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Netflix leads SVoD brigade sprinting past traditional pay TV

Netflix smashed streaming records again in its latest set of results, naturally followed by industry noises of saturation nearing. At its current run rate, that could not look further from the truth. US domination is almost done; the next chapter for Netflix is all about international content, and not just distributing big budget Hollywood and homemade titles overseas, but producing original content tailor made for international audiences. We think this could eventually become a two-way street, distributing international content back to the US, resulting in reduced production costs, a disrupted and disheveled Hollywood, and much higher margins for Netflix. Subscribers arrived in droves over the holiday period, adding 6.36 million international and 2 million domestic streamers – to end 2017…

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