This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
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
$1 buys you full access to ALL of TheStreet's Subscription Services! Learn More

Yahoo!, Not Netflix, Is the TV Industry Disruptor

Stocks in this article: YHOONFLX

NEW YORK (TheStreet) -- I'll spare you the links, but late last week the media -- financial and otherwise -- did something it's now predisposed to do.

It took a study about binge viewing, regurgitated the results, spewed unconditional love all over Netflix (NFLX) and provided absolutely zero color or context around the story.

But, this time, the media actually failed more than it normally does. It not only regurgitated news without color and context, it regurgitated results of a survey commissioned by Netflix itself!

The Netflix study, conducted by Harris Interactive, found that binge viewing tends to come in two-to-six episode bursts. That's fine. And not a surprise. But I take exception to the underlying assumptive theme of literally every regurgitation of the results -- that Netflix invented binge viewing. That this is a Netflix phenomenon.

It's not.

We have been binge viewing since the video cassette gave way to the digital video recorder. And some of us even binge viewed -- and some still do -- on DVD box sets of television programs.

Binge viewing happened when I was a teenager. Before Netflix even existed. It still happens today, inside and outside of Netflix. And with content Netflix will never get its beady-eyed little hands on. If you want to binge view "The Sopranos" and you don't have HBO GO, you might be doing it via box set.

Associating binge viewing with Netflix, the last couple of years and nothing else is just another not-so-subtle failure of the media. Another unfortunate outcome of its blind faith love affair with Netflix.

Beyond the media's myopic coverage of binge viewing, let's dig deeper. And consider Yahoo! (YHOO). A company I argue is set to take disruption of television viewing/video consumption to a whole new level that will be exciting for consumers and profitable for investors. 

1 of 3

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

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
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

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

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, 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
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!

Markets

DOW 17,827.75 +12.81 0.07%
S&P 500 2,072.83 +5.80 0.28%
NASDAQ 4,787.3170 +29.0650 0.61%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs