In this video, Motley Fool consumer-goods analyst Blake Bos looks at the recent trend that shows the amount of time consumers spend streaming Internet video per month has been skyrocketing. While the overall number of viewing hours is still low compared with traditional television, the growth rate is enormous, which could be a major win for the likes of Netflix (NFLX 1.35%) and Amazon.com (AMZN -2.59%). However, Blake also identifies one major problem in this narrative that could derail profit margins substantially.