Pivotal Research Group Principal and Entertainment/Interactive Subscription Services Analyst Jeffrey Wlodarczak doesn’t think it’s hyperbole to dub the current environment video marketplace one of “Streaming Wars.”
With discussion heating up that NBCUniversal’s Peacock will abandon a subscription tier and stick with an ad-supported platform, there’s much anticipation — and apprehension, for some — as to what Disney+, AppleTV+, HBO-Max and other nascent OTT services will do to the marketplace.
If you’re a broadcaster or MVPD operator, Wlodarczak’s latest investor report is something to read.