Executive Briefing
Netflix and the streaming wars, checkpoint 02
The real winner so far: The consumer.

What a year it’s been since our last check-in — checkpoint 01 — as we track whether Netflix will become the world’s single dominant subscription streaming brand or simply one of many popular services.
In addition to some real competition for Netflix, led by Disney+ and HBO Max, 2020 was a year when streaming further solidified its position as the present and future of entertainment distribution — amplified, of course, by a global pandemic that forced people to mostly stay home and watch TV.
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Hi, I’m Dan Frommer and this is The New Consumer, a publication about how and why people spend their time and money.
I’m a longtime tech and business journalist, and I’m excited to focus my attention on how technology continues to profoundly change how things are created, experienced, bought, and sold. The New Consumer is supported entirely by your membership — join now to receive my reporting, analysis, and commentary directly in your inbox, via my twice-weekly, member-exclusive newsletter. Thanks in advance.