Streaming wars? Whatever. Anything better than real ones.
In less than a year, four major OTT services will be launched in the US: Disney, Apple, HBO, NBC in addition to the already established Netflix, Amazon Prime Video and Hulu.
At a smaller scale, a host of other media, content, and sports properties are also entering the market of direct-to-consumer OTT.
Let’s look at the US where the case is stronger and data are more widely available, that does not mean we can apply the same reasoning to Europe or Asia, very different markets both structurally and by nature of audience behavior.
In brief, after some years of debating the new model arrival (cord-cutting, OTT, cable, satellites, decoders, direct-to-consumers) and most being cagey about a real impact, 2020 could be the year.
The impression is that the offer may become bigger than the demand, but I personally think it’s too early to judge and the first signs after the Disney+ launch are that Netflix was not impacted.
In any case, a super exciting place to be in this next decade :)
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