Two Free Months of Hulu via Roku

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This weekend, Hulu and Roku are offering two months of free streaming to new customers. Where “new” generally means new email address. Given the imminent arrival of Showtime on Hulu (for an additional fee), I figured I’d strike while the iron is hot. However, the signup process was something of a turn off. Hulu, Roku, or maybe both require a gender and birth year to complete the registration process and surely feed their advertising initiatives. Obviously those can be spoofed if one so chooses, but I played along. However, where they lost me is Roku, versus Hulu, requiring a credit card on file.

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Hulu To Bundle Showtime; Unsupported On TiVo

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In addition to shortly launching a stand-alone service, akin to HBO NOW, Showtime has entered into an fascinating partnership with Hulu.

This July, Hulu brings you a new way to get SHOWTIME. Get up to 30 days free of SHOWTIME with a Hulu subscription and see what you’ve been missing! After your trial, you’ll get SHOWTIME for $8.99/month in addition to your $7.99/month Hulu subscription.

What makes this unique is a 20% Showtime streaming discount along with both on-demand and live content being accessed from within the Hulu interface. Beyond SHO’s willingness to give up some control, I wonder if this signals Hulu interest in Sling TV space — should we expect additional channel-like offerings?

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Hulu Lands Fraggles Spinoff, Minus The Puppets

By way of Gigaom, we learn that Hulu is launching The Doozers this spring. The computer-animated series, consisting of 52 11-minute episodes, is aimed at preschoolers… and is sadly puppet-free. Of course, Fraggle Rock was a Jim Henson creation and one of HBO’s very first original titles debuting way back in 1983 — and a show … Read more

TiVo In The Hunt For Hulu?!

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On Friday (6/14), proprietary market intelligence firm StreetAccount reported that TiVo shares were up on “follow-through from speculation on a Hulu acquisition.” A rising tide lifts all boats? Or the first whiff of TiVo as a potential acquirer? Although TiVo has never been mentioned as a suitor, the company declined to comment on this note and reports indicate multiple firms have submitted bids for Hulu – with at least 3 exceeding $1 billion.

Mergers and acquisitions take various forms and a Hulu M&A will be no different. While we believe a TiVo-Hulu tie up is unlikely, by entertaining the notion we could imagine a scenario with TiVo sharing primary billing with some of Hulu’s current backers, perhaps Comcast and/or Disney, maintaining a small ownership interest to lower their cost while buying some say in future direction. The big unknown, irrespective of who ultimately lands Hulu, is what sort of content guarantees an acquirer would receive from the current owners.

TiVo recently settled with Google, Time Warner Cable, and Cisco for $490 million, swelling its balance sheet to over $1 billion. With limited debt, TiVo’s finances would conceivably provide comfort to Hulu’s owners as it is possible that they could maintain some sort of partial interest in a combined company. Hulu’s existing owners would appreciate TiVo’s neutrality, as the “Switzerland of the cable industry” – having partnered with many top US MSOs.

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