Blindside Weekly
5 structural threats the market isn't pricing — and where each one sits on the scale.
This week on Blindside — 5 structural threats the market isn't pricing yet. The heaviest: TV Operating Systems Become Tollbooths, about $2.6bn/yr at risk. Here's where each one sits:
The companies that run your smart-TV menu — Roku, Amazon, Samsung — have turned the home screen into a tollbooth, taking an estimated $2.6bn a year from the people who make and stream the shows.
Blindside index 86 · about $2.6bn/yr at risk →
Young viewers now rent streaming one show at a time — subscribe, binge, cancel, repeat. Monthly cancellations have nearly tripled since 2019, quietly repricing $2.9bn of yearly revenue that services still value as if subscribers stay.
Blindside index 85 · about $2.9bn/yr at risk →
Broadcasters' cable fees were a growth engine. Now pay-TV homes are falling 5.8% a year and price hikes can't keep up. A $1.2 billion yearly shortfall is hiding inside forecasts that still expect growth.
Blindside index 83 · about $1.2bn/yr at risk →
Television sold $20 billion of ads a year on one trusted count of viewers. Now three rivals can settle deals, NBCUniversal has defected, and Nielsen stands accused of hiding data. The market calls it a vendor spat. It isn't.
Blindside index 83 · about $1.3bn/yr at risk →
Western streamers sell rising overseas prices as their next growth leg. But in India, Netflix earns $2.39-3.00 a month while a Reliance-backed rival charges $0.87. A $1.7 billion yearly gap is opening.
Blindside index 82 · about $1.7bn/yr at risk →
Every entry links to its live model — drag the assumptions and watch the range move. Blindside · FASTMaster Intelligence.
