Fast forward 10 years, and the SVOD market globally will be dominated by a handful of companies...
Disney, Netflix, Bein, DAZN are all putting their hands up to be those global media SVOD conglomerates.
Following them, you have Paramount, Sony & NBC, who all have good-sized catalogues for content but no real platform or market share.
Then you have the infrastructure companies like Prime and Apple; Prime has a competitive advantage through Amazon infrastructure but no real catalogues. Likewise Apple, it has the eco-system but no catalogues. So could see some mergers/partnerships between these infrastructure companies and Paramount/Sony/NBC going forward.
Lastly, you have the Aussie battlers.... Stan/NineNow, Foxtel and TenPlay... the reality is these will all fade away at some point... depends on what government regulation does to protect them in coming years, but they can't compete as the majors increasingly tie up the content.