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Analysts follow Rethink TV lead in predicting Netflix to trounce US cable

Netflix has just posted a record quarter worldwide confirming bullish predictions of continued ascendancy in SVoD over the coming years even in the face of strengthening competition as Disney+, Apple Plus, WarnerMedia and Comcast’s NBCUniversal join the fray. All this begs the question challenging analysts in the field of whether, and if so, Netflix will sustain this growth as these other heavyweights raise their streaming game as more direct competitors? This will be a double whammy for Netflix in that it will lose a lot of licensed third-party content that fueled its early growth as well as helping to sustain current success, while at the same time facing strong new competitors peddling some of those assets. This competition is well…

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