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I don't understand how people feel good about the membership price increase trend.
(discuss.tchncs.de)
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There was an interesting development on this front with Disney, who’s also jacking up prices. They had a package dispute with Spectrum, one of the largest cable providers in America. Basically, Disney wants to protect their walled garden of Disney+ so they were asking a ridiculous cut from Spectrum, who didn’t want to pay up that match.
The compromise they came to was that Spectrum customers would only get the basic Holy Rodent Empire channels (Disney Channel, ESPN, maybe a couple others), but Spectrum customers then get access to a discounted rate on a Disney+ subscription. The specifics aren’t out yet, but it looks like it will apply to the ad tier of Disney+.
Which says to me, the trajectory is for these services to become a sort of adjunct to cable, a replacement for on demand. Wouldn’t surprise me if the log-ins and interfaces start getting bundled into the cable boxes or router/modem boxes. Of course, it also wouldn’t surprise me if the net cost ends up being greater for consumers.