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So Netflix has committed to increase the amount of European shows it produces by a third next year via a combination of proprietary and bought-in content.

However, the lion’s share – 150 out of 221 new shows – will be original. I think that this move puts even more pressure on the traditional broadcasters to up their respective game.

Netflix now has the subscriber reach and it is consolidating its position by investing heavily in content and is making efforts by rivals such as Apple seem paltry in comparison.

In extricating itself from Netflix, Disney is putting a massive bet on content being king, but I’m not sure whether it has the same distribution power as Netflix does.

This is a story that will play out over the coming years, but as far as I’m concerned, Netflix looks like it’ll be pretty untouchable.

In my opinion, the only rival that will even come close will be Amazon in terms of spending power and reach.

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Please note this article does not constitute investment advice. Investors are encouraged to do their own research beforehand or consult a professional advisor.

Peter Watson

Peter Watson

Peter Watson founded Seiha Consulting, a career transition consultancy, after working in HR and four recruitment agencies. He was also a stockbroker for 13 years in London and Tokyo, advising some of the world’s biggest financial institutions on European and Japanese stock market investment. He started writing the Daily (previously known as “Watson’s WIFI”) to help candidates prepare for interviews – but soon found that many others wanted to read it as well!

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