Next episode of the growth narrative for streaming video companies

Bundling, targeted ads among streaming growth drivers

Streaming video choices have ballooned over the last decade and leading streamers are already reaching well over half of US households. But there are still a number of compelling growth drivers. The crackdown on password sharing is underway and can boost subscribers, so can bunding deals, such as those with wireless companies and there's still room for much better ad targeting. Meanwhile, streaming companies are slowing their investment in content, another positive for profitability. But it's important to weigh these positives against the headwinds from a declining linear TV business, which is problematic for some of the integrated media companies. Jessica Reif Ehrlich joins us to discuss her outlook for this dynamic group.

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