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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 LineGiven this, here's a look at the companies that could kill Netflix.