This fragmentation has directly fueled a resurgence in piracy. According to piracy tracking firm MUSO, global visits to torrent sites increased by nearly 10% in 2024, with users citing the inability to find a single source for popular media as their primary reason. When Oppenheimer was available on Peacock in the US but required a separate rental on Amazon in the UK, consumers reverted to old habits.
Disney understood this decades ago with their "Vault" strategy, where classic films were released for a limited time. Now, streaming exclusives are being pulled entirely to be licensed elsewhere or sold as physical media. Netflix’s Glass Onion had a limited theatrical run. Expect more "windowed exclusivity"—available here for one month, gone the next, creating urgency. hegre230718annalsexonthebeachxxx1080 exclusive
The pendulum is swinging back. Disney, Warner Bros., and Fox are launching joint sports streaming ventures. Verizon bundles Netflix and Max with phone plans. The era of a la carte exclusivity is fading; we are entering the era of aggregated exclusives . Consumers don't want ten apps; they want one bill. This fragmentation has directly fueled a resurgence in