Disney's Iger Could Save the Bundle: Analyst
Disney's returned CEO Bob Iger (see 2211210038) could decide the fate of the linear video programming bundle, MoffettNathanson's Craig Moffett wrote Friday. In a note, he said programmers in moving to direct-to-consumer models have lost the advantages of the video…
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bundle -- high lock-in, low marketing expense and strong pricing power -- yet it's not clear any are willing to forfeit customer ownership to return to focusing on the linear bundle. Moffett said Iger was a strong advocate for entertainment being direct to consumer but keeping sports linear. If the linear model is to survive, Disney will have to do it via the Hulu Live virtual MVPD service by dropping Paramount and NBCUniversal channels from the lineup and making Hulu a low-cost bundle offering, he said.