Brian Belski, BMO Capital Markets Chief Investment Strategist, discusses the consolidation of streaming companies and his bullish case for Netflix. You can see the full interview here. Key video highlights 00:17 On the case for consolidation 00:30 On the winner of streaming 00:47 On Disney's potential 01:05 On the expense of content.
Many people consider Netflix their favorite streaming service. Password sharing clearly costs Netflix a lot of money. Up until now, the streaming service has looked the other way on account sharing, but now, it intends to crack down.
As market leaders in their respective industries, these companies will likely continue expanding for decades.