Originally published at TDG Research on July 16, 2015
Stream, Comcast’s new virtual pay-TV service, has been causing quite a buzz in the industry this week. People seem confused by it, by the seemingly random set of features. This is why every conversation I’ve had about the service seems to start with “What do you think they’re really trying to do here?” And they’re asking because the official response of “sell a skinny bundle to a bunch of Cord Never Millennials” just seems a little off.
It’s not that Cord Nevers aren’t a good target for a skinny bundle. It’s just that there’s something about the Comcast package that doesn’t add up, something that makes you think that there may be something else going on.
Allow me to explain….