State of Play: The Video Streaming Industry has Reached a Tipping Point

From: Nielsen

Massively accelerated by the Pando, streaming is now very mainstream and a bigger source of tv content for some audiences than broadcast television. - although most Americans still watch more 'live tv' -
But there are a raft of new platforms which confuse consumers. As Charlie Munger once wrote there are only two business models - bundling and unbundling - and as streaming unbundled cable so streaming itself may need bundling...meanwhile streaming has a different audience profile than broadcast which is worth knowing for media planning...