Member Mailing #287: Is Growth in Streaming Driven More By Content or Software?

[NOTE: It's Thanksgiving week, so there will be no Friday Mailing barring some unusual market development happening. Wishing a Happy Thanksgiving to you and yours.]

Key Takeaways

• Growth is increasingly on the minds of both streaming services and their investors after subscriber numbers flattened in the U.S.

• Is the slowdown due to insufficient content libra…