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Why Netflix Is A Next Generation Network And Amazon Is A Next Generation Operator Emerging next generation operator and network assets profiles

Tim Mulligan
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20,000 Foot View:  The shift to digital consumption has brought SVOD (Subscription Video On Demand) to the fore. And leading the charge both domestically in the US and internationally are Netflix and Amazon Prime Video. Netflix is now in            territories and Amazon Prime Video is now available in            separate territories. Traditionally, the TV industry has been focused on Netflix as the leading SVOD Service followed by Amazon Prime Video. But to place both services in the same bracket overlooks a fundamental distinction between the two services and how they see their respective evolving roles in the emerging streaming video landscape. Netflix is developing the attributes of a next-generation network while Amazon is developing into a next generation operator. If you are a TV network, Netflix is the competitor, Amazon the partner.

Key Findings:

  • Netflix’s assets            it best placed to become            next generation network
  • Amazon’s assets            it best placed to become            next generation operator
  • Netflix is            into a closed ecosystem with            emphasis on originals
  • Amazon has            hosting infrastructure and ad integration            to enable it to offer            services to third parties
  • Netflix’s key            objective for video is to            subscriptions
  • Amazon’s key            objective for video is to            engagement with the Amazon ecosystem            Amazon Prime
  • If you            an operator Amazon is now            competitor and Netflix a potential            If you are a network,            opposite applies.

Companies and brands mentioned in this report:  Netflix, Amazon, Amazon Web Services, Amazon Prime Video, HBO, Starz, Hulu