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What comes after the "skinny bundle"

Sam Jayne / Axios

The streaming market is booming, but soon there will be more platforms than consumers can watch and distributors can cut deals.

  • This pressure has caused likeminded TV networks, (entertainment, lifestyle, sports, etc.) to either compete against one another for distribution deals or come together in order to compete for better deals collectively (think Discovery/Scripps merger). It's an interest-based power struggle that resembles groups in a high school cafeteria. (Tech nerds, drama/entertainment kids, sports jocks, etc.)
  • Why it matters: Axios' Dan Primack put it best in his Pro Rata newsletter last week: "Hopes for a 'skinny bundle' are fast being replaced by a fat streaming bill. At some point consumers will demand a consolidated option that looks a lot like digital cable."
  • Until that type of broader "digital cable" option exists, likeminded networks are going to have to either team up or compete against each other for the best distribution deals possible.