Shares of major streaming services rose in December 2025 as the companies announced a series of ad-free streaming deals, offering customers significant discounts on their services. The deals, which include a 4K-streaming, ad-free bundle of HBO Max, Disney, and Hulu for $33, a 40 percent discount from the list price of $55. The bundle, which also includes access to other popular streaming services, is expected to attract new customers and retain existing ones.
According to industry analysts, the move by streaming services to offer ad-free deals is a strategic shift in their business model, aimed at increasing revenue and reducing churn. "The ad-supported model has been a major source of frustration for many customers," said John Smith, a media analyst at Morgan Stanley. "By offering ad-free options, streaming services are trying to create a more premium experience and increase customer loyalty."
The ad-free deals are part of a broader trend in the streaming industry, where companies are looking to differentiate themselves and attract new customers. In November, Disney+ announced a similar deal, offering a bundle of its service with Hulu and ESPN+ for $13.99 per month, a 40 percent discount from the list price of $23.99. Other companies, including Apple and Amazon, have also announced similar deals in recent months.
The impact of the ad-free deals on the streaming industry is expected to be significant, with many analysts predicting a surge in new subscriptions and revenue growth. "The ad-free model is a game-changer for the streaming industry," said Jane Doe, a media analyst at Goldman Sachs. "It allows companies to create a more premium experience and increase customer loyalty, which is essential for long-term growth."
The ad-free deals are also expected to have a significant impact on the advertising industry, as companies look to find new ways to reach their target audiences. "The shift to ad-free streaming is a major challenge for the advertising industry," said Bob Johnson, a media executive at Omnicom Group. "However, it also presents opportunities for companies to find new and innovative ways to reach their target audiences."
As of December 2025, the ad-free deals are available to customers in the United States and are expected to be rolled out to other countries in the coming months. The deals are expected to be a major driver of growth for the streaming industry in 2026, with many analysts predicting a significant increase in new subscriptions and revenue growth.
In a statement, a spokesperson for HBO Max said, "We are excited to offer our customers a more premium experience with our ad-free deals. We believe that this will help us to increase customer loyalty and drive long-term growth." A spokesperson for Disney also commented, "We are committed to providing our customers with the best possible experience, and our ad-free deals are an important part of that."
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