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Video Streaming

Netflix, Disney+ and Amazon dominate. Unsustainable content costs, consolidation starting.

📊 Evidence

  • Netflix lost 200M subscribers in 2022
  • Disney+ with billion-dollar losses
  • HBO Max + Discovery = disaster
  • Ad-tiers gaining traction

⚠️ Risks

  • Billion-dollar content costs
  • Password sharing churn
  • Excessive fragmentation
  • Competition for attention with TikTok

💡 Opportunities

  • Streaming for niches (specific sports)
  • FAST channels (free with ads)
  • Interactive/live content
  • Emerging markets

Verdict

Only giants survive. Very specific niches might work.

92 of 100

Saturation Score

Extremely saturated market. Avoid.

Trend → Stable
Category Mídia & Entretenimento

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