The streaming wars could help internet-TV bundles from Hulu and YouTube, but AT&T and Dish may need to overhaul their strategies to benefit
"The more these streaming services like Disney Plus launch, the easier and easier it gets for you to want to reduce your spending on linear TV," Rich Greenfield of LightShed Partners told Business Insider. "It could actually help the vMVPDs because they're the only cheaper solutions out there."
By this time next year, there will be at least six new subscription-video-on-demand offerings on the market from some of the world's biggest companies, including Apple, Disney, Comcast, AT&T, and Discovery. "The more these streaming services like Disney Plus launch, the easier and easier it gets for you to want to reduce your spending on linear TV," Rich Greenfield of LightShed Partners, a telecom, media and technology research firm, told Business Insider. "I think it could actually help the vMVPDs because they're the only cheaper solutions out there.
Greenfield thinks Hulu Live and YouTube TV are most likely to benefit from the cord-cutting that's spurred on by the boost in SVOD services. "Those are the two to keep an eye on," he said. The analysts at UBS forecasted in September that AT&T TV Now would continue bleeding subscribers into 2020, as it cut back on deep discounts in an attempt to become profitable. But it's not expected to lose as many as it did this year.AT&T is losing TV subscribers faster than its rivals, but cord-cutting is hitting the entire pay-TV industry hard
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