The string of smash successes that Netfli(NASDAQ:NFLX) has had over the last 12 months has been truly impressive. The company has absolutely nailed its strategy of developing its own hit content as a means of differentiating itself from other streaming services. This sets the company up nicely to bring in more subscribers over the long term. However, the company is also facing a rising threat that many investors are overlooking, and it can be summed up in one company: Charter Communications (NASDAQ:CHTR). The company appears on the verge of a veritable buying spree in the cable space, and it appears its motivation isn't the broadcast side of things. Instead, Charter is fixated on the fiber side of the cable business, and that could hold dire future implications for streaming plays like Netflix. In this video, tech and telecom analyst Andrew Tonner breaks down this emerging trend that could cost investors in the streaming space big-time.

Fool contributor Andrew Tonner has no position in any stocks mentioned. Follow Andrew and all his writing on Twitter at @AndrewTonnerThe Motley Fool recommends Netflix. The Motley Fool owns shares of Netflix. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.