Four topics for this week’s podcast:

First, Disney+ and Hulu are no longer available for sign up in Apple’s App Store. As we discuss, this feels like a move by Disney to preserve margins, though at the expense of some of its subscribers losing the advantages of unified billing and integrated search/discovery. It also means less competition for Amazon, which is already the dominant distributor of third-party streaming services.

Next, IAB Tech Lab this week announced an initiative to help standardize emerging CTV ad formats. We’re confident it will help more advertisers move spending into the channel.

Third, Fubo is boldly offering premium services on a standalone basis, not requiring a base subscription plan. Fubo aims to be a “super aggregator” and is breaking from pay-TV operators’ traditional approach of enabling access to premium services only for subscribers. It’s a sign of the times, with viewers requiring flexibility and it seems like a savvy play by Fubo to keep viewers engaged with its app.

Last, a variety of streaming services are partnering with grocery chains and delivery apps, which both of us think makes a lot of sense to reduce churn and cost per acquisition. We expect to see more partnerships going forward.

Listen to the podcast to learn more (28 minutes, 3 seconds)

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