Another part is that Hulu is raising prices and that makes people think about how important something is to them.
As some of their network contracts slip away to the networks going direct-to-customer, this will likely have a negative impact. This is big as a lot of their success last year was based on adding episodes to their library. A substantial part of the draw for Hulu is their broadcast network shows. If that starts to slip or the networks start asking ridiculous prices, that's going to sting.
Bundling is typically how customers save money, not how sellers increase profits.
Hulu raised some prices and lowered others and I can’t find an articles stating new increases are coming though, like all of the streamers, I expect them to.
Hulu is a good source now of channel specific shows from lots of networks, notably missing CBS and somewhat paltry selections on the NBC Universal front. The upcoming bundling should help them keep subscribers though. The people most wanting Disney+ probably have kids which is a big pull for it, but they also want more than what Disney+ will bring to the table.
One thing I noticed when I was doing my streaming experiment is that I didn’t really need a cable/sat replacement service to actually watch, but I did need the subscription so I could get access to the shows I wanted via streaming. IOW, to get to the library of NBC/Universal channels I needed a cable/sat replacement to get the authorization to that source. Similarly for some other shows.
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