Four stocks to watch in the streaming wars

The landscape is going to become fiercely competitive, as new and established players jostle for subscribers, advertising dollars, and market dominance

Vikram Barhat 23 October, 2019 | 1:13AM

Man watching streaming service

As another earnings season gets under way investors are closely watching profit and revenue trends to make, or recalibrate, their long-term investing decisions. The spotlight is particularly sharp on the video streaming market, set to explode with the launch of much anticipated services of heavyhitters like Apple  and Disney in November.

The streaming landscape is going to become fiercely competitive as new and established players jostle for subscribers, advertising dollars, and market dominance while wooing more consumers away from cable TV.

Gaining and retaining brand-agnostic subscribers, though, may not be a cakewalk, as Netflix discovered in recent months. By all indications, it’s likely not going to be a winner-take-all battle. Whether competing on price or content slate, global and regional players will have to duke it out in a marketplace that’s only going to get crowded. As the race heats up, accelerating the shift from linear TV bundles to over-the-top (OTT) delivery and fuelling market growth, investors may want to keep leading streamers on their screen for any buying opportunities to ride the rising tide of digital entertainment.

Netflix Inc

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Amazon.com Inc3,205.03 USD2.11
Apple Inc440.25 USD0.36
Netflix Inc502.11 USD-1.48
The Walt Disney Co127.61 USD8.80

About Author

Vikram Barhat

Vikram Barhat  Vikram Barhat is a Toronto-based financial writer specializing in investing, stock markets, personal finance and other areas of the financial services industry. He also writes for CNBC, BBC, The Globe and Mail, and Toronto Star.

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