Thursday, August 28, 2025

This Needs A Stand-Alone If You're Wondering About Amazon -- August 28, 2025

Locator: 48986AMAZON. 

As a side note, this is why I continue to add, as an investor, to my position in Amazon. 

I just happened to see this interview near the end of the day over at CNBC

Amazon and Comcast NBCUniversal recently announced that Peacock Premium Plus can now be added as an add-on subscription through Amazon Prime Video Channels. For $16.99 per month or $169.99 per year, Prime Video customers can access Peacock's ad-free content, including live sports like Sunday Night Football and Olympic coverage, directly within the Prime Video app.

Link here. Same link.

This is really, really amazing.

According to Google AI:

  • Amazon Prime alone, with no others partnerns, $14.99 / month or $139 / year;
  • Amazon Prime with Peacock Premium Plus, $16.99 / month or $169 / year.

So, if that's correct, if that's accurate, I can pay an addition $2.00 / month and get the entire Peacock Premium Plus Network. 

I find that incredible.

So, what does Peacock Prime Plus Network add to my current Amazon Prime experience, in terms of content?

Peacock Premium Plus on Prime Video provides an ad-free streaming experience with live sports like "Sunday Night Football" and the Olympics, thousands of on-demand movies and series from NBCUniversal networks (like Bravo), Peacock Originals, and the ability to download content offline.
Users can access this content seamlessly within the Prime Video app through a separate subscription, adding to their existing content library without needing a second app. 

As a comparison, look what it would cost to add Paramount: 

Paramount+ costs either $7.99 per month for the ad-supported Essential plan or $12.99 per month for the premium Paramount+ with Showtime plan. You can also pay annually for savings, which works out to about $5.00 per month for the Essential plan or about $10.00 per month for the premium plan.

What sports does Paramount offer that the others don't:

Paramount+ provides exclusive coverage of several top-tier sports that differentiate it from other streaming services, particularly in soccer and MMA
. Its specific focus on these leagues makes it a must-have for fans who want to follow them extensively.

MMA and soccer interest me not. 

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Where I Stand

With the Amazon Prime Fire Stick, I subscribe to two "things":

  • Hulu (my most important go-to streaming "network") -- which includes ESPN, and maybe some Disney (I honestly don't know what Disney I get with Hulu but with Hulu / ESPN I honestly get all the sports I need); and,
  • Amazon Prime.

Through Hulu I get all the legacy networks (ABC, NBC, and CBS, for example, and all the local networks) and with Amazon Prime I get "all" the NFL I want, including "Monday Night Football." I can still get "Sunday Night Football" on Hulu / legacy NBC, and so for "Sunday Night Football" I don't need Peacock.

Amazon Prime gets me "Thursday Night Football." 

I think it's just a matter of time before "Sunday Night Football" is available only on Peacock.

And I think it's only a matter of time before the legacy networks lose any access to the NBA, NFL, NASCAR, and the PGA. 

It could also happen with regard to the Olympics but that may catch the eye(s) of the FCC.

But for an extra $2.00 / month, the Amazon Prime / Peacock merger looks very tempting.

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Amazon Prime

I can't say it enough times. Amazom Prime more than pays for itself. With the "cash-back" Amazon Prime credit card, I get Amazon Prime (streaming and the retail store) completely "free."

Amazon Prime streaming and YouTube streaming are in direct competition, and my hunch is that both are equally good. But with Amazon Prime retail, it's a no-brainer. 

The next big thing:

  • a direct competitor to YouTube video channel (not YouTube streaming) but the YouTube video app;
    • Josh Brown on CNBC thinks Netflix will develop a YouTube-like video channel;
    • it would be a hoot if Amazon Prime also developed a YouTube-like video channel.

Background:

Mike Hopkins is currently the head of Amazon MGM Studios and Prime Video, following Jennifer Salke's departure for a production deal in March 2025. In this role, Hopkins oversees all aspects of Amazon's video entertainment businesses, with Courtenay Valenti (film) and Vernon Sanders (TV) reporting directly to him.

Amazon first announced its intent to purchase Metro-Goldwyn-Mayer (MGM) on May 26, 2021, for $8.45 billion, a deal that was finalized and closed on March 17, 2022. The acquisition added MGM's extensive library of films and TV shows, including the James Bond and Rocky franchises, to Amazon's Prime Video service, making it a significant expansion of Amazon's entertainment division and a major event in the streaming wars.