From recent remarks by AT&T top brass, it definitely sounds like some changes are coming next year in terms of channel packages and pricing for some or all DirecTV-branded services. Certainly sounds like they are going to try to hold or reduce prices on DTV Now by reducing channels, saying customers want value-focused skinny bundles. Hulu is reportedly going to soon launch a skinny live TV package of just sports and news channels (probably also including locals for the big 4 networks). That kind of live content really covers why lots of folks today even bother with channel-based TV, since they mainly get their other stuff (entertainment series, docs, movies, kids shows, etc.) from on-demand streaming services. I wonder if we'll see AT&T offer a similar sports & news channel package (also including their own Turner channels, of course).
The shift of more and more viewer hours away from channel-based TV is obviously a big factor in the desire for skinnier, cheaper, more flexible channel bundles and that will ultimately impact not just these new OTT cable services but also traditional cable and satellite TV providers. Every major provider is going to have to offer smaller channel packages and that's going to mean more and more of those niche upper-tier channels will die out in the next few years. I guess you could call them victims of Netflix.
Slimming down DTV Now might help better differentiate it from the forthcoming higher-end streaming DTV service that they're internally testing now and plan to launch in 2019. Wouldn't surprise me if we see a re-jiggering of the packages for traditional DTV satellite at the same time that the new streaming service launches, especially if they intend to position it as being the same thing as the satellite service, only over the internet. However, it isn't clear that they will in fact position it that way. At any rate, they better make sure that their marketing messaging is clear because adding yet another service platform into the mix is only going to further confuse the public.