AMC+ is restructuring its service offerings by removing full access to Shudder and Sundance Now content while migrating its application portfolio to Deltatre. The platform is also consolidating its Walking Dead library following a new co-exclusive streaming agreement with Netflix.
The decision to unbundle full niche services suggests a strategic pivot toward maximizing ARPU through individual $8 monthly subscriptions rather than relying on a single consolidated price point. By migrating to Deltatre, AMC Global Media is prioritizing technical infrastructure to improve retention through better discovery tools and a modernized video player. This move highlights a broader industry trend where media companies are reclaiming core library assets, evidenced by the Netflix co-exclusive deal for The Walking Dead. Watch for subscriber churn rates among horror enthusiasts following the November 18 deadline to see if the curated 'substantial collection' is enough to maintain the current AMC+ base.
Starting November 18, AMC+ will remove full library access to Shudder and Sundance Now, requiring separate $8 monthly subscriptions for full content. This strategic unbundling aims to increase average revenue per user. While AMC+ will retain a curated selection of titles, the move signals a shift toward standalone niche service models.
The removal of full library access to Shudder and Sundance Now for AMC+ subscribers takes effect on November 18.
No, annual AMC+ subscribers will retain full Shudder access as an exception until their next scheduled billing cycle.
AMC Global Media is migrating to Deltatre to improve content discovery, enhance user profile customization, and modernize the video player to improve retention.
The original The Walking Dead series will be added to the AMC+ platform on January 7 as part of a new co-exclusive agreement with Netflix.
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