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 (NASDAQ:NFLX) and (NASDAQ:AMZN). However, Blake also identifies one major problem in this narrative that could derail profit margins substantially.

Blake Bos has no position in any stocks mentioned. The Motley Fool recommends and owns shares of and Netflix. Try any of our Foolish newsletter services free for 30 days. We Fools don't 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.