As we see it, the video streaming ecosystem has already been bifurcated into two distinct “lanes”:
(1) First is the SVOD lane, which is dominated at present by technology stalwarts like Netflix and Amazon, with
significantly increased competition coming soon from the likes of Disney, AT&T/Time Warner, Comcast and
many others. This lane will be marked by massive spending on content (Netflix is already approaching $15
billion
annually in content spend on a cash flow basis ,and competition for talent (writers, actors, producers etc.) as
traditional media vies to reclaim market share taken by Netflix and Amazon. We believe that in fact the
incumbents like Netflix as well as the traditional media companies with existing (or soon to launch) SVOD
services will spend the next 5-10 years doing little else but jockeying for position in this increasingly crowded
SVOD space.
(2) Next is the AVOD lane, which was all but on life-support a few short years ago (as the industry prematurely
declared SVOD the be-all and end-all of video streaming).
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