A major report from investment bankers Exane/BNP-Paribas states bluntly that Netflix is not just a major disrupter of all that is ‘normal’ in broadcasting, but its unique global approach to content and product, plus lower costs than its incumbents, means that Netflix is capable of “shifting the ground beneath [the traditional players’] feet”. […] The 90-page report looks in considerable detail at the prospects for the players concerned. It praises Netflix’s key strengths (more connected devices, and growing in number), its DNA (as a true disruptor as evident from its 1997 introduction of DVDs by post), and unique (“revolutionary”) strategy as far as global content supply is concerned. “It is increasingly shifting toward original content as a way to break the cosy relationships between the US majors and dominant TV groups around the world. Netflix is taking a global approach to content licensing that lets it pay less than it otherwise would if it had to make purchases for each market separately. This will increasingly give Netflix a sustained cost and quality competitive advantage.”
http://advanced-television.com/2015/06/08/netflix-means-nobody-is-safe-in-tv-land/