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by JakeTheAndroid
1237 days ago
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Well this is already sort of the case. But instead of Netflix it's Hulu. Hulu was the sort of agnostic platform that included live TV and needed to be able to VOD all the shows available on live TV networks. Now, you bundle Hulu + ESPN + Disney. Until every company wanted their own streaming service, Hulu was where you could find broad network content. And they even have commercials, so it worked great by classical TV metrics. The issue is, Hulu created content is meh. Hulu's UI is meh. And Hulu doesn't aggregate ESPN+ and Disney+ in a single pane. And now everyone wants to own their own cut of the streaming service pie. So there was a push for this type of service that saw the incumbents rallying together against Netflix. For whatever reason that wasn't good enough for them, so the idea that now they will just partner with Netflix seems unlikely. |
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My Hulu shows aggregated ESPN+ in the "Live TV" category (which does show up on the Home Hub as well). It's quite obvious to me because that and HBO (incidentally) are the only "Live TV" I pay for so all I see in the Live TV section at all are ESPN+ and HBO.
Disney+ aggregation isn't there in Hulu, but the opposite is definitely already happening: a bunch of Hulu shows are now aggregated in Disney+ for me. Though the border between "aggregated there" and "slowly moving there" is quite blurry as Disney does seem keen to move towards Disney+ as the final brand left standing and eventually killing the Hulu brand. This is already the case in most of the world (Star+ which was the Indian sub-continent Hulu equivalent that Disney also outright bought is a "hub" in Disney+ rather than the other way around, despite predating Disney+ by several years just like Hulu; incidentally Disney did integrate a Star+ hub into Hulu in the US if you were curious what some of that content looks like), so it does seem inevitable in the US eventually Hulu will be eaten by Disney+.
(The one weird twist to that being how protective Disney as a brand has been of their family friendly part of their brand image in the US and in their merger of Fox and Hulu they found it useful to treat the Hulu brand as "Disney After Dark" and avoid some of the "family friendly" issues in the first few months of Disney+ while they added parental controls and other family focused tools after the US launch date. Disney will get to unwind the concept that they need a "Disney After Dark" that their own PR created in the first place in order to eventually merge Hulu into that plus in Disney+.)