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2021-08-17
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4 Streaming Video Stocks That Have a Killer Advantage<blockquote>4 只具有致命优势的流媒体视频股票</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":839426221,"tweetId":"839426221","gmtCreate":1629175657963,"gmtModify":1631890785956,"author":{"id":3576734182904550,"idStr":"3576734182904550","authorId":3576734182904550,"authorIdStr":"3576734182904550","name":"Jamessss","avatar":"https://static.tigerbbs.com/6c712eae8eccf0013cc7d0e594915c60","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":8,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>H</p></body></html>","htmlText":"<html><head></head><body><p>H</p></body></html>","text":"H","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/839426221","repostId":1167115772,"repostType":4,"repost":{"id":"1167115772","kind":"news","pubTimestamp":1629168443,"share":"https://www.laohunote.com/m/news/1167115772?lang=zh_CN&edition=full","pubTime":"2021-08-17 10:47","market":"us","language":"en","title":"4 Streaming Video Stocks That Have a Killer Advantage<blockquote>4 只具有致命优势的流媒体视频股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167115772","media":"Motley Fool","summary":"We're enjoying more entertainment than ever from our homes, but these stocks have a leg up on the competition.","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul> <li>There are a lot of players in streaming these days, but only a handful have legit advantages over the competition.</li> <li>Netflix and Disney have unmatched content catalogs for a reason.</li> <li>Roku and fuboTV have unique advantages to make them stand out against more established names in their markets.</li> </ul> </p><p><blockquote><ul><li>如今流媒体中有很多玩家，但只有少数人比竞争对手有合法的优势。</li><li>网飞和迪士尼拥有无与伦比的内容目录是有原因的。</li><li>Roku和fuboTV拥有独特的优势，使它们在市场上从更成熟的品牌中脱颖而出。</li></ul></blockquote></p><p> No one can deny that the migration from linear television to streaming is real. Consumers are more demanding about the entertainment choices they have these days, and the leading streaming services are fitting the bill. However, some platforms have killer advantages.</p><p><blockquote>没有人能否认，从线性电视到流媒体的迁移是真实的。如今，消费者对他们的娱乐选择要求更高，领先的流媒体服务符合要求。然而，有些平台具有杀手级优势。</blockquote></p><p> <b>Netflix</b>(NASDAQ:NFLX),<b>Roku</b>(NASDAQ:ROKU),<b>fuboTV</b>(NYSE:FUBO), and <b>Walt Disney</b>(NYSE:DIS)have a leg up on the competition. Let's see why they have invisible moats that are sometimes misunderstood by the market.</p><p><blockquote><b>网飞</b>（纳斯达克股票代码：NFLX），<b>Roku</b>（纳斯达克股票代码：ROKU）<b>富博电视台</b>（纽约证券交易所代码：FUBO），以及<b>华特·迪士尼</b>（纽约证券交易所代码：DIS）在竞争中占据优势。让我们看看为什么他们有隐形的护城河，有时会被市场误解。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d77375ebe5965b932a98eb9b1eb132f\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Netflix</b></p><p><blockquote><b>网飞</b></blockquote></p><p> Let's start with the obvious top dog in this niche. Netflix was streaming -- disrupting its own physical distribution model -- long before the rest of the world caught up to the trend. Netflix is the undisputed leading premium streaming video service, hitting the midpoint of this year with 209.2 million paying accounts worldwide.</p><p><blockquote>让我们从这个利基市场中明显的顶级狗开始。早在世界其他地方赶上这一趋势之前，Netflix 就开始流媒体播放，扰乱了自己的实体发行模式。Netflix 是无可争议的领先优质流媒体视频服务，今年年中在全球拥有 2.092 亿个付费账户。</blockquote></p><p> One might argue that the killer advantage Netflix has is scale, but it's not as simple as the obvious benefit of reaching the largest audience in the market. Being the top dog means it can divide the cost of acquiring any new piece of content by the largest number of premium accounts. The cost per member of any new movie or series on its platform would be lower for Netflix than it would be for any of its smaller rivals.</p><p><blockquote>有人可能会说，网飞的致命优势是规模，但这并不像接触市场上最大受众的明显好处那么简单。成为头号狗意味着它可以将获取任何新内容的成本除以最大数量的优质帐户。Netflix 平台上任何新电影或剧集的每位会员成本都低于任何较小的竞争对手。</blockquote></p><p> Netflix also has more than two decades of streaming history. Netflix knows exactly what its subscribers are watching, and just as importantly what they're not watching. It has its finger on the pulse of streaming entertainment in a way that is unmatched by anyone else. It's not a surprise that Netflix has now increased its monthly U.S. subscription rates five times in the past seven years and keeps growing.</p><p><blockquote>网飞也有二十多年的流媒体历史。网飞确切地知道它的订户在看什么，同样重要的是他们没有看什么。它以一种其他任何人都无法比拟的方式掌握着流媒体娱乐的脉搏。毫不奇怪，Netflix 在过去七年中将美国每月订阅费提高了五倍，并且还在持续增长。</blockquote></p><p> <b>Roku</b></p><p><blockquote><b>Roku</b></blockquote></p><p> Agnosticism is the killer advantage for Roku. Unlike other streaming operating systems and dongles put out by tech or media giants with their flagship premium offerings to promote, Roku has historically played nice with the gamut of streaming apps. There's a reason why there are now thousands of services you can download through your Roku.</p><p><blockquote>不可知论是Roku的致命优势。与科技或媒体巨头推出的其他流媒体操作系统和加密狗及其旗舰优质产品进行推广不同，Roku历来在各种流媒体应用方面表现出色。现在你可以通过Roku下载成千上万的服务，这是有原因的。</blockquote></p><p> It's not always perfect. We saw Roku battle with two new services last year over revenue-sharing arrangements, but all parties eventually came to terms to make sure that those new premium offerings didn't miss out on Roku's massive audience.</p><p><blockquote>它并不总是完美的。去年，我们看到Roku与两项新服务就收入分成安排展开斗争，但各方最终达成协议，以确保这些新的优质产品不会错过 Roku 的大量受众。</blockquote></p><p> With Roku's platform revenue the key driver in the 81% year-over-year revenue surge inits latest quarter, it's clear the model works. Roku's agnosticism makes it a major draw to smart TV manufacturers looking for a built-in operating system and for consumers buying retail products to turn dumb TVs into smart ones. Roku's recent moves to beef up proprietary content -- like buying the now defunct Quibi content catalog -- isn't enough for any streaming service to see Roku as a threat instead of an ally.</p><p><blockquote>由于 Roku 的平台收入是最新季度收入同比激增 81% 的主要驱动力，显然该模式是有效的。Roku 的不可知论使其成为寻找内置操作系统的智能电视制造商以及购买零售产品以将愚蠢电视变成智能电视的消费者的主要吸引力。Roku 最近加强专有内容的举措（例如收购现已停产的 Quibi 内容目录）不足以让任何流媒体服务将Roku视为威胁而不是盟友。</blockquote></p><p> <b>fuboTV</b></p><p><blockquote><b>富博电视台</b></blockquote></p><p> We're kissing our cable and satellite television bills goodbye, but a growing number of cord-cutters are turning to live TV streaming services to fill the void. fuboTV is still a small player in this niche, but its \"sports first\" positioning is making it the fastest growing player in the field. Revenue has accelerated in each of its first three quarters as a pubic company,nearly tripling in last week's financial update.</p><p><blockquote>我们正在告别有线电视和卫星电视账单，但越来越多的剪线者正在转向直播电视流媒体服务来填补空白。fuboTV在这个领域仍然是一个小玩家，但其“体育第一”的定位使其成为该领域发展最快的玩家。作为一家上市公司，其前三个季度的收入都在加速增长，在上周的财务更新中几乎增长了两倍。</blockquote></p><p> Having a set demographic of sports fans is making it magnetic to marketers. Ad revenue per user clocked in at $8.70 a month for fuboTV, nearly triple what Roku is commanding -- and the clincher here is that fuboTV is still collecting premium subscription revenue on top of that. Another killer advantage for fuboTV with its unique market positioning is that many sports fans enjoy wagering. By the end of this year fuboTV expects to launch Fubo Sportsbook, a gambling app that will work alongside fuboTV to update betting options based on what a subscriber is watching.</p><p><blockquote>拥有一组体育迷对营销人员来说很有吸引力。fuboTV 的每用户广告收入为每月 8.70 美元，几乎是Roku的三倍，而关键的是，除此之外，fuboTV 仍在收取额外订阅收入。富博TV凭借其独特的市场定位，另一个杀手优势是许多体育迷喜欢赌博。到今年年底，fuboTV预计将推出Fubo Sportsbook，这是一款赌博应用程序，将与fuboTV一起工作，根据用户正在观看的内容更新投注选项。</blockquote></p><p> <b>Walt Disney</b></p><p><blockquote><b>华特·迪士尼</b></blockquote></p><p> It may seem insane, but Disney+ wasn't around two years ago. It launched in November 2019 and hit the ground running. Disney's success in streaming is a testament to its unmatched properties.</p><p><blockquote>这可能看起来很疯狂，但两年前迪士尼+还不是。它于2019年11月推出，并立即落地。迪士尼在流媒体领域的成功证明了其无与伦比的属性。</blockquote></p><p></p><p> Disney was the studio behind all six of the country's top-grossing theatrical releases in 2019, the last good year for the multiplex industry. It operates the world's most visited theme parks. Its Disney Channel and majority-owned ESPN are the top dogs in their respective markets. A hit in one of its divisions can quickly be adapted to be monetized elsewhere.</p><p><blockquote>迪士尼是2019年美国所有六部票房最高的影院上映背后的工作室，这是多厅影院行业的最后一个好年份。它经营着世界上游客最多的主题公园。其迪士尼频道和控股的 ESPN 是各自市场的佼佼者。其中一个部门的成功可以很快被调整为在其他地方货币化。</blockquote></p><p> Disney+ became a major player out of the gate as a result of the media stock's vault of content. Between its homegrown properties and the franchises it acquired in 10-figure deals for Pixar, Marvel, and Lucasfilm, no one comes close to the breadth of the House of Mouse for potential blockbusters.</p><p><blockquote>由于媒体股票的大量内容，Disney+成为了一个主要参与者。在其本土资产和以10位数的价格为皮克斯、漫威和卢卡斯影业收购的特许经营权之间，没有人能与老鼠之家相提并论，就潜在的大片而言。</blockquote></p><p> Streaming entertainment is going to have a lot winners. It's the present and future of video consumption. Netflix, Roku, fuboTV, and Disney have the killer advantages to stand out in the field.</p><p><blockquote>流媒体娱乐将会有很多赢家。这是视频消费的现在和未来。Netflix、Roku、fuboTV和迪斯尼拥有在该领域脱颖而出的杀手级优势。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Streaming Video Stocks That Have a Killer Advantage<blockquote>4 只具有致命优势的流媒体视频股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Streaming Video Stocks That Have a Killer Advantage<blockquote>4 只具有致命优势的流媒体视频股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-08-17 10:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul> <li>There are a lot of players in streaming these days, but only a handful have legit advantages over the competition.</li> <li>Netflix and Disney have unmatched content catalogs for a reason.</li> <li>Roku and fuboTV have unique advantages to make them stand out against more established names in their markets.</li> </ul> </p><p><blockquote><ul><li>如今流媒体中有很多玩家，但只有少数人比竞争对手有合法的优势。</li><li>网飞和迪士尼拥有无与伦比的内容目录是有原因的。</li><li>Roku和fuboTV拥有独特的优势，使它们在市场上从更成熟的品牌中脱颖而出。</li></ul></blockquote></p><p> No one can deny that the migration from linear television to streaming is real. Consumers are more demanding about the entertainment choices they have these days, and the leading streaming services are fitting the bill. However, some platforms have killer advantages.</p><p><blockquote>没有人能否认，从线性电视到流媒体的迁移是真实的。如今，消费者对他们的娱乐选择要求更高，领先的流媒体服务符合要求。然而，有些平台具有杀手级优势。</blockquote></p><p> <b>Netflix</b>(NASDAQ:NFLX),<b>Roku</b>(NASDAQ:ROKU),<b>fuboTV</b>(NYSE:FUBO), and <b>Walt Disney</b>(NYSE:DIS)have a leg up on the competition. Let's see why they have invisible moats that are sometimes misunderstood by the market.</p><p><blockquote><b>网飞</b>（纳斯达克股票代码：NFLX），<b>Roku</b>（纳斯达克股票代码：ROKU）<b>富博电视台</b>（纽约证券交易所代码：FUBO），以及<b>华特·迪士尼</b>（纽约证券交易所代码：DIS）在竞争中占据优势。让我们看看为什么他们有隐形的护城河，有时会被市场误解。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d77375ebe5965b932a98eb9b1eb132f\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Netflix</b></p><p><blockquote><b>网飞</b></blockquote></p><p> Let's start with the obvious top dog in this niche. Netflix was streaming -- disrupting its own physical distribution model -- long before the rest of the world caught up to the trend. Netflix is the undisputed leading premium streaming video service, hitting the midpoint of this year with 209.2 million paying accounts worldwide.</p><p><blockquote>让我们从这个利基市场中明显的顶级狗开始。早在世界其他地方赶上这一趋势之前，Netflix 就开始流媒体播放，扰乱了自己的实体发行模式。Netflix 是无可争议的领先优质流媒体视频服务，今年年中在全球拥有 2.092 亿个付费账户。</blockquote></p><p> One might argue that the killer advantage Netflix has is scale, but it's not as simple as the obvious benefit of reaching the largest audience in the market. Being the top dog means it can divide the cost of acquiring any new piece of content by the largest number of premium accounts. The cost per member of any new movie or series on its platform would be lower for Netflix than it would be for any of its smaller rivals.</p><p><blockquote>有人可能会说，网飞的致命优势是规模，但这并不像接触市场上最大受众的明显好处那么简单。成为头号狗意味着它可以将获取任何新内容的成本除以最大数量的优质帐户。Netflix 平台上任何新电影或剧集的每位会员成本都低于任何较小的竞争对手。</blockquote></p><p> Netflix also has more than two decades of streaming history. Netflix knows exactly what its subscribers are watching, and just as importantly what they're not watching. It has its finger on the pulse of streaming entertainment in a way that is unmatched by anyone else. It's not a surprise that Netflix has now increased its monthly U.S. subscription rates five times in the past seven years and keeps growing.</p><p><blockquote>网飞也有二十多年的流媒体历史。网飞确切地知道它的订户在看什么，同样重要的是他们没有看什么。它以一种其他任何人都无法比拟的方式掌握着流媒体娱乐的脉搏。毫不奇怪，Netflix 在过去七年中将美国每月订阅费提高了五倍，并且还在持续增长。</blockquote></p><p> <b>Roku</b></p><p><blockquote><b>Roku</b></blockquote></p><p> Agnosticism is the killer advantage for Roku. Unlike other streaming operating systems and dongles put out by tech or media giants with their flagship premium offerings to promote, Roku has historically played nice with the gamut of streaming apps. There's a reason why there are now thousands of services you can download through your Roku.</p><p><blockquote>不可知论是Roku的致命优势。与科技或媒体巨头推出的其他流媒体操作系统和加密狗及其旗舰优质产品进行推广不同，Roku历来在各种流媒体应用方面表现出色。现在你可以通过Roku下载成千上万的服务，这是有原因的。</blockquote></p><p> It's not always perfect. We saw Roku battle with two new services last year over revenue-sharing arrangements, but all parties eventually came to terms to make sure that those new premium offerings didn't miss out on Roku's massive audience.</p><p><blockquote>它并不总是完美的。去年，我们看到Roku与两项新服务就收入分成安排展开斗争，但各方最终达成协议，以确保这些新的优质产品不会错过 Roku 的大量受众。</blockquote></p><p> With Roku's platform revenue the key driver in the 81% year-over-year revenue surge inits latest quarter, it's clear the model works. Roku's agnosticism makes it a major draw to smart TV manufacturers looking for a built-in operating system and for consumers buying retail products to turn dumb TVs into smart ones. Roku's recent moves to beef up proprietary content -- like buying the now defunct Quibi content catalog -- isn't enough for any streaming service to see Roku as a threat instead of an ally.</p><p><blockquote>由于 Roku 的平台收入是最新季度收入同比激增 81% 的主要驱动力，显然该模式是有效的。Roku 的不可知论使其成为寻找内置操作系统的智能电视制造商以及购买零售产品以将愚蠢电视变成智能电视的消费者的主要吸引力。Roku 最近加强专有内容的举措（例如收购现已停产的 Quibi 内容目录）不足以让任何流媒体服务将Roku视为威胁而不是盟友。</blockquote></p><p> <b>fuboTV</b></p><p><blockquote><b>富博电视台</b></blockquote></p><p> We're kissing our cable and satellite television bills goodbye, but a growing number of cord-cutters are turning to live TV streaming services to fill the void. fuboTV is still a small player in this niche, but its \"sports first\" positioning is making it the fastest growing player in the field. Revenue has accelerated in each of its first three quarters as a pubic company,nearly tripling in last week's financial update.</p><p><blockquote>我们正在告别有线电视和卫星电视账单，但越来越多的剪线者正在转向直播电视流媒体服务来填补空白。fuboTV在这个领域仍然是一个小玩家，但其“体育第一”的定位使其成为该领域发展最快的玩家。作为一家上市公司，其前三个季度的收入都在加速增长，在上周的财务更新中几乎增长了两倍。</blockquote></p><p> Having a set demographic of sports fans is making it magnetic to marketers. Ad revenue per user clocked in at $8.70 a month for fuboTV, nearly triple what Roku is commanding -- and the clincher here is that fuboTV is still collecting premium subscription revenue on top of that. Another killer advantage for fuboTV with its unique market positioning is that many sports fans enjoy wagering. By the end of this year fuboTV expects to launch Fubo Sportsbook, a gambling app that will work alongside fuboTV to update betting options based on what a subscriber is watching.</p><p><blockquote>拥有一组体育迷对营销人员来说很有吸引力。fuboTV 的每用户广告收入为每月 8.70 美元，几乎是Roku的三倍，而关键的是，除此之外，fuboTV 仍在收取额外订阅收入。富博TV凭借其独特的市场定位，另一个杀手优势是许多体育迷喜欢赌博。到今年年底，fuboTV预计将推出Fubo Sportsbook，这是一款赌博应用程序，将与fuboTV一起工作，根据用户正在观看的内容更新投注选项。</blockquote></p><p> <b>Walt Disney</b></p><p><blockquote><b>华特·迪士尼</b></blockquote></p><p> It may seem insane, but Disney+ wasn't around two years ago. It launched in November 2019 and hit the ground running. Disney's success in streaming is a testament to its unmatched properties.</p><p><blockquote>这可能看起来很疯狂，但两年前迪士尼+还不是。它于2019年11月推出，并立即落地。迪士尼在流媒体领域的成功证明了其无与伦比的属性。</blockquote></p><p></p><p> Disney was the studio behind all six of the country's top-grossing theatrical releases in 2019, the last good year for the multiplex industry. It operates the world's most visited theme parks. Its Disney Channel and majority-owned ESPN are the top dogs in their respective markets. A hit in one of its divisions can quickly be adapted to be monetized elsewhere.</p><p><blockquote>迪士尼是2019年美国所有六部票房最高的影院上映背后的工作室，这是多厅影院行业的最后一个好年份。它经营着世界上游客最多的主题公园。其迪士尼频道和控股的 ESPN 是各自市场的佼佼者。其中一个部门的成功可以很快被调整为在其他地方货币化。</blockquote></p><p> Disney+ became a major player out of the gate as a result of the media stock's vault of content. Between its homegrown properties and the franchises it acquired in 10-figure deals for Pixar, Marvel, and Lucasfilm, no one comes close to the breadth of the House of Mouse for potential blockbusters.</p><p><blockquote>由于媒体股票的大量内容，Disney+成为了一个主要参与者。在其本土资产和以10位数的价格为皮克斯、漫威和卢卡斯影业收购的特许经营权之间，没有人能与老鼠之家相提并论，就潜在的大片而言。</blockquote></p><p> Streaming entertainment is going to have a lot winners. It's the present and future of video consumption. Netflix, Roku, fuboTV, and Disney have the killer advantages to stand out in the field.</p><p><blockquote>流媒体娱乐将会有很多赢家。这是视频消费的现在和未来。Netflix、Roku、fuboTV和迪斯尼拥有在该领域脱颖而出的杀手级优势。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/08/16/4-streaming-video-stocks-that-have-a-killer-advant/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","NFLX":"奈飞","DIS":"迪士尼","FUBO":"fuboTV Inc."},"source_url":"https://www.fool.com/investing/2021/08/16/4-streaming-video-stocks-that-have-a-killer-advant/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167115772","content_text":"Key Points\n\nThere are a lot of players in streaming these days, but only a handful have legit advantages over the competition.\nNetflix and Disney have unmatched content catalogs for a reason.\nRoku and fuboTV have unique advantages to make them stand out against more established names in their markets.\n\n\nNo one can deny that the migration from linear television to streaming is real. Consumers are more demanding about the entertainment choices they have these days, and the leading streaming services are fitting the bill. However, some platforms have killer advantages.\nNetflix(NASDAQ:NFLX),Roku(NASDAQ:ROKU),fuboTV(NYSE:FUBO), and Walt Disney(NYSE:DIS)have a leg up on the competition. Let's see why they have invisible moats that are sometimes misunderstood by the market.\nIMAGE SOURCE: GETTY IMAGES.\nNetflix\nLet's start with the obvious top dog in this niche. Netflix was streaming -- disrupting its own physical distribution model -- long before the rest of the world caught up to the trend. Netflix is the undisputed leading premium streaming video service, hitting the midpoint of this year with 209.2 million paying accounts worldwide.\nOne might argue that the killer advantage Netflix has is scale, but it's not as simple as the obvious benefit of reaching the largest audience in the market. Being the top dog means it can divide the cost of acquiring any new piece of content by the largest number of premium accounts. The cost per member of any new movie or series on its platform would be lower for Netflix than it would be for any of its smaller rivals.\nNetflix also has more than two decades of streaming history. Netflix knows exactly what its subscribers are watching, and just as importantly what they're not watching. It has its finger on the pulse of streaming entertainment in a way that is unmatched by anyone else. It's not a surprise that Netflix has now increased its monthly U.S. subscription rates five times in the past seven years and keeps growing.\nRoku\nAgnosticism is the killer advantage for Roku. Unlike other streaming operating systems and dongles put out by tech or media giants with their flagship premium offerings to promote, Roku has historically played nice with the gamut of streaming apps. There's a reason why there are now thousands of services you can download through your Roku.\nIt's not always perfect. We saw Roku battle with two new services last year over revenue-sharing arrangements, but all parties eventually came to terms to make sure that those new premium offerings didn't miss out on Roku's massive audience.\nWith Roku's platform revenue the key driver in the 81% year-over-year revenue surge inits latest quarter, it's clear the model works. Roku's agnosticism makes it a major draw to smart TV manufacturers looking for a built-in operating system and for consumers buying retail products to turn dumb TVs into smart ones. Roku's recent moves to beef up proprietary content -- like buying the now defunct Quibi content catalog -- isn't enough for any streaming service to see Roku as a threat instead of an ally.\nfuboTV\nWe're kissing our cable and satellite television bills goodbye, but a growing number of cord-cutters are turning to live TV streaming services to fill the void. fuboTV is still a small player in this niche, but its \"sports first\" positioning is making it the fastest growing player in the field. Revenue has accelerated in each of its first three quarters as a pubic company,nearly tripling in last week's financial update.\nHaving a set demographic of sports fans is making it magnetic to marketers. Ad revenue per user clocked in at $8.70 a month for fuboTV, nearly triple what Roku is commanding -- and the clincher here is that fuboTV is still collecting premium subscription revenue on top of that. Another killer advantage for fuboTV with its unique market positioning is that many sports fans enjoy wagering. By the end of this year fuboTV expects to launch Fubo Sportsbook, a gambling app that will work alongside fuboTV to update betting options based on what a subscriber is watching.\nWalt Disney\nIt may seem insane, but Disney+ wasn't around two years ago. It launched in November 2019 and hit the ground running. Disney's success in streaming is a testament to its unmatched properties.\nDisney was the studio behind all six of the country's top-grossing theatrical releases in 2019, the last good year for the multiplex industry. It operates the world's most visited theme parks. Its Disney Channel and majority-owned ESPN are the top dogs in their respective markets. A hit in one of its divisions can quickly be adapted to be monetized elsewhere.\nDisney+ became a major player out of the gate as a result of the media stock's vault of content. Between its homegrown properties and the franchises it acquired in 10-figure deals for Pixar, Marvel, and Lucasfilm, no one comes close to the breadth of the House of Mouse for potential blockbusters.\nStreaming entertainment is going to have a lot winners. It's the present and future of video consumption. Netflix, Roku, fuboTV, and Disney have the killer advantages to stand out in the field.","news_type":1,"symbols_score_info":{"ROKU":0.9,"FUBO":0.9,"DIS":0.9,"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":2780,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/839426221"}
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