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Streaming Wars Roundup

publication date: Dec 27, 2019
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Image Shown: Shares of Netflix Inc came under pressure around the same time that competition in the streaming video space really started to heat up. Those competitive headwinds are only going to build going forward. This is often referred to the start of the “streaming wars” which is what we’ll cover in this article.

With so many competitors now entering the streaming space, it will likely become hard for companies to push through price increases unless they are truly producing top tier content. That will make covering enormous content creation liabilities a difficult but not impossible task. Our favorite companies in this space remain Apple and AT&T. Differentiation is possible in this industry but having a strong free cash flow profile (both Apple and AT&T’s free cash flows are simply enormous) is essential to having a chance.

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