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8 Companies Ganging Up on Netflix

Stocks in this article: NFLX AMZN AAPL CSTR GOOG DISH WMT

NEW YORK ( TheStreet) -- Every time another possible threat emerges for Netflix (NFLX), 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) 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)? And Amazon (AMZN)? Coinstar's (CSTR)Redbox? Even Best Buy (BBY)and Wal-Mart (WMT)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.

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