The streaming video market is slowing its growth in its original market, USA. takeaways:

  • Forecasted final penetration of these services is 85% of households
  • Just  three players: Netflix, Amazon and Hulu stand for 92% of the market
  • International expansion will be ferocious
  • What will happen with the valuation of Netflix near term when growth slows down in its domestic market?
  • How will this affect subscriptions prices?

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