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SVOD Services Eroding Value of Affiliated TV Channels, nScreenMedia Analyst Says

Netflix will lose some digital viewing minute share to new subscription VOD services from Disney and AT&T, but streaming services in total will grow as consumers shift more TV viewing to digital, nScreenMedia analyst Colin Dixon blogged Tuesday. He said Disney Plus and HBO Max will accelerate the decline in value of Disney- and AT&T-owned TV channels, and it's not clear whether the value generated by the streamers will recoup that lost TV channel value.