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04/24/2015

Analyst: Netflix's Damage to Linear TV May Be Mostly Done

Netflix  has incurred a huge influence in the decline of linear pay-TV. But acceleration of that impact will probably slow down, as the SVOD service is forced to infiltrate homes with less affluent and older consumers.

This is the point put forth Thursday by media analyst Michael Nathanson. In his latest blog post, titled Is Netflix Killing TV?, Nathanson continues a thread first put forth late last year by analyst Todd Juenger.

The difference now, of course, is that Juenger's hypothesis--that the growth of Netflix into a streaming platform that serves more than 40 million U.S. subscribers is taking a direct toll on linear viewership--is no longer controversial. It's mainstream thought.

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