"As it turned out, it's easy to break into the streaming world, but it's not so easy to dominate and make significant sums of profit. In many ways, it seems more about the content strategy than the streaming technology itself. And with AI standing in its corner, Netflix has stayed dominant and could continue to squeeze the competition as the consumer environment becomes a bit harder, and some folks look to cut out the number of monthly subscriptions to save money for hard times."
"Netflix ( NASDAQ:NFLX) has done a fantastic job of maintaining its economic moat and shutting out much of the competition that many thought would have a good shot at taking away the streaming king's crown. Undoubtedly, the barriers to entry into video streaming were quite low. That's a major reason why a ton of streaming rivals popped up on the scene, hungry for a piece of that Netflix success."
"Now, there aren't a ton of new shows on the platform, at least not on the magnitude of Netflix. However, Apple TV is really hitting quite a few home runs of late when it comes to must-see shows. Many folks have described Apple TV as more akin to the likes of HBO than anything else, given its focus on a very high-quality, high-rated content."
Netflix maintains a strong, content-driven economic moat that has limited competition and sustained dominance. Easy technical entry into streaming did not translate into profitable dominance for most rivals. Netflix's ad-supported tier and expansion into live sports, notably boxing, have strengthened subscriber appeal and revenue diversification. AI adoption supports content and user engagement advantages. Competing services face rising content costs that pressure programming and subscriber growth. Apple TV+ has focused on fewer, high-quality, highly-rated shows and is increasingly compared to HBO. Apple's deep financial resources and recent rebranding position Apple TV as a potential long-term contender.
Read at 24/7 Wall St.
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