This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

8 Companies Ganging Up on Netflix

NEW YORK ( TheStreet) -- Every time another possible threat emerges for Netflix (NFLX - Get Report), the bulls insist one new streaming service or content deal is not enough to dethrone the movie rental content.

Maybe they're right. But the sheer quantity of these deals is starting to add up, and, combined, Netflix's aggressive growth goals could be at risk.

Google (GOOG - Get Report) became the latest company to up the ante, announcing on Monday that its YouTube service will add 3,000 movie titles to its video library.

Will YouTube Hurt Netflix?

Of course, Netflix has a significantly more robust catalog of movies and television shows. But what about Apple (AAPL - Get Report)? And Amazon (AMZN - Get Report)? Coinstar's (CSTR)Redbox? Even Best Buy (BBY)and Wal-Mart (WMT - Get Report)are also looking to take a piece of the pie.

Alone, none of these (at least not yet) have enough clout to really make an impact. But it's time to start looking at this competition as a collective whole, according to analysts.

>Netflix Subscribers to Top 30M by 2013: Poll

"I think of each one as a new channel on TV.... Ratings erosion is inevitable even if 10 new players emerge and only get 5% market share," says Janney Capital Markets analyst Tony Wible. "That would eat up half the market opportunity."

>6 Netflix Deals: Will Content Costs Bust Its Bottom Line

Given this, here's a look at the companies that could kill Netflix.
1 of 9

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
AAPL $94.19 -1.04%
AMZN $670.90 -0.06%
DISH $46.04 -2.85%
GOOG $695.70 0.48%
NFLX $90.79 -0.82%


Chart of I:DJI
DOW 17,651.26 -99.65 -0.56%
S&P 500 2,051.12 -12.25 -0.59%
NASDAQ 4,725.6390 -37.5850 -0.79%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs