Streaming Media, Media Aggregation and Recommendation Services

This industry is exciting due to its expansive and rapid growth and innovation along with all the new things still to come. Netflix mailed their first DVD in 1998.  Since then, they have moved to online streaming, downloads for offline viewing and developing original content. They continue to innovate in the face of intense competition in the industry. 

In the last two decades we have seen an explosion of new content developers, providers and platforms, all competing for streaming share and diluting the traditional set-top cable companies. We will continue to see leaps of innovation year-in and year-out for decades to come. Considering how different things are from when that first DVD showed up in the mail in 1998, with the exponential growth within the industry, there will be more innovation in the next five years than in the last 20.

Our predictions for the industry:

• Continuation of new entrants into the marketplace for content developers, providers and platforms

• Industry consolidation of assets and services, akin to Fox Corporation purchasing Tubi and Roku purchasing Quibi’s content library

• Evolution in the revenue structure and the growth and enhancement of peripheral services