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One year after Netflix’s anti-password sharing initiative became the industry standard, the results were in. On July 11, 2024, Netflix reported a 9% increase in ad-tier subscribers. Competitors (Max, Disney+, Peacock) had copied the playbook, leading to a strange phenomenon: the return of the "TV Bundle," but in digital form. Verizon and Comcast were offering "mega bundles" (Netflix + Apple TV + Paramount+) for a flat fee—recreating cable TV via the cloud.