If this forecast is correct in its hypothesis that Netflix will win the streaming arms race then their competitors better start flexing their "live" muscles. Live content is a whole different organisational mindset. And is an area that Netflix's competitors such as Sky are extremely experienced in - consequently making it harder for new entrants to break in and steal subscribers/revenue!
Rethink TV, the TV research arm of Rethink Technology Research, has released a forecast of the video revenues for four of the world’s largest pay-TV and studio groupings, and finds that the only one that will have rock steady, uninterrupted growth is Netflix. The other three, including AT&T which has just spent $85 billion buying Time Warner; Disney which has acquired 21st Century Fox for $71 billion (€62.9bn), and Comcast which has owned NBC-Universal for a while now and which has just acquired Sky for $39 billion in Europe – will all experience reversals as service cannibalisation affects their ability to build of streaming revenues .