08/11/2022 - BEN FRENCH
The value of content to major streaming services in the US

Content quality and popularity are strong determinants for the price a US streaming platform charges for monthly access. Using this methodology, content catalogues can be subdivided into type and supplier, and the relative value contribution to the market price determined. Disney+ and Paramount+ are more valuable than their prices suggest, while Netflix is consistent and Prime Video and HBO Max can take advantage of their respective content mergers (Amazon with MGM; HBO Max with Discovery+).

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