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

Yahoo!, Not Netflix, Is the TV Industry Disruptor

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 - Get Report) 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.

Must Read: Jim Cramer's Top Stock Picks: NKE PIR MDSO IFF ADBE

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 - Get Report). 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

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
NFLX $90.03 -0.28%
YHOO $36.60 0.03%
FB $118.00 1.10%
GOOG $693.01 0.29%
TSLA $240.76 -2.81%


Chart of I:DJI
DOW 17,773.64 -57.12 -0.32%
S&P 500 2,065.30 -10.51 -0.51%
NASDAQ 4,775.3580 -29.9330 -0.62%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs