The video streaming TV revolution has ushered in a golden but disruptive era. Early movers such as Netflix, Amazon and Hulu are set to face intensifying competition this year from newer high-profile entrants such as Disney+ and Apple TV+. The streaming wars – and the stakes – have never been higher. In fact, we’re seeing signs of major escalation of the streaming wars.
On April 1, 2020 CFRA hosted an informative discussion where we highlighted the major categories of streaming video offerings, key secular factors, and other changes in the television ecosystem, especially in light of recent market volatility and the coronavirus impacts that are top of mind to many investors. We identified the current trends and projections that have influenced the competitive landscape in 2020, and provided our outlook on the potential winners and losers among established and emerging players.