Amazon quietly wins the streaming wars as a channels marketplace
Prime Video Channels now drives nearly 70% of specialty streaming subs, per Puck, with 20% of sign-ups leading to another service within six months. Amazon profits as the aggregator, not just the content spender.
Why it matters. Rival streamers now depend on Amazon’s channels storefront and Fire OS distribution to reach subscribers, ceding Amazon a cut and gatekeeper power over their growth.
Signal from Simon Owens’s Media Newsletter · Simon Owens · read the original.
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