There’s a new wrinkle in the galloping Streaming Wars. Fubo has offered something that could propel it up the ladder and give it a place among the top two or three players in the Streaming Wars. The company is now offering unlimited cloud-based DVR recording. YouTube TV had been the only other streaming TV service offering unlimited cloud-DVR recording to every subscriber. (Some competing services allow a certain amount of cloud-DVR recording, or none at all.) What does this mean for Fubo, and for streaming TV more generally?
The decision of Fubo to offer its subscribers unlimited recording is a clear sign of how the old paradigm of DVR recording has been transformed by cloud technology. Gone forever, it would seem, is the limitation of a cap on how much recording users were allowed to do. A cloud DVR frees users to record streaming TV content indefinitely, without a limit. It’s one small step for DVR technology, one large step for humanity. But more importantly, it’s a sign that the future of cloud computing and digital archiving is to provide unlimited digital space for users – where we came from, and where we need to be.
New, pioneering features such as unlimited recording have become key battlegrounds for the streaming services fighting to gain advantage over one another, and Fubo’s latest MOVE elevates its value proposition to all viewers, while also coming right up against the throats of its rivals. At the start of 2024, Fubo had 1.5 million subscribers, trailing not only the giants Fubo TV wants to compete with, such as Hulu With Live TV or YouTube TV, but also a number of up-and-comers such as Peacock, Paramount Plus or HBO Max With Ads. This is surely just the first of a number of MOVEs Fubo is going to make in order to not so much catch up to the likes of YouTube and Hulu, but leapfrog them and attempt to make its service even more enticing.
The streaming service business is hyper-competitive, with providers constantly needing to innovate to keep subscribers and to lure new ones. Fubo’s decision to add unlimited recording speaks both to new and current subscribers, notifying them that the company cares to stay on the cutting edge to offer the best service available. The strategy: add things that the consumer dreams about.
Having gone unlimited, if you’re a Fubo subscriber, you’re probably going to watch more, enjoy more, live more — if not longer — because you’re no longer constrained by the time, volume or legality of your recordings; you can actually get more of the good stuff that you like. Ultimately, unlimited recording engenders greater consumption — and underscores how the cord-cutter experience, no matter how much it may resemble the cord-never experience, remains an experience for those with ample free time. Streaming video is a leisure-time activity by design.
This MOVE also showcases how convenience is paramount in a digital age. By allowing subscribers to record an unlimited number of programmes, Fubo not only caters to its wide-ranging viewing habits, but also allows flexibility in how its subscribers consume content. This means binge-watching a new season of television at their leisure and even catching up on any programmes they missed on their terms.
On the face of it, the leap in service is certainly impressive, but it’s interesting that this big step forward for Fubo also comes with a pretty modest jump in price. You can subscribe for $80 a month after the free trial. That includes the entire channel lineup and the capacity to stream on up to two screens simultaneously, which makes it a pretty good deal in the streaming wars. But Fubo is not a standalone service, of course, and the math seems to me to challenge its rivals to see who can make the biggest upgrade at the smallest cost.
So, in sum, Fubo for adding unlimited cloud-based recording isn’t about becoming a feature in the streaming hierarchy – it’s about jumping to the front of the heap. Fubo, in short, is coming up with the playbook by which the game is played, responding to what customers say they want in one sentence while changing what others might wish for in the very next.
With this pivot, Fubo is sending a clear signal to its competitors that it’s determined to grab a spot at the top of the streaming wars – and that if they want to join it there, they’ll have to do the same. For subscribers, the news means that the viewing experience is about to get richer and more flexible – and that’s just the beginning of what’s to come when it comes to the future of the streaming service business.
Every time I’ve used that word ‘move’ in this article, what’s actually being described is a strategic choice: not just a step but an assertion by Fubo that it is no longer the same service it was before, or at least, not the service that it has now. In the context of the Streaming Wars, a ‘move’ can be thought of as a plan that a service provider hopes will set it apart, help it to grow its subscriber base, and so get it the better position that it desires. Fubo’s latest move – to offer unlimited cloud DVR for free – demonstrates how such big steps lead us to imagine new kinds of streaming services, new kinds of customer expectations, and even new kinds of competitors.
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