FYI: It’s fitting that internet television services are called “over the top.” That can mean excessive, too, and viewers will soon face a bewildering sprawl of choices.
The phrase was also once used for soldiers scrambling up trenches to attack. Now, Disney, WarnerMedia, NBC, and others are about to enter the battle for streaming subscribers.
If cord-cutting accelerates among traditional cable customers, these companies will need to win streamers quickly. If TV viewers stick with their cable bundles for longer than expected, companies could end up having overspent to go over-the-top.
Regards,
Ted
https://www.barrons.com/articles/how-to-play-the-stocks-in-the-streaming-tv-revolution-51571431746?mod=past_editions
