Disney Will Dominate the Streaming Revolution

Despite the growth Netflix (NASDAQ: NFLX  ) , Hulu, and Amazon (NASDAQ: AMZN  ) have experienced in the streaming business, it's the content owners who are making the profit. Disney (NYSE: DIS  ) is at the forefront with exposure to multiple streaming outlets, and now, ESPN is making its debut on Apple TV. Fool contributor Travis Hoium sees Disney's position as a much more attractive way to play streaming than Netflix or Amazon, and he explains his reasons in the explains in the video below. 

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  • Report this Comment On June 28, 2013, at 9:09 AM, austinfeigin wrote:

    A general comment about Netflix, or perhaps the streaming video market in general is that in addition to the usual players, it appears that Walmart and Target (and who knows who else) are in the streamin' biz too. When looking up Sons of Anarchy on the web, my girlfriend pointed this out to me.

    Pretty crowded! It seems the Netflix goal is to become a children's HBO / Showtime, or an HBO / Showtime channel substitute, discount channel for those who can't afford them.

    At NFLX's Mt. Everest P/E ratio, I think when the dust settles--we are going to see them plunge; or should I say: replunge.

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