Member Mailing: Has Netflix Shifted the Goalposts of The Streaming Game for Apple, Disney & Warner Bros. Discovery?

The past few weeks of PARQOR mailings have had a general theme: how each of the leading streamers has been (re)positioning themselves for growth.

There is the popular path of pivoting into AVOD which market leaders Disney+ and HBO Max have opted to reach a larger total addressable market (TAM). Then there is Netflix zagging where the market is zigging, b…