No doubt the future is streaming. But it won't be from Netflix for at least three reasons.
They have very little to zero leverage for content deals.
They've already chased the market to the bottom on pricing.
But most of all, they're just another over the top broadband service. NN is going nowhere. One day real soon now, Ma Bell is coming a knocking for $4 of that $8. They don't "own" the customer in the telecom sense, and that's all that really matters today, tomorrow, and forever in the US.
They have very little to zero leverage for content deals.
They've already chased the market to the bottom on pricing.
But most of all, they're just another over the top broadband service. NN is going nowhere. One day real soon now, Ma Bell is coming a knocking for $4 of that $8. They don't "own" the customer in the telecom sense, and that's all that really matters today, tomorrow, and forever in the US.