With a dozen streaming services soon to be made available and no one willing to actively subscribe to them all, I see a lot of room for synergy. We've seen this with Spotify + Hulu for students and Netflix + T-Mobile. It will continue.
I don't think Netflix deserves to be included in FAANG. People will follow the content they seek (driving up costs to acquire content) and a recommendation algorithm only goes so far. Good content is easy to buy / create with bags of money. v
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In many ways, this is a "reformatting" of cable packages. Much worse customer experience over the next few years, though. However, I'm a bull on Netflix making it out alive because they are playing offense while others are playing defense.
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Outside of content, it takes a lot to build a streaming platform and make it available to a mass of users. Most of the soon-to-be-launched streaming services are launching the same technological platform Netflix/Hulu had 5+ years ago. Netflix has moved onto Bandersnatch.
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