A contract dispute between Disney and Google has pulled major channels from YouTube TV, highlighting a growing industry-wide conflict. This theme focuses on the streaming platforms and content creators best positioned to thrive amidst these negotiations and power shifts.
Published on November 1
The Disney-Google dispute signals a major shift in streaming power dynamics. Companies that adapt quickly to these changes could see significant opportunities emerge.
With over 10 million YouTube TV subscribers affected, competing platforms and content creators with diverse distribution strategies are positioned to capture market share.
The battle over content pricing is reshaping the industry. Companies with strong negotiating positions or alternative revenue models could thrive in this new landscape.
The Disney-Google contract dispute represents a broader power struggle in streaming, where content creators demand higher carriage fees from distributors. This instability creates opportunities for competing platforms and companies with diversified distribution strategies to gain market share and navigate industry shifts more effectively.
This collection spans the entire streaming ecosystem - from major content creators like Disney to distributors like Google, plus competing platforms and specialised services. The group includes both video and audio streaming companies, recognising that the battle for audience attention extends across all digital media formats.
These companies were handpicked based on their strategic positions in the streaming landscape. They include the central players in current disputes, alternative platforms that could benefit from subscriber migration, and content creators with strong distribution strategies positioned to thrive amid industry volatility.
Summarised market capitalisation and investor takeaways for the 'Streaming's New Battleground' basket.
NFLX: $474.10B
DIS: $202.48B
GOOG: $3.40T
Get the full story on this Basket. Read our detailed article on its risks and potential.
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+5
Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+30.55%
On average, analysts expect assets in this group to grow 30.55% over the next year.
12 of 15 assets in this group are rated Buy by professional analysts.
