Business Wars Netflix vs Blockbuster Revisited - What’s Next for Digital Streaming | 9
May 27, 2019
In this engaging conversation, Rich Greenfield, a media and tech analyst at BTIG, shares his expertise on the rapidly evolving streaming landscape. He discusses how traditional media companies are partnering to adapt, with Disney's acquisition of Hulu as a key example. Greenfield highlights the shift from cable bundles to customized streaming choices, offering viewers more financial freedom. He also explores Netflix's growth potential amidst increasing competition from major players like NBCUniversal and Disney, predicting a dynamic future for digital entertainment.
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Evolving Streaming Landscape
- The streaming landscape has changed drastically with legacy media companies creating their own services.
- This increases competition and complexity for viewers.
March of the Penguins Analogy
- Rich Greenfield's "March of the Penguins" analogy describes media companies consolidating to survive.
- This is evident in partnerships and mergers, like Comcast buying Sky, but true innovation is lacking.
Disney's Hulu Acquisition
- Disney taking full control of Hulu benefits consumers by offering cheap access to non-sports broadcast content.
- Hulu provides on-demand content with a light ad load, making it a compelling alternative to traditional TV.