Google (GOOG) it appears has made rapidly enhancing content quality at YouTube a priority.
The future at YouTube seems to be strengthening original content and, according to this announcement, improving access to live events.
In itself, this announcement would not seem to be a legitimate threat to Netflix.
What if YouTube also develops other professional content partnerships while continuing to enhance the quality of its original content?
Could that combination become a threat to Netflix (NFLX)?
It's just one view but Martin Pyykkonen thinks so and says as much in this Barron's article.
Netflix: Google's YouTube A 'Substantial' Threat, Says Wedge
The analyst goes on to say that YouTube's immediate advantage over Netflix and other competitors is broad distribution across all devices (PCs, mobile phones, tablets, IP-enabled TVs, etc).
I think it's pretty tough to guess where this is all going but great to watch it play out.
Adam
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