In the war to secure exclusive content, the ability to invest in the acquisition or production of original content has become crucial ammunition.
Netflix has added millions more subscribers as people practice social isolation to control the coronavirus. But service's diverse menu of content is not an efficient business model.
Although some have dubbed the flurry of new video services coming out as a 'streaming war,' the reality is very different.
Giants like Disney and NBCUniversal have been locked in the horns of a business problem known as the innovator's dilemma.