January 11, 2023

Are We In The Streaming Revolution’s Third Inning, Or Its Seventh?

Just over three years into the Modern Era of streaming video, and Wall Street’s analysts are about ready to call the revolution done.

Over at MoffettNathanson, analyst Michael Nathanson has been saying for months the combatants are exhausted, practically punch drunk. They’ve been finding, financing and showcasing high-profile shows, investing in an entirely new business while squeezing what’s left of their legacy platforms, and doing it all amid brutal competition and high expectations.

“The streaming wars are over because subscriber growth has come to a halt,” Michael Nathanson, a media analyst at MoffettNathanson, told CNN Business. “You’re fighting a war in a land that has no more resources in it.”


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