FYI - For Your Innovation

The Streaming Wars

Listen Later

It is officially the golden age of TV: no matter how and what you want to watch, there is a platform for you to find it. Nick Grous, Associate Portfolio Manager at ARK, is here to comment on the ongoing wars between Netflix, Disney +, Hulu, Amazon Prime, and other streaming platforms. It seems it is back to the basics for many of these platforms: a change in their digital approaches highlights adaptations in the advertising world. Nick looks at Netflix, the poster child subscription-based platform, and its struggle with users sharing passwords, and, how advertising may be used to mitigate losses. Nick explores the impacts of the pandemic, how the streaming platforms individually deal with competition, global advertising opportunities, advertising proficiencies, and so much more! Plus, you will hear why Nick thinks that Connected TV (CTV) could be the way of the future!

“In terms of competition, Netflix doesn’t just compete against HBO Max or YouTube, they compete against all leisure activity.” — @GrousARK
Key Points From This Episode:
  • The subscription-based format of Netflix.
  • When the “streaming wars” began.
  • How Netflix managed continuous growth, despite speculation and doubts.
  • How streaming platforms are managing the ‘COVID hangover’.
  • Ad-supported video-on-demand (AVOD) versus subscription video-on-demand (SVOD).
  • Why Nick thinks Netflix will start AVOD.
  • How consumers approach and react to the advertising in their streaming services.
  • Advertiser’s approach to changes in the market.
  • The over-the-top (OTT) and Connected TV (CTV) advertising landscape.
  • Nick discusses Roku TV: a streaming media player.
  • Short-term turbulence versus long-term struggles in the streaming sphere.
  • The impact of the 2008 and 2009 recessions on advertising platforms.
  • Why cable and broadcasting are being left in the past.
  • Nick’s five-year predictions.
  • Nick’s show recommendations and his opinions on streaming pricing.
    • ...more
    View all episodesView all episodes
    Download on the App Store
    FYI - For Your InnovationBy ARK Invest
    • 4.7
    • 4.7
    • 4.7
    • 4.7
    • 4.7

    4.7

    381 ratings

    More shows like FYI - For Your Innovation

    View all
    Motley Fool Money by The Motley Fool

    Motley Fool Money

    3,181 Listeners

    Masters in Business by Bloomberg

    Masters in Business

    2,184 Listeners

    a16z Podcast by Andreessen Horowitz

    a16z Podcast

    1,027 Listeners

    We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

    We Study Billionaires - The Investor’s Podcast Network

    3,369 Listeners

    Odd Lots by Bloomberg

    Odd Lots

    1,777 Listeners

    The Meb Faber Show - Better Investing by The Idea Farm

    The Meb Faber Show - Better Investing

    935 Listeners

    Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

    Invest Like the Best with Patrick O'Shaughnessy

    2,299 Listeners

    Real Vision: Finance & Investing by Real Vision Podcast Network

    Real Vision: Finance & Investing

    913 Listeners

    Chit Chat Stocks by Chit Chat Stocks

    Chit Chat Stocks

    188 Listeners

    The Intrinsic Value Podcast - The Investor’s Podcast Network by The Investor's Podcast Network

    The Intrinsic Value Podcast - The Investor’s Podcast Network

    556 Listeners

    All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

    All-In with Chamath, Jason, Sacks & Friedberg

    8,922 Listeners

    Barron's Streetwise by Barron's

    Barron's Streetwise

    1,541 Listeners

    The Memo by Howard Marks by Oaktree Capital Management

    The Memo by Howard Marks

    390 Listeners

    Business Breakdowns by Colossus | Investing & Business Podcasts

    Business Breakdowns

    343 Listeners

    BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

    BG2Pod with Brad Gerstner and Bill Gurley

    455 Listeners