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YouTube TV's Bundles Unlikely to Slow Cord-Cutting: Analyst

The move toward smaller, targeted and cheaper live channel bundles probably won't slow cord-cutting, nScreenMedia's Colin Dixon wrote Sunday. Pointing to YouTube TV's planned rollout of targeted channel bundles (see 2512100064), Dixon said both subscribers and operators have long wanted…

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programmers to agree to such packages, and it's only recently that operators have made headway in those negotiations. However, he said, it's unclear that approach will slow subscriber defections. He noted that YouTube TV will still have to include channels that have nothing to do with a bundle’s focus due to terms in programmer licenses, jacking up the price. Streaming services let consumers build their own bundles that ultimately are cheaper, he argued. The strategy of bundling programmers' streaming services with cable is similarly more expensive than streaming alone, he added.