William Blair upgraded Netflix, Inc. (NASDAQ:NFLX) to Outperform in August 2016 and believes there continues to be upside potential for the streaming video leader. Through William Blair's research, it believes that Netflix has a meaningful leg up on original programming within the over-the-top (OTT) streaming environment and suggest that these advantages might be underappreciated by investors. Moreover, contrary to some, William Blair believes OTT streaming still has plenty of room to grow both domestically and internationally, and Netflix is well positioned to benefit from this secular growth. Parks Associates estimates that more than 60% of broadband households in the United States subscribe to at least one subscription-video-on-demand (SVOD) service. William Blair believes the long-term penetration opportunity is 90% in the United States, in line with pay TV today.
From the article "Netflix, Inc. (NFLX): William Blair's Bull Case Points To $185 Price Target" by www.smartstocknews.com
Distributing its video out to its various websites could be a boon to Yahoo. Parks Associates' Brett Sappington predicted that traditional magazines may make a leap to presenting their content via onl...
“Pay-TV providers want to retain subscribers, so they want to make sure that you stay inside their ecosystem,” says Brett Sappington, a media analyst at Parks Associates. “If you don’t have a reason t...
The evolution of content distribution and the consistent growth of over-the-top (OTT) streaming generates industry predictions of the inevitable decline and fall of pay TV. As video ecosystems collide...
“There’s only so many consumers out there that are willing to pay full price,” said a research analyst with Parks Associates From the article, "How Netflix is adapting as the streaming boom stalls....
