In this episode of Research Recap, Jack Atherton, who covers Technology, Media and Telecom Specialist Sales, delves into the latest trends shaping the streaming industry with Doug Anmuth, Head of the U.S. Internet Research Team, and David Karnovsky, Head of U.S. Media, Entertainment, and Advertising. The discussion covers the current state of the streaming market, the impact of price increases and platform partnerships, and the evolving strategies of major players like Netflix and Disney+. They also explore the increasing role of sports content in streaming, the significance of global reach, the potential for industry consolidation, and more.
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