New VIP+ Analysis: The newly signed law will boost broadband coverage in the U.S., benefiting some streaming services more than others.
NFL rights will be a big driver among those poised to gain from the increased number of homes available to stream. Of the three broadcasters with regularly scheduled NFL games, only Fox is looking to replicate the traditional model — i.e., free availability — with streaming.
With Tubi also launching its own originals and being used as the streaming home for past seasons of Fox shows such as “The Masked Singer,” Tubi is set to be a core part of Fox’s viewer strategy —Amazon will also gain from the increase in broadband access. Commerce and AWS aside, Amazon has been unveiling a very smart play in free streaming across Twitch , IMDb TV and News from Fire TV .
IMDb TV also has action shows including “Alex Rider” and “Leverage: Redemption,” which will be able to attract others new to streaming. Don’t discount the pending Amazon purchase of MGM and ability to tap into MGM’s rich TV history in reality TV as another way for Amazon to appeal to those who haven’t had access to streaming before.
But the infrastructure bill won’t be a case of a rising tide floating all boats, as the majority of media companies have put their eggs firmly in the subscription streaming basket. Netflix in particular may have been in a position to benefit more were it not strictly subscription.
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