Netflix has no worries. But the bigger picture? The total TV ecosystem may include just four major content elements. Total video spending for U.S. consumers is expected to rise 3.3% this year.
Waterstone Management Group surveyed some 5,000 respondents and found a whopping 59% have cut the cable cord (really!) and another 29% are thinking about it (whoa!).
A recent study from Magna, the media intelligence/investment unit within IPG Mediabrands and IPG Media Lab, says 71% of those surveyed believe "short-form" video is "television."
One prediction: half all TV advertising related jobs will be gone in five years. Why? Marketers will be taking more control of their media spend.
Video game revenue -- software and hardware sales -- grew 18% to $43.4 billion in 2018. TV consumers spent around $100 billion on in-home traditional pay TV services last year.
Netflix is spending a whopping $20 million in marketing for its acclaimed theatrical release "Roma," receiving 10 Oscar nominations for the movie and 13 overall.
Roku gets more ad-related business revenues than from its set-top-box devices. Estimates from eMarketer show Roku will get to $433 million in ad revenues in 2019.
AT&T was among the first companies to stop paying to advertise on YouTube, saying it wouldn't return until changes were made. They have -- and AT&T is back.
Another benefit of a merger may be carriage negotiations with traditional pay TV providers or virtual pay TV services to leverage group network deals.
When viewed against traditional pay TV systems' monthly prices -- around $80 to $120 depending on the service -- Netflix sounds like a great deal.