STREAMING SERVICES INDUSTRY UPDATE: MAY 2025
The streaming landscape continues to evolve rapidly with several major developments occurring in the past 48 hours. Disney is preparing to launch its standalone ESPN streaming service ahead of the NFL season, targeting "cord nevers" rather than traditional cable converts[1]. To boost adoption, Disney is offering a promotional bundle that includes the Disney Plus ecosystem at the standard $29.99 price point for up to one year[1].
Fox is also entering the direct-to-consumer sports streaming market with its new service, which will include NFL Sunday games and content from Fox Business and Fox News[1]. This development comes after the collapse of the previously announced "Venue Sports" partnership between Fox, Disney, and Warner Brothers Discovery[1].
Netflix continues to dominate the advertising space, announcing at their third Upfront presentation that their ad-supported tier now reaches over 94 million global viewers[4]. The streaming giant is developing new first-party measurement solutions and AI-powered creative ad formats that will be available in all ad-supported countries by 2026[4].
On the content front, Hulu is banking on reality TV and psychological dramas this month with new seasons of "The Secret Lives of Mormon Wives" and Nicole Kidman's "Nine Perfect Strangers"[5]. Meanwhile, Prime Video is competing with Netflix in the drama space, with both platforms releasing similar estranged sisters dramas – Prime's "The Better Sister" starring Jessica Biel and Elizabeth Banks[5].
Industry analysts are closely watching these developments as the streaming wars intensify, with services competing not just on content but also on technological innovation, pricing strategies, and advertising capabilities. The push toward sports streaming rights particularly highlights how streaming platforms are aggressively targeting the last remaining stronghold of traditional television.