How the Disney-Netflix streaming war will create collateral damage

It’s hard to believe a mega-brand such as Disney would be seen by investors as a growth stock. The company is nearly a century old, boasts some of the most entrenched franchises in entertainment and is already valued at more than $200 billion.

Of course, not everyone will be a streaming winner. Since services are “unbundled,” consumers can decide what content is worth paying for but also what services simply aren’t worth it. Oh, yeah, and it also has all those traditional TV properties like ESPN and Disney Junior it can bundle together with some or all of this stuff for subscribers who want the whole shebang.

In case you didn’t know, Netflix uses artificial-intelligence algorithms to suggest shows you may like based on your past history. It also records whether you binge, why you keep watching and how to keep you personally engaged. That’s why its genre-heavy originals such as “BoJack Horseman,” “13 Reasons Why” or its “Arrested Development” reboot may prompt shrugs among some people, but those shows have proven to be incredibly consistent viewing among others.

You may think this brand is doomed, as its eponymous set-top boxes have already been replaced by on-board apps in phones and smart TVs. However, Roku is evolving to be more of a software platform — a kind of marketplace for streamers — than a hardware company. For starters, Amazon has remained tight-lipped about Prime and related streaming metrics. CEO Jeff Bezos said last year the service topped 100 million paying subscribers globally, but beyond that all we have is conjecture based on analyst estimates and surveys. Furthermore, a few of those surveys show overall Prime membership growth is slowing or even at risk amid recent price increases.

JeffReevesIP I hate Netflix.

JeffReevesIP yup.. everything we get from here on out turn to homogenized rubbish designed to only make $$$...

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