Let’s get the latest on the streaming vs. cable warz:

“Those three products will come at a vastly reduced price to anything in the market today and will be available to all our customers,” Roberts told the MoffettNathanson Media, Internet & Communications Conference during a session that was webcast on Tuesday.” 

Pagan has written about this before, the idea that we’re in a stupid cycle where we all cut the cord, then these ala carte apps are bundled and we just end up back where we started.

In this case, it notes that the service will be available to Comcast broadband subscribers, so if you cut the cord but still use Comcast as your internet provider, then you’re eligible for the Peacock/Netflix/Apple TV+ triad. From our perspective, the notable angle here is 1) Peacock hosting sports programming and 2) Apple TV+ having the MLS rights. One of the popular theories is that Comcast will phase out the regional sports networks, like NBC Sports Philadelphia, and/or have Flyers, Sixers, and Phillies games on Peacock instead. You’ve seen this start to take shape in other markets outside of Philadelphia, and even in dribs and drabs here with the Phils being moved to random services on random days. And on the Union front, you have to buy the “MLS Season Pass” in addition to having Apple TV+, so the bundling doesn’t necessarily open the door to more eyeballs on the local soccer team, since they are double paywalled. It blows and it’s having a negative impact on the U.

It’s fascinating to watch all of this unfold. We’re currently at a juncture where there are so many streaming options and individuals apps that the big companies are now trying to find ways to package and bundle and lure customers in with the best values.

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