There will be multiple business casualties in the paid streaming wars and a few business victors. Digital markets for industries that have high fixed costs and relatively low variable costs have tended toward a few, unusually large winners, and I believe such will be the case in entertainment. In this scenario, no more than three global entertainment companies are likely to attain the streaming-service scale required.
Source: Jason Kilar on the Chaotic Streaming Wars—and How This Hollywood Story May End