Hernan Lopez I bet every time someone says “The streaming wars are over — Netflix won,” Ted Sarandos rolls his eyes. Sure, it’s flattering — but is it productive?
In July, Netflix surprised Wall Street by declaring that they and YouTube were “the clear leaders in direct-to-consumer entertainment.” YouTube and Netflix compete for time spent, consumer dollars and now advertising.
Their revenues and profits are comparable. But they approach streaming from vastly different positions, leveraging unique strengths.
The streaming wars are evolving into multiple fronts. Through Streamonomics, we can analyze which “weapon” is suited for which battle.
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