Part 8/11:
This deal signals a potential paradigm shift in how streaming services are integrated into cable offerings. By including Disney+ and ESPN+ at no extra cost, Spectrum is effectively bypassing traditional subscription models, offering content as value-added bonuses, and blurring the lines between streaming and cable.
Moreover, other cable providers, like Comcast and others, might seek similar arrangements, demanding "favored nation" clauses that allow them to secure comparable benefits. This could lead to a broader rebundling of streaming content within traditional cable packages, reducing the exclusivity and direct-to-consumer focus that Disney and other platforms have historically relied upon.