Netflix has ‘won’ the streaming wars — here’s how others will compete

Netflix's success in subscriber growth and profitability positions it further ahead of traditional media companies. Stock in Netflix is likely to continue on an upward trajectory as it solidifies its market dominance.

Disney is working hard to keep pace but faces challenges in transitioning successfully to a streaming-centric model. However, the company has the assets to potentially establish a solid second global streaming service, which could appeal to investors if executed well.

Paramount is undergoing structural changes through mergers to enhance its positioning, but the challenges in its core business model suggest continued struggles in the near term, leading to cautious investor sentiment.

Warner Bros Discovery has lost key media rights which may hamper its recovery efforts in the streaming space, putting its stock under pressure as it navigates this loss and seeks new strategies.