Views and Ideas

Streaming Changes the Game

31 July 2019

This document is directed at investment professionals and qualified investors (as defined by MiFID/FCA regulations).

Streaming video products take multiple forms: short internet clips, subscription-based services, such as Netflix, traditional content providers and gaming software. Today approximately 200 streaming video services exist but the top four companies dominate the marketwith the number one provider garnering a 70% share of homes. In fact, many homeowners stream content from multiple sources.

 

• 70% of U.S. homes have some sort of streaming subscription and 40% of homes utilize multiple streaming subscriptions. The average U.S. household has three streaming services and consumes 54 hours of content per month. Currently the top four video streaming providers are Netflix, Google, Amazon and Hulu.
• The emergence of streaming video technologies has been disruptive to the traditional media ecosystem but incredibly positive for the consumer. Rather than being tied to a traditional television on a regular weekly schedule, streaming video platforms enable consumers to watch the content they want, when they want it, on any device. As a result many people are eliminating their cable or traditional television services.
• The future appears bright for the leading streaming providers and their infrastructure partners (internet providers and telecom companies), which may present attractive investment opportunities.

Download Alger On the Money

Les sites du groupe
My bookmarks

Pins are saved using cookies. Deleting them from your browser will delete your preferences.

La Française Group provides access to the expertise of a number of asset management companies around the world. To provide you with the most relevant information, we have developed an interface to present the full range of products available for your investor profile and country of residence.
Please indicate your profile
1
Country
2
Language
3
Profile
Your country of residence
Your language
Your profile
<p class="new-disclaimer__legal-notice">Before consulting this website, for your protection and in your interest, please read the “<a href="en/legal-notice/" target="_blank">disclaimer</a>” and “<a href="en/regulatory-information/" target="_blank">current regulations</a>” carefully. This information explains certain legal and regulatory restrictions which apply to individual and professional investors according to local law. By accessing this site, in my non-professional or professional capacity, I acknowledge that I have read and accept the terms and conditions of use. Pursuant to the application of the European Markets in Financial Instruments Directive (“MiFID”), please state to which category of investor you belong&nbsp;:</p>