique. Yeah. Because we actually do not have that much bundling. The majority of our subscriber base is direct to consumer. And we have been very disciplined in how we've tried to grow the subscriber base. You know, again, if you just go back a couple of years,

Peacock launched in 2020, and at the time, the market was really focused on on-demand, scripted dramas, binge viewing, and most ad-free, most services were chasing that segment of the market. And we came to market late, if we're being honest about it. But one of the benefits of coming to a market late is you could assess the white space and where you see opportunity.