Is streaming still a great business? MoffettNathanson asks

MoffettNathanson senior analyst Robert Fishman joins Alexandra Canal on Market Domination Overtime to discuss the state of streaming as deals between big players change the landscape.

“Clearly, we’re in a time of disruption, and the traditional cable bundle is going through that almost every day,” Fishman tells Yahoo Finance, later adding: “There’s continued deals that are evolving and the terms of these deals continue to shape the future of the landscape.”

Disney (DIS) recently finalized its deal with DirecTV and restored the media giant’s cable channels to the provider’s bundles. Warner Brother Discovery (WBD) and Charter (CHTR) announced an early renewal of their distribution agreement last week.

“Clearly, Netflix (NFLX) has proven that [streaming] is a pretty good business,” Fishman says, finding traditional media companies have struggled to “replicate that success.”

For more expert insight and the latest market action, click here to watch this full episode of Market Domination Overtime.

This post was written by Naomi Buchanan.